Plan5500

Simon & Simon Group Medical Plan — Form 5500 plan (Simon & Simon, P.C.)

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, Simon & Simon Group Medical Plan is a benefit plan reported by Simon & Simon, P.C. under EIN 27-1330426 and plan number 502. The latest loaded filing year is 2023. The filing reports 128 participants and $36,406 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simon & Simon, P.C.
EIN
27-1330426
Plan number
502
Plan type
2
Location
Newtown Square, PA
Latest filing year
2023
Participants
128
End-of-year plan assets
$36,406

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250819143740NAL0004299218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,406
Total liabilities (EOY)
$0
Net assets (EOY)
$36,406
Net assets (BOY)
$0

Income & contributions

Employer contributions
$328,691
Participant contributions
$377,907
Total contributions
$706,598
Total income / additions
$708,386

Expenses & distributions

Benefits paid
$568,956
Administrative expenses
$103,024
Total expenses
$671,980
Net increase / (decrease)
$36,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
One Digital PhiladelphiaBROKER$25,960not reported in the loaded dataset2023
The Benecon Group LLCBROKER$23,393not reported in the loaded dataset2023
Independence AdministratorsADMIN$21,995not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$7,229not reported in the loaded dataset2023
One Digital KopBROKER-$4,200not reported in the loaded dataset2023

Related Form 5500 pages