Third Point LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Third Point LLC)
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, Third Point LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Third Point LLC under EIN 13-3922602 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $36,397,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Point LLC
- EIN
- 13-3922602
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $36,397,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241010113205NAL0019995457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,397,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,397,112
- Net assets (BOY)
- $31,109,541
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,157,357
- Total contributions
- $2,564,977
- Total income / additions
- $8,430,679
Expenses & distributions
- Benefits paid
- $3,060,654
- Administrative expenses
- $77,328
- Total expenses
- $3,143,108
- Net increase / (decrease)
- $5,287,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $28,561 | not reported in the loaded dataset | 2023 |