Other
2022 plan-year Other DOL Form 5500

G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

G2 SOFTWARE SYSTEMS, INC.

This Other plan holds $12M in total assets and serves 113 participants as of 2022. It is sponsored by G2 SOFTWARE SYSTEMS, INC. in California. The plan reported positive net income of $702K for the year.

Total Assets (2023)
$12M
Participants
113
State
Industry
Professional & Technical Services

What the Filing Says About G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by G2 SOFTWARE SYSTEMS, INC., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 113 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330454802, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $12M at year-end — a gain of 6.1%. Net assets (after liabilities) closed the year at $12M, with reported net income of $702K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$702K
Plan TypeOther
Employer EIN330454802
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G2 SOFTWARE SYSTEMS, INC.)

Year Plans Participants Total Assets
2022 2 248 $32M
2023 2 252 $38M
2024 2 266 $43M

Nearby Other Plans in California

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Frequently Asked Questions

How much money is in the G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $12M in total assets with 113 participants. It is sponsored by G2 SOFTWARE SYSTEMS, INC..
What type of plan is G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 330454802.
Who sponsors the G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by G2 SOFTWARE SYSTEMS, INC., located in California. The sponsor's EIN is 330454802 and the plan operates in the Professional & Technical Services industry.
How did G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 6.1% during 2022, moving from $11M to $12M in total assets. Net income was $702K.
Where can I find official filings for G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330454802 or plan name at efast.dol.gov.
How does G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare G2 SOFTWARE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330454802.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.