2023 Form 5500 filing — Wisdom Protective Services 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 20240925144456NAL0005524595001) for Wisdom Protective Services Retirement Plan, reported by Simaren Corporation under EIN 06-1670816 and plan number 001. It reports 771 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)$2.8MReported net assets$2,797,014
Participants771
Provider compensation$58.5K1 Schedule C row(s)$58,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925144456NAL0005524595001
Plan sponsor
Simaren Corporation
EIN
06-1670816
Plan number
001
Location
Westbury, NY
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$688.8K
Participant$148.4K
Full reported line items
Total assets (EOY)
$2,797,014
Total liabilities (EOY)
$0
Net assets (EOY)
$2,797,014
Employer contributions
$688,763
Participant contributions
$148,447
Total income / additions
$1,330,562
Benefits paid
$1,494,439
Administrative expenses
$58,476
Total expenses
$1,552,915
Net increase / (decrease)
-$222,353
Schedule C

Reported service provider compensation

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

  1. 1
    TRUST RECORDKEEPER · Direct $58.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925144456NAL0005524595001 cover?
It is the 2023 Form 5500 filing for Wisdom Protective Services Retirement Plan, reported by Simaren Corporation (EIN 06-1670816).
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