2023 Form 5500 filing — Hyland Software 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 20241009080147NAL0018002129001) for Hyland Software 401(K) Plan, reported by Hyland Software, Inc. under EIN 34-1699247 and plan number 001. It reports 4,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080147NAL0018002129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hyland Software, Inc.
- EIN
- 34-1699247
- Plan number
- 001
- Location
- Westlake, OH
- Participants
- 4,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $455,001,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $455,001,626
- Employer contributions
- $9,454,329
- Participant contributions
- $30,906,232
- Total income / additions
- $118,157,720
- Benefits paid
- $47,939,505
- Administrative expenses
- $571,338
- Total expenses
- $48,510,843
- Net increase / (decrease)
- $69,646,877
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $275,259 | $0 |
| Creative Planning | NONE | $141,691 | not reported in the loaded dataset |
| Gallagher Fiduciary Advsrs LLC | NONE | $112,500 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $53,639 | not reported in the loaded dataset |