401k Plan data: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN plan

SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 401k Plan overview

Plan Name	SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN
Plan identification number	001

SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PRISM ADVISORY GROUP, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: PRISM ADVISORY GROUP, L.L.C.

Employer identification number (EIN): 201516057

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT SAVINO 2023-08-21
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 GAIL CURRAN
001 2017-01-01 GAIL CURRAN
001 2016-01-01 GAIL CURRAN
001 2015-01-01 GAIL CURRAN
001 2014-01-01 GAIL CURRAN
001 2013-01-01 GAIL CURRAN
001 2012-01-01 GAIL CURRAN
001 2011-01-01 GAIL CURRAN
001 2010-01-01 GAIL CURRAN
001 2009-01-01 GAIL CURRAN
001 2009-01-01 GAIL CURRAN
001 2009-01-01 GAIL CURRAN

Plan Statistics for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

401k plan membership statisitcs for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Measure Date Value
2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
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: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Measure	Date	Value
2022 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-52,526
Expenses. Total of all expenses incurred	2022-12-31	$461,385
Benefits paid (including direct rollovers)	2022-12-31	$459,965
Total plan assets at end of year	2022-12-31	$1,388,600
Total plan assets at beginning of year	2022-12-31	$1,902,511
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$78,558
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-225,441
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-513,911
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,388,600
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,902,511
Assets. Value of participant loans	2022-12-31	$6,167
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$144,276
Total contributions received or receivable from employer(s)	2022-12-31	$94,357
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,420
2021 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$388,847
Expenses. Total of all expenses incurred	2021-12-31	$1,498,360
Benefits paid (including direct rollovers)	2021-12-31	$1,498,291
Total plan assets at end of year	2021-12-31	$1,902,511
Total plan assets at beginning of year	2021-12-31	$3,012,024
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$66,088
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$219,288
Net income (gross income less expenses)	2021-12-31	$-1,109,513
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,902,511
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,012,024
Assets. Value of participant loans	2021-12-31	$17,298
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$268,419
Total contributions received or receivable from employer(s)	2021-12-31	$103,471
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$69
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$503,426
Expenses. Total of all expenses incurred	2020-12-31	$4,784
Total plan assets at end of year	2020-12-31	$3,012,024
Total plan assets at beginning of year	2020-12-31	$2,513,382
Value of fidelity bond covering the plan	2020-12-31	$1,750,000
Total contributions received or receivable from participants	2020-12-31	$65,793
Contributions received from other sources (not participants or employers)	2020-12-31	$30,107
Other income received	2020-12-31	$303,395
Net income (gross income less expenses)	2020-12-31	$498,642
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,012,024
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,513,382
Assets. Value of participant loans	2020-12-31	$42,281
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,559,227
Total contributions received or receivable from employer(s)	2020-12-31	$104,131
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,784
2019 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$297,753
Expenses. Total of all expenses incurred	2019-12-31	$33,223
Benefits paid (including direct rollovers)	2019-12-31	$20,000
Total plan assets at end of year	2019-12-31	$2,513,382
Total plan assets at beginning of year	2019-12-31	$2,248,852
Value of fidelity bond covering the plan	2019-12-31	$1,750,000
Total contributions received or receivable from participants	2019-12-31	$43,948
Other income received	2019-12-31	$160,318
Net income (gross income less expenses)	2019-12-31	$264,530
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,513,382
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,248,852
Assets. Value of participant loans	2019-12-31	$62,357
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,688,860
Total contributions received or receivable from employer(s)	2019-12-31	$93,487
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-33,661
Expenses. Total of all expenses incurred	2018-12-31	$7,438
Total plan assets at end of year	2018-12-31	$2,248,852
Total plan assets at beginning of year	2018-12-31	$2,289,951
Value of fidelity bond covering the plan	2018-12-31	$1,750,000
Total contributions received or receivable from participants	2018-12-31	$62,239
Other income received	2018-12-31	$-199,558
Net income (gross income less expenses)	2018-12-31	$-41,099
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,248,852
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,289,951
Assets. Value of participant loans	2018-12-31	$28,454
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,529,429
Total contributions received or receivable from employer(s)	2018-12-31	$103,658
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,438
2017 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$235,592
Expenses. Total of all expenses incurred	2017-12-31	$8,312
Total plan assets at end of year	2017-12-31	$2,289,951
Total plan assets at beginning of year	2017-12-31	$2,062,671
Value of fidelity bond covering the plan	2017-12-31	$1,750,000
Total contributions received or receivable from participants	2017-12-31	$59,697
Other income received	2017-12-31	$75,815
Net income (gross income less expenses)	2017-12-31	$227,280
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,289,951
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,062,671
Assets. Value of participant loans	2017-12-31	$38,278
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,837,296
Total contributions received or receivable from employer(s)	2017-12-31	$100,080
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,312
2016 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$281,151
Expenses. Total of all expenses incurred	2016-12-31	$11,429
Benefits paid (including direct rollovers)	2016-12-31	$4,305
Total plan assets at end of year	2016-12-31	$2,062,671
Total plan assets at beginning of year	2016-12-31	$1,792,949
Value of fidelity bond covering the plan	2016-12-31	$1,750,000
Total contributions received or receivable from participants	2016-12-31	$64,921
Other income received	2016-12-31	$115,503
Net income (gross income less expenses)	2016-12-31	$269,722
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,062,671
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,792,949
Assets. Value of participant loans	2016-12-31	$47,671
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1,694,224
Total contributions received or receivable from employer(s)	2016-12-31	$100,727
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$121,208
Expenses. Total of all expenses incurred	2015-12-31	$6,768
Total plan assets at end of year	2015-12-31	$1,792,949
Total plan assets at beginning of year	2015-12-31	$1,678,509
Value of fidelity bond covering the plan	2015-12-31	$1,750,000
Total contributions received or receivable from participants	2015-12-31	$61,641
Other income received	2015-12-31	$-40,736
Net income (gross income less expenses)	2015-12-31	$114,440
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,792,949
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,678,509
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1,518,893
Total contributions received or receivable from employer(s)	2015-12-31	$100,303
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,768
2014 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$191,900
Expenses. Total of all expenses incurred	2014-12-31	$22,512
Benefits paid (including direct rollovers)	2014-12-31	$16,000
Total plan assets at end of year	2014-12-31	$1,678,509
Total plan assets at beginning of year	2014-12-31	$1,509,121
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$59,390
Other income received	2014-12-31	$32,690
Net income (gross income less expenses)	2014-12-31	$169,388
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,678,509
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,509,121
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,452,520
Total contributions received or receivable from employer(s)	2014-12-31	$99,820
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$306,765
Expenses. Total of all expenses incurred	2013-12-31	$5,324
Total plan assets at end of year	2013-12-31	$1,509,121
Total plan assets at beginning of year	2013-12-31	$1,207,680
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$59,045
Other income received	2013-12-31	$149,800
Net income (gross income less expenses)	2013-12-31	$301,441
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,509,121
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,207,680
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,267,516
Total contributions received or receivable from employer(s)	2013-12-31	$97,920
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,324
2012 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$426,207
Expenses. Total of all expenses incurred	2012-12-31	$4,640
Total plan assets at end of year	2012-12-31	$1,207,680
Total plan assets at beginning of year	2012-12-31	$786,113
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$57,992
Contributions received from other sources (not participants or employers)	2012-12-31	$225,962
Other income received	2012-12-31	$46,846
Net income (gross income less expenses)	2012-12-31	$421,567
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,207,680
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$786,113
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$991,278
Total contributions received or receivable from employer(s)	2012-12-31	$95,407
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,640
2011 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$153,514
Expenses. Total of all expenses incurred	2011-12-31	$6,522
Benefits paid (including direct rollovers)	2011-12-31	$6,522
Total plan assets at end of year	2011-12-31	$786,113
Total plan assets at beginning of year	2011-12-31	$639,121
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$58,341
Contributions received from other sources (not participants or employers)	2011-12-31	$959
Other income received	2011-12-31	$1,345
Net income (gross income less expenses)	2011-12-31	$146,992
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$786,113
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$639,121
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$595,206
Total contributions received or receivable from employer(s)	2011-12-31	$92,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$176,264
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$639,121
Total plan assets at beginning of year	2010-12-31	$462,857
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$48,678
Other income received	2010-12-31	$35,005
Net income (gross income less expenses)	2010-12-31	$176,264
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$639,121
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$462,857
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$515,143
Total contributions received or receivable from employer(s)	2010-12-31	$92,581

Form 5500 Responses for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PRISM ADVISORY GROUP, L.L.C.
Employer identification number (EIN):	201516057
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROBERT SAVINO	2023-08-21
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	GAIL CURRAN
001	2017-01-01	GAIL CURRAN
001	2016-01-01	GAIL CURRAN
001	2015-01-01	GAIL CURRAN
001	2014-01-01	GAIL CURRAN
001	2013-01-01	GAIL CURRAN
001	2012-01-01	GAIL CURRAN
001	2011-01-01	GAIL CURRAN
001	2010-01-01	GAIL CURRAN
001	2009-01-01	GAIL CURRAN
001	2009-01-01	GAIL CURRAN
001	2009-01-01	GAIL CURRAN