Sigma Defense Systems, Inc. 401(K) Plan — Form 5500 plan (Sigma Defense Systems, LLC)

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, Sigma Defense Systems, Inc. 401(K) Plan is a benefit plan reported by Sigma Defense Systems, LLC under EIN 20-5844944 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sigma Defense Systems, LLC
EIN
20-5844944
Plan number
001
Plan type
2
Location
Perry, GA
Latest filing year
2023
Participants
212
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241010081826NAL0011292147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,462,802

Income & contributions

Employer contributions
$621,775
Participant contributions
$61,390
Total contributions
$828,175
Total income / additions
$1,653,672

Expenses & distributions

Benefits paid
$728,088
Administrative expenses
$48,611
Total expenses
$777,379
Net increase / (decrease)
$876,293

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$48,611$02023

Related Form 5500 pages