2023 Form 5500 filing — Autosoft Inc 401 K Profit Sharing Plan Trust

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 20241008084259NAL0016345777001) for Autosoft Inc 401 K Profit Sharing Plan Trust, reported by Autosoft Inc under EIN 25-1578532 and plan number 001. It reports 233 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)$10.2MReported net assets$10,174,433
Participants233
Provider compensation$22.5K2 Schedule C row(s)$22,463
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008084259NAL0016345777001
Plan sponsor
Autosoft Inc
EIN
25-1578532
Plan number
001
Location
West Middlesex, PA
Received date
not reported in the loaded dataset
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$477.2K
Participant$807.8K
Full reported line items
Total assets (EOY)
$10,174,433
Total liabilities (EOY)
$0
Net assets (EOY)
$10,174,433
Employer contributions
$477,225
Participant contributions
$807,836
Total income / additions
$2,834,883
Benefits paid
$1,917,238
Administrative expenses
$37,854
Total expenses
$1,955,092
Net increase / (decrease)
$879,791

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edward Jones & Co. L PN/A$19,400not reported in the loaded dataset
John Hancock Life Ins. Co.N/A$3,063$0

Related Form 5500 pages