2023 Form 5500 filing — Conroy Simberg 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 20241025151432NAL0000288321001) for Conroy Simberg 401(K) Plan, reported by Conroy Simberg, P.A. under EIN 59-1943544 and plan number 004. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025151432NAL0000288321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conroy Simberg, P.A.
- EIN
- 59-1943544
- Plan number
- 004
- Location
- Hollywood, FL
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,814,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,814,554
- Employer contributions
- $262,794
- Participant contributions
- $1,827,779
- Total income / additions
- $7,771,903
- Benefits paid
- $2,598,541
- Administrative expenses
- $27,330
- Total expenses
- $2,714,994
- Net increase / (decrease)
- $5,056,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $27,330 | $0 |