2023 Form 5500 filing — Sigma Defense Systems, Inc. 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 20241010081826NAL0011292147001) for Sigma Defense Systems, Inc. 401(K) Plan, reported by Sigma Defense Systems, LLC under EIN 20-5844944 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010081826NAL0011292147001
Filing year
2023
Form type
2
Plan sponsor
Sigma Defense Systems, LLC
EIN
20-5844944
Plan number
001
Location
Perry, GA
Participants
212
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$621,775
Participant contributions
$61,390
Total income / additions
$1,653,672
Benefits paid
$728,088
Administrative expenses
$48,611
Total expenses
$777,379
Net increase / (decrease)
$876,293
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Waverly Advisors, LLCRIA$48,611$0

Related Form 5500 pages