Simulations Plus, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Simulations Plus, 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, Simulations Plus, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Simulations Plus, Inc. under EIN 95-4595609 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $26,971,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simulations Plus, Inc.
EIN
95-4595609
Plan number
001
Plan type
2
Location
Lancaster, CA
Latest filing year
2023
Participants
176
End-of-year plan assets
$26,971,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241012080612NAL0024318017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,971,770
Total liabilities (EOY)
$0
Net assets (EOY)
$26,971,770
Net assets (BOY)
$20,796,140

Income & contributions

Employer contributions
$730,535
Participant contributions
$1,872,758
Total contributions
$4,073,042
Total income / additions
$8,420,963

Expenses & distributions

Benefits paid
$2,207,761
Administrative expenses
$37,572
Total expenses
$2,245,333
Net increase / (decrease)
$6,175,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCRETAINED BY EMPLOYER$32,762not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$4,810$02023

Related Form 5500 pages