2023 Form 5500 filing — Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement 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 20240930163007NAL0005960561002) for Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement Plan, reported by Simons & Simons LLC, Dba Rolf'S Import Auto Service under EIN 20-1274244 and plan number 502. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930163007NAL0005960561002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simons & Simons LLC, Dba Rolf'S Import Auto Service
- EIN
- 20-1274244
- Plan number
- 502
- Location
- Lakewood, WA
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,650
- Net assets (EOY)
- $30,650
- Employer contributions
- $45,758
- Participant contributions
- $6,292
- Total income / additions
- $52,909
- Benefits paid
- $8,156
- Administrative expenses
- $14,103
- Total expenses
- $22,259
- Net increase / (decrease)
- $30,650
- Schedule source
- Schedule I