Point University Retirement Savings Plan — Form 5500 plan (Point University)
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, Point University Retirement Savings Plan is a benefit plan reported by Point University under EIN 58-6044761 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $5,987,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Point University
- EIN
- 58-6044761
- Plan number
- 002
- Plan type
- 2
- Location
- West Point, GA
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $5,987,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241014093856NAL0013072003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,987,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,987,172
- Net assets (BOY)
- $5,048,000
Income & contributions
- Employer contributions
- $203,427
- Participant contributions
- $470,900
- Total contributions
- $674,327
- Total income / additions
- $1,628,418
Expenses & distributions
- Benefits paid
- $658,302
- Administrative expenses
- $33,530
- Total expenses
- $689,246
- Net increase / (decrease)
- $939,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $18,010 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,234 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Point University
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in West Point, GA
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation