Softerware, Inc. 401(K) Profit Sharing Plan And Tr — Form 5500 plan (Softerware, Inc.)

Plain-English plan 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, Softerware, Inc. 401(K) Profit Sharing Plan And Tr is a benefit plan reported by Softerware, Inc. under EIN 23-2212753 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $30,746,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Softerware, Inc.
EIN
23-2212753
Plan number
001
Plan type
2
Location
Fort Washington, PA
Latest filing year
2023
Participants
195
End-of-year plan assets
$30,746,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240930094644NAL0005543473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,746,942
Total liabilities (EOY)
$0
Net assets (EOY)
$30,746,942
Net assets (BOY)
$27,732,266

Income & contributions

Employer contributions
$431,718
Participant contributions
$1,288,102
Total contributions
$1,734,873
Total income / additions
$6,815,012

Expenses & distributions

Benefits paid
$3,794,306
Administrative expenses
$6,030
Total expenses
$3,800,336
Net increase / (decrease)
$3,014,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$6,030$02023

Related Form 5500 pages