Netsmart Technologies, Inc. 401(K) Plan — Form 5500 plan (Netsmart Technologies, 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, Netsmart Technologies, Inc. 401(K) Plan is a benefit plan reported by Netsmart Technologies, Inc. under EIN 13-3680154 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,380 participants and $236,332,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Netsmart Technologies, Inc.
EIN
13-3680154
Plan number
002
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
3,380
End-of-year plan assets
$236,332,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,380H, C20241014122706NAL0052234114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$236,332,614
Total liabilities (EOY)
$0
Net assets (EOY)
$236,332,614
Net assets (BOY)
$182,249,147

Income & contributions

Employer contributions
$6,316,900
Participant contributions
$21,278,542
Total contributions
$34,013,186
Total income / additions
$70,658,599

Expenses & distributions

Benefits paid
$17,658,547
Administrative expenses
$314,251
Total expenses
$18,024,960
Net increase / (decrease)
$52,633,639

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$234,835$02023
Creative Planning LLCADVISOR$80,000not reported in the loaded dataset2023

Related Form 5500 pages