Simplot Retirement Savings Plan — Form 5500 plan (J.R. Simplot 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, Simplot Retirement Savings Plan is a benefit plan reported by J.R. Simplot Company under EIN 82-0196611 and plan number 004. The latest loaded filing year is 2023. The filing reports 12,519 participants and $1,387,440,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.R. Simplot Company
- EIN
- 82-0196611
- Plan number
- 004
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 12,519
- End-of-year plan assets
- $1,387,440,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,519 | H, C | 20240716095924NAL0004092896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,387,440,309
- Total liabilities (EOY)
- $22,500
- Net assets (EOY)
- $1,387,417,809
- Net assets (BOY)
- $1,118,796,628
Income & contributions
- Employer contributions
- $46,889,901
- Participant contributions
- $62,925,757
- Total contributions
- $119,889,974
- Total income / additions
- $333,170,404
Expenses & distributions
- Benefits paid
- $96,705,839
- Administrative expenses
- $982,570
- Total expenses
- $97,702,852
- Net increase / (decrease)
- $235,467,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER/TRUSTEE | $515,751 | $0 | 2023 |
| Financial Engines | MANAGED ACCOUNT PROVIDER | $252,546 | not reported in the loaded dataset | 2023 |
| Verus | CONSULTANT | $75,000 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann P.C. | AUDITOR | $22,299 | not reported in the loaded dataset | 2023 |
| Hawley, Troxwell Ennis & Hawley Llp | LEGAL | $10,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.R. Simplot Company
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Financial Engines — Schedule C compensation
- Verus — Schedule C compensation
- Mayer Hoffman Mccann P.C. — Schedule C compensation
- Hawley, Troxwell Ennis & Hawley Llp — Schedule C compensation