Softdocs Sc, LLC 401(K) Plan — Form 5500 plan (Softdocs Sc, LLC)

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, Softdocs Sc, LLC 401(K) Plan is a benefit plan reported by Softdocs Sc, LLC under EIN 57-1072887 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $5,379,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Softdocs Sc, LLC
EIN
57-1072887
Plan number
001
Plan type
2
Location
Columbia, SC
Latest filing year
2023
Participants
181
End-of-year plan assets
$5,379,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20250402135615NAL0009800001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,379,386
Total liabilities (EOY)
$0
Net assets (EOY)
$5,379,386
Net assets (BOY)
$3,981,121

Income & contributions

Employer contributions
$130,800
Participant contributions
$720,687
Total contributions
$942,245
Total income / additions
$1,898,964

Expenses & distributions

Benefits paid
$479,888
Administrative expenses
$20,364
Total expenses
$500,699
Net increase / (decrease)
$1,398,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens Bank & Trust.NONE$17,286not reported in the loaded dataset2023
Ascensus LLCNONE$3,078$482023

Related Form 5500 pages