Simmons First National Corporation 401(K) Plan — Form 5500 plan (Simmons First National Corporation)
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, Simmons First National Corporation 401(K) Plan is a benefit plan reported by Simmons First National Corporation under EIN 71-0407808 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,719 participants and $250,200,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons First National Corporation
- EIN
- 71-0407808
- Plan number
- 003
- Plan type
- 2
- Location
- Pine Bluff, AR
- Latest filing year
- 2023
- Participants
- 4,719
- End-of-year plan assets
- $250,200,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,719 | H, C | 20240807082550NAL0007912834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $250,200,342
- Net assets (EOY)
- $250,200,342
- Net assets (BOY)
- $222,688,782
Income & contributions
- Employer contributions
- $11,095,001
- Participant contributions
- $15,034,992
- Total contributions
- $27,874,245
- Total income / additions
- $60,137,017
Expenses & distributions
- Benefits paid
- $32,230,970
- Administrative expenses
- $373,995
- Total expenses
- $32,625,457
- Net increase / (decrease)
- $27,511,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $291,758 | $0 | 2023 |
| Newport Trust Company | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Friday Eldredge & Clark | LEGAL | $17,537 | not reported in the loaded dataset | 2023 |
| Forvis Llp | AUDITOR | $14,700 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simmons First National Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Pine Bluff, AR
- Transamerica Retirement Solutions — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Friday Eldredge & Clark — Schedule C compensation
- Forvis Llp — Schedule C compensation
- National Financial Services — Schedule C compensation