Software Plus P-S Plan — 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 P-S Plan is a benefit plan reported by Empower Financials, Inc. under EIN 38-2473545 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $2,253,503 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
002
Plan type
2
Location
Petoskey, MI
Latest filing year
2023
Participants
3
End-of-year plan assets
$2,253,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240328135105NAL0006727474001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,253,503
Total liabilities (EOY)
$0
Net assets (EOY)
$2,253,503
Net assets (BOY)
$2,064,392

Income & contributions

Employer contributions
$22,669
Total income / additions
$212,527

Expenses & distributions

Benefits paid
$23,238
Total expenses
$23,416
Net increase / (decrease)
$189,111

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages