2023 Form 5500 filing — Software Ag Usa, Inc. 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 20241011154005NAL0023136769001) for Software Ag Usa, Inc. Profit Sharing Plan, reported by Sag, LLC. under EIN 54-1807654 and plan number 001. It reports 1,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154005NAL0023136769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sag, LLC.
- EIN
- 54-1807654
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 1,113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,791,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,791,562
- Employer contributions
- $4,190,897
- Participant contributions
- $8,262,841
- Total income / additions
- $50,231,218
- Benefits paid
- $22,738,743
- Administrative expenses
- $162,819
- Total expenses
- $22,921,091
- Net increase / (decrease)
- $27,310,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $88,318 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,486 | $0 |
| Belfint Lyons & Shuman P.A | ACCOUNTANT/CONSULTANT | $29,290 | not reported in the loaded dataset |