Applied Systems, Inc. Retirement Savings Plan — Form 5500 plan (Applied 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, Applied Systems, Inc. Retirement Savings Plan is a benefit plan reported by Applied Systems, Inc. under EIN 20-5511045 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,936 participants and $193,521,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Systems, Inc.
- EIN
- 20-5511045
- Plan number
- 001
- Plan type
- 2
- Location
- University Park, IL
- Latest filing year
- 2023
- Participants
- 1,936
- End-of-year plan assets
- $193,521,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,936 | H, C | 20240730155152NAL0020409777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,521,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,521,959
- Net assets (BOY)
- $161,540,535
Income & contributions
- Employer contributions
- $2,836,531
- Participant contributions
- $14,333,404
- Total contributions
- $18,949,966
- Total income / additions
- $47,722,510
Expenses & distributions
- Benefits paid
- $15,430,996
- Administrative expenses
- $235,633
- Total expenses
- $15,741,086
- Net increase / (decrease)
- $31,981,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $186,735 | $0 | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Sikich Llp | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| Baker Tilly Corporation | NONE | $14,175 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $13,223 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | ACCOUNTANT | $10,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applied Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in University Park, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Baker Tilly Corporation — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation