How many benefit plans does Simkins-Hallin, Inc. report on Form 5500?

Simkins-Hallin, Inc. (EIN 81-0228254) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Simkins-Hallin, Inc.?

The Employer Identification Number (EIN) reported for Simkins-Hallin, Inc. is 81-0228254.

What is the latest Form 5500 filing year for Simkins-Hallin, Inc.?

The latest loaded Form 5500 filing year for Simkins-Hallin, Inc. is 2023.

Simkins-Hallin, 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, Simkins-Hallin, Inc. (EIN 81-0228254) is a plan sponsor located in Bozeman, MT 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: 81-0228254
Location: Bozeman, MT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,715,395
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $10,715,395

Contributions & income

Employer contributions: $309,606
Participant contributions: $601,616
Total income / additions: $2,294,784

Expenses & distributions

Benefits paid / distributions: $750,901
Total expenses: $846,126
Net increase / (decrease): $1,448,658

Coverage

Total reported participants: 229
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

Simkins-Hallin, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Simkins-Hallin, Inc. 401(K) Plan And Trust	001	127	$10,715,395	2023
Simkins-Hallin, Inc. Employee Benefits Plan	502	102	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 Simkins-Hallin, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Simkins-Hallin, Inc. 401(K) Plan And Trust	127	H, C	20241011100216NAL0043886434001
2023	Simkins-Hallin, Inc. Employee Benefits Plan	102	—	20250925102419NAL0011993970001