Simmons Financial Services Retirement Plan — Form 5500 plan (Simmons Financial Services, 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 Financial Services Retirement Plan is a benefit plan reported by Simmons Financial Services, Inc. under EIN 83-1071526 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $230,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simmons Financial Services, Inc.
- EIN
- 83-1071526
- Plan number
- 001
- Plan type
- 2
- Location
- South Holland, IL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $230,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20251013112319NAL0001203633001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $230,995
- Total liabilities (EOY)
- $40
- Net assets (EOY)
- $230,955
- Net assets (BOY)
- $184,765
Income & contributions
- Total income / additions
- $46,190
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $46,190
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.