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SOFTWARE ENGINEERING PROFESSIONALS, INC. — SEP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014145347NAL0004299136001
SOFTWARE ENGINEERING PROFESSIONALS, INC.
Form 5500
FILING_RECEIVED
SEP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
161
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOFTWARE ENGINEERING PROFESSIONALS, INC.
.
Find decision makers
Plan sponsor
Name
SOFTWARE ENGINEERING PROFESSIONALS, INC.
EIN
35-1740069
Address
16080 WESTFIELD BLVD. · CARMEL, IN · 46033
Phone
(317) 843-1640
Industry
Custom Computer Programming
· Professional & Technical Services
see all
Plan administrator
Name
SOFTWARE ENGINEERING PROFESSIONALS, INC.
EIN
35-1740069
City
CARMEL, IN
Phone
(317) 843-1640
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $49.8M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Software Engineering Professionals, Inc. Common Stock
—
—
$200K
$49.8M
99.9%
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Knocking points off
Top holding "Software Engineering Professionals, Inc. Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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