Symplicity Corporation 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Symplicity Corporation)
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, Symplicity Corporation 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Symplicity Corporation under EIN 36-4160472 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $15,734,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symplicity Corporation
- EIN
- 36-4160472
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $15,734,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241008133554NAL0030105072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,734,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,734,953
- Net assets (BOY)
- $12,002,177
Income & contributions
- Employer contributions
- $263,981
- Participant contributions
- $1,253,838
- Total contributions
- $1,531,430
- Total income / additions
- $3,992,832
Expenses & distributions
- Benefits paid
- $203,887
- Administrative expenses
- $56,169
- Total expenses
- $260,056
- Net increase / (decrease)
- $3,732,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | ADVISOR | $26,180 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $22,579 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $6,653 | not reported in the loaded dataset | 2023 |