2023 Form 5500 filing — Specialty Systems 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829133901NAL0007647459001) for Specialty Systems 401(K) Plan, reported by Specialty Systems Inc. under EIN 22-2247050 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829133901NAL0007647459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Systems Inc.
- EIN
- 22-2247050
- Plan number
- 001
- Location
- Toms River, NJ
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,080,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,080,278
- Employer contributions
- $201,129
- Participant contributions
- $1,220,971
- Total income / additions
- $4,534,941
- Benefits paid
- $3,524,405
- Administrative expenses
- $5,332
- Total expenses
- $3,557,990
- Net increase / (decrease)
- $976,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,050 | $0 |