Simventions, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Simventions, Inc. (EIN 54-1992646) is a plan sponsor located in Fredericksburg, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1992646
Location
Fredericksburg, VA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,104,746
Total reported liabilities (EOY)
$11,085,841
Total reported net assets (EOY)
$55,018,905

Contributions & income

Employer contributions
$2,101,204
Participant contributions
$3,337,249
Total income / additions
$20,495,510

Expenses & distributions

Benefits paid / distributions
$3,239,902
Total expenses
$3,461,345
Net increase / (decrease)
$17,034,165

Coverage

Total reported participants
1,144
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Simventions, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Simventions Retirement Plan001439$47,463,9182023
Simventions, Inc. Employee Stock Ownership Plan002375$18,640,8282023
Simventions Health And Welfare Plan502330not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Simventions, Inc.
YearPlanParticipantsSchedulesFiling
2023Simventions Health And Welfare Plan33020240715100443NAL0002185776001
2023Simventions Retirement Plan439H, C20241014145134NAL0044955520001
2023Simventions, Inc. Employee Stock Ownership Plan375H20241014191614NAL0027003137001

Related Form 5500 pages