Sigma Technologies, Ltd 401(K) Plan — Form 5500 plan (Sigma Technologies, Ltd)
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, Sigma Technologies, Ltd 401(K) Plan is a benefit plan reported by Sigma Technologies, Ltd under EIN 34-1872737 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $11,772,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sigma Technologies, Ltd
- EIN
- 34-1872737
- Plan number
- 001
- Plan type
- 2
- Location
- Perrysburg, OH
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $11,772,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20241010072845NAL0035175664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,772,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,772,731
- Net assets (BOY)
- $8,270,639
Income & contributions
- Employer contributions
- $946,900
- Participant contributions
- $1,445,444
- Total contributions
- $2,580,714
- Total income / additions
- $4,023,687
Expenses & distributions
- Benefits paid
- $465,176
- Administrative expenses
- $56,419
- Total expenses
- $521,595
- Net increase / (decrease)
- $3,502,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $29,768 | not reported in the loaded dataset | 2023 |
| Empower Ann. Ins. Co. Of America | RECORDKEEPER | $21,042 | $0 | 2023 |
| Creative Retirement Systems | CONTRACT ADMIN | $11,343 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $11,025 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,558 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | -$12,524 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sigma Technologies, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Perrysburg, OH
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Ann. Ins. Co. Of America — Schedule C compensation
- Creative Retirement Systems — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation