2023 Form 5500 filing — Pyramid Systems, Inc. Retirement 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 20240821102541NAL0003837713001) for Pyramid Systems, Inc. Retirement Plan, reported by Pyramid Systems, Inc. under EIN 54-1768412 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.3MReported net assets$26,318,009
Participants299
Provider compensation$75.4K2 Schedule C row(s)$75,431
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240821102541NAL0003837713001
Plan sponsor
Pyramid Systems, Inc.
EIN
54-1768412
Plan number
001
Location
Fairfax, VA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.3M total assets
Net assets$26.3MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$673.4K
Participant$2.7M
Full reported line items
Total assets (EOY)
$26,318,009
Total liabilities (EOY)
$0
Net assets (EOY)
$26,318,009
Employer contributions
$673,393
Participant contributions
$2,666,185
Total income / additions
$8,308,596
Benefits paid
$1,286,401
Administrative expenses
$75,431
Total expenses
$1,361,832
Net increase / (decrease)
$6,946,764

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Investment Services LLCADVISOR$43,707not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$31,724$0

Related Form 5500 pages