Simmons Hanly Conroy 401(K) Plan — Form 5500 plan (Simmons Hanly Conroy Llp)
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, Simmons Hanly Conroy 401(K) Plan is a benefit plan reported by Simmons Hanly Conroy Llp under EIN 37-1387830 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $114,851,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons Hanly Conroy Llp
- EIN
- 37-1387830
- Plan number
- 001
- Plan type
- 2
- Location
- Alton, IL
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $114,851,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20241010100639NAL0020797793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,851,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,851,732
- Net assets (BOY)
- $94,519,386
Income & contributions
- Employer contributions
- $4,225,096
- Participant contributions
- $4,592,820
- Total contributions
- $9,147,943
- Total income / additions
- $25,496,251
Expenses & distributions
- Benefits paid
- $5,083,433
- Administrative expenses
- $78,125
- Total expenses
- $5,163,905
- Net increase / (decrease)
- $20,332,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,124 | $0 | 2023 |
| Raymond James Financial Services | CONSULTANT | $0 | $7,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simmons Hanly Conroy Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Alton, IL
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation