How big is Simms & Montgomery Inc.'s plan?

Simms & Montgomery Inc.'s plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250731145124NAL0006216817001

Simms & Montgomery Inc.

Name: Simms & Montgomery Inc. — Form 5500 (2024)
Creator: Simms & Montgomery Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Simms & Montgomery Inc. held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

John Pettus signed Simms & Montgomery Inc.'s 2024 Form 5500 as plan administrator.

John Pettus — 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

Simms & Montgomery Inc.'s EIN is 61-0598450.

EIN 61-0598450

Plan number 001

Plan year 2024

ACK ID 20250731145124NAL0006216817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simms & Montgomery Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simms & Montgomery Inc.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMMS & MONTGOMERY INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

SIMMS & MONTGOMERY INC

EIN

all filings

Address

PO BOX 272 · SPRINGFIELD, KY · 400690272

Phone

(859) 336-3937

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-07-31

Pension benefit codes

2C · Money purchase (other than target benefit)

2H · Partial participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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