Plan5500

Software Engineering Professionals, 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 Engineering Professionals, Inc. (EIN 35-1740069) is a plan sponsor located in Carmel, IN with 3 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
35-1740069
Location
Carmel, IN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Software Engineering Professionals, Inc.

  • 3 loaded plans hold $75.3M in reported assets.
  • The largest, Sep Employee Stock Ownership Plan And Trust, holds 60% of this company's reported plan assets.
  • Plans cover 479 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75.3MSummed across loaded plans$75,260,327
Total reported assets$75.3M$75,289,151
Total reported participants479
Total reported liabilities$28.8K$28,824

Reported net position

Reported assets = net assets + liabilities (summed)$75.3M total assets
Net assets$75.3MLiabilities$28.8K
Contributions & income
Employer contributions$1.8M
Participant contributions$1.6M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$667.8K
Total expenses$668.1K
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Sep Employee Stock Ownership Plan And Trust
Participants per plan160Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sep Employee Stock Ownership Plan And Trust$45.3M
    Plan #004 · 150 participants · 2023
  2. 2
    Software Engineering Professionals, Inc. Profit Sharing Plan$30M
    Plan #003 · 176 participants · 2023
  3. 3
    Software Engineering Professionals Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 153 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Software Engineering Professionals, Inc.. Open one for its full reported snapshot.

  1. 2023
    Software Engineering Professionals Employee Benefit Plan153 participants · 2No schedules
    View filing →
  2. 2023
    Software Engineering Professionals, Inc. Profit Sharing Plan176 participants · 2Sch H
    View filing →
  3. 2023
    Sep Employee Stock Ownership Plan And Trust150 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Software Engineering Professionals, Inc. report on Form 5500?
Software Engineering Professionals, Inc. (EIN 35-1740069) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Software Engineering Professionals, Inc.?
The Employer Identification Number (EIN) reported for Software Engineering Professionals, Inc. is 35-1740069.
What is the latest Form 5500 filing year for Software Engineering Professionals, Inc.?
The latest loaded Form 5500 filing year for Software Engineering Professionals, Inc. is 2023.

Related Form 5500 pages