2023 Form 5500 filing — Actsoft, Inc. Retirement Savings Plan 2019
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 20241014134051NAL0053764882001) for Actsoft, Inc. Retirement Savings Plan 2019, reported by Actsoft Inc under EIN 59-3490657 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.5MReported net assets$8,453,379
Participants135
Provider compensation$63.9K4 Schedule C row(s)$63,858
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134051NAL0053764882001
- Plan sponsor
- Actsoft Inc
- EIN
- 59-3490657
- Plan number
- 001
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,453,379
- Net assets (EOY)
- $8,453,379
- Employer contributions
- $222,818
- Participant contributions
- $462,454
- Total income / additions
- $1,932,700
- Benefits paid
- $610,862
- Administrative expenses
- $41,554
- Total expenses
- $652,416
- Net increase / (decrease)
- $1,280,284
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $39,509 | $0 |
| Jaffe Tilchin Wealth Management Inc | INVESTMENT ADVISOR | $18,545 | not reported in the loaded dataset |
| Penservco, Inc. | THIRD PARTY ADMINISTRATO | $2,045 | $3,709 |
| Empower Annuity Insurance Co Of Ame | INVESTMENT MANAGEMENT | $50 | not reported in the loaded dataset |