Pointsmith 401k Profit Sharing Plan And Trust — Form 5500 plan (Pointsmith Holding Company, 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, Pointsmith 401k Profit Sharing Plan And Trust is a benefit plan reported by Pointsmith Holding Company, Inc. under EIN 88-0480686 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $17,941,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pointsmith Holding Company, Inc.
- EIN
- 88-0480686
- Plan number
- 001
- Plan type
- 2
- Location
- Katy, TX
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $17,941,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20250124151407NAL0007800129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,941,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,941,710
- Net assets (BOY)
- $20,505,421
Income & contributions
- Employer contributions
- $259,754
- Participant contributions
- $956,258
- Total contributions
- $1,216,012
- Total income / additions
- $4,759,880
Expenses & distributions
- Benefits paid
- $6,929,052
- Administrative expenses
- $74,397
- Total expenses
- $7,323,591
- Net increase / (decrease)
- -$2,563,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,964 | $0 | 2023 |
| Mcconnell & Jones Llp | ACCOUNTANT | $16,899 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $15,336 | $1 | 2023 |
| Houston Benefit Consulting LLC | CONSULTANT-TPA | $8,198 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pointsmith Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Katy, TX
- Principal Life Insurance Company — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Houston Benefit Consulting LLC — Schedule C compensation