2023 Form 5500 filing — Simkins-Hallin, Inc. 401(K) Plan And Trust
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 20241011100216NAL0043886434001) for Simkins-Hallin, Inc. 401(K) Plan And Trust, reported by Simkins-Hallin, Inc. under EIN 81-0228254 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100216NAL0043886434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simkins-Hallin, Inc.
- EIN
- 81-0228254
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,715,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,715,395
- Employer contributions
- $309,606
- Participant contributions
- $601,616
- Total income / additions
- $2,294,784
- Benefits paid
- $750,901
- Administrative expenses
- $76,831
- Total expenses
- $846,126
- Net increase / (decrease)
- $1,448,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,062 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $21,401 | not reported in the loaded dataset |
| United Pension Administration | CONTRACT ADMIN | $8,755 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,251 | not reported in the loaded dataset |