2023 Form 5500 filing — Simitree Healthcare Consulting, LLC 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 20241015155921NAL0057106578001) for Simitree Healthcare Consulting, LLC 401(K) Plan, reported by Simitree Acquisition LLC under EIN 86-3586333 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155921NAL0057106578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simitree Acquisition LLC
- EIN
- 86-3586333
- Plan number
- 001
- Location
- Hamden, CT
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,222,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,222,395
- Employer contributions
- $923,389
- Participant contributions
- $1,620,417
- Total income / additions
- $5,635,568
- Benefits paid
- $1,132,161
- Administrative expenses
- $60,446
- Total expenses
- $1,192,607
- Net increase / (decrease)
- $4,442,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors, LLC | RETAINED BY EMPLOYER | $32,510 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $27,936 | $0 |