How many benefit plans does Sims-Lohman, Inc. report on Form 5500?

Sims-Lohman, Inc. (EIN 31-0856545) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Sims-Lohman, Inc.?

The Employer Identification Number (EIN) reported for Sims-Lohman, Inc. is 31-0856545.

What is the latest Form 5500 filing year for Sims-Lohman, Inc.?

The latest loaded Form 5500 filing year for Sims-Lohman, Inc. is 2023.

Sims-Lohman, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sims-Lohman, Inc. (EIN 31-0856545) is a plan sponsor located in Cincinnati, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-0856545
Location: Cincinnati, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,374,222
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $19,374,222

Contributions & income

Employer contributions: $799,587
Participant contributions: $2,437,583
Total income / additions: $6,926,569

Expenses & distributions

Benefits paid / distributions: $1,696,441
Total expenses: $1,826,257
Net increase / (decrease): $5,100,312

Coverage

Total reported participants: 1,252
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sims-Lohman, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sims-Lohman, Inc. 401(K) Plan	001	681	$19,374,222	2023
Sims-Lohman, Inc. Employee Benefit Plan	501	571	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sims-Lohman, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Sims-Lohman, Inc. Employee Benefit Plan	571	C	20240628114903NAL0000352627001
2023	Sims-Lohman, Inc. 401(K) Plan	681	H, C	20240923141726NAL0021244482001