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STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEPHEN M. SIMS, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN M. SIMS, M.D., P.A.
Employer identification number (EIN):020621932
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about STEPHEN M. SIMS, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-06-14
Company Identification Number: 0800094049
Legal Registered Office Address: 1020 RIVERWOOD CT STE 200

CONROE
United States of America (USA)
77304

More information about STEPHEN M. SIMS, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHEN SIMS2023-06-19
0012021-01-01STEPHEN SIMS2022-07-06
0012020-01-01STEPHEN SIMS2021-07-19
0012019-01-01STEPHEN SIMS2020-05-25
0012018-01-01STEPHEN SIMS2019-05-21
0012017-01-01STEPHEN SIMS2018-04-28
0012016-01-01STEPHEN SIMS2017-07-22
0012015-01-01STEPHEN SIMS2016-10-12
0012014-01-01STEPHEN SIMS2015-08-18
0012013-01-01STEPHEN SIMS2014-07-23
0012012-01-01STEPHEN SIMS
0012011-01-01STEPHEN SIMS
0012010-01-01STEPHEN SIMS
0012009-01-01STEPHEN SIMS

Plan Statistics for STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2012: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2012 : STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$289,134
Expenses. Total of all expenses incurred2012-12-31$4,029
Benefits paid (including direct rollovers)2012-12-31$4,029
Total plan assets at end of year2012-12-31$1,307,329
Total plan assets at beginning of year2012-12-31$1,022,224
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$136,357
Net income (gross income less expenses)2012-12-31$285,105
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,307,329
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,022,224
Total contributions received or receivable from employer(s)2012-12-31$152,777
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$137,373
Expenses. Total of all expenses incurred2011-12-31$481
Benefits paid (including direct rollovers)2011-12-31$481
Total plan assets at end of year2011-12-31$1,022,224
Total plan assets at beginning of year2011-12-31$885,332
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-5,863
Net income (gross income less expenses)2011-12-31$136,892
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,022,224
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$885,332
Total contributions received or receivable from employer(s)2011-12-31$143,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$230,665
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$885,332
Total plan assets at beginning of year2010-12-31$654,667
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$92,226
Net income (gross income less expenses)2010-12-31$230,665
Net plan assets at end of year (total assets less liabilities)2010-12-31$885,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$654,667
Total contributions received or receivable from employer(s)2010-12-31$138,439

Form 5500 Responses for STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN

2012: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN M. SIMS, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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