2023 Form 5500 filing — Simoniz Usa, Inc. 401(K) Profit Sharing 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 20250430113837NAL0002757472001) for Simoniz Usa, Inc. 401(K) Profit Sharing Plan, reported by Simoniz Usa, Inc. under EIN 06-0775898 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430113837NAL0002757472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simoniz Usa, Inc.
- EIN
- 06-0775898
- Plan number
- 001
- Location
- Bolton, CT
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,414,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,414,929
- Employer contributions
- $849,335
- Participant contributions
- $1,780,553
- Total income / additions
- $10,324,743
- Benefits paid
- $4,155,025
- Administrative expenses
- $36,555
- Total expenses
- $4,195,780
- Net increase / (decrease)
- $6,128,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants Inc. | TPA | $8,530 | $16,823 |
| Caron And Bletzer | SERVICE PROVIDER | $11,000 | not reported in the loaded dataset |