| Plan Name | SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SIMMONS & UNGAR LLP |
| Employer identification number (EIN): | 941311282 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | JENNIFER SHIH | 2015-09-23 | ||
| 001 | 2013-01-01 | JENNIFER SHIH | 2014-07-24 | ||
| 001 | 2012-01-01 | JENNIFER SHIH | 2013-08-09 | ||
| 001 | 2011-01-01 | KIM VO-TRAN | 2012-05-02 | ||
| 001 | 2010-01-01 | MOLLY OSGOOD | 2011-08-19 | ||
| 001 | 2009-01-01 | LAUREN B GIBSON |
| Measure | Date | Value |
|---|---|---|
| 2022: SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-04-20 | 8 |
| Total number of particpants at end of year | 2022-04-20 | 8 |
| Number of Participants With Account Balances | 2022-04-20 | 8 |
| 2009: SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 38 |
| Number of participants with account balances | 2009-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-20 | 104830 |
| Net assets as of the end of the plan year | 2022-04-20 | 697796 |
| Total assets as of the beginning of the plan year | 2022-04-20 | 710421 |
| Value of plan covered by a fidelity bond | 2022-04-20 | 90000 |
| Other income to plan in this plan year | 2022-04-20 | 92205 |
| Plan net income in this plan year | 2022-04-20 | -12625 |
| Net assets as of the end of the plan year | 2022-04-20 | 697796 |
| Net assets as of the beginning of the plan year | 2022-04-20 | 710421 |
| Fees paid to broker by Benefit Provider | 2022-04-20 | 2118 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-20 | 10769 |
| 2009 : SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2009: SIMMONS & UNGAR LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |