2023 Form 5500 filing — Us Information 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 20241015102600NAL0028055489001) for Us Information Systems 401(K) Plan, reported by United States Information Systems, Inc. under EIN 13-3479936 and plan number 001. It reports 754 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102600NAL0028055489001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United States Information Systems, Inc.
- EIN
- 13-3479936
- Plan number
- 001
- Location
- Pearl River, NY
- Participants
- 754
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,699,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,699,126
- Employer contributions
- $330,893
- Participant contributions
- $3,066,520
- Total income / additions
- $9,831,070
- Benefits paid
- $3,245,932
- Administrative expenses
- $160,573
- Total expenses
- $3,510,850
- Net increase / (decrease)
- $6,320,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Allied Securities Inc | ADVISOR | $66,620 | $0 |
| Adp, Inc | RECORDKEEPER | $66,312 | not reported in the loaded dataset |
| Grassi & Co | ACCOUNTANT/AUDITOR | $25,687 | not reported in the loaded dataset |
| Cetera Retirement Plan Specialists | PLAN ADMINISTRATOR | $1,950 | not reported in the loaded dataset |