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SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN 401k Plan overview

Plan NameSIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN
Plan identification number 001

SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) 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
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION
Employer identification number (EIN):421556264
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARC SIMMONS2024-09-26 MARC SIMMONS2024-09-26
0012022-01-01MARC SIMMONS2023-10-05 MARC SIMMONS2023-10-05
0012021-01-01MARC SIMMONS2022-07-09 MARC SIMMONS2022-07-09
0012020-01-01MARC SIMMONS2021-08-14 MARC SIMMONS2021-08-14
0012020-01-01MARC SIMMONS2021-08-14
0012019-01-01MARC SIMMONS2020-07-28 MARC SIMMONS2020-07-28
0012018-01-01MARC SIMMONS2019-06-29
0012017-01-01MARC SIMMONS2018-09-28 MARC SIMMONS2018-09-28
0012016-01-01MARC SIMMONS2017-08-12
0012015-01-01MARC SIMMONS2016-10-16 MARC SIMMONS2016-10-16
0012014-01-01MARC SIMMONS2015-10-15
0012013-01-01MARC L. SIMMONS, CPA2014-07-28

Financial Data on SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN

Measure Date Value
2025 : SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-260
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-269899
Net assets as of the end of the plan year2025-09-26963712
Total assets as of the beginning of the plan year2025-09-26805955
Value of plan covered by a fidelity bond2025-09-2621000
Participant contributions to plan in this plan year2025-09-2647004
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-2688284
Plan net income in this plan year2025-09-26157757
Net assets as of the end of the plan year2025-09-26963712
Net assets as of the beginning of the plan year2025-09-26805955
Employer contributions to plan in this plan year2025-09-2632368
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-269899
2024 : SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-266717
Net assets as of the end of the plan year2024-09-26805955
Total assets as of the beginning of the plan year2024-09-26606309
Value of plan covered by a fidelity bond2024-09-2621000
Participant contributions to plan in this plan year2024-09-2650939
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2699240
Plan net income in this plan year2024-09-26199646
Net assets as of the end of the plan year2024-09-26805955
Net assets as of the beginning of the plan year2024-09-26606309
Employer contributions to plan in this plan year2024-09-2656184
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-260
2022 : SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-090
Total liabilities as of the beginning of the plan year2022-07-090
Total expenses incurred by plan in this plan year2022-07-096914
Net assets as of the end of the plan year2022-07-09623136
Total assets as of the beginning of the plan year2022-07-09509166
Value of plan covered by a fidelity bond2022-07-0925000
Participant contributions to plan in this plan year2022-07-0931721
Other income to plan in this plan year2022-07-0981693
Plan net income in this plan year2022-07-09113970
Net assets as of the end of the plan year2022-07-09623136
Net assets as of the beginning of the plan year2022-07-09509166
Employer contributions to plan in this plan year2022-07-097470
Fees paid to broker by Benefit Provider2022-07-096614
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-096914

Potentially related plans

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