Primus Software Corporation 401k Profit Sharing Plan — Form 5500 plan (Primus Software Corporation)

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, Primus Software Corporation 401k Profit Sharing Plan is a benefit plan reported by Primus Software Corporation under EIN 58-2227043 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $4,453,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Primus Software Corporation
EIN
58-2227043
Plan number
001
Plan type
2
Location
Duluth, GA
Latest filing year
2023
Participants
213
End-of-year plan assets
$4,453,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241009114303NAL0032555840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,453,981
Net assets (EOY)
$4,453,981
Net assets (BOY)
$3,804,682

Income & contributions

Employer contributions
$14,922
Participant contributions
$348,901
Total contributions
$363,823
Total income / additions
$1,066,181

Expenses & distributions

Benefits paid
$416,882
Administrative expenses
$0
Total expenses
$416,882
Net increase / (decrease)
$649,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Administrators, LLCCONTRACT ADMIN$3,250$02023
Capital Group Retirement Plan SvcsRECORDKEEPER$1,875$02023

Related Form 5500 pages