2023 Form 5500 filing — Simonmed 401(K) Profit Sharing 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 20240926152346NAL0000484291001) for Simonmed 401(K) Profit Sharing Plan, reported by Smi Imaging, LLC under EIN 26-4000683 and plan number 001. It reports 4,161 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)$39MReported net assets$39,035,866
Participants4.2K4,161
Provider compensation$474.5K4 Schedule C row(s)$474,510
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926152346NAL0000484291001
Plan sponsor
Smi Imaging, LLC
EIN
26-4000683
Plan number
001
Location
Scottsdale, AZ
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)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$15.6M
Total expenses$4.4M
Benefits paid / distributions$3.9M
Contributions
Employer$0
Participant$7.8M
Full reported line items
Total assets (EOY)
$39,035,866
Total liabilities (EOY)
$0
Net assets (EOY)
$39,035,866
Employer contributions
$0
Participant contributions
$7,831,407
Total income / additions
$15,583,882
Benefits paid
$3,944,469
Administrative expenses
$474,510
Total expenses
$4,418,979
Net increase / (decrease)
$11,164,903
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $348.1K · Indirect $0
  2. 2
    OTHER · Direct $95.2K
  3. 3
    INVESTMENT ADVISOR · Direct $15.9K
  4. 4
    INVESTMENT MGMT · Direct $15.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926152346NAL0000484291001 cover?
It is the 2023 Form 5500 filing for Simonmed 401(K) Profit Sharing Plan, reported by Smi Imaging, LLC (EIN 26-4000683).
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