2023 Form 5500 filing — Simple Management Group Inc. 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 20250219114629NAL0004051969001) for Simple Management Group Inc. 401(K) Plan, reported by Simple Management Group Inc under EIN 85-3924667 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219114629NAL0004051969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simple Management Group Inc
- EIN
- 85-3924667
- Plan number
- 001
- Location
- Maitland, FL
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,156,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,156,626
- Employer contributions
- $190,347
- Participant contributions
- $428,006
- Total income / additions
- $1,056,930
- Benefits paid
- $411,409
- Administrative expenses
- $35,402
- Total expenses
- $446,811
- Net increase / (decrease)
- $610,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vestwell | RECORDKEEPER | $30,849 | not reported in the loaded dataset |