Simpson Senior Services, Inc. 403(B)(7) Retirement Plan — Form 5500 plan (Simpson Senior Services, 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, Simpson Senior Services, Inc. 403(B)(7) Retirement Plan is a benefit plan reported by Simpson Senior Services, Inc. under EIN 23-2948991 and plan number 002. The latest loaded filing year is 2023. The filing reports 581 participants and $9,469,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simpson Senior Services, Inc.
- EIN
- 23-2948991
- Plan number
- 002
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $9,469,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20241009101935NAL0009101043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,469,238
- Total liabilities (EOY)
- $6,808
- Net assets (EOY)
- $9,462,430
- Net assets (BOY)
- $7,823,738
Income & contributions
- Employer contributions
- $360,054
- Participant contributions
- $844,993
- Total contributions
- $1,282,951
- Total income / additions
- $2,604,329
Expenses & distributions
- Benefits paid
- $884,469
- Administrative expenses
- $63,369
- Total expenses
- $965,637
- Net increase / (decrease)
- $1,638,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,177 | $0 | 2023 |
| Ivc Wealth Advisors, LLC | INVESTMENT ADVISOR | $20,844 | not reported in the loaded dataset | 2023 |
| Delaware Valley Retirement, Inc. | CONTRACT ADMIN | $10,897 | $8,389 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,627 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simpson Senior Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bala Cynwyd, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Ivc Wealth Advisors, LLC — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation