The Business Software, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Business 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, The Business Software, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Business Software, Inc. under EIN 59-1935198 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $25,620,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Business Software, Inc.
EIN
59-1935198
Plan number
001
Plan type
2
Location
Peachtree Corners, GA
Latest filing year
2023
Participants
182
End-of-year plan assets
$25,620,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241010081401NAL0035232768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,620,854
Total liabilities (EOY)
$0
Net assets (EOY)
$25,620,854
Net assets (BOY)
$20,813,504

Income & contributions

Employer contributions
$280,643
Participant contributions
$1,355,117
Total contributions
$1,656,387
Total income / additions
$5,598,366

Expenses & distributions

Benefits paid
$773,787
Administrative expenses
$17,229
Total expenses
$791,016
Net increase / (decrease)
$4,807,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustRECORDKEEPER$10,659$02023
Capital Investment Advisors, Inc.ADVISOR$6,570not reported in the loaded dataset2023

Related Form 5500 pages