2023 Form 5500 filing — System Dynamics International, Inc. 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 20250715124921NAL0001613331001) for System Dynamics International, Inc. 401(K) Plan, reported by System Dynamics International, Inc. under EIN 59-1923177 and plan number 003. It reports 160 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)$12.6MReported net assets$12,636,435
Participants160
Provider compensation$67.2K3 Schedule C row(s)$67,195
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715124921NAL0001613331001
Plan sponsor
System Dynamics International, Inc.
EIN
59-1923177
Plan number
003
Location
Huntsville, AL
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)$12.6M total assets
Net assets$12.6MLiabilities$993
Money in vs. money out
Total income / additions$3.7M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$235.6K
Participant$565.7K
Full reported line items
Total assets (EOY)
$12,637,428
Total liabilities (EOY)
$993
Net assets (EOY)
$12,636,435
Employer contributions
$235,572
Participant contributions
$565,724
Total income / additions
$3,683,794
Benefits paid
$3,196,240
Administrative expenses
$55,856
Total expenses
$3,256,234
Net increase / (decrease)
$427,560
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $27.7K · Indirect $6
  2. 2
    CONTRACT ADMINISTRATOR · Direct $24.8K · Indirect $0
  3. 3
    Ascensus$14.7K
    CONTRACT ADMINISTRATOR · Direct $3.4K · Indirect $11.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715124921NAL0001613331001 cover?
It is the 2023 Form 5500 filing for System Dynamics International, Inc. 401(K) Plan, reported by System Dynamics International, Inc. (EIN 59-1923177).
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