2023 Form 5500 filing — The Southern Software, Inc. Employee Stock Ownership 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 20240719091651NAL0006633521001) for The Southern Software, Inc. Employee Stock Ownership Plan, reported by Southern Software, Inc. under EIN 56-1648911 and plan number 002. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240719091651NAL0006633521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Software, Inc.
- EIN
- 56-1648911
- Plan number
- 002
- Location
- Southern Pines, NC
- Participants
- 98
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,130,400
- Total liabilities (EOY)
- $511,809
- Net assets (EOY)
- $30,618,591
- Employer contributions
- $490,877
- Total income / additions
- $10,745,894
- Benefits paid
- $722,817
- Total expenses
- $763,694
- Net increase / (decrease)
- $9,982,200
- Schedule source
- Schedule I