Simoniz Usa, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Simoniz Usa, 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, Simoniz Usa, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Simoniz Usa, Inc. under EIN 06-0775898 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $38,414,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simoniz Usa, Inc.
EIN
06-0775898
Plan number
001
Plan type
2
Location
Bolton, CT
Latest filing year
2023
Participants
361
End-of-year plan assets
$38,414,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20250430113837NAL0002757472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,414,929
Total liabilities (EOY)
$0
Net assets (EOY)
$38,414,929
Net assets (BOY)
$32,285,966

Income & contributions

Employer contributions
$849,335
Participant contributions
$1,780,553
Total contributions
$2,698,967
Total income / additions
$10,324,743

Expenses & distributions

Benefits paid
$4,155,025
Administrative expenses
$36,555
Total expenses
$4,195,780
Net increase / (decrease)
$6,128,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Consultants Inc.TPA$8,530$16,8232023
Caron And BletzerSERVICE PROVIDER$11,000not reported in the loaded dataset2023

Related Form 5500 pages