Plan5500

2023 Form 5500 filing — The Simon Konover Company 401k 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 20240729075304NAL0010865459001) for The Simon Konover Company 401k Savings Plan, reported by The Simon Konover Company under EIN 06-1496409 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240729075304NAL0010865459001
Filing year
2023
Form type
2
Plan sponsor
The Simon Konover Company
EIN
06-1496409
Plan number
001
Location
West Hartford, CT
Participants
300
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,665,598
Total liabilities (EOY)
$0
Net assets (EOY)
$14,665,598
Employer contributions
$394,708
Participant contributions
$767,574
Total income / additions
$3,383,091
Benefits paid
$328,643
Administrative expenses
$167,146
Total expenses
$495,789
Net increase / (decrease)
$2,887,302
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insur Company Of AmRECORDKEEPER$77,911$0
Smith Brothers Financial LLCINVESTMENT ADVISOR$25,379not reported in the loaded dataset
Woodbury Financial Services, Inc.BROKER/ADVISOR$0$24,753
The Simon Konover CompanyOTHER$22,552not reported in the loaded dataset
Fiducient Advisors LLCOTHER$22,183not reported in the loaded dataset
Pension Consultants, Inc.CONTRACT ADMIN$9,809not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$9,312not reported in the loaded dataset

Related Form 5500 pages