Simmons Farm Raised Catfish, Inc. 401(K) Plan — Form 5500 plan (Simmons Farm Raised Catfish, 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, Simmons Farm Raised Catfish, Inc. 401(K) Plan is a benefit plan reported by Simmons Farm Raised Catfish, Inc. under EIN 64-0666940 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $1,053,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons Farm Raised Catfish, Inc.
- EIN
- 64-0666940
- Plan number
- 001
- Plan type
- 2
- Location
- Yazoo City, MS
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $1,053,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015123022NAL0049396016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,053,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,053,691
- Net assets (BOY)
- $951,249
Income & contributions
- Employer contributions
- $19,379
- Participant contributions
- $96,926
- Total contributions
- $116,771
- Total income / additions
- $227,232
Expenses & distributions
- Benefits paid
- $97,014
- Administrative expenses
- $27,776
- Total expenses
- $124,790
- Net increase / (decrease)
- $102,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $11,693 | not reported in the loaded dataset | 2023 |
| Williams Weiss Hester Co | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Bankplus Wealth Management | ADVISOR | $6,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simmons Farm Raised Catfish, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Yazoo City, MS
- Heritage Pension Advisors, LLC — Schedule C compensation
- Williams Weiss Hester Co — Schedule C compensation
- Bankplus Wealth Management — Schedule C compensation