Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement Plan — Form 5500 plan (Simons & Simons LLC, Dba Rolf'S Import Auto Service)
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, Simons & Simons, LLC Dba Rolf'S Import Auto Service Self Funded Medical Reimbursement Plan is a benefit plan reported by Simons & Simons LLC, Dba Rolf'S Import Auto Service under EIN 20-1274244 and plan number 502. The latest loaded filing year is 2023. The filing reports 12 participants and $30,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simons & Simons LLC, Dba Rolf'S Import Auto Service
- EIN
- 20-1274244
- Plan number
- 502
- Plan type
- 2
- Location
- Lakewood, WA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $30,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240930163007NAL0005960561002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,650
- Net assets (EOY)
- $30,650
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $45,758
- Participant contributions
- $6,292
- Total income / additions
- $52,909
Expenses & distributions
- Benefits paid
- $8,156
- Administrative expenses
- $14,103
- Total expenses
- $22,259
- Net increase / (decrease)
- $30,650
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.