SIMS & KARR FINANCIAL SOLUTIONS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN
401k plan membership statisitcs for SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-01 | 7 |
| Total number of particpants at end of year | 2025-10-01 | 7 |
| Number of Participants With Account Balances | 2025-10-01 | 4 |
| 2024: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-08-13 | 8 |
| Total number of particpants at end of year | 2024-08-13 | 7 |
| Number of Participants With Account Balances | 2024-08-13 | 6 |
| 2022: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-08 | 8 |
| Total number of particpants at end of year | 2022-07-08 | 8 |
| Number of Participants With Account Balances | 2022-07-08 | 7 |
| 2014: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-15 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-15 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-15 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-15 | 0 |
| Total of all active and inactive participants | 2009-01-15 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-15 | 0 |
| Total participants | 2009-01-15 | 5 |
| Number of participants with account balances | 2009-01-15 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-15 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 898064 |
| Net assets as of the end of the plan year | 2025-10-01 | 995416 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 1570284 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 5000000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 37896 |
| Other expenses paid from plan in this plan year | 2025-10-01 | 0 |
| Other contributions to plan in this plan year | 2025-10-01 | 6918 |
| Other income to plan in this plan year | 2025-10-01 | 267391 |
| Plan net income in this plan year | 2025-10-01 | -574868 |
| Net assets as of the end of the plan year | 2025-10-01 | 995416 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 1570284 |
| Employer contributions to plan in this plan year | 2025-10-01 | 10991 |
| Fees paid to broker by Benefit Provider | 2025-10-01 | 5940 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 125 |
| 2024 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-13 | 8951 |
| Net assets as of the end of the plan year | 2024-08-13 | 1570284 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 1221582 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 5000000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 63758 |
| Other expenses paid from plan in this plan year | 2024-08-13 | 0 |
| Other contributions to plan in this plan year | 2024-08-13 | 0 |
| Other income to plan in this plan year | 2024-08-13 | 280687 |
| Plan net income in this plan year | 2024-08-13 | 348702 |
| Net assets as of the end of the plan year | 2024-08-13 | 1570284 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 1221582 |
| Employer contributions to plan in this plan year | 2024-08-13 | 13208 |
| Fees paid to broker by Benefit Provider | 2024-08-13 | 6709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 100 |
| 2022 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-08 | 138581 |
| Net assets as of the end of the plan year | 2022-07-08 | 1592619 |
| Total assets as of the beginning of the plan year | 2022-07-08 | 1438825 |
| Value of plan covered by a fidelity bond | 2022-07-08 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-08 | 64117 |
| Other expenses paid from plan in this plan year | 2022-07-08 | 50 |
| Other contributions to plan in this plan year | 2022-07-08 | 0 |
| Other income to plan in this plan year | 2022-07-08 | 187847 |
| Plan net income in this plan year | 2022-07-08 | 153794 |
| Net assets as of the end of the plan year | 2022-07-08 | 1592619 |
| Net assets as of the beginning of the plan year | 2022-07-08 | 1438825 |
| Employer contributions to plan in this plan year | 2022-07-08 | 40411 |
| Fees paid to broker by Benefit Provider | 2022-07-08 | 6215 |
| 2014 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $101,456 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $344,154 |
| Total plan assets at beginning of year | 2014-12-31 | $242,698 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $58,334 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $12,678 |
| Net income (gross income less expenses) | 2014-12-31 | $101,456 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $344,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $242,698 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,444 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $90,096 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $242,698 |
| Total plan assets at beginning of year | 2013-12-31 | $152,602 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $39,574 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $43,353 |
| Net income (gross income less expenses) | 2013-12-31 | $90,096 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $242,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $152,602 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,169 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $62,408 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $152,602 |
| Total plan assets at beginning of year | 2012-12-31 | $90,194 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $36,661 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $18,698 |
| Net income (gross income less expenses) | 2012-12-31 | $62,408 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $152,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $90,194 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,049 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $45,312 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $90,194 |
| Total plan assets at beginning of year | 2011-12-31 | $44,882 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $44,080 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-6,844 |
| Net income (gross income less expenses) | 2011-12-31 | $45,312 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $90,194 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,882 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,076 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $26,782 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $44,882 |
| Total plan assets at beginning of year | 2010-12-31 | $18,100 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $13,927 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $4,513 |
| Net income (gross income less expenses) | 2010-12-31 | $26,782 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $44,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,100 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,342 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2014: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SIMS & KARR FINANCIAL SOLUTIONS, LLC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-15 | Type of plan entity | Single employer plan |
| 2009-01-15 | First time form 5500 has been submitted | Yes |
| 2009-01-15 | Submission has been amended | No |
| 2009-01-15 | This submission is the final filing | No |
| 2009-01-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2009-01-15 | Plan is a collectively bargained plan | No |
| 2009-01-15 | Plan funding arrangement – Insurance | Yes |
| 2009-01-15 | Plan funding arrangement – Trust | Yes |
| 2009-01-15 | Plan benefit arrangement – Insurance | Yes |
