DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN 401k Plan overview

DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID J SIMMONS AND ASSOCIATES
Employer identification number (EIN):	201084826
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01	MATT APPENZELLER	2024-07-30

Plan Statistics for DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN

Measure	Date	Value
2025: DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-29	6
Total number of particpants at end of year	2025-07-29	7
2024: DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-30	7
Total number of particpants at end of year	2024-07-30	6

Financial Data on DAVID J SIMMONS & ASSOC SOCA BENEFIT PLAN

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• DAVID J TAKETA DDS PENSION PLAN [EIN = 942420464]
• DAVID J. BERNARD, M.D., P.C. PROFIT SHARING PLAN [EIN = 208355510]
• DAVID J MYERS DDS LTD EMPLOYEE PENSION PLAN TRUST [EIN = 362944778]
• DAVID J. NITTI, M.D., P.A. PROFIT SHARING PLAN [EIN = 222278847]
• DAVID JAMES INTERIORS, INC. DEFINED BENEFIT PENSION PLAN [EIN = 990339319]
• DAVID J. TAFT, D.D.S., INC. PROFIT SHARING PLAN [EIN = 953871232]
• DAVID JOHNSON CREATIVE SERVICES PROFIT SHARING PLAN [EIN = 942430612]
• DAVID J. FLEISS M.D. P.C. [EIN = 133079983]
• DAVID J. THOMPSON MAILING CORPORATION EMPLOYEE HEALTH PLAN [EIN = 205970665]
• DAVID J SULLIVAN DDS MSD PC 401K PROFIT SHARING PLAN [EIN = 271619951]
• DAVID J HERNANDEZ MD 401K PLAN [EIN = 810768748]
• DAVID J WESTMILLER 401 K PROFIT SHARING PLAN TRUST [EIN = 462135129]
• DAVID J. AHEARN, DDS, PC 401(K) PLAN [EIN = 043112417]
• DAVID J. THOMPSON MAILING CORPORATION EMPLOYEE HEALTH PLAN [EIN = 205790665]
• DAVID J.EISENHAUER TEAM RETIREMENT PLAN [EIN = 452938413]
• DAVID J. MASCHKE 401 K PROFIT SHARING PLAN TRUST [EIN = 205764471]
• DAVID J FITZGERALD CO LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 800708034]
• DAVID JESSE SELF EMPLOYED RETIREMENT PLAN [EIN = 351445535]
• DAVID J KOSEK DMD PHD LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 821586948]
• DAVID J KUSH, MD PC 401K PLAN [EIN = 860754398]
• DAVID J HARDY CONST. CO INC 401K PLAN [EIN = 161185732]
• DAVID JACOBS M.D.,P.C. PROFIT SHARING PLAN [EIN = 251410341]
• DAVID JENKINS, PA DEFINED BENEFIT PENSION PLAN [EIN = 223160075]
• DAVID J CONOVER DDS INC MONEY PURCHASE PENSION PLAN [EIN = 311103791]
• DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST [EIN = 362900733]
• DAVID J CONOVER DDS INC PROFIT SAHRING PLAN [EIN = 311103791]
• DAVID JAMES CORPORATION PROFIT SHARING PLAN [EIN = 270641669]
• DAVID JOHNSON CREATIVE SERVICES 401(K) PLAN [EIN = 942430612]
• DAVID J CRAWFORD DDS SCHWAB QRP MONEY PURCHASE PLAN [EIN = 941738329]
• DAVID J HOPKINS 401(K) [EIN = 540706229]
• DAVID J. DONOVAN 401(K) PLAN [EIN = 043412874]
• DAVID J. OLIVERI, M.D. 401(K) PLAN [EIN = 880315037]
• DAVID J FISCHER, P.C. 401(K) PLAN [EIN = 200892006]
• DAVID J. OLIVERI, M.D. PENSION PLAN [EIN = 880315037]
• DAVID J WEST 401 K PROFIT SHARING PLAN TRUST [EIN = 454672584]
• DAVID J. WARD, DMD, PC 401(K) PLAN [EIN = 050479412]
• DAVID J. GOMERINGER, D.O. PROFIT SHARING PLAN AND TRUST [EIN = 592818868]
• DAVID JAMES LAIRD ASSOCIATES 401K PROFIT SHARING PLAN [EIN = 251850932]
• DAVID J. WALBOM PROFIT SHARING PLAN [EIN = 341473807]
• DAVID J. WANG, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 421479607]
• DAVID JAMES DESIGNS, INC. DEFINED BENEFIT PENSION PLAN [EIN = 261745147]
• DAVID JACKSON INSURANCE AGENCY RETIREMENT PLAN [EIN = 751777451]
• DAVID J WASHBURN DMD LLC 401K PROFIT SHARING PLAN [EIN = 930751098]
• DAVID J. GLATTHORN, PA 401(K) PROFIT SHARING PLAN [EIN = 650243053]
• DAVID J. WIENER, PA PROFIT SHARING PLAN [EIN = 650847262]
• DAVID J. HANLE DMD PROFIT SHARING PLAN [EIN = 593124448]
• DAVID J. ANDERSON PROFIT SHARING PLAN [EIN = 416152138]
• DAVID J HART, DDS LLC 401K PLAN [EIN = 204988893]
• DAVID J. FURMAN, DDS, PA 401(K) PROFIT SHARING PLAN [EIN = 630796143]
• DAVID J. LUKACS [EIN = 900346633]
• DAVID J LATTER & ASSOC. PROFIT SHARING PLAN & TRUST [EIN = 383164286]
• DAVID J.SKIBA PROFIT SHARING PLAN [EIN = 042847755]
• DAVID J CAHN MD PC PROFIT SHARING PLAN [EIN = 820548682]
• DAVID J. GREENE AND COMPANY PROFIT SHARING PLAN [EIN = 135605991]
• DAVID JIN CPA, P.C. 401(K) PROFIT SHARING PLAN [EIN = 455395973]
• DAVID J KOUTNIK 401 K PROFIT SHARING PLAN TRUST [EIN = 812701583]
• DAVID J FARINACCI, DDS PROFIT SHARING PLAN [EIN = 814409528]
• DAVID J ORTIZ JR 401 K PROFIT SHARING PLAN TRUST [EIN = 562634595]
• DAVID J BARANKSY 401 K PROFIT SHARING PLAN TRUST [EIN = 203366639]
• DAVID J WIGGINS 401 K PROFIT SHARING PLAN TRUST [EIN = 461694082]
• DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST [EIN = 161582548]
• DAVID J. MARTIN, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN [EIN = 261935530]
• DAVID J. DOYAGA 401K PLAN [EIN = 113093988]
• DAVID JIMENEZ 401 K PROFIT SHARING PLAN TRUST [EIN = 452771428]
• DAVID JOUAN 401 K PROFIT SHARING PLAN TRUST [EIN = 462464054]
• DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 822986571]
• DAVID JACOBOFF DEFINED BENEFIT PLAN [EIN = 223834540]
• DAVID J CONOVER DDS, INC SOCA BENEFIT PLAN [EIN = 311103791]
• DAVID JENKINS, PA 401(K) PLAN [EIN = 223160075]
• DAVID J FISHER 401 K PROFIT SHARING PLAN TRUST [EIN = 471692999]
• DAVID J. APPLEBAUM CASH BALANCE PLAN [EIN = 650300000]
• DAVID J PRINGLE DMD PLLC 401(K) PLAN [EIN = 464372634]
• DAVID J. BORCHERS, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 841512804]
• DAVID J KUPFERMAN, CPA 401(K) PROFIT SHARING PLAN [EIN = 943250474]
• DAVID J KUSH, MD PC 401K PLAN [EIN = 860754398]
• DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 842169050]
• DAVID J. WILCOX DMD 401(K) PLAN [EIN = 461608411]
• DAVID J PRINGLE DMD PLLC CASH BALANCE PLAN [EIN = 462915563]
• DAVID J. FISHER CPA 401(K) PLAN & TRUST [EIN = 680416775]
• DAVID J. DISNEY [EIN = 061403512]
• DAVID J. BORGMEYER DDS, PC MCF BENEFIT PLAN [EIN = 201767678]
• DAVID J DONNELLAN LLC 401K PLAN [EIN = 814343661]
• DAVID J BARKER P.C. 401(K) PLAN [EIN = 352045086]
• DAVID J. SHAW PROFIT SHARING PLAN [EIN = 576081660]
• DAVID J HESSE SOLE PROP 401(K) PLAN [EIN = 200276728]
• DAVID J. GALVIN FLOORING INC. 401K PLAN [EIN = 043515777]
• DAVID JAMES MILLER 401(K) PLAN [EIN = 273612932]
• DAVID J. KUCHAR DPM, LLC PROFIT SHARING PLAN [EIN = 223799384]
• DAVID J GRIGGS, CPA 401(K) PLAN [EIN = 832387031]
• DAVID JAROSLAWICZ ATT LAW - 401K PLAN [EIN = 132934148]
• DAVID J TEECE 401(K) PROFIT SHARING PLAN & TRUST [EIN = 863678971]
• DAVID JR'S TRUCKING LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 472118455]
• DAVID J. WLOS SAVINGS AND RETIREMENT PLAN [EIN = 465598668]
• DAVID J. SILVERMAN, EA, LLC PROFIT SHARING PLAN [EIN = 870826885]
• DAVID J HERNANDEZ MD A PROFESSIONAL MEDICAL CORPORATION [EIN = 822636249]
• DAVID J. SCHLACTUS, D.M.D., LLC 401(K) PLAN [EIN = 522221758]
• DAVID JAMES PALMORE CUSTOM BUILDER LLC 401(K) PLAN [EIN = 464299911]
• DAVID JOHN VAUGHAN, LLC 401K AND PROFIT SHARING PLAN [EIN = 834077177]
• DAVID J DYKES DDS PC 401(K) PLAN [EIN = 461749826]
• DAVID J. BLACKMAN, DDS, P.C. 401(K) PLAN [EIN = 474272584]
• DAVID J. WAXMAN RETIREMENT PLAN [EIN = 741880744]
• DAVID J. SHAW PROFIT SHARING PLAN [EIN = 922880023]
• DAVID J. CORKILL CINEMA WEST 401(K) PLAN [EIN = 680134721]
• DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN [EIN = 821563794]
• DAVID JURKOVICH MD LLC 401(K) PLAN [EIN = 205302898]
• DAVID J HOLSTEIN INDV 401K [EIN = 462844370]
• DAVID J LINK LANDSCAPING LLC 401(K) PLAN [EIN = 812286946]
• DAVID J. FRANKS, P.C. 401(K) PLAN [EIN = 204475752]
• DAVID J HEHN CPA PC [EIN = 113546132]
• DAVID J. GLOVER, D.D.S., P.A. 401(K) PLAN [EIN = 854274613]
• DAVID JIMENEZ 401(K) PROFIT SHARING PLAN & TRUST [EIN = 452771428]
• DAVID J. GREINER LAW CORPORATION RETIREMENT TRUST [EIN = 873077130]
• DAVID J AHEARN DDS, PC HEALTH & WELFARE PLAN [EIN = 043112417]
• DAVID J. KOSEK, DMD, PHD 401(K) PROFIT SHARING PLAN [EIN = 821586948]
• DAVID JAMES SMITH JR [EIN = 262380764]

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