2023 Form 5500 filing — Pointclickcare Technologies Usa Corp. 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 20240927160403NAL0004208096001) for Pointclickcare Technologies Usa Corp. 401(K) Plan, reported by Pointclickcare Technologies Usa Corp. under EIN 98-0442503 and plan number 001. It reports 1,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927160403NAL0004208096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pointclickcare Technologies Usa Corp.
- EIN
- 98-0442503
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 1,154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,066,731
- Net assets (EOY)
- $72,066,731
- Employer contributions
- $3,580,001
- Participant contributions
- $10,705,449
- Total income / additions
- $26,467,880
- Benefits paid
- $4,620,127
- Administrative expenses
- $241,810
- Total expenses
- $4,873,001
- Net increase / (decrease)
- $21,594,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forest Capital Management LLC | INVESTMENT ADVISORY | $145,986 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $94,702 | $0 |