2023 Form 5500 filing — Software Plus Money Purchase
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 20240328135912NAL0004213025001) for Software Plus Money Purchase, reported by Empower Financials, Inc. under EIN 38-2473545 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240328135912NAL0004213025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empower Financials, Inc.
- EIN
- 38-2473545
- Plan number
- 001
- Location
- Petoskey, MI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $627,660
- Net assets (EOY)
- $627,660
- Employer contributions
- $8,614
- Participant contributions
- $0
- Total income / additions
- $54,403
- Benefits paid
- $4,000
- Total expenses
- $6,117
- Net increase / (decrease)
- $48,286
- Schedule source
- Schedule I