Software Guidance And Assistance, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Software Guidance And Assistance, Inc. (EIN 13-3100591) is a plan sponsor located in Tarrytown, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3100591
Location
Tarrytown, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,425,558
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,425,558

Contributions & income

Employer contributions
$63,263
Participant contributions
$1,581,545
Total income / additions
$4,836,743

Expenses & distributions

Benefits paid / distributions
$884,415
Total expenses
$976,644
Net increase / (decrease)
$3,860,099

Coverage

Total reported participants
625
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Software Guidance And Assistance, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Software Guidance And Assistance, Inc. 401(K) Profit Sharing Plan And Trust001498$14,425,5582023
Software Guidance And Assistance, Inc. Health Insurance Plan501127not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Software Guidance And Assistance, Inc.
YearPlanParticipantsSchedulesFiling
2023Software Guidance And Assistance, Inc. 401(K) Profit Sharing Plan And Trust498H, C20241008074918NAL0009461619001
2023Software Guidance And Assistance, Inc. Health Insurance Plan12720250505153435NAL0017979458001

Related Form 5500 pages