Paylocity 401(k) plan

Paylocity Corporation, Schaumburg, IL. EIN 36-4227403. Annual reports 2009–2024.

Paylocity Corporation has one active retirement plan on file, the Paylocity 401(k) Profit Sharing Plan and Trust, with 7,191 participants and $438 million in assets in 2024. Principal has been its recordkeeper since 2009. No traditional pension plan appears in Paylocity's filings since 2009.

Active plans: 1
Participants: 7,191
Plan assets: $438 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Professional services

The plan

Paylocity 401(k) Profit Sharing Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 36-4227403
Participants (2024): 7,191
Net assets (2024): $438 million
Recordkeeper: Principal2009–2024
Plan administrator: Paylocity Corporation
1400 American Lane, Suite 1900
Schaumburg, IL 60173
(847) 873-8280As filed for 2024
In effect since: January 1, 1999

Earlier plan names: Paylocity 401K Profit Sharing Plan and Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,191	$438 million	Principal
2023	6,981	$339 million	Principal
2022	6,445	$238 million	Principal
2021	5,331	$234 million	Principal
2020	4,129	$173 million	Principal
2019	3,664	$126 million	Principal
2018	2,978	$83.0 million	Principal
2017	2,428	$67.9 million	Principal
2016	2,129	$44.1 million	Principal
2015	1,583	$29.1 million	Principal
2014	1,169	$22.2 million	Principal
2013	754	$16.0 million	Principal
2012	558	$10.1 million	Principal
2011	380	$6.8 million	Principal
2010	285	$5.4 million	not listed
2009	225	$4.0 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Paylocity 401(k) Profit Sharing Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 873-8280). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Paylocity 401(k) Profit Sharing Plan and Trust

If you had money in one of these plans

What these numbers are

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