How big is SIMS-Thaxton Group, LLC's plan?

SIMS-Thaxton Group, LLC's plan reported $206K in assets and 5 participants for 2024.

Original filing (PDF)20250916120916NAL0001935873001

SIMS-Thaxton Group, LLC

Name: SIMS-Thaxton Group, LLC — SIMS-Thaxton Insurance, Form 5500 (2024)
Creator: SIMS-Thaxton Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIMS-Thaxton Insurance Group LLC 401(k) Plan

401(k) retirement plan · SIMS-Thaxton Group, LLC's SIMS-Thaxton Insurance Group LLC 401(k) Plan held $206K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

People on this filing

Calvin Thaxton Jr. signed SIMS-Thaxton Group, LLC's 2024 Form 5500 as plan administrator.

Calvin Thaxton Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SIMS-Thaxton Group, LLC's EIN is 03-0546727.

EIN 03-0546727

Plan number 001

Plan year 2024

ACK ID 20250916120916NAL0001935873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SIMS-Thaxton Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SIMS-Thaxton Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMS-THAXTON GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score