2023 Form 5500 filing — Price Simms Family Advantage 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 20241015170113NAL0058841778001) for Price Simms Family Advantage 401(K) Plan, reported by Price-Simms Management, Inc. under EIN 46-5176177 and plan number 001. It reports 1,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$35.5MReported net assets$35,505,179
Participants1.4K1,407
Provider compensation$86.4K1 Schedule C row(s)$86,441
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015170113NAL0058841778001
- Plan sponsor
- Price-Simms Management, Inc.
- EIN
- 46-5176177
- Plan number
- 001
- Location
- Larkspur, CA
- Received date
- not reported in the loaded dataset
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)$35.5M total assets
Net assets$35.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,505,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,505,179
- Employer contributions
- $668,058
- Participant contributions
- $3,199,191
- Total income / additions
- $9,387,786
- Benefits paid
- $3,510,502
- Administrative expenses
- $86,441
- Total expenses
- $3,603,113
- Net increase / (decrease)
- $5,784,673
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $86,441 | $0 |