2023 Form 5500 filing — Simpro Software Limited 401(K) 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 20241001190647NAL0004294259001) for Simpro Software Limited 401(K) Plan, reported by Simpro Software Limited under EIN 61-1734506 and plan number 001. It reports 166 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)$4.7MReported net assets$4,657,460

Participants166

Provider compensation$29.9K2 Schedule C row(s)$29,856

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001190647NAL0004294259001
Plan sponsor: Simpro Software Limited
EIN: 61-1734506
Plan number: 001
Location: Broomfield, 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)$4.7M total assets

Net assets$4.7MLiabilities$0

Money in vs. money out

Total income / additions$2.5M

Total expenses$411.2K

Benefits paid / distributions$407.8K

Contributions

Employer$634.4K

Participant$871.2K

Full reported line items

Total assets (EOY): $4,657,460
Total liabilities (EOY): $0
Net assets (EOY): $4,657,460
Employer contributions: $634,383
Participant contributions: $871,201
Total income / additions: $2,490,613
Benefits paid: $407,786
Administrative expenses: $3,450
Total expenses: $411,236
Net increase / (decrease): $2,079,377

Schedule C

Reported service provider compensation

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

1
The Angell Pension Group, Inc$15.7K
THIRD PARTY ADMIN · Direct $0 · Indirect $15.7K
2
Mml Investors Services, Inc$14.1K
SERVICE PROVIDER · Direct $0 · Indirect $14.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001190647NAL0004294259001 cover?: It is the 2023 Form 5500 filing for Simpro Software Limited 401(K) Plan, reported by Simpro Software Limited (EIN 61-1734506).
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).