Software Plus Money Purchase — Form 5500 plan (Empower Financials, 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 Plus Money Purchase is a benefit plan reported by Empower Financials, Inc. under EIN 38-2473545 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $627,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empower Financials, Inc.
- EIN
- 38-2473545
- Plan number
- 001
- Plan type
- 2
- Location
- Petoskey, MI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $627,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240328135912NAL0004213025001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $627,660
- Net assets (EOY)
- $627,660
- Net assets (BOY)
- $579,374
Income & contributions
- Employer contributions
- $8,614
- Participant contributions
- $0
- Total income / additions
- $54,403
Expenses & distributions
- Benefits paid
- $4,000
- Total expenses
- $6,117
- Net increase / (decrease)
- $48,286
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.