Software Guidance And Assistance, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Software Guidance And Assistance, Inc.)
Plain-English plan 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, Software Guidance And Assistance, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Software Guidance And Assistance, Inc. under EIN 13-3100591 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $14,425,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Software Guidance And Assistance, Inc.
- EIN
- 13-3100591
- Plan number
- 001
- Plan type
- 2
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 498
- End-of-year plan assets
- $14,425,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20241008074918NAL0009461619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,425,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,425,558
- Net assets (BOY)
- $10,565,459
Income & contributions
- Employer contributions
- $63,263
- Participant contributions
- $1,581,545
- Total contributions
- $2,773,715
- Total income / additions
- $4,836,743
Expenses & distributions
- Benefits paid
- $884,415
- Administrative expenses
- $92,229
- Total expenses
- $976,644
- Net increase / (decrease)
- $3,860,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Domestic Holdings | INVESTMENT ADVISOR | $42,736 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORD KEEPER | $39,252 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $10,241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Software Guidance And Assistance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tarrytown, NY
- Morgan Stanley Domestic Holdings — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation
- The Benefit Practice — Schedule C compensation