Actsoft, Inc. Retirement Savings Plan 2019 — Form 5500 plan (Actsoft 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, Actsoft, Inc. Retirement Savings Plan 2019 is a benefit plan reported by Actsoft Inc under EIN 59-3490657 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,453,379 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.5MPlan net assets, end of year$8,453,379
Participants135Covered participants reported
Assets / participant$62.6KComputed: assets ÷ participants$62,618 (computed)
Provider compensation$63.9K4 Schedule C provider row(s)$63,858
- Plan sponsor
- Actsoft Inc
- EIN
- 59-3490657
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241014134051NAL0053764882001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,453,379
- Net assets (EOY)
- $8,453,379
- Net assets (BOY)
- $7,173,095
Income & contributions
- Employer contributions
- $222,818
- Participant contributions
- $462,454
- Total contributions
- $685,272
- Total income / additions
- $1,932,700
Expenses & distributions
- Benefits paid
- $610,862
- Administrative expenses
- $41,554
- Total expenses
- $652,416
- Net increase / (decrease)
- $1,280,284
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $39,509 | $0 | 2023 |
| Jaffe Tilchin Wealth Management Inc | INVESTMENT ADVISOR | $18,545 | not reported in the loaded dataset | 2023 |
| Penservco, Inc. | THIRD PARTY ADMINISTRATO | $2,045 | $3,709 | 2023 |
| Empower Annuity Insurance Co Of Ame | INVESTMENT MANAGEMENT | $50 | not reported in the loaded dataset | 2023 |