System Studies & Simulation, Inc. 401(K) And Profit Sharing/Retirement Plan — Form 5500 plan (System Studies & Simulation, 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, System Studies & Simulation, Inc. 401(K) And Profit Sharing/Retirement Plan is a benefit plan reported by System Studies & Simulation, Inc. under EIN 63-1060391 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $59,317,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- System Studies & Simulation, Inc.
- EIN
- 63-1060391
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $59,317,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241025184313NAL0000219715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,317,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,317,568
- Net assets (BOY)
- $53,371,003
Income & contributions
- Employer contributions
- $1,088,537
- Participant contributions
- $1,676,712
- Total contributions
- $3,778,320
- Total income / additions
- $14,737,347
Expenses & distributions
- Benefits paid
- $8,818,688
- Administrative expenses
- -$45,243
- Total expenses
- $8,790,782
- Net increase / (decrease)
- $5,946,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC Fbo | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Erisa Smart | OTHER SERVICES | $17,488 | not reported in the loaded dataset | 2023 |
| Hill Fogg & Associates, Pc | ACCOUNTANT/AUDITOR | $5,785 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$98,516 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for System Studies & Simulation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Kestra Advisory Services, LLC Fbo — Schedule C compensation
- Erisa Smart — Schedule C compensation
- Hill Fogg & Associates, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation