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SIMPSON EMPLOYEES RETIREMENT TRUST 401k Plan overview

Plan NameSIMPSON EMPLOYEES RETIREMENT TRUST
Plan identification number 013

SIMPSON EMPLOYEES RETIREMENT TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREEN DIAMOND RESOURCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GREEN DIAMOND RESOURCE COMPANY
Employer identification number (EIN):912172199
NAIC Classification:113110
NAIC Description:Timber Tract Operations

Additional information about GREEN DIAMOND RESOURCE COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2001-10-11
Company Identification Number: 602154545
Legal Registered Office Address: 1301 5TH AVE STE 2700

SEATTLE
United States of America (USA)
981012675

More information about GREEN DIAMOND RESOURCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON EMPLOYEES RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132022-01-01
0132021-01-01
0132020-01-01
0132019-01-01
0132018-01-01
0132017-01-01MARY SINGER
0132016-01-01MARY SINGER
0132015-01-01SUSAN STEERS
0132014-01-01SUSAN STEERS
0132014-01-01SUSAN STEERS

Plan Statistics for SIMPSON EMPLOYEES RETIREMENT TRUST

401k plan membership statisitcs for SIMPSON EMPLOYEES RETIREMENT TRUST

Measure Date Value
2022: SIMPSON EMPLOYEES RETIREMENT TRUST 2022 401k membership
Market value of plan assets2022-12-31296,701,184
Acturial value of plan assets2022-12-31294,307,684
Funding target for retired participants and beneficiaries receiving payment2022-12-31177,746,981
Number of terminated vested participants2022-12-31795
Fundng target for terminated vested participants2022-12-3131,966,567
Active participant vested funding target2022-12-3123,385,728
Number of active participants2022-12-31215
Total funding liabilities for active participants2022-12-3124,166,787
Total participant count2022-12-311,980
Total funding target for all participants2022-12-31233,880,335
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3180,525,974
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-313,323,486
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3177,202,488
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3176,036,730
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31340,000
Net shortfall amortization installment of oustanding balance2022-12-3115,609,381
Total funding amount beforereflecting carryover/prefunding balances2022-12-31861,437
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31861,437
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,966
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-01875
Number of other retired or separated participants entitled to future benefits2022-01-01691
Total of all active and inactive participants2022-01-011,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01142
Total participants2022-01-011,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIMPSON EMPLOYEES RETIREMENT TRUST 2021 401k membership
Market value of plan assets2021-12-31324,962,993
Acturial value of plan assets2021-12-31292,466,694
Funding target for retired participants and beneficiaries receiving payment2021-12-31178,281,853
Number of terminated vested participants2021-12-31854
Fundng target for terminated vested participants2021-12-3135,232,583
Active participant vested funding target2021-12-3126,222,173
Number of active participants2021-12-31234
Total funding liabilities for active participants2021-12-3127,098,960
Total participant count2021-12-312,041
Total funding target for all participants2021-12-31240,613,396
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3182,864,145
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3110,869,533
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3171,994,612
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3180,525,974
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31650,000
Net shortfall amortization installment of oustanding balance2021-12-3128,672,676
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,323,486
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-313,323,486
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,028
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-01866
Number of other retired or separated participants entitled to future benefits2021-01-01760
Total of all active and inactive participants2021-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01125
Total participants2021-01-011,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIMPSON EMPLOYEES RETIREMENT TRUST 2020 401k membership
Market value of plan assets2020-12-31312,924,752
Acturial value of plan assets2020-12-31288,123,850
Funding target for retired participants and beneficiaries receiving payment2020-12-31186,291,917
Number of terminated vested participants2020-12-31916
Fundng target for terminated vested participants2020-12-3139,428,402
Active participant vested funding target2020-12-3129,781,076
Number of active participants2020-12-31259
Total funding liabilities for active participants2020-12-3130,854,312
Total participant count2020-12-312,109
Total funding target for all participants2020-12-31256,574,631
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3188,665,298
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-317,851,937
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3180,813,361
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-3114,289,678
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3182,864,145
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31500,000
Net shortfall amortization installment of oustanding balance2020-12-3151,314,926
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3110,869,533
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3110,869,533
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,094
Total number of active participants reported on line 7a of the Form 55002020-01-01234
Number of retired or separated participants receiving benefits2020-01-01854
Number of other retired or separated participants entitled to future benefits2020-01-01833
Total of all active and inactive participants2020-01-011,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01107
Total participants2020-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SIMPSON EMPLOYEES RETIREMENT TRUST 2019 401k membership
Market value of plan assets2019-12-31494,345,615
Acturial value of plan assets2019-12-31522,286,502
Funding target for retired participants and beneficiaries receiving payment2019-12-31399,570,334
Number of terminated vested participants2019-12-31952
Fundng target for terminated vested participants2019-12-3138,609,102
Active participant vested funding target2019-12-3134,822,580
Number of active participants2019-12-31286
Total funding liabilities for active participants2019-12-3135,981,991
Total participant count2019-12-316,696
Total funding target for all participants2019-12-31474,161,427
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31104,156,119
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-315,670,641
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3198,485,478
Present value of excess contributions2019-12-315,585,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,306,542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-314,895,906
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3188,665,298
Total employer contributions2019-12-312,001,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,831,617
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,040,000
Net shortfall amortization installment of oustanding balance2019-12-3140,540,223
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,683,554
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-317,851,937
Additional cash requirement2019-12-311,831,617
Contributions allocatedtoward minimum required contributions for current year2019-12-311,831,617
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016,632
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-01844
Number of other retired or separated participants entitled to future benefits2019-01-01891
Total of all active and inactive participants2019-01-011,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01100
Total participants2019-01-012,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SIMPSON EMPLOYEES RETIREMENT TRUST 2018 401k membership
Market value of plan assets2018-12-31637,291,567
Acturial value of plan assets2018-12-31606,119,802
Funding target for retired participants and beneficiaries receiving payment2018-12-31383,917,411
Number of terminated vested participants2018-12-312,796
Fundng target for terminated vested participants2018-12-31104,103,745
Active participant vested funding target2018-12-3140,884,324
Number of active participants2018-12-31466
Total funding liabilities for active participants2018-12-3142,802,847
Total participant count2018-12-318,709
Total funding target for all participants2018-12-31530,824,003
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3197,757,767
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-315,714,537
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3192,043,230
Present value of excess contributions2018-12-314,856,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,495,201
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31104,156,119
Total employer contributions2018-12-317,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-316,842,324
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,790,000
Net shortfall amortization installment of oustanding balance2018-12-3128,860,320
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,922,874
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-315,666,384
Additional cash requirement2018-12-311,256,490
Contributions allocatedtoward minimum required contributions for current year2018-12-316,842,324
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,628
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-014,408
Number of other retired or separated participants entitled to future benefits2018-01-01935
Total of all active and inactive participants2018-01-015,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,003
Total participants2018-01-016,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIMPSON EMPLOYEES RETIREMENT TRUST 2017 401k membership
Market value of plan assets2017-12-31605,374,722
Acturial value of plan assets2017-12-31610,725,908
Funding target for retired participants and beneficiaries receiving payment2017-12-31383,633,415
Number of terminated vested participants2017-12-312,967
Fundng target for terminated vested participants2017-12-31104,264,297
Active participant vested funding target2017-12-3144,928,130
Number of active participants2017-12-31504
Total funding liabilities for active participants2017-12-3146,771,337
Total participant count2017-12-318,946
Total funding target for all participants2017-12-31534,669,049
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3173,246,921
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3173,246,921
Present value of excess contributions2017-12-3118,123,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,207,769
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3119,207,769
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3197,757,767
Total employer contributions2017-12-315,305,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,856,134
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,150,990
Net shortfall amortization installment of oustanding balance2017-12-3121,700,908
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,714,537
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-315,714,537
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-314,856,134
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,867
Total number of active participants reported on line 7a of the Form 55002017-01-01466
Number of retired or separated participants receiving benefits2017-01-014,403
Number of other retired or separated participants entitled to future benefits2017-01-012,755
Total of all active and inactive participants2017-01-017,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,004
Total participants2017-01-018,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SIMPSON EMPLOYEES RETIREMENT TRUST 2016 401k membership
Market value of plan assets2016-12-31589,947,242
Acturial value of plan assets2016-12-31611,172,281
Funding target for retired participants and beneficiaries receiving payment2016-12-31377,337,212
Number of terminated vested participants2016-12-313,171
Fundng target for terminated vested participants2016-12-31107,987,180
Active participant vested funding target2016-12-3146,820,512
Number of active participants2016-12-31535
Total funding liabilities for active participants2016-12-3149,197,315
Total participant count2016-12-319,139
Total funding target for all participants2016-12-31534,521,707
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3167,654,767
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-318,576,590
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3159,078,177
Present value of excess contributions2016-12-3113,546,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3114,186,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3114,186,467
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3173,246,921
Total employer contributions2016-12-3120,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3118,123,956
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-313,357,107
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3118,123,956
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019,062
Total number of active participants reported on line 7a of the Form 55002016-01-01504
Number of retired or separated participants receiving benefits2016-01-014,439
Number of other retired or separated participants entitled to future benefits2016-01-012,929
Total of all active and inactive participants2016-01-017,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01995
Total participants2016-01-018,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIMPSON EMPLOYEES RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019,309
Total number of active participants reported on line 7a of the Form 55002015-01-01535
Number of retired or separated participants receiving benefits2015-01-014,404
Number of other retired or separated participants entitled to future benefits2015-01-013,135
Total of all active and inactive participants2015-01-018,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01988
Total participants2015-01-019,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SIMPSON EMPLOYEES RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,996
Total number of active participants reported on line 7a of the Form 55002014-01-01903
Number of retired or separated participants receiving benefits2014-01-014,310
Number of other retired or separated participants entitled to future benefits2014-01-013,118
Total of all active and inactive participants2014-01-018,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01978
Total participants2014-01-019,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111

Financial Data on SIMPSON EMPLOYEES RETIREMENT TRUST

Measure Date Value
2022 : SIMPSON EMPLOYEES RETIREMENT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-38,796,873
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,098,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,696,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$231,805,956
Value of total assets at beginning of year2022-12-31$296,701,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,401,787
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$1,183,526
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$173,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,895,228
Value of net assets at end of year (total assets less liabilities)2022-12-31$231,805,956
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$296,701,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$231,805,956
Value of interest in master investment trust accounts at beginning of year2022-12-31$296,701,184
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,696,568
Contract administrator fees2022-12-31$45,253
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : SIMPSON EMPLOYEES RETIREMENT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$-4,728,346
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$23,533,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,016,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$296,701,184
Value of total assets at beginning of year2021-12-31$324,962,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$517,104
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$289,106
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$174,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-28,261,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$296,701,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$324,962,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$296,701,184
Value of interest in master investment trust accounts at beginning of year2021-12-31$324,962,993
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,016,359
Contract administrator fees2021-12-31$53,590
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : SIMPSON EMPLOYEES RETIREMENT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$35,554,541
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,587,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,941,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$324,962,993
Value of total assets at beginning of year2020-12-31$312,995,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$645,649
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$393,303
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$174,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,967,032
Value of net assets at end of year (total assets less liabilities)2020-12-31$324,962,993
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$312,995,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$324,962,993
Value of interest in master investment trust accounts at beginning of year2020-12-31$310,994,961
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,001,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,941,860
Contract administrator fees2020-12-31$78,234
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : SIMPSON EMPLOYEES RETIREMENT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$91,007,431
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$272,633,644
Total of all expenses incurred2019-12-31$272,633,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$270,473,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,001,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,001,000
Value of total assets at end of year2019-12-31$312,995,961
Value of total assets at end of year2019-12-31$312,995,961
Value of total assets at beginning of year2019-12-31$494,622,174
Value of total assets at beginning of year2019-12-31$494,622,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,160,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,160,641
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$534,851
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,529,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-181,626,213
Value of net income/loss2019-12-31$-181,626,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$312,995,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$312,995,961
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$494,622,174
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$494,622,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$310,994,961
Value of interest in master investment trust accounts at end of year2019-12-31$310,994,961
Value of interest in master investment trust accounts at beginning of year2019-12-31$487,122,174
Value of interest in master investment trust accounts at beginning of year2019-12-31$487,122,174
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$227,813,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,001,000
Contributions received in cash from employer2019-12-31$2,001,000
Employer contributions (assets) at end of year2019-12-31$2,001,000
Employer contributions (assets) at end of year2019-12-31$2,001,000
Employer contributions (assets) at beginning of year2019-12-31$7,500,000
Employer contributions (assets) at beginning of year2019-12-31$7,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,659,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,659,946
Contract administrator fees2019-12-31$96,492
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : SIMPSON EMPLOYEES RETIREMENT TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-22,847,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$119,990,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$118,598,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,500,000
Value of total assets at end of year2018-12-31$494,622,174
Value of total assets at beginning of year2018-12-31$637,459,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,391,423
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$607,756
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$638,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-142,837,574
Value of net assets at end of year (total assets less liabilities)2018-12-31$494,622,174
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$637,459,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$487,122,174
Value of interest in master investment trust accounts at beginning of year2018-12-31$632,154,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,500,000
Employer contributions (assets) at end of year2018-12-31$7,500,000
Employer contributions (assets) at beginning of year2018-12-31$5,305,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$118,598,622
Contract administrator fees2018-12-31$145,195
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : SIMPSON EMPLOYEES RETIREMENT TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$80,090,292
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$48,797,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$47,016,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,305,000
Value of total assets at end of year2017-12-31$637,459,748
Value of total assets at beginning of year2017-12-31$606,166,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,781,170
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$369,494
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$1,252,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$31,292,794
Value of net assets at end of year (total assets less liabilities)2017-12-31$637,459,748
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$606,166,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$632,154,748
Value of interest in master investment trust accounts at beginning of year2017-12-31$586,166,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,305,000
Employer contributions (assets) at end of year2017-12-31$5,305,000
Employer contributions (assets) at beginning of year2017-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,016,328
Contract administrator fees2017-12-31$158,919
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : SIMPSON EMPLOYEES RETIREMENT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$60,383,814
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,778,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$42,289,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,000,000
Value of total assets at end of year2016-12-31$606,166,954
Value of total assets at beginning of year2016-12-31$590,561,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,488,946
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$434,173
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$1,932,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,604,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$606,166,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$590,561,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$586,166,954
Value of interest in master investment trust accounts at beginning of year2016-12-31$575,561,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,000,000
Employer contributions (assets) at end of year2016-12-31$20,000,000
Employer contributions (assets) at beginning of year2016-12-31$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,289,878
Contract administrator fees2016-12-31$121,955
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : SIMPSON EMPLOYEES RETIREMENT TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,825,495
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,056,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,352,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,000,000
Value of total assets at end of year2015-12-31$590,561,964
Value of total assets at beginning of year2015-12-31$623,793,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,704,773
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$475,810
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$1,126,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-33,231,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$590,561,964
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$623,793,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$575,561,964
Value of interest in master investment trust accounts at beginning of year2015-12-31$598,793,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,000,000
Employer contributions (assets) at end of year2015-12-31$15,000,000
Employer contributions (assets) at beginning of year2015-12-31$25,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,352,057
Contract administrator fees2015-12-31$102,609
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : SIMPSON EMPLOYEES RETIREMENT TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$427,845,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$49,787,974
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$27,530,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,642,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,267,000
Value of total assets at end of year2014-12-31$623,793,299
Value of total assets at beginning of year2014-12-31$173,690,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,887,524
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$395,328
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$1,397,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$22,257,507
Value of net assets at end of year (total assets less liabilities)2014-12-31$623,793,299
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$173,690,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$598,793,299
Value of interest in master investment trust accounts at beginning of year2014-12-31$123,690,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$28,267,000
Employer contributions (assets) at end of year2014-12-31$25,000,000
Employer contributions (assets) at beginning of year2014-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,642,943
Contract administrator fees2014-12-31$94,982
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318

Form 5500 Responses for SIMPSON EMPLOYEES RETIREMENT TRUST

2022: SIMPSON EMPLOYEES RETIREMENT TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIMPSON EMPLOYEES RETIREMENT TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIMPSON EMPLOYEES RETIREMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIMPSON EMPLOYEES RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIMPSON EMPLOYEES RETIREMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIMPSON EMPLOYEES RETIREMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIMPSON EMPLOYEES RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIMPSON EMPLOYEES RETIREMENT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIMPSON EMPLOYEES RETIREMENT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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