2023 Form 5500 filing — Simona America Group 401(K) Profit Sharing 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 20241011132022NAL0010956499001) for Simona America Group 401(K) Profit Sharing Plan, reported by Simona America Group Inc. under EIN 13-4269250 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132022NAL0010956499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simona America Group Inc.
- EIN
- 13-4269250
- Plan number
- 001
- Location
- Archbald, PA
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,950,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,950,512
- Employer contributions
- $1,047,109
- Participant contributions
- $1,446,790
- Total income / additions
- $5,386,313
- Benefits paid
- $880,271
- Administrative expenses
- $56,825
- Total expenses
- $944,367
- Net increase / (decrease)
- $4,441,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,315 | not reported in the loaded dataset |
| Ritholtz Wealth Management LLC | ADVISOR | $24,510 | not reported in the loaded dataset |