2023 Form 5500 filing — Redwood Software, Inc. 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 20240813113248NAL0010529473001) for Redwood Software, Inc. 401(K) Plan, reported by Redwood Software, Inc. under EIN 33-0906132 and plan number 001. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.7MReported net assets$15,709,707
Participants64
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240813113248NAL0010529473001
Plan sponsor
Redwood Software, Inc.
EIN
33-0906132
Plan number
001
Location
Morrisville, NC
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)$15.7M total assets
Net assets$15.7MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$359.3K
Participant$939.8K
Full reported line items
Total assets (EOY)
$15,709,707
Total liabilities (EOY)
$0
Net assets (EOY)
$15,709,707
Employer contributions
$359,341
Participant contributions
$939,774
Total income / additions
$4,143,320
Benefits paid
$1,121,253
Administrative expenses
$1,570
Total expenses
$1,122,823
Net increase / (decrease)
$3,020,497

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240813113248NAL0010529473001 cover?
It is the 2023 Form 5500 filing for Redwood Software, Inc. 401(K) Plan, reported by Redwood Software, Inc. (EIN 33-0906132).
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