Hyland Software 401(K) Plan — Form 5500 plan (Hyland Software, 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, Hyland Software 401(K) Plan is a benefit plan reported by Hyland Software, Inc. under EIN 34-1699247 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,119 participants and $455,001,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hyland Software, Inc.
- EIN
- 34-1699247
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake, OH
- Latest filing year
- 2023
- Participants
- 4,119
- End-of-year plan assets
- $455,001,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,119 | H, C | 20241009080147NAL0018002129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $455,001,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $455,001,626
- Net assets (BOY)
- $385,354,749
Income & contributions
- Employer contributions
- $9,454,329
- Participant contributions
- $30,906,232
- Total contributions
- $44,106,171
- Total income / additions
- $118,157,720
Expenses & distributions
- Benefits paid
- $47,939,505
- Administrative expenses
- $571,338
- Total expenses
- $48,510,843
- Net increase / (decrease)
- $69,646,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $275,259 | $0 | 2023 |
| Creative Planning | NONE | $141,691 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advsrs LLC | NONE | $112,500 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $53,639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hyland Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Westlake, OH
- The Vanguard Group, Inc. — Schedule C compensation
- Creative Planning — Schedule C compensation
- Gallagher Fiduciary Advsrs LLC — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation