2023 Form 5500 filing — Simmons Rockwell Retirement 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 20241009094144NAL0018110145001) for Simmons Rockwell Retirement Plan, reported by Simmons Rockwell under EIN 23-1664884 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009094144NAL0018110145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons Rockwell
- EIN
- 23-1664884
- Plan number
- 001
- Location
- Hornell, NY
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,994,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,994,750
- Participant contributions
- $1,261,645
- Total income / additions
- $3,445,706
- Benefits paid
- $366,718
- Administrative expenses
- $70,250
- Total expenses
- $458,670
- Net increase / (decrease)
- $2,987,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,446 | $0 |
| Good Life Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $34,804 | $0 |