Systematic Financial Management, L.P. 401(K) Plan & Trust — Form 5500 plan (Systematic Financial Management, L.P.)
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, Systematic Financial Management, L.P. 401(K) Plan & Trust is a benefit plan reported by Systematic Financial Management, L.P. under EIN 22-3367558 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $15,221,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Systematic Financial Management, L.P.
- EIN
- 22-3367558
- Plan number
- 001
- Plan type
- 2
- Location
- Teaneck, NJ
- Latest filing year
- 2023
- Participants
- 37
- End-of-year plan assets
- $15,221,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37 | I | 20240930091902NAL0003134755001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,221,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,221,151
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $138,530
- Participant contributions
- $353,228
- Total income / additions
- $2,363,612
Expenses & distributions
- Benefits paid
- $608,809
- Administrative expenses
- -$3,341
- Total expenses
- $605,468
- Net increase / (decrease)
- $1,758,144
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.