Simko Support Center LLC 401(K) Profit Sharing Plan — Form 5500 plan (Simko Support Center LLC)
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, Simko Support Center LLC 401(K) Profit Sharing Plan is a benefit plan reported by Simko Support Center LLC under EIN 81-3450427 and plan number 004. The latest loaded filing year is 2023. The filing reports 393 participants and $15,036,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simko Support Center LLC
- EIN
- 81-3450427
- Plan number
- 004
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $15,036,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20241010150216NAL0020384049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,036,579
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $15,036,479
- Net assets (BOY)
- $11,050,418
Income & contributions
- Employer contributions
- $602,896
- Participant contributions
- $1,429,215
- Total contributions
- $2,929,119
- Total income / additions
- $4,827,853
Expenses & distributions
- Benefits paid
- $748,784
- Administrative expenses
- $93,008
- Total expenses
- $841,792
- Net increase / (decrease)
- $3,986,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $54,149 | not reported in the loaded dataset | 2023 |
| Orgel Wealth Management | INVESTMENT ADVISOR | $38,225 | not reported in the loaded dataset | 2023 |