2023 Form 5500 filing — Precisely Software Incorporated 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 20241014120744NAL0044426880001) for Precisely Software Incorporated 401(K) Plan, reported by Precisely Software Incorporated under EIN 22-1854351 and plan number 001. It reports 1,760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120744NAL0044426880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Precisely Software Incorporated
- EIN
- 22-1854351
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 1,760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,412,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,412,264
- Employer contributions
- $4,378,516
- Participant contributions
- $15,208,915
- Total income / additions
- $70,791,427
- Benefits paid
- $36,101,098
- Administrative expenses
- $185,001
- Total expenses
- $36,293,063
- Net increase / (decrease)
- $34,498,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $66,950 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $52,518 | $0 |
| Grant Thornton | ACCOUNTANT/AUDITOR | $38,350 | not reported in the loaded dataset |
| Carr Riggs & Ingram | ACCOUNTANT/AUDITOR | $13,400 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,485 | not reported in the loaded dataset |