401k Plan data: SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST plan

SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 & FLETCHER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SIMMONS & FLETCHER, P.C.

Employer identification number (EIN): 741812433

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SIMMONS & FLETCHER, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1975-01-28

Company Identification Number: 0090165602

Legal Registered Office Address: 9821 KATY FWY STE 925

HOUSTON
United States of America (USA)
77024

More information about SIMMONS & FLETCHER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KAYLA HORTON 2024-07-30
002 2022-01-01 KAYLA HORTON 2023-06-20
002 2021-01-01 KAYLA WHITE 2022-07-18
002 2020-01-01 KAYLA WHITE 2021-07-13
002 2019-01-01 KAYLA WHITE 2020-09-09
002 2018-01-01 KAYLA WHITE 2019-07-24 KAYLA WHITE 2019-07-24
002 2017-01-01 KARINA VELASCO 2018-07-11
002 2016-01-01 PAT PAULER 2017-07-14
002 2015-01-01 PAT PAULER 2016-07-21
002 2014-01-01 PAT PAULER 2015-07-01
002 2013-01-01 PAT PAULER 2014-07-05
002 2012-01-01 PAT PAULER 2013-10-07
002 2011-01-01 PAT PAULER 2012-07-18 PAT PAULER 2012-07-18
002 2010-01-01 PAT PAULER 2011-09-06 PAT PAULER 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KAYLA HORTON	2024-07-30
002	2022-01-01	KAYLA HORTON	2023-06-20
002	2021-01-01	KAYLA WHITE	2022-07-18
002	2020-01-01	KAYLA WHITE	2021-07-13
002	2019-01-01	KAYLA WHITE	2020-09-09
002	2018-01-01	KAYLA WHITE	2019-07-24	KAYLA WHITE	2019-07-24
002	2017-01-01	KARINA VELASCO	2018-07-11
002	2016-01-01	PAT PAULER	2017-07-14
002	2015-01-01	PAT PAULER	2016-07-21
002	2014-01-01	PAT PAULER	2015-07-01
002	2013-01-01	PAT PAULER	2014-07-05
002	2012-01-01	PAT PAULER	2013-10-07
002	2011-01-01	PAT PAULER	2012-07-18	PAT PAULER	2012-07-18
002	2010-01-01	PAT PAULER	2011-09-06	PAT PAULER	2011-09-06

Financial Data on SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	44976
Net assets as of the end of the plan year	2025-07-28	1653385
Total assets as of the beginning of the plan year	2025-07-28	1314141
Value of plan covered by a fidelity bond	2025-07-28	200000
Participant contributions to plan in this plan year	2025-07-28	129627
Value of participant loans at end of plan year	2025-07-28	24503
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	176573
Plan net income in this plan year	2025-07-28	339244
Net assets as of the end of the plan year	2025-07-28	1653385
Net assets as of the beginning of the plan year	2025-07-28	1314141
Employer contributions to plan in this plan year	2025-07-28	78020
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	7372
2024 : SIMMONS & FLETCHER PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-30	0
Total liabilities as of the end of the plan year	2024-07-30	0
Total liabilities as of the beginning of the plan year	2024-07-30	0
Total expenses incurred by plan in this plan year	2024-07-30	65090
Net assets as of the end of the plan year	2024-07-30	1314141
Total assets as of the beginning of the plan year	2024-07-30	1012906
Participant contributions to plan in this plan year	2024-07-30	121130
Value of participant loans at end of plan year	2024-07-30	18764
Other expenses paid from plan in this plan year	2024-07-30	0
Other contributions to plan in this plan year	2024-07-30	0
Other income to plan in this plan year	2024-07-30	187555
Plan net income in this plan year	2024-07-30	301235
Net assets as of the end of the plan year	2024-07-30	1314141
Net assets as of the beginning of the plan year	2024-07-30	1012906
Employer contributions to plan in this plan year	2024-07-30	57640
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-30	5377

Potentially related plans

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Company Name:	SIMMONS & FLETCHER, P.C.
Employer identification number (EIN):	741812433
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1975-01-28
Company Identification Number:	0090165602
Legal Registered Office Address:	9821 KATY FWY STE 925 HOUSTON United States of America (USA) 77024