Fw Sims, LLC 401(K) Plan — Form 5500 plan (Fw Sims, LLC.)
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, Fw Sims, LLC 401(K) Plan is a benefit plan reported by Fw Sims, LLC. under EIN 11-2395197 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $4,970,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fw Sims, LLC.
- EIN
- 11-2395197
- Plan number
- 001
- Plan type
- 2
- Location
- West Babylon, NY
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $4,970,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240513131211NAL0036485649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,970,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,970,758
- Net assets (BOY)
- $4,150,820
Income & contributions
- Employer contributions
- $100,000
- Participant contributions
- $320,485
- Total income / additions
- $1,219,500
Expenses & distributions
- Benefits paid
- $374,418
- Administrative expenses
- $25,144
- Total expenses
- $399,562
- Net increase / (decrease)
- $819,938
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.