Simonson Properties Company 401(K) Savings Plan — Form 5500 plan (Simonson Properties Company)
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, Simonson Properties Company 401(K) Savings Plan is a benefit plan reported by Simonson Properties Company under EIN 41-1289033 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $16,425,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simonson Properties Company
- EIN
- 41-1289033
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Cloud, MN
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $16,425,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241014121348NAL0013259923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,425,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,425,392
- Net assets (BOY)
- $13,039,064
Income & contributions
- Employer contributions
- $641,384
- Participant contributions
- $1,589,693
- Total contributions
- $2,377,422
- Total income / additions
- $4,641,423
Expenses & distributions
- Benefits paid
- $1,183,616
- Administrative expenses
- $71,479
- Total expenses
- $1,255,095
- Net increase / (decrease)
- $3,386,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $68,589 | not reported in the loaded dataset | 2023 |