Sims Bark Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sims Bark Co., 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, Sims Bark Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sims Bark Co., Inc. under EIN 63-0829378 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $7,106,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sims Bark Co., Inc.
EIN
63-0829378
Plan number
001
Plan type
2
Location
Muscle Shoals, AL
Latest filing year
2023
Participants
285
End-of-year plan assets
$7,106,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20240828065800NAL0011894049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,106,086
Total liabilities (EOY)
$0
Net assets (EOY)
$7,106,086
Net assets (BOY)
$5,626,267

Income & contributions

Employer contributions
$188,595
Participant contributions
$489,682
Total contributions
$678,277
Total income / additions
$1,617,991

Expenses & distributions

Benefits paid
$93,198
Administrative expenses
$44,816
Total expenses
$138,172
Net increase / (decrease)
$1,479,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$44,816$02023

Related Form 5500 pages