System Resources Telecom 401(K) Plan — Form 5500 plan (System Resources Telecom, 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, System Resources Telecom 401(K) Plan is a benefit plan reported by System Resources Telecom, LLC under EIN 72-1432916 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $3,494,499 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
System Resources Telecom, LLC
EIN
72-1432916
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
274
End-of-year plan assets
$3,494,499

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241015112254NAL0057200850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,494,499
Total liabilities (EOY)
$0
Net assets (EOY)
$3,494,499
Net assets (BOY)
$2,488,670

Income & contributions

Employer contributions
$203,969
Participant contributions
$697,922
Total contributions
$901,891
Total income / additions
$1,401,203

Expenses & distributions

Benefits paid
$348,161
Administrative expenses
$43,545
Total expenses
$395,374
Net increase / (decrease)
$1,005,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY - PL$21,596not reported in the loaded dataset2023
Transamerica Financial Life Ins Co.RECORDKEEPER$19,349$02023
The Haslauer Group, Inc.TPA$2,600$292023

Related Form 5500 pages