2023 Form 5500 filing — Netsmart Technologies, Inc. 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 20241014122706NAL0052234114001) for Netsmart Technologies, Inc. 401(K) Plan, reported by Netsmart Technologies, Inc. under EIN 13-3680154 and plan number 002. It reports 3,380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122706NAL0052234114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Netsmart Technologies, Inc.
- EIN
- 13-3680154
- Plan number
- 002
- Location
- Overland Park, KS
- Participants
- 3,380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,332,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,332,614
- Employer contributions
- $6,316,900
- Participant contributions
- $21,278,542
- Total income / additions
- $70,658,599
- Benefits paid
- $17,658,547
- Administrative expenses
- $314,251
- Total expenses
- $18,024,960
- Net increase / (decrease)
- $52,633,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $234,835 | $0 |
| Creative Planning LLC | ADVISOR | $80,000 | not reported in the loaded dataset |