Centric Software, Inc. 401(K) Plan — Form 5500 plan (Centric Software, 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, Centric Software, Inc. 401(K) Plan is a benefit plan reported by Centric Software, Inc. under EIN 77-0332939 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $24,262,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Centric Software, Inc.
EIN
77-0332939
Plan number
001
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
263
End-of-year plan assets
$24,262,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20240827093557NAL0010727281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,262,476
Total liabilities (EOY)
$0
Net assets (EOY)
$24,262,476
Net assets (BOY)
$17,149,199

Income & contributions

Employer contributions
$0
Participant contributions
$3,076,082
Total contributions
$3,866,567
Total income / additions
$7,489,925

Expenses & distributions

Benefits paid
$341,068
Administrative expenses
$33,159
Total expenses
$376,648
Net increase / (decrease)
$7,113,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,197$02023

Related Form 5500 pages