How big is Cbizsoft, Inc.'s plan?

Cbizsoft, Inc.'s plan reported $369K in assets and 1 participants for 2024.

Original filing (PDF)20251009071609NAL0010461600001

Cbizsoft, Inc.

Name: Cbizsoft, Inc. — Cbizsoft 401(k) Plan, Form 5500 (2024)
Creator: Cbizsoft, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cbizsoft 401(k) Plan

401(k) retirement plan · Cbizsoft, Inc.'s Cbizsoft 401(k) Plan held $369K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

Plan identifiers

Cbizsoft, Inc.'s EIN is 75-2914937.

EIN 75-2914937

Plan number 001

Plan year 2024

ACK ID 20251009071609NAL0010461600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cbizsoft, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cbizsoft, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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 (99th percentile).

Plan sponsor

Name

CBIZSOFT, INC.

EIN

all filings

Address

9901 E. VALLEY RANCH PKWY · STE 2015-C · IRVING, TX · 75063

Phone

(972) 713-3888

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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