Simventions Retirement Plan — Form 5500 plan (Simventions, 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, Simventions Retirement Plan is a benefit plan reported by Simventions, Inc. under EIN 54-1992646 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $47,463,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simventions, Inc.
EIN
54-1992646
Plan number
001
Plan type
2
Location
Fredericksburg, VA
Latest filing year
2023
Participants
439
End-of-year plan assets
$47,463,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20241014145134NAL0044955520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,463,918
Net assets (EOY)
$47,463,918
Net assets (BOY)
$38,889,704

Income & contributions

Employer contributions
$1,467,399
Participant contributions
$3,337,249
Total contributions
$4,993,346
Total income / additions
$11,764,786

Expenses & distributions

Benefits paid
$3,103,081
Administrative expenses
$87,491
Total expenses
$3,190,572
Net increase / (decrease)
$8,574,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$85,819$02023
Lpl FinancialINVESTMENT ADVISOR$49,999$02023
Chase Benefit AdvisorsCONTACT ADMIN$4,580$32,5902023

Related Form 5500 pages