Plan5500

Simutech Group, Inc. 401(K) Plan — Form 5500 plan (Simutech Group, Inc.)

Plain-English plan 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, Simutech Group, Inc. 401(K) Plan is a benefit plan reported by Simutech Group, Inc. under EIN 16-1578599 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $11,743,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simutech Group, Inc.
EIN
16-1578599
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
109
End-of-year plan assets
$11,743,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241014083822NAL0051575474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,743,155
Total liabilities (EOY)
$0
Net assets (EOY)
$11,743,155
Net assets (BOY)
$9,990,598

Income & contributions

Employer contributions
$210,688
Participant contributions
$1,250,261
Total contributions
$1,526,186
Total income / additions
$3,573,195

Expenses & distributions

Benefits paid
$1,778,280
Administrative expenses
$42,358
Total expenses
$1,820,638
Net increase / (decrease)
$1,752,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$42,358$02023
Cadaret Grant & Co IncBROKER/ADVISER$0$35,5812023

Related Form 5500 pages