2023 Form 5500 filing — Paylocity 401(K) Profit Sharing Plan And Trust
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 20241009091515NAL0010466803001) for Paylocity 401(K) Profit Sharing Plan And Trust, reported by Paylocity Corporation under EIN 36-4227403 and plan number 001. It reports 6,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091515NAL0010466803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paylocity Corporation
- EIN
- 36-4227403
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 6,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $338,648,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $338,648,765
- Employer contributions
- $16,374,949
- Participant contributions
- $42,252,240
- Total income / additions
- $121,457,621
- Benefits paid
- $20,456,377
- Administrative expenses
- $410,952
- Total expenses
- $20,879,894
- Net increase / (decrease)
- $100,577,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $410,952 | $0 |