2023 Form 5500 filing — Simmons Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust
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 20241011180521NAL0023384081001) for Simmons Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust, reported by Simmons Perrine Moyer Bergman Plc under EIN 42-0665669 and plan number 002. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180521NAL0023384081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons Perrine Moyer Bergman Plc
- EIN
- 42-0665669
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,440,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,440,081
- Employer contributions
- $1,453,671
- Participant contributions
- $1,204,484
- Total income / additions
- $9,957,989
- Benefits paid
- $4,187,189
- Administrative expenses
- $13,847
- Total expenses
- $4,201,036
- Net increase / (decrease)
- $5,756,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $7,066 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $7,034 |
| Epic Retirement Plan Services | NONE | $6,782 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 |