2023 Form 5500 filing — Datum 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 20240913120301NAL0005951203001) for Datum Software 401(K) Plan, reported by Datum Software under EIN 58-2015603 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913120301NAL0005951203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Datum Software
- EIN
- 58-2015603
- Plan number
- 001
- Location
- Johns Creek, GA
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,075,498
- Total liabilities (EOY)
- $16,434
- Net assets (EOY)
- $10,059,064
- Employer contributions
- $259,345
- Participant contributions
- $1,324,790
- Total income / additions
- $3,441,086
- Benefits paid
- $2,977,737
- Administrative expenses
- $42,167
- Total expenses
- $3,019,904
- Net increase / (decrease)
- $421,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $24,207 | $0 |
| Adp, Inc. | RECORD KEEPER | $17,959 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |