401k Plan data: SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC. plan

SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC. 401k Plan overview

Plan Name	SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC.
Plan identification number	002

SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC. Benefits

401k Plan Type

Defined 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.
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.
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

SOU-TIER INC. has sponsored the creation of one or more 401k plans.

Company Name: SOU-TIER INC.

Employer identification number (EIN): 742382936

NAIC Classification: 488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TARA EVANS, FOR TAG RESOURCES 2024-06-21
002 2022-01-01 TARA EVANS, FOR TAG RESOURCES 2023-07-03
002 2021-01-01 TARA EVANS 2022-09-08
002 2020-01-01 PHIL TISUE 2021-04-28
002 2019-01-01 PHIL TISUE 2020-10-15
002 2019-01-01 PHIL TISUE 2021-04-09
002 2018-01-01 PHIL TISUE 2019-06-18
002 2017-01-01 PHIL TISUE 2018-10-05
002 2016-01-01 PHIL TISUE 2017-10-13
002 2016-01-01 PHIL TISUE 2017-12-13
002 2015-01-01 LYNNE MCAULEY 2016-04-05
002 2014-01-01 LYNNE MCAULEY 2015-07-02
002 2013-01-01 GERALD STOWERS 2014-07-31 GERALD STOWERS 2014-07-31
002 2012-01-01 GERALD STOWERS 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TARA EVANS, FOR TAG RESOURCES	2024-06-21
002	2022-01-01	TARA EVANS, FOR TAG RESOURCES	2023-07-03
002	2021-01-01	TARA EVANS	2022-09-08
002	2020-01-01	PHIL TISUE	2021-04-28
002	2019-01-01	PHIL TISUE	2020-10-15
002	2019-01-01	PHIL TISUE	2021-04-09
002	2018-01-01	PHIL TISUE	2019-06-18
002	2017-01-01	PHIL TISUE	2018-10-05
002	2016-01-01	PHIL TISUE	2017-10-13
002	2016-01-01	PHIL TISUE	2017-12-13
002	2015-01-01	LYNNE MCAULEY	2016-04-05
002	2014-01-01	LYNNE MCAULEY	2015-07-02
002	2013-01-01	GERALD STOWERS	2014-07-31	GERALD STOWERS	2014-07-31
002	2012-01-01	GERALD STOWERS	2013-10-15

Financial Data on SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC.

Measure	Date	Value
2025 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-31	231215
Net assets as of the end of the plan year	2025-03-31	11654
Total assets as of the beginning of the plan year	2025-03-31	200962
Value of plan covered by a fidelity bond	2025-03-31	500000
Participant contributions to plan in this plan year	2025-03-31	13825
Value of participant loans at end of plan year	2025-03-31	0
Other income to plan in this plan year	2025-03-31	26614
Plan net income in this plan year	2025-03-31	-189308
Net assets as of the end of the plan year	2025-03-31	11654
Net assets as of the beginning of the plan year	2025-03-31	200962
Employer contributions to plan in this plan year	2025-03-31	1468
Fees paid to broker by Benefit Provider	2025-03-31	189
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-31	2721
2024 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR SOU-TIER, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-21	10735
Net assets as of the end of the plan year	2024-06-21	200962
Total assets as of the beginning of the plan year	2024-06-21	155934
Value of plan covered by a fidelity bond	2024-06-21	500000
Participant contributions to plan in this plan year	2024-06-21	23288
Value of participant loans at end of plan year	2024-06-21	5073
Other contributions to plan in this plan year	2024-06-21	1654
Other income to plan in this plan year	2024-06-21	28659
Plan net income in this plan year	2024-06-21	45028
Net assets as of the end of the plan year	2024-06-21	200962
Net assets as of the beginning of the plan year	2024-06-21	155934
Employer contributions to plan in this plan year	2024-06-21	2162
Fees paid to broker by Benefit Provider	2024-06-21	574
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-21	2564

Potentially related plans

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Company Name:	SOU-TIER INC.
Employer identification number (EIN):	742382936
NAIC Classification:	488990