2023 Form 5500 filing — Precise Software Solutions, Inc. Retirement 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 20241015134610NAL0048198192001) for Precise Software Solutions, Inc. Retirement Plan, reported by Precise Software Solutions, Inc. under EIN 06-1692722 and plan number 001. It reports 134 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)$13.7MReported net assets$13,728,448

Participants134

Provider compensation$11.9K2 Schedule C row(s)$11,862

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015134610NAL0048198192001
Plan sponsor: Precise Software Solutions, Inc.
EIN: 06-1692722
Plan number: 001
Location: Rockville, MD
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)$13.7M total assets

Net assets$13.7MLiabilities$0

Money in vs. money out

Total income / additions$5.6M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$695.8K

Participant$1.4M

Full reported line items

Total assets (EOY): $13,728,448
Total liabilities (EOY): $0
Net assets (EOY): $13,728,448
Employer contributions: $695,760
Participant contributions: $1,405,629
Total income / additions: $5,612,916
Benefits paid: $1,086,180
Administrative expenses: $13,254
Total expenses: $1,099,434
Net increase / (decrease): $4,513,482

Schedule C

Reported service provider compensation

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

1
Mma Securities$11.1K
ADVISOR · Direct $11.1K
2
Fidelity Investments Institutional$713
RECORDKEEPER · Direct $713 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134610NAL0048198192001 cover?: It is the 2023 Form 5500 filing for Precise Software Solutions, Inc. Retirement Plan, reported by Precise Software Solutions, Inc. (EIN 06-1692722).
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).