2023 Form 5500 filing — Simplot Retirement Savings 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 20240716095924NAL0004092896001) for Simplot Retirement Savings Plan, reported by J.R. Simplot Company under EIN 82-0196611 and plan number 004. It reports 12,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716095924NAL0004092896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.R. Simplot Company
- EIN
- 82-0196611
- Plan number
- 004
- Location
- Boise, ID
- Participants
- 12,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,387,440,309
- Total liabilities (EOY)
- $22,500
- Net assets (EOY)
- $1,387,417,809
- Employer contributions
- $46,889,901
- Participant contributions
- $62,925,757
- Total income / additions
- $333,170,404
- Benefits paid
- $96,705,839
- Administrative expenses
- $982,570
- Total expenses
- $97,702,852
- Net increase / (decrease)
- $235,467,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER/TRUSTEE | $515,751 | $0 |
| Financial Engines | MANAGED ACCOUNT PROVIDER | $252,546 | not reported in the loaded dataset |
| Verus | CONSULTANT | $75,000 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P.C. | AUDITOR | $22,299 | not reported in the loaded dataset |
| Hawley, Troxwell Ennis & Hawley Llp | LEGAL | $10,404 | not reported in the loaded dataset |