2023 Form 5500 filing — Simventions Retirement 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 20241014145134NAL0044955520001) for Simventions Retirement Plan, reported by Simventions, Inc. under EIN 54-1992646 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145134NAL0044955520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simventions, Inc.
- EIN
- 54-1992646
- Plan number
- 001
- Location
- Fredericksburg, VA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,463,918
- Net assets (EOY)
- $47,463,918
- Employer contributions
- $1,467,399
- Participant contributions
- $3,337,249
- Total income / additions
- $11,764,786
- Benefits paid
- $3,103,081
- Administrative expenses
- $87,491
- Total expenses
- $3,190,572
- Net increase / (decrease)
- $8,574,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $85,819 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $49,999 | $0 |
| Chase Benefit Advisors | CONTACT ADMIN | $4,580 | $32,590 |