2023 Form 5500 filing — Solutionware, Inc. Employee Stock Ownership Plan And Trust

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 20241003181201NAL0018437216001) for Solutionware, Inc. Employee Stock Ownership Plan And Trust, reported by Solutionware, Inc. under EIN 36-4176729 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,892,167
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003181201NAL0018437216001
Plan sponsor
Solutionware, Inc.
EIN
36-4176729
Plan number
001
Location
Hawthorn Woods, IL
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$42.2K
Money in vs. money out
Total income / additions$1.3M
Total expenses$2.8K
Benefits paid / distributionsNot reported
Contributions
Employer$5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,934,372
Total liabilities (EOY)
$42,205
Net assets (EOY)
$4,892,167
Employer contributions
$5,000
Total income / additions
$1,332,559
Total expenses
$2,801
Net increase / (decrease)
$1,329,758

Related Form 5500 pages