2023 Form 5500 filing — Simko Support Center LLC 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 20241010150216NAL0020384049001) for Simko Support Center LLC 401(K) Profit Sharing Plan, reported by Simko Support Center LLC under EIN 81-3450427 and plan number 004. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150216NAL0020384049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simko Support Center LLC
- EIN
- 81-3450427
- Plan number
- 004
- Location
- Eau Claire, WI
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,036,579
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $15,036,479
- Employer contributions
- $602,896
- Participant contributions
- $1,429,215
- Total income / additions
- $4,827,853
- Benefits paid
- $748,784
- Administrative expenses
- $93,008
- Total expenses
- $841,792
- Net increase / (decrease)
- $3,986,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $54,149 | not reported in the loaded dataset |
| Orgel Wealth Management | INVESTMENT ADVISOR | $38,225 | not reported in the loaded dataset |