Touchpoint, Inc. Employees' 401(K) Plan — Form 5500 plan (Touchpoint, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Touchpoint, Inc. Employees' 401(K) Plan is a benefit plan reported by Touchpoint, Inc. under EIN 23-1106740 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,165 participants and $142,964,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Touchpoint, Inc.
- EIN
- 23-1106740
- Plan number
- 006
- Plan type
- 2
- Location
- Concordville, PA
- Latest filing year
- 2023
- Participants
- 1,165
- End-of-year plan assets
- $142,964,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,165 | H, C | 20241015145319NAL0014889507003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,964,792
- Net assets (EOY)
- $142,964,792
- Net assets (BOY)
- $120,622,941
Income & contributions
- Employer contributions
- $3,247,615
- Participant contributions
- $6,323,456
- Total contributions
- $9,776,034
- Total income / additions
- $31,882,586
Expenses & distributions
- Benefits paid
- $12,552,274
- Administrative expenses
- $143,662
- Total expenses
- $12,696,537
- Net increase / (decrease)
- $19,186,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $94,745 | not reported in the loaded dataset | 2023 |
| Kestra Financial Inc | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $7,005 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $288 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Touchpoint, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Concordville, PA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Kestra Financial Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation