2023 Form 5500 filing — Sma Technologies 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 20240930114750NAL0011064818001) for Sma Technologies 401(K) Plan, reported by Unisoft International, Inc. under EIN 76-0231315 and plan number 001. It reports 84 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,575,818
Participants84
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930114750NAL0011064818001
Plan sponsor
Unisoft International, Inc.
EIN
76-0231315
Plan number
001
Location
Houston, TX
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$559.8K
Participant$1M
Full reported line items
Total assets (EOY)
$7,575,818
Total liabilities (EOY)
$0
Net assets (EOY)
$7,575,818
Employer contributions
$559,820
Participant contributions
$1,038,686
Total income / additions
$2,613,497
Benefits paid
$1,370,480
Administrative expenses
$29,323
Total expenses
$1,399,803
Net increase / (decrease)
$1,213,694

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930114750NAL0011064818001 cover?
It is the 2023 Form 5500 filing for Sma Technologies 401(K) Plan, reported by Unisoft International, Inc. (EIN 76-0231315).
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