Price Simms Family Advantage 401(K) Plan — Form 5500 plan (Price-Simms Management, 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, Price Simms Family Advantage 401(K) Plan is a benefit plan reported by Price-Simms Management, Inc. under EIN 46-5176177 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,407 participants and $35,505,179 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.5MPlan net assets, end of year$35,505,179
Participants1.4KCovered participants reported1,407
Assets / participant$25.2KComputed: assets ÷ participants$25,235 (computed)
Provider compensation$86.4K1 Schedule C provider row(s)$86,441
- Plan sponsor
- Price-Simms Management, Inc.
- EIN
- 46-5176177
- Plan number
- 001
- Plan type
- 3
- Location
- Larkspur, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,407 | H, C | 20241015170113NAL0058841778001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.5M total assets
Net assets$35.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,505,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,505,179
- Net assets (BOY)
- $29,720,506
Income & contributions
- Employer contributions
- $668,058
- Participant contributions
- $3,199,191
- Total contributions
- $4,605,881
- Total income / additions
- $9,387,786
Expenses & distributions
- Benefits paid
- $3,510,502
- Administrative expenses
- $86,441
- Total expenses
- $3,603,113
- Net increase / (decrease)
- $5,784,673
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $86,441 | $0 | 2023 |