How big is E-Softsys LLC's plan?

E-Softsys LLC's plan reported $2.8M in assets and 6 participants for 2023.

Original filing (PDF)20240716094839NAL0006032994001

E-Softsys LLC

Name: E-Softsys LLC — E-Softsys LLC 401(k) Plan, Form 5500 (2023)
Creator: E-Softsys LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E-Softsys LLC 401(k) Plan

401(k) retirement plan · E-Softsys LLC's E-Softsys LLC 401(k) Plan held $2.8M in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Katpady Shenoy signed E-Softsys LLC's 2023 Form 5500 as plan administrator.

Katpady Shenoy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

E-Softsys LLC's EIN is 23-3067447.

EIN 23-3067447

Plan number 001

Plan year 2023

ACK ID 20240716094839NAL0006032994001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for E-Softsys LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

E-Softsys LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

E-SOFTSYS LLC

EIN

all filings

Address

139 BAY HILL DRIVE · BLUE BELL, PA · 19422

Phone

(267) 475-7601

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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