2023 Form 5500 filing — Engineered Medical Systems 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 20241008091032NAL0034230290001) for Engineered Medical Systems 401(K) Plan, reported by Engineered Medical Systems, LLC under EIN 42-1576428 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008091032NAL0034230290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engineered Medical Systems, LLC
- EIN
- 42-1576428
- Plan number
- 001
- Location
- Bartlett, TN
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,222,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,222,889
- Employer contributions
- $840,952
- Participant contributions
- $1,350,803
- Total income / additions
- $4,003,162
- Benefits paid
- $825,722
- Administrative expenses
- $50,690
- Total expenses
- $999,662
- Net increase / (decrease)
- $3,003,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $25,801 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,889 | $0 |