How many benefit plans does Conroy Simberg, P.A. report on Form 5500?

Conroy Simberg, P.A. (EIN 59-1943544) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Conroy Simberg, P.A.?

The Employer Identification Number (EIN) reported for Conroy Simberg, P.A. is 59-1943544.

What is the latest Form 5500 filing year for Conroy Simberg, P.A.?

The latest loaded Form 5500 filing year for Conroy Simberg, P.A. is 2023.

Conroy Simberg, P.A. — 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, Conroy Simberg, P.A. (EIN 59-1943544) is a plan sponsor located in Hollywood, FL 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: 59-1943544
Location: Hollywood, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,814,554
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,814,554

Contributions & income

Employer contributions: $262,794
Participant contributions: $1,827,779
Total income / additions: $7,771,903

Expenses & distributions

Benefits paid / distributions: $2,598,541
Total expenses: $2,714,994
Net increase / (decrease): $5,056,909

Coverage

Total reported participants: 852
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

Conroy Simberg, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Conroy Simberg 401(K) Plan	004	482	$35,814,554	2023
Conroy Simberg,P.A. Welfare Benefit Plan	501	370	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Conroy Simberg, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Conroy Simberg 401(K) Plan	482	H, C	20241025151432NAL0000288321001
2023	Conroy Simberg,P.A. Welfare Benefit Plan	370	—	20250212122503NAL0040840354001