Logan Simpson Design 401(K) Plan — Form 5500 plan (Logan Simpson Design 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, Logan Simpson Design 401(K) Plan is a benefit plan reported by Logan Simpson Design Inc. under EIN 86-0900108 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $14,907,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logan Simpson Design Inc.
- EIN
- 86-0900108
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $14,907,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241015214657NAL0017256291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,907,091
- Net assets (EOY)
- $14,907,091
- Net assets (BOY)
- $11,622,818
Income & contributions
- Employer contributions
- $384,721
- Participant contributions
- $934,351
- Total contributions
- $1,357,151
- Total income / additions
- $3,726,551
Expenses & distributions
- Benefits paid
- $417,886
- Administrative expenses
- $28,533
- Total expenses
- $442,278
- Net increase / (decrease)
- $3,284,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hembree Tpa, Inc. | CONTRACT ADMINISTRATOR | $31,419 | $0 | 2023 |
| Capital Group Retirement Plan | RECORDKEEPER | $613 | $0 | 2023 |