2023 Form 5500 filing — The 21st Century 401(K) 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 20240821063016NAL0007625202001) for The 21st Century 401(K) Plan, reported by 21st Century Software Technologies, Inc. under EIN 99-0369407 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821063016NAL0007625202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 21st Century Software Technologies, Inc.
- EIN
- 99-0369407
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,373,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,373,240
- Employer contributions
- $487,180
- Participant contributions
- $1,486,847
- Total income / additions
- $4,144,910
- Benefits paid
- $3,851,233
- Administrative expenses
- $69,244
- Total expenses
- $3,920,477
- Net increase / (decrease)
- $224,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,636 | not reported in the loaded dataset |
| Scs | ADVISOR | $30,382 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,227 | not reported in the loaded dataset |