2023 Form 5500 filing — Analyticsware 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 20240716181521NAL0003676961001) for Analyticsware Inc 401(K) Profit Sharing Plan & Trust, reported by Analyticsware Inc under EIN 20-5624560 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,234,113
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240716181521NAL0003676961001
Plan sponsor
Analyticsware Inc
EIN
20-5624560
Plan number
001
Location
Bend, OR
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$230.8K
Total expenses$7.9K
Benefits paid / distributions$0
Contributions
Employer$9.8K
Participant$35.2K
Full reported line items
Total assets (EOY)
$1,234,113
Total liabilities (EOY)
$0
Net assets (EOY)
$1,234,113
Employer contributions
$9,839
Participant contributions
$35,175
Total income / additions
$230,830
Benefits paid
$0
Administrative expenses
$7,911
Total expenses
$7,911
Net increase / (decrease)
$222,919

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716181521NAL0003676961001 cover?
It is the 2023 Form 5500 filing for Analyticsware Inc 401(K) Profit Sharing Plan & Trust, reported by Analyticsware Inc (EIN 20-5624560).
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