2023 Form 5500 filing — Sterling Software, Inc. 401(K) Profit Sharing Plan & Trust

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 20240627110658NAL0006524179001) for Sterling Software, Inc. 401(K) Profit Sharing Plan & Trust, reported by Sterling Software Inc under EIN 76-0722156 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,932,724
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627110658NAL0006524179001
Plan sponsor
Sterling Software Inc
EIN
76-0722156
Plan number
001
Location
Troy, MI
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$3.5K
Benefits paid / distributions$2.4K
Contributions
Employer$27.4K
Participant$122.7K
Full reported line items
Total assets (EOY)
$3,932,724
Total liabilities (EOY)
$0
Net assets (EOY)
$3,932,724
Employer contributions
$27,375
Participant contributions
$122,680
Total income / additions
$1,290,277
Benefits paid
$2,433
Administrative expenses
$1,033
Total expenses
$3,466
Net increase / (decrease)
$1,286,811

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627110658NAL0006524179001 cover?
It is the 2023 Form 5500 filing for Sterling Software, Inc. 401(K) Profit Sharing Plan & Trust, reported by Sterling Software Inc (EIN 76-0722156).
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