2023 Form 5500 filing — Equisoft Inc. 401(K) Profit Sharing 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 20241010151315NAL0021316497001) for Equisoft Inc. 401(K) Profit Sharing Plan, reported by Equisoft Inc under EIN 98-0607844 and plan number 002. It reports 175 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)$12.8MReported net assets$12,803,374
Participants175
Provider compensation$38.6K3 Schedule C row(s)$38,633
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010151315NAL0021316497001
- Plan sponsor
- Equisoft Inc
- EIN
- 98-0607844
- Plan number
- 002
- Location
- Philadelphia, 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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,803,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,803,374
- Employer contributions
- $482,002
- Participant contributions
- $1,752,307
- Total income / additions
- $4,320,599
- Benefits paid
- $481,505
- Administrative expenses
- $38,983
- Total expenses
- $520,488
- Net increase / (decrease)
- $3,800,111
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,591 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,692 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | CONTRACT ADMIN | $2,350 | not reported in the loaded dataset |