Slf 401(K) Plan — Form 5500 plan (Simpson Law Firm Pa)

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, Slf 401(K) Plan is a benefit plan reported by Simpson Law Firm Pa under EIN 72-1376573 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $2,343,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Simpson Law Firm Pa
EIN
72-1376573
Plan number
001
Plan type
2
Location
Madison, MS
Latest filing year
2023
Participants
19
End-of-year plan assets
$2,343,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I20241015095114NAL0014345411001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,343,379
Total liabilities (EOY)
$0
Net assets (EOY)
$2,343,379
Net assets (BOY)
$2,034,544

Income & contributions

Employer contributions
$36,833
Participant contributions
$120,582
Total income / additions
$342,560

Expenses & distributions

Benefits paid
$14,931
Administrative expenses
$18,794
Total expenses
$33,725
Net increase / (decrease)
$308,835

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages