Simmons Foods, Inc. 401(K) Retirement And Trust Plan — Form 5500 plan (Simmons Foods, 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, Simmons Foods, Inc. 401(K) Retirement And Trust Plan is a benefit plan reported by Simmons Foods, Inc. under EIN 75-0995574 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,016 participants and $154,907,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simmons Foods, Inc.
EIN
75-0995574
Plan number
002
Plan type
2
Location
Siloam Springs, AR
Latest filing year
2023
Participants
7,016
End-of-year plan assets
$154,907,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,016H, C20240819153137NAL0001713137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,907,770
Total liabilities (EOY)
$0
Net assets (EOY)
$154,907,770
Net assets (BOY)
$123,192,859

Income & contributions

Employer contributions
$8,234,695
Participant contributions
$15,379,760
Total contributions
$25,556,134
Total income / additions
$48,037,565

Expenses & distributions

Benefits paid
$15,989,770
Administrative expenses
$321,022
Total expenses
$16,322,654
Net increase / (decrease)
$31,714,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$262,161$02023
Strategic Advisors, Inc.ADVISOR$58,861not reported in the loaded dataset2023

Related Form 5500 pages