Systems Application & Technologies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Systems Application & Technologies, 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 Application & Technologies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Systems Application & Technologies, Inc. under EIN 77-0235285 and plan number 001. The latest loaded filing year is 2023. The filing reports 865 participants and $46,977,205 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Systems Application & Technologies, Inc.
EIN
77-0235285
Plan number
001
Plan type
2
Location
Largo, MD
Latest filing year
2023
Participants
865
End-of-year plan assets
$46,977,205

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023865H, C20241008172135NAL0009931827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,977,205
Total liabilities (EOY)
$0
Net assets (EOY)
$46,977,205
Net assets (BOY)
$38,698,381

Income & contributions

Employer contributions
$1,089,177
Participant contributions
$3,854,380
Total contributions
$5,163,887
Total income / additions
$13,220,061

Expenses & distributions

Benefits paid
$4,799,438
Administrative expenses
$126,090
Total expenses
$4,941,237
Net increase / (decrease)
$8,278,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$81,466not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$37,956not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,743not reported in the loaded dataset2023

Related Form 5500 pages