Systems Technology, Inc. 401(K) Employee Stock Ownership Plan — Form 5500 plan (Systems Technology, 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 Technology, Inc. 401(K) Employee Stock Ownership Plan is a benefit plan reported by Systems Technology, Inc. under EIN 95-1957989 and plan number 002. The latest loaded filing year is 2023. The filing reports 57 participants and $28,990,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Systems Technology, Inc.
- EIN
- 95-1957989
- Plan number
- 002
- Plan type
- 2
- Location
- Hawthorne, CA
- Latest filing year
- 2023
- Participants
- 57
- End-of-year plan assets
- $28,990,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I, C | 20240909135255NAL0007984896001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $28,990,934
- Total liabilities (EOY)
- $9,363
- Net assets (EOY)
- $28,981,571
- Net assets (BOY)
- $24,746,101
Income & contributions
- Employer contributions
- $625,496
- Participant contributions
- $352,407
- Total income / additions
- $4,944,892
Expenses & distributions
- Benefits paid
- $704,765
- Total expenses
- $709,422
- Net increase / (decrease)
- $4,235,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Planners Financial Services | BROKER/ADVISOR | $0 | $20,953 | 2023 |
| Empower Advisory Grup | INVESTMENT MANAGER | $1,351 | $0 | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $295 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Systems Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hawthorne, CA
- United Planners Financial Services — Schedule C compensation
- Empower Advisory Grup — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation