2023 Form 5500 filing — Symplr 401(K) Plan And 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 20241029160015NAL0010246866001) for Symplr 401(K) Plan And Trust, reported by Vendor Credentialing Service, LLC D/B/A Symplr under EIN 45-5147886 and plan number 001. It reports 2,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029160015NAL0010246866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vendor Credentialing Service, LLC D/B/A Symplr
- EIN
- 45-5147886
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,383,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,383,723
- Employer contributions
- $6,501,271
- Participant contributions
- $12,096,024
- Total income / additions
- $37,845,078
- Benefits paid
- $11,651,389
- Administrative expenses
- $371,728
- Total expenses
- $12,034,994
- Net increase / (decrease)
- $25,810,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $312,644 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $111,717 |
| Ascensus | CONTRACT ADMINISTRATOR | $59,046 | $24,995 |