Symons Advanced Value Employee Retirement Plan — Form 5500 plan (Symons Fire Protection, Inc.)
Plain-English plan 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, Symons Advanced Value Employee Retirement Plan is a benefit plan reported by Symons Fire Protection, Inc. under EIN 03-0378557 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $2,075,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Symons Fire Protection, Inc.
- EIN
- 03-0378557
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $2,075,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241015163945NAL0016893299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,075,278
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $2,075,234
- Net assets (BOY)
- $1,244,274
Income & contributions
- Employer contributions
- $438,513
- Participant contributions
- $296,705
- Total contributions
- $762,868
- Total income / additions
- $1,037,522
Expenses & distributions
- Benefits paid
- $176,890
- Administrative expenses
- $26,796
- Total expenses
- $206,562
- Net increase / (decrease)
- $830,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $8,247 | $0 | 2023 |
| Securian Financial Services, Inc. | INVESTMENT ADVISORY-PLAN | $4,279 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | RECORDKEEPER | $3,164 | $91 | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY-PLAN | $2,671 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY-PLAN | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Symons Fire Protection, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Transamerica Life Insurance Company — Schedule C compensation
- Securian Financial Services, Inc. — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation