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, Conroy Simberg 401(K) Plan is a benefit plan reported by Conroy Simberg, P.A. under EIN 59-1943544 and plan number 004. The latest loaded filing year is 2023. The filing reports 482 participants and $35,814,554 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,814,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,814,554
- Net assets (BOY)
- $30,757,645
Income & contributions
- Employer contributions
- $262,794
- Participant contributions
- $1,827,779
- Total contributions
- $2,357,727
- Total income / additions
- $7,771,903
Expenses & distributions
- Benefits paid
- $2,598,541
- Administrative expenses
- $27,330
- Total expenses
- $2,714,994
- Net increase / (decrease)
- $5,056,909