Simoniz Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Simoniz Usa, Inc. (EIN 06-0775898) is a plan sponsor located in Bolton, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0775898
Location
Bolton, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,414,929
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,414,929

Contributions & income

Employer contributions
$849,335
Participant contributions
$1,780,553
Total income / additions
$10,324,743

Expenses & distributions

Benefits paid / distributions
$4,155,025
Total expenses
$4,195,780
Net increase / (decrease)
$6,128,963

Coverage

Total reported participants
853
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Simoniz Usa, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Simoniz Usa, Inc. 401(K) Profit Sharing Plan001361$38,414,9292023
Simoniz Usa, Inc. Employee Health And Welfare Plan502492not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Simoniz Usa, Inc.
YearPlanParticipantsSchedulesFiling
2023Simoniz Usa, Inc. Employee Health And Welfare Plan49220240802135932NAL0052064274001
2023Simoniz Usa, Inc. 401(K) Profit Sharing Plan361H, C20250430113837NAL0002757472001

Related Form 5500 pages