2023 Form 5500 filing — System Resources Telecom 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 20241015112254NAL0057200850001) for System Resources Telecom 401(K) Plan, reported by System Resources Telecom, LLC under EIN 72-1432916 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112254NAL0057200850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- System Resources Telecom, LLC
- EIN
- 72-1432916
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,494,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,494,499
- Employer contributions
- $203,969
- Participant contributions
- $697,922
- Total income / additions
- $1,401,203
- Benefits paid
- $348,161
- Administrative expenses
- $43,545
- Total expenses
- $395,374
- Net increase / (decrease)
- $1,005,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY - PL | $21,596 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co. | RECORDKEEPER | $19,349 | $0 |
| The Haslauer Group, Inc. | TPA | $2,600 | $29 |