Simmons Rockwell Retirement Plan — Form 5500 plan (Simmons Rockwell)
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, Simmons Rockwell Retirement Plan is a benefit plan reported by Simmons Rockwell under EIN 23-1664884 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $15,994,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons Rockwell
- EIN
- 23-1664884
- Plan number
- 001
- Plan type
- 2
- Location
- Hornell, NY
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $15,994,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241009094144NAL0018110145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,994,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,994,750
- Net assets (BOY)
- $13,007,714
Income & contributions
- Participant contributions
- $1,261,645
- Total contributions
- $1,261,645
- Total income / additions
- $3,445,706
Expenses & distributions
- Benefits paid
- $366,718
- Administrative expenses
- $70,250
- Total expenses
- $458,670
- Net increase / (decrease)
- $2,987,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,446 | $0 | 2023 |
| Good Life Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $34,804 | $0 | 2023 |