Software One, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Software One, 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 One, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Software One, Inc. under EIN 39-1501504 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $44,245,758 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Software One, Inc.
EIN
39-1501504
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
565
End-of-year plan assets
$44,245,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20241015064322NAL0015916115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,245,758
Total liabilities (EOY)
$0
Net assets (EOY)
$44,245,758
Net assets (BOY)
$33,296,624

Income & contributions

Employer contributions
$1,939,743
Participant contributions
$4,701,289
Total contributions
$7,550,090
Total income / additions
$14,385,557

Expenses & distributions

Benefits paid
$4,069,964
Administrative expenses
$130,316
Total expenses
$4,200,280
Net increase / (decrease)
$10,185,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$62,847$02023
Denali Wealth ManagementINVESTMENT ADVISOR$59,732$02023
Blue Chip Retirement PlansCONTRACT ADMIN$9,075$10,0002023

Related Form 5500 pages