How many benefit plans does Simmons Perrine Moyer Bergman Plc report on Form 5500?

Simmons Perrine Moyer Bergman Plc (EIN 42-0665669) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Simmons Perrine Moyer Bergman Plc?

The Employer Identification Number (EIN) reported for Simmons Perrine Moyer Bergman Plc is 42-0665669.

What is the latest Form 5500 filing year for Simmons Perrine Moyer Bergman Plc?

The latest loaded Form 5500 filing year for Simmons Perrine Moyer Bergman Plc is 2023.

Simmons Perrine Moyer Bergman Plc — 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, Simmons Perrine Moyer Bergman Plc (EIN 42-0665669) is a plan sponsor located in Cedar Rapids, IA 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: 42-0665669
Location: Cedar Rapids, IA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $49,440,081
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $49,440,081

Contributions & income

Employer contributions: $1,453,671
Participant contributions: $1,204,484
Total income / additions: $9,957,989

Expenses & distributions

Benefits paid / distributions: $4,187,189
Total expenses: $4,201,036
Net increase / (decrease): $5,756,953

Coverage

Total reported participants: 231
Plans with financial statements: 1
Plans with provider compensation: 1

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

Simmons Perrine Moyer Bergman Plc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Simmons Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust	002	124	$49,440,081	2023
Simmons Perrine Moyer Bergman Plc Employee Benefits Plan	501	107	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 Simmons Perrine Moyer Bergman Plc
Year	Plan	Participants	Schedules	Filing
2023	Simmons Perrine Moyer Bergman Plc Employee Benefits Plan	107	—	20240503164606NAL0033987458001
2023	Simmons Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust	124	H, C	20241011180521NAL0023384081001