Plan5500

Employees' Retirement Plan Of Simkins Industries, Inc. — Form 5500 plan (Simkins Industries, 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, Employees' Retirement Plan Of Simkins Industries, Inc. is a benefit plan reported by Simkins Industries, Inc. under EIN 06-0469480 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $1,923,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simkins Industries, Inc.
EIN
06-0469480
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
177
End-of-year plan assets
$1,923,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20250708140456NAL0011411266001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,923,014
Total liabilities (EOY)
$34,836
Net assets (EOY)
$1,888,178
Net assets (BOY)
$6,016,945

Income & contributions

Total contributions
$0
Total income / additions
$210,270

Expenses & distributions

Benefits paid
$4,190,421
Administrative expenses
$148,616
Total expenses
$4,339,037
Net increase / (decrease)
-$4,128,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupACTUARY$66,923not reported in the loaded dataset2023
Fox RothschildLEGAL$31,280not reported in the loaded dataset2023
Bank Of AmericaTRUSTEE$17,329not reported in the loaded dataset2023
Merrill Lynch,Pierce,Fenner & SmithINVESTMENT MGR$16,092not reported in the loaded dataset2023

Related Form 5500 pages