Point Broadband 401(K) Plan — Form 5500 plan (Point Broadband Fiber Holding 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, Point Broadband 401(K) Plan is a benefit plan reported by Point Broadband Fiber Holding LLC under EIN 82-5331550 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $6,902,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Point Broadband Fiber Holding LLC
- EIN
- 82-5331550
- Plan number
- 001
- Plan type
- 2
- Location
- West Point, GA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $6,902,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241002142332NAL0004886515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,902,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,902,596
- Net assets (BOY)
- $5,532,098
Income & contributions
- Employer contributions
- $656,767
- Participant contributions
- $1,148,771
- Total contributions
- $2,015,586
- Total income / additions
- $3,303,160
Expenses & distributions
- Benefits paid
- $1,892,530
- Administrative expenses
- $29,772
- Total expenses
- $1,932,662
- Net increase / (decrease)
- $1,370,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $14,129 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,845 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $3,292 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $506 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Point Broadband Fiber Holding LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in West Point, GA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation