2023 Form 5500 filing — Dakota Software Corporation 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516100036NAL0085944322001) for Dakota Software Corporation 401(K) Profit Sharing Plan, reported by Dakota Software Corporation under EIN 16-1444228 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,447,601
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516100036NAL0085944322001
Plan sponsor
Dakota Software Corporation
EIN
16-1444228
Plan number
001
Location
Victor, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$149.9K
Benefits paid / distributions$127K
Contributions
Employer$98.6K
Participant$294.5K
Full reported line items
Total assets (EOY)
$5,447,601
Total liabilities (EOY)
$0
Net assets (EOY)
$5,447,601
Employer contributions
$98,596
Participant contributions
$294,512
Total income / additions
$1,272,569
Benefits paid
$127,006
Administrative expenses
$22,884
Total expenses
$149,890
Net increase / (decrease)
$1,122,679

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516100036NAL0085944322001 cover?
It is the 2023 Form 5500 filing for Dakota Software Corporation 401(K) Profit Sharing Plan, reported by Dakota Software Corporation (EIN 16-1444228).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages