2023 Form 5500 filing — Wise Software Solutions, Inc. 401(K) Profit Sharing Plan
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 20240517124507NAL0062430128001) for Wise Software Solutions, Inc. 401(K) Profit Sharing Plan, reported by Wise Software Solutions, Inc. under EIN 93-1026489 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240517124507NAL0062430128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wise Software Solutions, Inc.
- EIN
- 93-1026489
- Plan number
- 001
- Location
- Newberg, OR
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,878,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,878,683
- Employer contributions
- $72,696
- Participant contributions
- $26,623
- Total income / additions
- $431,171
- Benefits paid
- $2,340
- Administrative expenses
- $8,500
- Total expenses
- $10,840
- Net increase / (decrease)
- $420,331
- Schedule source
- Schedule I