Simulstat, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Simulstat, 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, Simulstat, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Simulstat, Inc. under EIN 91-2138259 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $13,857,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simulstat, Inc.
EIN
91-2138259
Plan number
001
Plan type
2
Location
Solana Beach, CA
Latest filing year
2023
Participants
151
End-of-year plan assets
$13,857,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240712051834NAL0011049331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,857,967
Total liabilities (EOY)
$0
Net assets (EOY)
$13,857,967
Net assets (BOY)
$10,755,652

Income & contributions

Employer contributions
$345,769
Participant contributions
$1,126,851
Total contributions
$1,682,854
Total income / additions
$3,860,736

Expenses & distributions

Benefits paid
$725,831
Administrative expenses
$32,590
Total expenses
$758,421
Net increase / (decrease)
$3,102,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$30,604$02023
Adp, Inc.RECORD KEEPER$1,985$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages