2023 Form 5500 filing — S & H Systems 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 20241014131634NAL0027366513001) for S & H Systems 401(K) Plan, reported by S & H Systems, Inc. under EIN 81-0547246 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131634NAL0027366513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S & H Systems, Inc.
- EIN
- 81-0547246
- Plan number
- 001
- Location
- Jonesboro, AR
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,953,247
- Net assets (EOY)
- $7,953,247
- Employer contributions
- $585,574
- Participant contributions
- $1,141,894
- Total income / additions
- $4,765,410
- Benefits paid
- $2,213,306
- Administrative expenses
- $45,928
- Total expenses
- $2,259,234
- Net increase / (decrease)
- $2,506,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hatcher Capital Investments | INVESTMENT ADVISOR | $30,597 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,035 | not reported in the loaded dataset |
| Burleigh Consulting Group, Inc. | TPA | not reported in the loaded dataset | $2,915 |