2023 Form 5500 filing — Simmons First National Corporation 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 20240807082550NAL0007912834001) for Simmons First National Corporation 401(K) Plan, reported by Simmons First National Corporation under EIN 71-0407808 and plan number 003. It reports 4,719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807082550NAL0007912834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons First National Corporation
- EIN
- 71-0407808
- Plan number
- 003
- Location
- Pine Bluff, AR
- Participants
- 4,719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,200,342
- Net assets (EOY)
- $250,200,342
- Employer contributions
- $11,095,001
- Participant contributions
- $15,034,992
- Total income / additions
- $60,137,017
- Benefits paid
- $32,230,970
- Administrative expenses
- $373,995
- Total expenses
- $32,625,457
- Net increase / (decrease)
- $27,511,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $291,758 | $0 |
| Newport Trust Company | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Friday Eldredge & Clark | LEGAL | $17,537 | not reported in the loaded dataset |
| Forvis Llp | AUDITOR | $14,700 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |