2023 Form 5500 filing — Fw Sims, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240513131211NAL0036485649001) for Fw Sims, LLC 401(K) Plan, reported by Fw Sims, LLC. under EIN 11-2395197 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240513131211NAL0036485649001
Filing year
2023
Form type
2
Plan sponsor
Fw Sims, LLC.
EIN
11-2395197
Plan number
001
Location
West Babylon, NY
Participants
31
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,970,758
Total liabilities (EOY)
$0
Net assets (EOY)
$4,970,758
Employer contributions
$100,000
Participant contributions
$320,485
Total income / additions
$1,219,500
Benefits paid
$374,418
Administrative expenses
$25,144
Total expenses
$399,562
Net increase / (decrease)
$819,938
Schedule source
Schedule I

Related Form 5500 pages