The Simon Konover Company 401k Savings Plan — Form 5500 plan (The Simon Konover Company)
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, The Simon Konover Company 401k Savings Plan is a benefit plan reported by The Simon Konover Company under EIN 06-1496409 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $14,665,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Simon Konover Company
- EIN
- 06-1496409
- Plan number
- 001
- Plan type
- 2
- Location
- West Hartford, CT
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $14,665,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20240729075304NAL0010865459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,665,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,665,598
- Net assets (BOY)
- $11,778,296
Income & contributions
- Employer contributions
- $394,708
- Participant contributions
- $767,574
- Total contributions
- $1,198,266
- Total income / additions
- $3,383,091
Expenses & distributions
- Benefits paid
- $328,643
- Administrative expenses
- $167,146
- Total expenses
- $495,789
- Net increase / (decrease)
- $2,887,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Company Of Am | RECORDKEEPER | $77,911 | $0 | 2023 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $25,379 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services, Inc. | BROKER/ADVISOR | $0 | $24,753 | 2023 |
| The Simon Konover Company | OTHER | $22,552 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | OTHER | $22,183 | not reported in the loaded dataset | 2023 |
| Pension Consultants, Inc. | CONTRACT ADMIN | $9,809 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Simon Konover Company
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in West Hartford, CT
- Empower Annuity Insur Company Of Am — Schedule C compensation
- Smith Brothers Financial LLC — Schedule C compensation
- Woodbury Financial Services, Inc. — Schedule C compensation
- The Simon Konover Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation