2023 Form 5500 filing — Posit Software 401(K) 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 20240731122302NAL0012667635001) for Posit Software 401(K) Plan, reported by Posit Software, Pbc under EIN 26-4457115 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.1MReported net assets$28,093,407
Participants314
Provider compensation$1.6K1 Schedule C row(s)$1,596
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731122302NAL0012667635001
Plan sponsor
Posit Software, Pbc
EIN
26-4457115
Plan number
001
Location
Boston, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28.1M total assets
Net assets$28.1MLiabilities$0
Money in vs. money out
Total income / additions$12.9M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$2.1M
Participant$4.4M
Full reported line items
Total assets (EOY)
$28,093,407
Total liabilities (EOY)
$0
Net assets (EOY)
$28,093,407
Employer contributions
$2,132,761
Participant contributions
$4,386,058
Total income / additions
$12,853,927
Benefits paid
$1,464,463
Administrative expenses
$5,733
Total expenses
$1,471,409
Net increase / (decrease)
$11,382,518
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731122302NAL0012667635001 cover?
It is the 2023 Form 5500 filing for Posit Software 401(K) Plan, reported by Posit Software, Pbc (EIN 26-4457115).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages