2023 Form 5500 filing — Simmons Foods, Inc. 401(K) Retirement And Trust Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819153137NAL0001713137001) for Simmons Foods, Inc. 401(K) Retirement And Trust Plan, reported by Simmons Foods, Inc. under EIN 75-0995574 and plan number 002. It reports 7,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819153137NAL0001713137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons Foods, Inc.
- EIN
- 75-0995574
- Plan number
- 002
- Location
- Siloam Springs, AR
- Participants
- 7,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,907,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,907,770
- Employer contributions
- $8,234,695
- Participant contributions
- $15,379,760
- Total income / additions
- $48,037,565
- Benefits paid
- $15,989,770
- Administrative expenses
- $321,022
- Total expenses
- $16,322,654
- Net increase / (decrease)
- $31,714,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $262,161 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $58,861 | not reported in the loaded dataset |