401k Plan data: SIMMER LAW GROUP, PLLC 401(K) PLAN plan

SIMMER LAW GROUP, PLLC 401(K) PLAN 401k Plan overview

Plan Name	SIMMER LAW GROUP, PLLC 401(K) PLAN
Plan identification number	001

SIMMER LAW GROUP, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SIMMER LAW GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SIMMER LAW GROUP, PLLC

Employer identification number (EIN): 471746521

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMER LAW GROUP, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 KELLY ANASTASI
001 2016-01-01 KELLY ANASTASI
001 2015-01-01 KELLY ANASTASI
001 2014-12-15 KELLY ANASTASI
001 2014-12-15 KELLY ANASTASI

Plan Statistics for SIMMER LAW GROUP, PLLC 401(K) PLAN

401k plan membership statisitcs for SIMMER LAW GROUP, PLLC 401(K) PLAN

Measure Date Value
2018: SIMMER LAW GROUP, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIMMER LAW GROUP, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SIMMER LAW GROUP, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SIMMER LAW GROUP, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: SIMMER LAW GROUP, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-15 6
Total number of active participants reported on line 7a of the Form 5500 2014-12-15 0
Number of retired or separated participants receiving benefits 2014-12-15 0
Number of other retired or separated participants entitled to future benefits 2014-12-15 0
Total of all active and inactive participants 2014-12-15 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-15 0
Total participants 2014-12-15 0
Number of participants with account balances 2014-12-15 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-15 0

Measure	Date	Value
2018: SIMMER LAW GROUP, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIMMER LAW GROUP, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SIMMER LAW GROUP, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SIMMER LAW GROUP, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: SIMMER LAW GROUP, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-15	6
Total number of active participants reported on line 7a of the Form 5500	2014-12-15	0
Number of retired or separated participants receiving benefits	2014-12-15	0
Number of other retired or separated participants entitled to future benefits	2014-12-15	0
Total of all active and inactive participants	2014-12-15	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-15	0
Total participants	2014-12-15	0
Number of participants with account balances	2014-12-15	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-15	0

Financial Data on SIMMER LAW GROUP, PLLC 401(K) PLAN

Measure	Date	Value
2018 : SIMMER LAW GROUP, PLLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-13	$0
Total plan liabilities at end of year	2018-12-13	$0
Total plan liabilities at beginning of year	2018-12-13	$0
Total income from all sources	2018-12-13	$26,322
Expenses. Total of all expenses incurred	2018-12-13	$502,549
Benefits paid (including direct rollovers)	2018-12-13	$476,473
Total plan assets at end of year	2018-12-13	$0
Total plan assets at beginning of year	2018-12-13	$476,227
Value of fidelity bond covering the plan	2018-12-13	$300,000
Total contributions received or receivable from participants	2018-12-13	$6,538
Expenses. Other expenses not covered elsewhere	2018-12-13	$0
Contributions received from other sources (not participants or employers)	2018-12-13	$0
Other income received	2018-12-13	$-19,674
Noncash contributions received	2018-12-13	$0
Net income (gross income less expenses)	2018-12-13	$-476,227
Net plan assets at end of year (total assets less liabilities)	2018-12-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-13	$476,227
Assets. Value of participant loans	2018-12-13	$0
Total contributions received or receivable from employer(s)	2018-12-13	$39,458
Value of certain deemed distributions of participant loans	2018-12-13	$26,051
Value of corrective distributions	2018-12-13	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-13	$25
2017 : SIMMER LAW GROUP, PLLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$196,477
Expenses. Total of all expenses incurred	2017-12-31	$81,211
Benefits paid (including direct rollovers)	2017-12-31	$81,061
Total plan assets at end of year	2017-12-31	$476,227
Total plan assets at beginning of year	2017-12-31	$360,961
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$89,986
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$62,670
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$115,266
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$476,227
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$360,961
Assets. Value of participant loans	2017-12-31	$33,216
Total contributions received or receivable from employer(s)	2017-12-31	$43,821
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$150
2016 : SIMMER LAW GROUP, PLLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$163,723
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$360,961
Total plan assets at beginning of year	2016-12-31	$197,238
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$100,421
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$24,799
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$163,723
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$360,961
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$197,238
Total contributions received or receivable from employer(s)	2016-12-31	$38,503
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : SIMMER LAW GROUP, PLLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$197,238
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$197,238
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$102,297
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$98,132
Other income received	2015-12-31	$-3,191
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$197,238
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$197,238
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SIMMER LAW GROUP, PLLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$0
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	$0
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$0
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	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for SIMMER LAW GROUP, PLLC 401(K) PLAN

2018: SIMMER LAW GROUP, PLLC 401(K) 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SIMMER LAW GROUP, PLLC 401(K) 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: SIMMER LAW GROUP, PLLC 401(K) 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: SIMMER LAW GROUP, PLLC 401(K) 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: SIMMER LAW GROUP, PLLC 401(K) PLAN 2014 form 5500 responses
2014-12-15	Type of plan entity	Single employer plan
2014-12-15	First time form 5500 has been submitted	Yes
2014-12-15	Submission has been amended	Yes
2014-12-15	This submission is the final filing	No
2014-12-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-12-15	Plan is a collectively bargained plan	No
2014-12-15	Plan funding arrangement – Trust	Yes
2014-12-15	Plan benefit arrangement - Trust	Yes

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Company Name:	SIMMER LAW GROUP, PLLC
Employer identification number (EIN):	471746521
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01	KELLY ANASTASI
001	2016-01-01	KELLY ANASTASI
001	2015-01-01	KELLY ANASTASI
001	2014-12-15	KELLY ANASTASI
001	2014-12-15	KELLY ANASTASI