Systematic Financial Management, L.P.
Plan context: Systematic Financial Management, L.P. 401(K) Plan & Trust
EIN 22-3367558 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$17,664,101
2024 Contributions
$765,231
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $17,664,101 | $765,231 | $31,885iApproximate average salary by contribution assumption: employee only about $797,116 at 4% or $531,410 at 6%; with 50% employer match about $531,410 at 4% or $354,274 at 6%; with 100% employer match about $398,558 at 4% or $265,705 at 6%. |
| Systematic Financial Management, L.P. 401(K) Plan & Trust | - | 24 | $17,664,101 | $765,231 | $31,885iApproximate average salary by contribution assumption: employee only about $797,116 at 4% or $531,410 at 6%; with 50% employer match about $531,410 at 4% or $354,274 at 6%; with 100% employer match about $398,558 at 4% or $265,705 at 6%. |
| 2023 | 1 | 22 | $15,221,151 | $491,758 | $22,353iApproximate average salary by contribution assumption: employee only about $558,816 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%. |
| Systematic Financial Management, L.P. 401(K) Plan & Trust | - | 22 | $15,221,151 | $491,758 | $22,353iApproximate average salary by contribution assumption: employee only about $558,816 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%. |