Sims And Associates Retirement Plan — Form 5500 plan (Sims And Associates, Inc.)
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 And Associates Retirement Plan is a benefit plan reported by Sims And Associates, Inc. under EIN 47-1708424 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $382,194 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$382.2KPlan net assets, end of year$382,194
Participants4Covered participants reported
Assets / participant$95.5KComputed: assets ÷ participants$95,549 (computed)
Provider compensationNone reported
- Plan sponsor
- Sims And Associates, Inc.
- EIN
- 47-1708424
- Plan number
- 001
- Plan type
- 2
- Location
- Andover, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240308120708NAL0036638320001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$382.2K total assets
Net assets$382.2KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $382,194
- Net assets (EOY)
- $382,194
- Net assets (BOY)
- $361,984
Income & contributions
- Total income / additions
- $20,210
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $20,210
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.