How big is System Analysts & Financial Experts' plan?

System Analysts & Financial Experts' plan reported $5.4M in assets and 7 participants for 2022.

Original filing (PDF)20231012043615NAL0019924115001

System Analysts & Financial Experts

Name: System Analysts & Financial Experts — System Analyst, Form 5500 (2022)
Creator: System Analysts & Financial Experts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

System Analysts & Financial Experts 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · System Analysts & Financial Experts' System Analysts & Financial Experts 401(k) Profit Sharing Plan and Trust held $5.4M in plan assets for 7 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Theophil Bruce signed System Analysts & Financial Experts' 2022 Form 5500 as plan administrator.

Theophil Bruce — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

System Analysts & Financial Experts' EIN is 25-1911236.

EIN 25-1911236

Plan number 001

Plan year 2022

ACK ID 20231012043615NAL0019924115001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for System Analysts & Financial Experts from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

System Analysts & Financial Experts' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYSTEM ANALYSTS & FINANCIAL EXPERTS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score