Original filing (PDF)20250917094749NAL0000335664001

J.E. SIMMONS & CO., P.C.

Name: J.E. SIMMONS & CO., P.C. — J.E. SIMMONS & CO., P.C. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: J.E. SIMMONS & CO., P.C.

Form 5500-SF

FILING_RECEIVED

J.E. SIMMONS & CO., P.C. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.E. SIMMONS & CO., P.C..

Plan sponsor

Name

J.E. SIMMONS & CO., P.C.

EIN

75-2291994

Address

15770 N. DALLAS PARKWAY, STE. 150 · DALLAS, TX · 752486608

Phone

(972) 404-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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