Aeries Software, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Aeries Software, 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, Aeries Software, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Aeries Software, Inc. under EIN 33-0427993 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $11,704,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aeries Software, Inc.
- EIN
- 33-0427993
- Plan number
- 002
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $11,704,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241009163440NAL0010846531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,704,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,567
- Net assets (BOY)
- $10,850,255
Income & contributions
- Employer contributions
- $417,876
- Participant contributions
- $732,484
- Total contributions
- $1,161,354
- Total income / additions
- $2,669,160
Expenses & distributions
- Benefits paid
- $1,775,413
- Administrative expenses
- $39,435
- Total expenses
- $1,814,848
- Net increase / (decrease)
- $854,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers, Inc. | INVESTMENT ADVISORY - PL | $30,816 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,806 | $0 | 2023 |
| Benefit Equity Inc. | RECORDKEEPER | $2,735 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - P | $2,078 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aeries Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Valmark Advisers, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Benefit Equity Inc. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation