Systems, LLC Retirement Plan — Form 5500 plan (Systems, LLC)
Plain-English plan 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, Systems, LLC Retirement Plan is a benefit plan reported by Systems, LLC under EIN 20-1820942 and plan number 002. The latest loaded filing year is 2023. The filing reports 625 participants and $9,282,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Systems, LLC
- EIN
- 20-1820942
- Plan number
- 002
- Plan type
- 2
- Location
- Osage Beach, MO
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $9,282,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241014104404NAL0025953793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,282,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,282,980
- Net assets (BOY)
- $7,181,318
Income & contributions
- Participant contributions
- $1,319,153
- Total contributions
- $1,349,420
- Total income / additions
- $2,731,405
Expenses & distributions
- Benefits paid
- $511,170
- Administrative expenses
- $81,650
- Total expenses
- $629,743
- Net increase / (decrease)
- $2,101,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $40,010 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $21,223 | not reported in the loaded dataset | 2023 |
| Qualified Plan Consultants, LLC | TPA | $20,417 | $61 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Osage Beach, MO
- Transamerica Financial Life Ins Co — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Qualified Plan Consultants, LLC — Schedule C compensation