Symplr 401(K) Plan And Trust — Form 5500 plan (Vendor Credentialing Service, LLC D/B/A Symplr)
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, Symplr 401(K) Plan And Trust is a benefit plan reported by Vendor Credentialing Service, LLC D/B/A Symplr under EIN 45-5147886 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,128 participants and $117,383,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vendor Credentialing Service, LLC D/B/A Symplr
- EIN
- 45-5147886
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,128
- End-of-year plan assets
- $117,383,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,128 | H, C | 20241029160015NAL0010246866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,383,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,383,723
- Net assets (BOY)
- $91,573,639
Income & contributions
- Employer contributions
- $6,501,271
- Participant contributions
- $12,096,024
- Total contributions
- $21,838,229
- Total income / additions
- $37,845,078
Expenses & distributions
- Benefits paid
- $11,651,389
- Administrative expenses
- $371,728
- Total expenses
- $12,034,994
- Net increase / (decrease)
- $25,810,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $312,644 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $111,717 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $59,046 | $24,995 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vendor Credentialing Service, LLC D/B/A Symplr
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation