Systems Planning And Analysis, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Systems Planning And Analysis, Inc.)
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 Planning And Analysis, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Systems Planning And Analysis, Inc. under EIN 52-0956951 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,428 participants and $340,993,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Systems Planning And Analysis, Inc.
- EIN
- 52-0956951
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 1,428
- End-of-year plan assets
- $340,993,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,428 | H, C | 20241010100027NAL0020791953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $340,993,410
- Total liabilities (EOY)
- $246
- Net assets (EOY)
- $340,993,164
- Net assets (BOY)
- $213,588,448
Income & contributions
- Employer contributions
- $11,416,080
- Participant contributions
- $16,994,036
- Total contributions
- $34,502,749
- Total income / additions
- $94,321,639
Expenses & distributions
- Benefits paid
- $27,534,355
- Administrative expenses
- $137,322
- Total expenses
- $27,722,152
- Net increase / (decrease)
- $66,599,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $73,755 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $36,851 | not reported in the loaded dataset | 2023 |
| Aprio Llp | ACCOUNTANT/AUDITOR | $19,828 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,888 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Systems Planning And Analysis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Capfinancial Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation