2023 Form 5500 filing — Simcorp Usa Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003133729NAL0017170976002) for Simcorp Usa Inc. 401(K) Plan, reported by Simcorp Usa Inc. under EIN 13-4135820 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.8MReported net assets$25,773,323

Participants195

Provider compensation$69.9K2 Schedule C row(s)$69,919

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003133729NAL0017170976002
Plan sponsor: Simcorp Usa Inc.
EIN: 13-4135820
Plan number: 001
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.8M total assets

Net assets$25.8MLiabilities—

Money in vs. money out

Total income / additions$7.1M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$785.7K

Participant$2.1M

Full reported line items

Total assets (EOY): $25,773,323
Net assets (EOY): $25,773,323
Employer contributions: $785,746
Participant contributions: $2,114,964
Total income / additions: $7,115,732
Benefits paid: $1,788,452
Administrative expenses: $113,649
Total expenses: $1,902,101
Net increase / (decrease): $5,213,631

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch-Fas And Eps$68.4K
REGISTERED INV. ADVISOR · Direct $68.4K · Indirect $0
2
John Hancock Life Ins. Co. Of Ny$1.5K
RECORDKEEPER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003133729NAL0017170976002 cover?: It is the 2023 Form 5500 filing for Simcorp Usa Inc. 401(K) Plan, reported by Simcorp Usa Inc. (EIN 13-4135820).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).