2023 Form 5500 filing — Simmons Farm Raised Catfish, Inc. 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 20241015123022NAL0049396016001) for Simmons Farm Raised Catfish, Inc. 401(K) Plan, reported by Simmons Farm Raised Catfish, Inc. under EIN 64-0666940 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123022NAL0049396016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simmons Farm Raised Catfish, Inc.
- EIN
- 64-0666940
- Plan number
- 001
- Location
- Yazoo City, MS
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,053,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,053,691
- Employer contributions
- $19,379
- Participant contributions
- $96,926
- Total income / additions
- $227,232
- Benefits paid
- $97,014
- Administrative expenses
- $27,776
- Total expenses
- $124,790
- Net increase / (decrease)
- $102,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $11,693 | not reported in the loaded dataset |
| Williams Weiss Hester Co | AUDITOR | $9,500 | not reported in the loaded dataset |
| Bankplus Wealth Management | ADVISOR | $6,583 | not reported in the loaded dataset |