Plan5500

Simpson, Glick & Burford , Pllc - 401(K) Retirement Plan — Form 5500 plan (Simpson, Glick, & Burford, Pllc)

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, Simpson, Glick & Burford , Pllc - 401(K) Retirement Plan is a benefit plan reported by Simpson, Glick, & Burford, Pllc under EIN 75-3236034 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $3,165,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simpson, Glick, & Burford, Pllc
EIN
75-3236034
Plan number
001
Plan type
2
Location
Hoover, AL
Latest filing year
2023
Participants
22
End-of-year plan assets
$3,165,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322I, C20240801143923NAL0036265760005

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,165,020
Net assets (EOY)
$3,165,020
Net assets (BOY)
$2,725,333

Income & contributions

Employer contributions
$56,875
Participant contributions
$157,137
Total income / additions
$638,842

Expenses & distributions

Benefits paid
$182,736
Administrative expenses
$13,886
Total expenses
$199,155
Net increase / (decrease)
$439,687

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,886$02023
Concourse Financial Group SecuritieOTHER SERVICES$0$4,3262023

Related Form 5500 pages