Simmons Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Simmons Perrine Moyer Bergman Plc)
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 Perrine Moyer Bergman Plc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Simmons Perrine Moyer Bergman Plc under EIN 42-0665669 and plan number 002. The latest loaded filing year is 2023. The filing reports 124 participants and $49,440,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons Perrine Moyer Bergman Plc
- EIN
- 42-0665669
- Plan number
- 002
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $49,440,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241011180521NAL0023384081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,440,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,440,081
- Net assets (BOY)
- $43,683,128
Income & contributions
- Employer contributions
- $1,453,671
- Participant contributions
- $1,204,484
- Total contributions
- $2,702,869
- Total income / additions
- $9,957,989
Expenses & distributions
- Benefits paid
- $4,187,189
- Administrative expenses
- $13,847
- Total expenses
- $4,201,036
- Net increase / (decrease)
- $5,756,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $7,066 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $7,034 | 2023 |
| Epic Retirement Plan Services | NONE | $6,782 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simmons Perrine Moyer Bergman Plc
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Steele Capital Management, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation