The Systems Group 401k And Profit Sharing Plan — Form 5500 plan (The Systems Group)
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, The Systems Group 401k And Profit Sharing Plan is a benefit plan reported by The Systems Group under EIN 71-0567684 and plan number 002. The latest loaded filing year is 2023. The filing reports 757 participants and $21,409,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Systems Group
- EIN
- 71-0567684
- Plan number
- 002
- Plan type
- 2
- Location
- El Dorado, AR
- Latest filing year
- 2023
- Participants
- 757
- End-of-year plan assets
- $21,409,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20241003164325NAL0010182593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,409,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,409,565
- Net assets (BOY)
- $17,492,569
Income & contributions
- Employer contributions
- $676,260
- Participant contributions
- $2,762,655
- Total contributions
- $3,446,557
- Total income / additions
- $6,370,046
Expenses & distributions
- Benefits paid
- $2,236,976
- Administrative expenses
- $25,656
- Total expenses
- $2,453,050
- Net increase / (decrease)
- $3,916,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $63,151 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,655 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |