Safeware, Inc. 401(K) Plan — Form 5500 plan (Safeware, 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, Safeware, Inc. 401(K) Plan is a benefit plan reported by Safeware, Inc. under EIN 52-1152883 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $9,360,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Safeware, Inc.
EIN
52-1152883
Plan number
001
Plan type
2
Location
Lanham, MD
Latest filing year
2023
Participants
131
End-of-year plan assets
$9,360,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240813081728NAL0005659955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,360,996
Total liabilities (EOY)
$0
Net assets (EOY)
$9,360,996
Net assets (BOY)
$7,494,881

Income & contributions

Employer contributions
$401,846
Participant contributions
$1,261,945
Total contributions
$1,937,360
Total income / additions
$3,258,925

Expenses & distributions

Benefits paid
$1,360,738
Administrative expenses
$32,072
Total expenses
$1,392,810
Net increase / (decrease)
$1,866,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$16,055$02023
Resources Investment Advisors LLCADVISOR$15,842not reported in the loaded dataset2023

Related Form 5500 pages