2023 Form 5500 filing — Employees' Retirement Plan Of Simkins Industries, Inc.
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 20250708140456NAL0011411266001) for Employees' Retirement Plan Of Simkins Industries, Inc., reported by Simkins Industries, Inc. under EIN 06-0469480 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708140456NAL0011411266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simkins Industries, Inc.
- EIN
- 06-0469480
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,923,014
- Total liabilities (EOY)
- $34,836
- Net assets (EOY)
- $1,888,178
- Total income / additions
- $210,270
- Benefits paid
- $4,190,421
- Administrative expenses
- $148,616
- Total expenses
- $4,339,037
- Net increase / (decrease)
- -$4,128,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | ACTUARY | $66,923 | not reported in the loaded dataset |
| Fox Rothschild | LEGAL | $31,280 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $17,329 | not reported in the loaded dataset |
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT MGR | $16,092 | not reported in the loaded dataset |