2023 Form 5500 filing — System Electric Co. 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 20240930100808NAL0003155043001) for System Electric Co. 401(K) Plan, reported by System Electric Co. 401(K) Plan under EIN 95-2161624 and plan number 004. It reports 148 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)$2.6MReported net assets$2,601,565
Participants148
Provider compensation$27.5K2 Schedule C row(s)$27,498
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930100808NAL0003155043001
Plan sponsor
System Electric Co. 401(K) Plan
EIN
95-2161624
Plan number
004
Location
Plano, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$591.9K
Total expenses$54K
Benefits paid / distributions$26.5K
Contributions
Employer$24.3K
Participant$184.6K
Full reported line items
Total assets (EOY)
$2,601,565
Total liabilities (EOY)
$0
Net assets (EOY)
$2,601,565
Employer contributions
$24,287
Participant contributions
$184,611
Total income / additions
$591,945
Benefits paid
$26,503
Administrative expenses
$27,496
Total expenses
$53,999
Net increase / (decrease)
$537,946
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $20K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930100808NAL0003155043001 cover?
It is the 2023 Form 5500 filing for System Electric Co. 401(K) Plan, reported by System Electric Co. 401(K) Plan (EIN 95-2161624).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages