Solutionware, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Solutionware, 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, Solutionware, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Solutionware, Inc. under EIN 36-4176729 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $4,934,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solutionware, Inc.
- EIN
- 36-4176729
- Plan number
- 001
- Plan type
- 2
- Location
- Hawthorn Woods, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241003181201NAL0018437216001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,934,372
- Total liabilities (EOY)
- $42,205
- Net assets (EOY)
- $4,892,167
- Net assets (BOY)
- $3,562,409
Income & contributions
- Employer contributions
- $5,000
- Total income / additions
- $1,332,559
Expenses & distributions
- Total expenses
- $2,801
- Net increase / (decrease)
- $1,329,758
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.