2023 Form 5500 filing — Simpeo 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 20241220144016NAL0006254433001) for Simpeo 401(K) Plan, reported by Simpeo, LLC under EIN 83-1723892 and plan number 001. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220144016NAL0006254433001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Simpeo, LLC
- EIN
- 83-1723892
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,547,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,547,560
- Employer contributions
- $473,101
- Participant contributions
- $3,848,258
- Total income / additions
- $7,101,890
- Benefits paid
- $1,903,612
- Administrative expenses
- $136,479
- Total expenses
- $2,040,091
- Net increase / (decrease)
- $5,061,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates | INVESTMENT ADVISOR | $47,264 | not reported in the loaded dataset |
| Transamerica Financial Life Ins | RECORDKEEPER | $46,145 | $0 |
| The Benefit Advantage | RECORDKEEPER | $14,867 | $0 |
| Avintus, LLC | PLAN ADMINISTRATOR | $13,504 | not reported in the loaded dataset |