Systems Unlimited, Inc. 401(K) Plan — Form 5500 plan (Systems Unlimited, 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, Systems Unlimited, Inc. 401(K) Plan is a benefit plan reported by Systems Unlimited, Inc. under EIN 42-0985205 and plan number 001. The latest loaded filing year is 2023. The filing reports 833 participants and $11,562,602 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Systems Unlimited, Inc.
EIN
42-0985205
Plan number
001
Plan type
2
Location
Iowa City, IA
Latest filing year
2023
Participants
833
End-of-year plan assets
$11,562,602

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023833H, C20240812105038NAL0005418403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,562,602
Total liabilities (EOY)
$0
Net assets (EOY)
$11,562,602
Net assets (BOY)
$9,258,551

Income & contributions

Employer contributions
$435,836
Participant contributions
$883,235
Total contributions
$1,349,294
Total income / additions
$2,875,271

Expenses & distributions

Benefits paid
$526,997
Administrative expenses
$44,223
Total expenses
$571,220
Net increase / (decrease)
$2,304,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$24,947not reported in the loaded dataset2023
Lpl Financial Corporation RpcpNONE$19,276not reported in the loaded dataset2023

Related Form 5500 pages