2023 Form 5500 filing — Simmons Hanly Conroy 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 20241010100639NAL0020797793001) for Simmons Hanly Conroy 401(K) Plan, reported by Simmons Hanly Conroy Llp under EIN 37-1387830 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100639NAL0020797793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons Hanly Conroy Llp
- EIN
- 37-1387830
- Plan number
- 001
- Location
- Alton, IL
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,851,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,851,732
- Employer contributions
- $4,225,096
- Participant contributions
- $4,592,820
- Total income / additions
- $25,496,251
- Benefits paid
- $5,083,433
- Administrative expenses
- $78,125
- Total expenses
- $5,163,905
- Net increase / (decrease)
- $20,332,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,124 | $0 |
| Raymond James Financial Services | CONSULTANT | $0 | $7,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |