Pointclickcare Technologies Usa Corp. 401(K) Plan — Form 5500 plan (Pointclickcare Technologies Usa Corp.)

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, Pointclickcare Technologies Usa Corp. 401(K) Plan is a benefit plan reported by Pointclickcare Technologies Usa Corp. under EIN 98-0442503 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,154 participants and $72,066,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pointclickcare Technologies Usa Corp.
EIN
98-0442503
Plan number
001
Plan type
2
Location
Bloomington, MN
Latest filing year
2023
Participants
1,154
End-of-year plan assets
$72,066,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,154H, C20240927160403NAL0004208096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,066,731
Net assets (EOY)
$72,066,731
Net assets (BOY)
$50,471,852

Income & contributions

Employer contributions
$3,580,001
Participant contributions
$10,705,449
Total contributions
$16,020,324
Total income / additions
$26,467,880

Expenses & distributions

Benefits paid
$4,620,127
Administrative expenses
$241,810
Total expenses
$4,873,001
Net increase / (decrease)
$21,594,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management LLCINVESTMENT ADVISORY$145,986not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$94,702$02023

Related Form 5500 pages