Simco Logistics, LLC Union Employees' 401(K) Plan — Form 5500 plan (Simco Logistics, LLC)

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, Simco Logistics, LLC Union Employees' 401(K) Plan is a benefit plan reported by Simco Logistics, LLC under EIN 23-2013600 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $12,013,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simco Logistics, LLC
EIN
23-2013600
Plan number
001
Plan type
2
Location
Moorestown, NJ
Latest filing year
2023
Participants
236
End-of-year plan assets
$12,013,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241015113340NAL0028205649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,013,732
Total liabilities (EOY)
$0
Net assets (EOY)
$12,013,732
Net assets (BOY)
$10,370,412

Income & contributions

Employer contributions
$346,137
Participant contributions
$559,119
Total contributions
$905,256
Total income / additions
$2,826,705

Expenses & distributions

Benefits paid
$1,059,684
Administrative expenses
$3,774
Total expenses
$1,073,709
Net increase / (decrease)
$1,752,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Purshe Kaplan Sterling InvADVISOR$0$18,4762023
Fidelity Investments InstitutionalRECORDKEEPER$3,775$02023

Related Form 5500 pages