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SIMS & RENNER INSURANCE, LLC 401K PLAN 401k Plan overview

Plan NameSIMS & RENNER INSURANCE, LLC 401K PLAN
Plan identification number 001

SIMS & RENNER INSURANCE, LLC 401K 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.
  • 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

SIMS INSURANCE, INC. DBA SIMS & RENNER INSURANCE 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:SIMS INSURANCE, INC. DBA SIMS & RENNER INSURANCE 401(K) PLAN
Employer identification number (EIN):900921415
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMS & RENNER INSURANCE, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01GREG SIMS2016-07-05
0012014-01-01GREG SIMS2015-09-17
0012013-01-01GREG SIMS2014-02-20

Plan Statistics for SIMS & RENNER INSURANCE, LLC 401K PLAN

401k plan membership statisitcs for SIMS & RENNER INSURANCE, LLC 401K PLAN

Measure Date Value
2025: SIMS & RENNER INSURANCE, LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1318
Total number of particpants at end of year2025-10-1325
Number of Participants With Account Balances2025-10-1317
2024: SIMS & RENNER INSURANCE, LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2619
Total number of particpants at end of year2024-09-2617
Number of Participants With Account Balances2024-09-2614
2022: SIMS & RENNER INSURANCE, LLC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0717
Total number of particpants at end of year2022-10-0717
Number of Participants With Account Balances2022-10-0715

Financial Data on SIMS & RENNER INSURANCE, LLC 401K PLAN

Measure Date Value
2025 : SIMS & RENNER INSURANCE, LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-13562186
Net assets as of the end of the plan year2025-10-131220991
Total assets as of the beginning of the plan year2025-10-131507626
Value of plan covered by a fidelity bond2025-10-131000000
Participant contributions to plan in this plan year2025-10-13101472
Value of participant loans at end of plan year2025-10-134156
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-135053
Other income to plan in this plan year2025-10-13127031
Plan net income in this plan year2025-10-13-286635
Net assets as of the end of the plan year2025-10-131220991
Net assets as of the beginning of the plan year2025-10-131507626
Employer contributions to plan in this plan year2025-10-1341995
Fees paid to broker by Benefit Provider2025-10-13599
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1315261
2024 : SIMS & RENNER INSURANCE, LLC 401K 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 year2024-09-2623640
Net assets as of the end of the plan year2024-09-261507626
Total assets as of the beginning of the plan year2024-09-261232114
Value of plan covered by a fidelity bond2024-09-262000000
Participant contributions to plan in this plan year2024-09-2683438
Value of participant loans at end of plan year2024-09-265475
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-264557
Other income to plan in this plan year2024-09-26152897
Plan net income in this plan year2024-09-26275512
Net assets as of the end of the plan year2024-09-261507626
Net assets as of the beginning of the plan year2024-09-261232114
Value of contributions failed to transmitted timely2024-09-26990
Employer contributions to plan in this plan year2024-09-2658260
Fees paid to broker by Benefit Provider2024-09-262060
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2617475
2022 : SIMS & RENNER INSURANCE, LLC 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0770660
Net assets as of the end of the plan year2022-10-071421206
Total assets as of the beginning of the plan year2022-10-071234221
Value of plan covered by a fidelity bond2022-10-07150000
Participant contributions to plan in this plan year2022-10-0782751
Value of participant loans at end of plan year2022-10-0710141
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-07409
Other income to plan in this plan year2022-10-07126768
Plan net income in this plan year2022-10-07186985
Net assets as of the end of the plan year2022-10-071421206
Net assets as of the beginning of the plan year2022-10-071234221
Employer contributions to plan in this plan year2022-10-0747717
Fees paid to broker by Benefit Provider2022-10-071590
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0716573

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