Equisoft Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Equisoft 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, Equisoft Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Equisoft Inc under EIN 98-0607844 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $12,803,374 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,803,374
Participants175Covered participants reported
Assets / participant$73.2KComputed: assets ÷ participants$73,162 (computed)
Provider compensation$38.6K3 Schedule C provider row(s)$38,633
- Plan sponsor
- Equisoft Inc
- EIN
- 98-0607844
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241010151315NAL0021316497001 |
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,803,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,803,374
- Net assets (BOY)
- $9,003,263
Income & contributions
- Employer contributions
- $482,002
- Participant contributions
- $1,752,307
- Total contributions
- $2,528,557
- Total income / additions
- $4,320,599
Expenses & distributions
- Benefits paid
- $481,505
- Administrative expenses
- $38,983
- Total expenses
- $520,488
- Net increase / (decrease)
- $3,800,111
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,591 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,692 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equisoft Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation