System Soft Technologies, LLC 401(K) Plan — Form 5500 plan (System Soft Technologies, 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, System Soft Technologies, LLC 401(K) Plan is a benefit plan reported by System Soft Technologies, LLC under EIN 59-3583134 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $10,445,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
System Soft Technologies, LLC
EIN
59-3583134
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
674
End-of-year plan assets
$10,445,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023674H, C20241113093724NAL0010527459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,445,032
Total liabilities (EOY)
$0
Net assets (EOY)
$10,445,032
Net assets (BOY)
$9,776,912

Income & contributions

Participant contributions
$1,631,453
Total contributions
$1,721,898
Total income / additions
$3,290,368

Expenses & distributions

Benefits paid
$2,561,136
Administrative expenses
$61,112
Total expenses
$2,622,248
Net increase / (decrease)
$668,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - FasRIA$20,478not reported in the loaded dataset2023
Merrill Lynch - EpsRIA$20,478not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$2,448$02023

Related Form 5500 pages