Simpson University 403b Plan — Form 5500 plan (Simpson University)
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, Simpson University 403b Plan is a benefit plan reported by Simpson University under EIN 94-1339635 and plan number 003. The latest loaded filing year is 2023. The filing reports 403 participants and $4,719,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simpson University
- EIN
- 94-1339635
- Plan number
- 003
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $4,719,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240208171326NAL0067140082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,719,485
- Net assets (EOY)
- $4,719,485
- Net assets (BOY)
- $4,009,994
Income & contributions
- Participant contributions
- $169,844
- Total contributions
- $171,191
- Total income / additions
- $1,216,783
Expenses & distributions
- Benefits paid
- $477,224
- Administrative expenses
- $30,068
- Total expenses
- $507,292
- Net increase / (decrease)
- $709,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | ADVISOR | $16,536 | $0 | 2023 |
| Ascensus | RECORDKEEPER | $12,406 | $0 | 2023 |