2023 Form 5500 filing — Docuware Corporation 401(K) Savings 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 20241015075312NAL0055129170001) for Docuware Corporation 401(K) Savings Plan, reported by Docuware Corporation under EIN 14-1826943 and plan number 001. It reports 123 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)$12.2MReported net assets$12,238,432
Participants123
Provider compensation$53.5K2 Schedule C row(s)$53,536
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015075312NAL0055129170001
Plan sponsor
Docuware Corporation
EIN
14-1826943
Plan number
001
Location
Beacon, NY
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)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$549.4K
Benefits paid / distributions$495.9K
Contributions
Employer$639.3K
Participant$810.7K
Full reported line items
Total assets (EOY)
$12,238,432
Total liabilities (EOY)
$0
Net assets (EOY)
$12,238,432
Employer contributions
$639,293
Participant contributions
$810,726
Total income / additions
$3,176,723
Benefits paid
$495,866
Administrative expenses
$53,536
Total expenses
$549,402
Net increase / (decrease)
$2,627,321
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY EMPLOYER · Direct $30.6K
  2. 2
    RETAINED BY EMPLOYER · Direct $22.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015075312NAL0055129170001 cover?
It is the 2023 Form 5500 filing for Docuware Corporation 401(K) Savings Plan, reported by Docuware Corporation (EIN 14-1826943).
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