Datum Software 401(K) Plan — Form 5500 plan (Datum Software)
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, Datum Software 401(K) Plan is a benefit plan reported by Datum Software under EIN 58-2015603 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $10,075,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Datum Software
- EIN
- 58-2015603
- Plan number
- 001
- Plan type
- 2
- Location
- Johns Creek, GA
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $10,075,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20240913120301NAL0005951203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,075,498
- Total liabilities (EOY)
- $16,434
- Net assets (EOY)
- $10,059,064
- Net assets (BOY)
- $9,637,882
Income & contributions
- Employer contributions
- $259,345
- Participant contributions
- $1,324,790
- Total contributions
- $1,893,363
- Total income / additions
- $3,441,086
Expenses & distributions
- Benefits paid
- $2,977,737
- Administrative expenses
- $42,167
- Total expenses
- $3,019,904
- Net increase / (decrease)
- $421,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $24,207 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $17,959 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |