Sigma Defense 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 401(K) Plan is a benefit plan reported by Sigma Defense Systems, LLC under EIN 20-5844944 and plan number 002. The latest loaded filing year is 2023. The filing reports 487 participants and $36,697,067 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
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
487
End-of-year plan assets
$36,697,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023487H, C20241012095853NAL0024380593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,697,067
Total liabilities (EOY)
$0
Net assets (EOY)
$36,697,067
Net assets (BOY)
$17,375,919

Income & contributions

Employer contributions
$792,197
Participant contributions
$3,072,137
Total contributions
$6,730,830
Total income / additions
$10,783,686

Expenses & distributions

Benefits paid
$2,743,301
Administrative expenses
$30,759
Total expenses
$2,801,875
Net increase / (decrease)
$7,981,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$30,759$02023
Creative Planning, LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages