2023 Form 5500 filing — System Soft Technologies, LLC 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 20241113093724NAL0010527459001) for System Soft Technologies, LLC 401(K) Plan, reported by System Soft Technologies, LLC under EIN 59-3583134 and plan number 001. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113093724NAL0010527459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- System Soft Technologies, LLC
- EIN
- 59-3583134
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,445,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,445,032
- Participant contributions
- $1,631,453
- Total income / additions
- $3,290,368
- Benefits paid
- $2,561,136
- Administrative expenses
- $61,112
- Total expenses
- $2,622,248
- Net increase / (decrease)
- $668,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | RIA | $20,478 | not reported in the loaded dataset |
| Merrill Lynch - Eps | RIA | $20,478 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,448 | $0 |