Simbionte Investment Group Inc. Retirement Plan — Form 5500 plan (Simbionte Investment Group 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, Simbionte Investment Group Inc. Retirement Plan is a benefit plan reported by Simbionte Investment Group Inc. under EIN 82-5148227 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,259,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simbionte Investment Group Inc.
- EIN
- 82-5148227
- Plan number
- 001
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,259,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241015201801NAL0015364371001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,259,098
- Net assets (EOY)
- $1,259,098
- Net assets (BOY)
- $1,300,003
Income & contributions
- Total income / additions
- -$40,135
Expenses & distributions
- Administrative expenses
- $770
- Total expenses
- $770
- Net increase / (decrease)
- -$40,905
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.