Engineered Medical Systems 401(K) Plan — Form 5500 plan (Engineered Medical 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, Engineered Medical Systems 401(K) Plan is a benefit plan reported by Engineered Medical Systems, LLC under EIN 42-1576428 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $13,222,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Engineered Medical Systems, LLC
EIN
42-1576428
Plan number
001
Plan type
2
Location
Bartlett, TN
Latest filing year
2023
Participants
227
End-of-year plan assets
$13,222,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241008091032NAL0034230290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,222,889
Total liabilities (EOY)
$0
Net assets (EOY)
$13,222,889
Net assets (BOY)
$10,219,389

Income & contributions

Employer contributions
$840,952
Participant contributions
$1,350,803
Total contributions
$2,304,057
Total income / additions
$4,003,162

Expenses & distributions

Benefits paid
$825,722
Administrative expenses
$50,690
Total expenses
$999,662
Net increase / (decrease)
$3,003,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mml Investor Services LLCADVISOR$25,801not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,889$02023

Related Form 5500 pages