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| Company Name: | SIMS & KARR FINANCIAL SOLUTIONS |
| Employer identification number (EIN): | 261513147 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2024-08-13 | |||||
| Date last seen: 2025-10-01 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN | 2015-01-01 | 2009-01-15 |
| 002 | SIMS & KARR FINANCIAL SOLUTIONS CASH BALANCE PLAN | 2016-01-01 | 2013-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2020-09-04 | Employer Contributions | $ 50,000 | |||
| 2020-09-04 | Employee Contributions | $ 50,000 | |||
| 2018-06-25 | Employer Contributions | $ 50,000 | |||
| 2018-06-25 | Employee Contributions | $ 50,000 | |||
| 2017-06-26 | Employer Contributions | $ 50,000 | |||
| 2017-06-26 | Employee Contributions | $ 50,000 | |||
| 2016-09-09 | Employer Contributions | $ 71,294 | |||
| 2016-09-09 | Employee Contributions | $ 71,294 | |||
| 2015-08-21 | Employer Contributions | $ 69,597 | |||
| 2015-08-21 | Employee Contributions | $ 69,597 | |||
| 2015-06-01 | Employer Contributions | $ 60,000 | |||
| 2015-06-01 | Employee Contributions | $ 60,000 | |||
| 2014-08-21 | Employer Contributions | $ 61,740 | 6 | $ 10,290 | |
| 2014-08-21 | Employee Contributions | $ 61,740 | 6 | $ 10,290 |