2023 Form 5500 filing — Aeries Software, 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 20241009163440NAL0010846531001) for Aeries Software, Inc. 401(K) Profit Sharing Plan, reported by Aeries Software, Inc. under EIN 33-0427993 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009163440NAL0010846531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aeries Software, Inc.
- EIN
- 33-0427993
- Plan number
- 002
- Location
- Orange, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,704,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,567
- Employer contributions
- $417,876
- Participant contributions
- $732,484
- Total income / additions
- $2,669,160
- Benefits paid
- $1,775,413
- Administrative expenses
- $39,435
- Total expenses
- $1,814,848
- Net increase / (decrease)
- $854,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers, Inc. | INVESTMENT ADVISORY - PL | $30,816 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,806 | $0 |
| Benefit Equity Inc. | RECORDKEEPER | $2,735 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - P | $2,078 | not reported in the loaded dataset |