2023 Form 5500 filing — Sigma Defense 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 20241012095853NAL0024380593001) for Sigma Defense 401(K) Plan, reported by Sigma Defense Systems, LLC under EIN 20-5844944 and plan number 002. It reports 487 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)$36.7MReported net assets$36,697,067
Participants487
Provider compensation$30.8K2 Schedule C row(s)$30,759
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012095853NAL0024380593001
- Plan sponsor
- Sigma Defense Systems, LLC
- EIN
- 20-5844944
- Plan number
- 002
- Location
- San Diego, CA
- 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)$36.7M total assets
Net assets$36.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,697,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,697,067
- Employer contributions
- $792,197
- Participant contributions
- $3,072,137
- Total income / additions
- $10,783,686
- Benefits paid
- $2,743,301
- Administrative expenses
- $30,759
- Total expenses
- $2,801,875
- Net increase / (decrease)
- $7,981,811
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,759 | $0 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |