How big is Financial Software Innovations' plan?

Financial Software Innovations' plan reported $798K in assets and 10 participants for 2023.

Original filing (PDF)20250318090247NAL0003141937001

Financial Software Innovations

Name: Financial Software Innovations — Financial Software, Form 5500 (2023)
Creator: Financial Software Innovations
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Software Innovations, Inc. 401(k) Plan

401(k) retirement plan · Financial Software Innovations' Financial Software Innovations, Inc. 401(k) Plan held $798K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

Corky Cootes signed Financial Software Innovations' 2023 Form 5500 as plan administrator.

Corky Cootes — 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

Financial Software Innovations' EIN is 74-2602155.

EIN 74-2602155

Plan number 001

Plan year 2023

ACK ID 20250318090247NAL0003141937001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Financial Software Innovations from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Financial Software Innovations' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL SOFTWARE INNOVATIONS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FINANCIAL SOFTWARE INNOVATIONS

EIN

all filings

Address

9811 S. IH 35 BLDG 6, STE 101 · AUSTIN, TX · 78744

Phone

(512) 328-1584

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator