Simedhealth Retirement Plan — Form 5500 plan (Simedhealth, L.L.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, Simedhealth Retirement Plan is a benefit plan reported by Simedhealth, L.L.C. under EIN 82-3017080 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $44,069,305 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simedhealth, L.L.C.
EIN
82-3017080
Plan number
001
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
Participants
349
End-of-year plan assets
$44,069,305

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20240821123656NAL0006244880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,069,305
Total liabilities (EOY)
$0
Net assets (EOY)
$44,069,305
Net assets (BOY)
$36,860,929

Income & contributions

Employer contributions
$2,185,892
Participant contributions
$1,908,655
Total contributions
$4,182,999
Total income / additions
$10,378,320

Expenses & distributions

Benefits paid
$3,114,115
Administrative expenses
$55,829
Total expenses
$3,169,944
Net increase / (decrease)
$7,208,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bks Financial Investments LLCADVISOR$31,519not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,450$02023

Related Form 5500 pages