S & H Systems 401(K) Plan — Form 5500 plan (S & H Systems, 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, S & H Systems 401(K) Plan is a benefit plan reported by S & H Systems, Inc. under EIN 81-0547246 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $7,953,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S & H Systems, Inc.
- EIN
- 81-0547246
- Plan number
- 001
- Plan type
- 2
- Location
- Jonesboro, AR
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $7,953,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241014131634NAL0027366513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,953,247
- Net assets (EOY)
- $7,953,247
- Net assets (BOY)
- $5,447,071
Income & contributions
- Employer contributions
- $585,574
- Participant contributions
- $1,141,894
- Total contributions
- $3,638,366
- Total income / additions
- $4,765,410
Expenses & distributions
- Benefits paid
- $2,213,306
- Administrative expenses
- $45,928
- Total expenses
- $2,259,234
- Net increase / (decrease)
- $2,506,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hatcher Capital Investments | INVESTMENT ADVISOR | $30,597 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,035 | not reported in the loaded dataset | 2023 |
| Burleigh Consulting Group, Inc. | TPA | not reported in the loaded dataset | $2,915 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S & H Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Jonesboro, AR
- Hatcher Capital Investments — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation