2023 Form 5500 filing — Systems Application & Technologies, 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 20241008172135NAL0009931827001) for Systems Application & Technologies, Inc. 401(K) Profit Sharing Plan, reported by Systems Application & Technologies, Inc. under EIN 77-0235285 and plan number 001. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008172135NAL0009931827001
Filing year
2023
Form type
2
Plan sponsor
Systems Application & Technologies, Inc.
EIN
77-0235285
Plan number
001
Location
Largo, MD
Participants
865
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$46,977,205
Total liabilities (EOY)
$0
Net assets (EOY)
$46,977,205
Employer contributions
$1,089,177
Participant contributions
$3,854,380
Total income / additions
$13,220,061
Benefits paid
$4,799,438
Administrative expenses
$126,090
Total expenses
$4,941,237
Net increase / (decrease)
$8,278,824
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$81,466not reported in the loaded dataset
Lpl Financial LLCADVISOR$37,956not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$6,743not reported in the loaded dataset

Related Form 5500 pages