Simpeo 401(K) Plan — Form 5500 plan (Simpeo, 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, Simpeo 401(K) Plan is a benefit plan reported by Simpeo, LLC under EIN 83-1723892 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $18,547,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simpeo, LLC
- EIN
- 83-1723892
- Plan number
- 001
- Plan type
- 3
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $18,547,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241220144016NAL0006254433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,547,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,547,560
- Net assets (BOY)
- $7,426,030
Income & contributions
- Employer contributions
- $473,101
- Participant contributions
- $3,848,258
- Total contributions
- $4,877,383
- Total income / additions
- $7,101,890
Expenses & distributions
- Benefits paid
- $1,903,612
- Administrative expenses
- $136,479
- Total expenses
- $2,040,091
- Net increase / (decrease)
- $5,061,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James And Associates | INVESTMENT ADVISOR | $47,264 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins | RECORDKEEPER | $46,145 | $0 | 2023 |
| The Benefit Advantage | RECORDKEEPER | $14,867 | $0 | 2023 |
| Avintus, LLC | PLAN ADMINISTRATOR | $13,504 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simpeo, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Raymond James And Associates — Schedule C compensation
- Transamerica Financial Life Ins — Schedule C compensation
- The Benefit Advantage — Schedule C compensation
- Avintus, LLC — Schedule C compensation