2023 Form 5500 filing — Pharpoint Research Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708094618NAL0013909185001) for Pharpoint Research Inc. 401(K) Plan, reported by Pharpoint Research, Inc. under EIN 20-4082716 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,607,953
Participants164
Provider compensation$37.1K4 Schedule C row(s)$37,076
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240708094618NAL0013909185001
Plan sponsor
Pharpoint Research, Inc.
EIN
20-4082716
Plan number
001
Location
Durham, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$314K
Benefits paid / distributions$276.9K
Contributions
Employer$265.5K
Participant$1M
Full reported line items
Total assets (EOY)
$7,607,953
Total liabilities (EOY)
$0
Net assets (EOY)
$7,607,953
Employer contributions
$265,493
Participant contributions
$1,008,262
Total income / additions
$2,403,751
Benefits paid
$276,880
Administrative expenses
$37,076
Total expenses
$313,956
Net increase / (decrease)
$2,089,795
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $21.7K
  2. 2
    RECORDKEEPER · Direct $13K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $2.4K
  4. 4
    AUDITOR · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708094618NAL0013909185001 cover?
It is the 2023 Form 5500 filing for Pharpoint Research Inc. 401(K) Plan, reported by Pharpoint Research, Inc. (EIN 20-4082716).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages