2023 Form 5500 filing — Systems Unlimited, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812105038NAL0005418403001) for Systems Unlimited, Inc. 401(K) Plan, reported by Systems Unlimited, Inc. under EIN 42-0985205 and plan number 001. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812105038NAL0005418403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Systems Unlimited, Inc.
- EIN
- 42-0985205
- Plan number
- 001
- Location
- Iowa City, IA
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,562,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,562,602
- Employer contributions
- $435,836
- Participant contributions
- $883,235
- Total income / additions
- $2,875,271
- Benefits paid
- $526,997
- Administrative expenses
- $44,223
- Total expenses
- $571,220
- Net increase / (decrease)
- $2,304,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $24,947 | not reported in the loaded dataset |
| Lpl Financial Corporation Rpcp | NONE | $19,276 | not reported in the loaded dataset |