Plateau Software Inc. 401(K) — Form 5500 plan (Plateau Software, Inc. Dba Plateau Grp)

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, Plateau Software Inc. 401(K) is a benefit plan reported by Plateau Software, Inc. Dba Plateau Grp under EIN 91-1943247 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $5,003,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plateau Software, Inc. Dba Plateau Grp
EIN
91-1943247
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
251
End-of-year plan assets
$5,003,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241011174334NAL0045343602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,003,498
Total liabilities (EOY)
$0
Net assets (EOY)
$5,003,498
Net assets (BOY)
$2,869,679

Income & contributions

Employer contributions
$586,301
Participant contributions
$1,085,382
Total contributions
$2,128,554
Total income / additions
$2,644,516

Expenses & distributions

Benefits paid
$488,821
Administrative expenses
$21,876
Total expenses
$510,697
Net increase / (decrease)
$2,133,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$9,152$02023
Capital GroupRECORDKEEPER$7,774$02023
The Capital GroupADVISOR$4,950$02023

Related Form 5500 pages