How many benefit plans does Sumaria Systems, LLC report on Form 5500?

Sumaria Systems, LLC (EIN 04-2770369) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Sumaria Systems, LLC?

The Employer Identification Number (EIN) reported for Sumaria Systems, LLC is 04-2770369.

What is the latest Form 5500 filing year for Sumaria Systems, LLC?

The latest loaded Form 5500 filing year for Sumaria Systems, LLC is 2023.

Sumaria Systems, LLC — 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, Sumaria Systems, LLC (EIN 04-2770369) is a plan sponsor located in Peabody, MA with 2 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: 04-2770369
Location: Peabody, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,851,111
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,851,111

Contributions & income

Employer contributions: $986,775
Participant contributions: $3,989,533
Total income / additions: $11,294,860

Expenses & distributions

Benefits paid / distributions: $4,315,588
Total expenses: $4,405,569
Net increase / (decrease): $6,889,291

Coverage

Total reported participants: 989
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Sumaria Systems, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sumaria Systems, LLC 401(K) Profit Sharing Plan	001	594	$35,851,111	2023
Sumaria Systems, LLC Health & Welfare Plan	507	395	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sumaria Systems, LLC
Year	Plan	Participants	Schedules	Filing
2023	Sumaria Systems, LLC Health & Welfare Plan	395	—	20240611130613NAL0049501280001
2023	Sumaria Systems, LLC 401(K) Profit Sharing Plan	594	H, C	20241002161053NAL0009117585001