Applied Software Technology, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Applied Software Technology, LLC.)

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, Applied Software Technology, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Applied Software Technology, LLC. under EIN 58-1484413 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,297,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Applied Software Technology, LLC.
EIN
58-1484413
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
180
End-of-year plan assets
$10,297,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241015170049NAL0058840882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,297,085
Total liabilities (EOY)
$0
Net assets (EOY)
$10,297,085
Net assets (BOY)
$12,069,127

Income & contributions

Employer contributions
$575,072
Participant contributions
$898,471
Total contributions
$1,601,961
Total income / additions
$2,956,243

Expenses & distributions

Benefits paid
$4,682,104
Administrative expenses
$46,181
Total expenses
$4,728,285
Net increase / (decrease)
-$1,772,042

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ForusallINVESTMENT ADVISOR$37,568not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$8,613$02023

Related Form 5500 pages