2023 Form 5500 filing — Isys Technologies 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 20241011110150NAL0038509088001) for Isys Technologies 401(K) Plan, reported by Isys Technologies under EIN 84-1158586 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110150NAL0038509088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isys Technologies
- EIN
- 84-1158586
- Plan number
- 001
- Location
- Littleton, CO
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,617,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,617,952
- Employer contributions
- $325,023
- Participant contributions
- $974,512
- Total income / additions
- $2,782,477
- Benefits paid
- $513,591
- Administrative expenses
- $17,436
- Total expenses
- $531,027
- Net increase / (decrease)
- $2,251,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Olson Reyes And Sauerwein LLC | SERVICE PROVIDER | $11,795 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $1,486 | $0 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,486 | not reported in the loaded dataset |