Isys Technologies 401(K) Plan — Form 5500 plan (Isys Technologies)
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, Isys Technologies 401(K) Plan is a benefit plan reported by Isys Technologies under EIN 84-1158586 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $10,617,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isys Technologies
- EIN
- 84-1158586
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, CO
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $10,617,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241011110150NAL0038509088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,617,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,617,952
- Net assets (BOY)
- $8,366,502
Income & contributions
- Employer contributions
- $325,023
- Participant contributions
- $974,512
- Total contributions
- $1,469,515
- Total income / additions
- $2,782,477
Expenses & distributions
- Benefits paid
- $513,591
- Administrative expenses
- $17,436
- Total expenses
- $531,027
- Net increase / (decrease)
- $2,251,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Olson Reyes And Sauerwein LLC | SERVICE PROVIDER | $11,795 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $1,486 | $0 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,486 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Isys Technologies
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Littleton, CO
- Olson Reyes And Sauerwein LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation