2023 Form 5500 filing — Sigma Technologies, Ltd 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 20241010072845NAL0035175664001) for Sigma Technologies, Ltd 401(K) Plan, reported by Sigma Technologies, Ltd under EIN 34-1872737 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072845NAL0035175664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sigma Technologies, Ltd
- EIN
- 34-1872737
- Plan number
- 001
- Location
- Perrysburg, OH
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,772,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,772,731
- Employer contributions
- $946,900
- Participant contributions
- $1,445,444
- Total income / additions
- $4,023,687
- Benefits paid
- $465,176
- Administrative expenses
- $56,419
- Total expenses
- $521,595
- Net increase / (decrease)
- $3,502,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $29,768 | not reported in the loaded dataset |
| Empower Ann. Ins. Co. Of America | RECORDKEEPER | $21,042 | $0 |
| Creative Retirement Systems | CONTRACT ADMIN | $11,343 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $11,025 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,558 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | -$12,524 | not reported in the loaded dataset |