2023 Form 5500 filing — Systems Planning And Analysis, Inc. Profit Sharing Plan And Trust
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 20241010100027NAL0020791953001) for Systems Planning And Analysis, Inc. Profit Sharing Plan And Trust, reported by Systems Planning And Analysis, Inc. under EIN 52-0956951 and plan number 002. It reports 1,428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100027NAL0020791953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Systems Planning And Analysis, Inc.
- EIN
- 52-0956951
- Plan number
- 002
- Location
- Alexandria, VA
- Participants
- 1,428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $340,993,410
- Total liabilities (EOY)
- $246
- Net assets (EOY)
- $340,993,164
- Employer contributions
- $11,416,080
- Participant contributions
- $16,994,036
- Total income / additions
- $94,321,639
- Benefits paid
- $27,534,355
- Administrative expenses
- $137,322
- Total expenses
- $27,722,152
- Net increase / (decrease)
- $66,599,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $73,755 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $36,851 | not reported in the loaded dataset |
| Aprio Llp | ACCOUNTANT/AUDITOR | $19,828 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,888 | $0 |