Plan5500

Simpeo 401(K) Plan — Form 5500 plan (Simpeo, LLC)

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, Simpeo 401(K) Plan is a benefit plan reported by Simpeo, LLC under EIN 83-1723892 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $18,547,560 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.5MPlan net assets, end of year$18,547,560
Participants508Covered participants reported
Assets / participant$36.5KComputed: assets ÷ participants$36,511 (computed)
Provider compensation$121.8K4 Schedule C provider row(s)$121,780
Plan sponsor
Simpeo, LLC
EIN
83-1723892
Plan number
001
Plan type
3
Location
Birmingham, AL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    508 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.5M total assets
Net assets$18.5MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$473.1K
Participant$3.8M
Full reported line items

Net assets

Total assets (EOY)
$18,547,560
Total liabilities (EOY)
$0
Net assets (EOY)
$18,547,560
Net assets (BOY)
$7,426,030

Income & contributions

Employer contributions
$473,101
Participant contributions
$3,848,258
Total contributions
$4,877,383
Total income / additions
$7,101,890

Expenses & distributions

Benefits paid
$1,903,612
Administrative expenses
$136,479
Total expenses
$2,040,091
Net increase / (decrease)
$5,061,799
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Raymond James And Associates$47.3K
    INVESTMENT ADVISOR · Direct $47.3K
  2. 2
    Transamerica Financial Life Ins$46.1K
    RECORDKEEPER · Direct $46.1K · Indirect $0
  3. 3
    The Benefit Advantage$14.9K
    RECORDKEEPER · Direct $14.9K · Indirect $0
  4. 4
    Avintus, LLC$13.5K
    PLAN ADMINISTRATOR · Direct $13.5K

What to inspect next

Frequently asked questions

Who sponsors the Simpeo 401(K) Plan?
Simpeo 401(K) Plan is reported as sponsored by Simpeo, LLC (EIN 83-1723892, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Simpeo 401(K) Plan?
The latest Form 5500 filing year loaded for Simpeo 401(K) Plan is 2023.
How many participants does Simpeo 401(K) Plan report?
Simpeo 401(K) Plan reports 508 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Simpeo 401(K) Plan?
Simpeo 401(K) Plan reports $18,547,560 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages