Plan5500

Systems Engineering, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Systems Engineering, Inc. (EIN 01-0462643) is a plan sponsor located in Portland, ME with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0462643
Location
Portland, ME
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Systems Engineering, Inc.

  • 3 loaded plans hold $66.2M in reported assets.
  • The largest, Systems Engineering, Inc. Employee Stock Ownership Plan, holds 71% of this company's reported plan assets.
  • Plans cover 591 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.2MSummed across loaded plans$66,164,315
Total reported assets$66.2M$66,164,315
Total reported participants591
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66.2M total assets
Net assets$66.2MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.1M
Total income / additions$13.2M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$9.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%Systems Engineering, Inc. Employee Stock Ownership Plan
Participants per plan197Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Systems Engineering, Inc. Employee Stock Ownership Plan$47.1M
    Plan #002 · 227 participants · 2023
  2. 2
    Systems Engineering, Inc. 401(K) Profit Sharing Plan$19.1M
    Plan #001 · 221 participants · 2023
  3. 3
    Systems Engineering, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 143 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Systems Engineering, Inc.. Open one for its full reported snapshot.

  1. 2023
    Systems Engineering, Inc. 401(K) Profit Sharing Plan221 participants · 2Sch HSch C
    View filing →
  2. 2023
    Systems Engineering, Inc. Employee Stock Ownership Plan227 participants · 2Sch H
    View filing →
  3. 2023
    Systems Engineering, Inc. Employee Benefits Plan143 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Systems Engineering, Inc. report on Form 5500?
Systems Engineering, Inc. (EIN 01-0462643) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Systems Engineering, Inc.?
The Employer Identification Number (EIN) reported for Systems Engineering, Inc. is 01-0462643.
What is the latest Form 5500 filing year for Systems Engineering, Inc.?
The latest loaded Form 5500 filing year for Systems Engineering, Inc. is 2023.

Related Form 5500 pages