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SIMMONS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameSIMMONS & ASSOCIATES 401(K) PLAN
Plan identification number 001

SIMMONS & ASSOCIATES 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:SIMMONS & ASSOCIATES, LLC
Employer identification number (EIN):824381983
NAIC Classification:561600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMONS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for SIMMONS & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for SIMMONS & ASSOCIATES 401(K) PLAN

Measure Date Value
2025: SIMMONS & ASSOCIATES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0779
Total number of particpants at end of year2025-04-07215
Number of Participants With Account Balances2025-04-07121
2024: SIMMONS & ASSOCIATES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-1224
Total number of particpants at end of year2024-03-1278
Number of Participants With Account Balances2024-03-1218

Financial Data on SIMMONS & ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : SIMMONS & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0743855
Net assets as of the end of the plan year2025-04-072023114
Total assets as of the beginning of the plan year2025-04-07189413
Value of plan covered by a fidelity bond2025-04-0750000
Participant contributions to plan in this plan year2025-04-07183181
Value of participant loans at end of plan year2025-04-07121184
Other contributions to plan in this plan year2025-04-071635833
Other income to plan in this plan year2025-04-075773
Plan net income in this plan year2025-04-071833701
Net assets as of the end of the plan year2025-04-072023114
Net assets as of the beginning of the plan year2025-04-07189413
Employer contributions to plan in this plan year2025-04-0752769
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-074372
2024 : SIMMONS & ASSOCIATES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1270390
Net assets as of the end of the plan year2024-03-12189413
Total assets as of the beginning of the plan year2024-03-120
Value of plan covered by a fidelity bond2024-03-1250000
Participant contributions to plan in this plan year2024-03-1248568
Value of participant loans at end of plan year2024-03-1231438
Other contributions to plan in this plan year2024-03-12189178
Other income to plan in this plan year2024-03-1215985
Plan net income in this plan year2024-03-12189413
Net assets as of the end of the plan year2024-03-12189413
Net assets as of the beginning of the plan year2024-03-120
Employer contributions to plan in this plan year2024-03-126072
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-121129

Potentially related plans

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