2023 Form 5500 filing — Simpson Housing 401(K) Retirement 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 20240730164237NAL0013640515001) for Simpson Housing 401(K) Retirement Plan, reported by Simpson Housing Lllp under EIN 26-0136283 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$64.8MReported net assets$64,757,260
Participants883
Provider compensation$115.1K3 Schedule C row(s)$115,129
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730164237NAL0013640515001
Plan sponsor
Simpson Housing Lllp
EIN
26-0136283
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$64.8M total assets
Net assets$64.8MLiabilities$0
Money in vs. money out
Total income / additions$15.1M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$1.4M
Participant$3.6M
Full reported line items
Total assets (EOY)
$64,757,260
Total liabilities (EOY)
$0
Net assets (EOY)
$64,757,260
Employer contributions
$1,403,565
Participant contributions
$3,631,778
Total income / additions
$15,066,845
Benefits paid
$3,893,492
Administrative expenses
$115,128
Total expenses
$4,021,002
Net increase / (decrease)
$11,045,843
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $69.3K · Indirect $0
  2. 2
    ADVISOR · Direct $30K
  3. 3
    ADVISOR · Direct $15.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730164237NAL0013640515001 cover?
It is the 2023 Form 5500 filing for Simpson Housing 401(K) Retirement Plan, reported by Simpson Housing Lllp (EIN 26-0136283).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages