2023 Form 5500 filing — Symons Advanced Value Employee 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 20241015163945NAL0016893299001) for Symons Advanced Value Employee Retirement Plan, reported by Symons Fire Protection, Inc. under EIN 03-0378557 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163945NAL0016893299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Symons Fire Protection, Inc.
- EIN
- 03-0378557
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,075,278
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $2,075,234
- Employer contributions
- $438,513
- Participant contributions
- $296,705
- Total income / additions
- $1,037,522
- Benefits paid
- $176,890
- Administrative expenses
- $26,796
- Total expenses
- $206,562
- Net increase / (decrease)
- $830,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $8,247 | $0 |
| Securian Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $4,279 | not reported in the loaded dataset |
| Economic Group Pension Services | RECORDKEEPER | $3,164 | $91 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY-PLAN | $2,671 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY-PLAN | $500 | not reported in the loaded dataset |