2023 Form 5500 filing — Galaxy Systems, Inc. 401(K) Profit Sharing 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 20241008152100NAL0009831139001) for Galaxy Systems, Inc. 401(K) Profit Sharing Plan, reported by Galaxy Systems, Inc. under EIN 13-3583090 and plan number 002. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008152100NAL0009831139001
Filing year
2023
Form type
2
Plan sponsor
Galaxy Systems, Inc.
EIN
13-3583090
Plan number
002
Location
Somerset, NJ
Participants
881
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,814,354
Total liabilities (EOY)
$0
Net assets (EOY)
$28,814,354
Participant contributions
$3,571,386
Total income / additions
$8,700,576
Benefits paid
$5,246,008
Administrative expenses
$130,349
Total expenses
$5,391,046
Net increase / (decrease)
$3,309,530
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$116,387$0
Cliftonlarsonallen LlpACCOUNTANT$13,974not reported in the loaded dataset
S B H U Life Agency IncOTHER SERVICES$0$7,098
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages