Plain-English plan 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, Sims-Lohman, Inc. 401(K) Plan is a benefit plan reported by Sims-Lohman, Inc. under EIN 31-0856545 and plan number 001. The latest loaded filing year is 2023. The filing reports 681 participants and $19,374,222 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,374,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,374,222
- Net assets (BOY)
- $14,273,910
Income & contributions
- Employer contributions
- $799,587
- Participant contributions
- $2,437,583
- Total contributions
- $4,435,644
- Total income / additions
- $6,926,569
Expenses & distributions
- Benefits paid
- $1,696,441
- Administrative expenses
- $114,386
- Total expenses
- $1,826,257
- Net increase / (decrease)
- $5,100,312