Simkins-Hallin, Inc. 401(K) Plan And Trust — Form 5500 plan (Simkins-Hallin, 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, Simkins-Hallin, Inc. 401(K) Plan And Trust is a benefit plan reported by Simkins-Hallin, Inc. under EIN 81-0228254 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $10,715,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simkins-Hallin, Inc.
- EIN
- 81-0228254
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $10,715,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241011100216NAL0043886434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,715,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,715,395
- Net assets (BOY)
- $9,266,737
Income & contributions
- Employer contributions
- $309,606
- Participant contributions
- $601,616
- Total contributions
- $914,312
- Total income / additions
- $2,294,784
Expenses & distributions
- Benefits paid
- $750,901
- Administrative expenses
- $76,831
- Total expenses
- $846,126
- Net increase / (decrease)
- $1,448,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,062 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $21,401 | not reported in the loaded dataset | 2023 |
| United Pension Administration | CONTRACT ADMIN | $8,755 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,251 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simkins-Hallin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- United Pension Administration — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation