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, Paylocity 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Paylocity Corporation under EIN 36-4227403 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,372 participants and $338,648,765 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $338,648,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $338,648,765
- Net assets (BOY)
- $238,071,038
Income & contributions
- Employer contributions
- $16,374,949
- Participant contributions
- $42,252,240
- Total contributions
- $72,664,280
- Total income / additions
- $121,457,621
Expenses & distributions
- Benefits paid
- $20,456,377
- Administrative expenses
- $410,952
- Total expenses
- $20,879,894
- Net increase / (decrease)
- $100,577,727