2023 Form 5500 filing — Team Software, LLC 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 20240913160735NAL0010146641001) for Team Software, LLC 401(K) Plan, reported by Team Software, LLC under EIN 26-2032483 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240913160735NAL0010146641001
Filing year
2023
Form type
2
Plan sponsor
Team Software, LLC
EIN
26-2032483
Plan number
001
Location
Omaha, NE
Participants
190
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$1,514,168
Benefits paid
$9,118,526
Administrative expenses
$54,454
Total expenses
$9,172,980
Net increase / (decrease)
-$7,658,812
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,896$0
D A Davidson & Co. Inc.INVESTMENT ADVISORY$26,558not reported in the loaded dataset

Related Form 5500 pages