2023 Form 5500 filing — Simpson University 403b Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240208171326NAL0067140082001) for Simpson University 403b Plan, reported by Simpson University under EIN 94-1339635 and plan number 003. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240208171326NAL0067140082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simpson University
- EIN
- 94-1339635
- Plan number
- 003
- Location
- Redding, CA
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,719,485
- Net assets (EOY)
- $4,719,485
- Participant contributions
- $169,844
- Total income / additions
- $1,216,783
- Benefits paid
- $477,224
- Administrative expenses
- $30,068
- Total expenses
- $507,292
- Net increase / (decrease)
- $709,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | ADVISOR | $16,536 | $0 |
| Ascensus | RECORDKEEPER | $12,406 | $0 |