2023 Form 5500 filing — Systems, LLC 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 20241014104404NAL0025953793001) for Systems, LLC Retirement Plan, reported by Systems, LLC under EIN 20-1820942 and plan number 002. It reports 625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104404NAL0025953793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Systems, LLC
- EIN
- 20-1820942
- Plan number
- 002
- Location
- Osage Beach, MO
- Participants
- 625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,282,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,282,980
- Participant contributions
- $1,319,153
- Total income / additions
- $2,731,405
- Benefits paid
- $511,170
- Administrative expenses
- $81,650
- Total expenses
- $629,743
- Net increase / (decrease)
- $2,101,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $40,010 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $21,223 | not reported in the loaded dataset |
| Qualified Plan Consultants, LLC | TPA | $20,417 | $61 |