Sirsidynix 401(K) Profit Sharing Plan — Form 5500 plan (Sirsidynix)
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, Sirsidynix 401(K) Profit Sharing Plan is a benefit plan reported by Sirsidynix under EIN 63-1233771 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $50,337,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sirsidynix
- EIN
- 63-1233771
- Plan number
- 001
- Plan type
- 2
- Location
- Lehi, UT
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $50,337,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241010174613NAL0021546705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,337,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,337,183
- Net assets (BOY)
- $43,883,178
Income & contributions
- Employer contributions
- $512,394
- Participant contributions
- $1,768,415
- Total contributions
- $2,335,216
- Total income / additions
- $10,090,364
Expenses & distributions
- Benefits paid
- $3,671,005
- Administrative expenses
- -$34,155
- Total expenses
- $3,636,359
- Net increase / (decrease)
- $6,454,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$37,601 | $0 | 2023 |