2023 Form 5500 filing — American Software, 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 20241010162144NAL0020518577001) for American Software, Inc. 401(K)/Profit Sharing Plan, reported by American Software, Inc. under EIN 58-1098795 and plan number 001. It reports 482 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)$72.2MReported net assets$72,165,510
Participants482
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010162144NAL0020518577001
Plan sponsor
American Software, Inc.
EIN
58-1098795
Plan number
001
Location
Atlanta, GA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$72.2M total assets
Net assets$72.2MLiabilities$0
Money in vs. money out
Total income / additions$22.7M
Total expenses$12.2M
Benefits paid / distributions$12.3M
Contributions
Employer$343.5K
Participant$3.8M
Full reported line items
Total assets (EOY)
$72,165,510
Total liabilities (EOY)
$0
Net assets (EOY)
$72,165,510
Employer contributions
$343,517
Participant contributions
$3,788,993
Total income / additions
$22,667,568
Benefits paid
$12,279,772
Administrative expenses
-$48,387
Total expenses
$12,249,480
Net increase / (decrease)
$10,418,088
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACCOUNTANT/AUDITOR · Direct $12K
  2. 2
    ADVISOR · Direct $10.5K
  3. 3
    RECORDKEEPER · Direct -$70.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010162144NAL0020518577001 cover?
It is the 2023 Form 5500 filing for American Software, Inc. 401(K)/Profit Sharing Plan, reported by American Software, Inc. (EIN 58-1098795).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages