Pointe Group Care 401(K) Plan — Form 5500 plan (Pointe Group Care, LLC)

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, Pointe Group Care 401(K) Plan is a benefit plan reported by Pointe Group Care, LLC under EIN 81-1715745 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,601 participants and $20,369,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pointe Group Care, LLC
EIN
81-1715745
Plan number
002
Plan type
2
Location
Stoughton, MA
Latest filing year
2023
Participants
1,601
End-of-year plan assets
$20,369,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,601H, C20241002110411NAL0004742803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,369,551
Total liabilities (EOY)
$0
Net assets (EOY)
$20,369,551
Net assets (BOY)
$16,173,858

Income & contributions

Employer contributions
$202,468
Participant contributions
$1,899,856
Total contributions
$2,648,661
Total income / additions
$5,320,713

Expenses & distributions

Benefits paid
$992,073
Administrative expenses
$115,109
Total expenses
$1,125,020
Net increase / (decrease)
$4,195,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Park Avenue Securities LLCADVISOR$31,500not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$5,044$02023

Related Form 5500 pages