Precisely Software Incorporated 401(K) Plan — Form 5500 plan (Precisely Software Incorporated)
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, Precisely Software Incorporated 401(K) Plan is a benefit plan reported by Precisely Software Incorporated under EIN 22-1854351 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,760 participants and $286,412,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Precisely Software Incorporated
- EIN
- 22-1854351
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 1,760
- End-of-year plan assets
- $286,412,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,760 | H, C | 20241014120744NAL0044426880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $286,412,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,412,264
- Net assets (BOY)
- $251,913,900
Income & contributions
- Employer contributions
- $4,378,516
- Participant contributions
- $15,208,915
- Total contributions
- $23,903,419
- Total income / additions
- $70,791,427
Expenses & distributions
- Benefits paid
- $36,101,098
- Administrative expenses
- $185,001
- Total expenses
- $36,293,063
- Net increase / (decrease)
- $34,498,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $66,950 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $52,518 | $0 | 2023 |
| Grant Thornton | ACCOUNTANT/AUDITOR | $38,350 | not reported in the loaded dataset | 2023 |
| Carr Riggs & Ingram | ACCOUNTANT/AUDITOR | $13,400 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,485 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Precisely Software Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Sageview Advisory Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Carr Riggs & Ingram — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation