Systems LLC 401k 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 401k Plan is a benefit plan reported by Systems, LLC under EIN 39-0978625 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $20,052,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Systems, LLC
EIN
39-0978625
Plan number
001
Plan type
2
Location
Germantown, WI
Latest filing year
2023
Participants
375
End-of-year plan assets
$20,052,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20241015205624NAL0059631858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,052,869
Total liabilities (EOY)
$0
Net assets (EOY)
$20,052,869
Net assets (BOY)
$18,133,385

Income & contributions

Employer contributions
$350,543
Participant contributions
$1,569,422
Total contributions
$2,280,137
Total income / additions
$5,671,403

Expenses & distributions

Benefits paid
$3,710,435
Administrative expenses
$12,290
Total expenses
$3,751,919
Net increase / (decrease)
$1,919,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$7,175$02023
Strategic Advisors, Inc.ADVISOR$5,115not reported in the loaded dataset2023

Related Form 5500 pages