Us Information Systems 401(K) Plan — Form 5500 plan (United States Information Systems, Inc.)
Plain-English plan 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, Us Information Systems 401(K) Plan is a benefit plan reported by United States Information Systems, Inc. under EIN 13-3479936 and plan number 001. The latest loaded filing year is 2023. The filing reports 754 participants and $43,699,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United States Information Systems, Inc.
- EIN
- 13-3479936
- Plan number
- 001
- Plan type
- 3
- Location
- Pearl River, NY
- Latest filing year
- 2023
- Participants
- 754
- End-of-year plan assets
- $43,699,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 754 | H, C | 20241015102600NAL0028055489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,699,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,699,126
- Net assets (BOY)
- $37,378,906
Income & contributions
- Employer contributions
- $330,893
- Participant contributions
- $3,066,520
- Total contributions
- $3,508,462
- Total income / additions
- $9,831,070
Expenses & distributions
- Benefits paid
- $3,245,932
- Administrative expenses
- $160,573
- Total expenses
- $3,510,850
- Net increase / (decrease)
- $6,320,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Allied Securities Inc | ADVISOR | $66,620 | $0 | 2023 |
| Adp, Inc | RECORDKEEPER | $66,312 | not reported in the loaded dataset | 2023 |
| Grassi & Co | ACCOUNTANT/AUDITOR | $25,687 | not reported in the loaded dataset | 2023 |
| Cetera Retirement Plan Specialists | PLAN ADMINISTRATOR | $1,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United States Information Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Pearl River, NY
- First Allied Securities Inc — Schedule C compensation
- Adp, Inc — Schedule C compensation
- Grassi & Co — Schedule C compensation
- Cetera Retirement Plan Specialists — Schedule C compensation