Fidelity bond in place
No
Filing5531 Langston BlvdArlington, VA 22207
Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust
Sid Simmonds, CPA Ltd. • EIN 54-1396098 • Arlington, VA • Plan year 2000
Filing Insights
Participants
Down6 → 5
-1 • -16.67%
Assets
Up$160,355 → $371,539
$211,184 • 131.70%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $211,184
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 0 | $0 | - | - |
| 2024 | 1 | 3 | $3,286,571 | $41,198 | $13,733iApproximate average salary by contribution assumption: employee only about $343,317 at 4% or $228,878 at 6%; with 50% employer match about $228,878 at 4% or $152,585 at 6%; with 100% employer match about $171,658 at 4% or $114,439 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 3 | $3,286,571 | $41,198 | $13,733iApproximate average salary by contribution assumption: employee only about $343,317 at 4% or $228,878 at 6%; with 50% employer match about $228,878 at 4% or $152,585 at 6%; with 100% employer match about $171,658 at 4% or $114,439 at 6%. |
| 2023 | 1 | 4 | $3,151,012 | $93,528 | $23,382iApproximate average salary by contribution assumption: employee only about $584,550 at 4% or $389,700 at 6%; with 50% employer match about $389,700 at 4% or $259,800 at 6%; with 100% employer match about $292,275 at 4% or $194,850 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 4 | $3,151,012 | $93,528 | $23,382iApproximate average salary by contribution assumption: employee only about $584,550 at 4% or $389,700 at 6%; with 50% employer match about $389,700 at 4% or $259,800 at 6%; with 100% employer match about $292,275 at 4% or $194,850 at 6%. |
| 2022 | 1 | 6 | $3,941,462 | $117,713 | $19,619iApproximate average salary by contribution assumption: employee only about $490,471 at 4% or $326,981 at 6%; with 50% employer match about $326,981 at 4% or $217,987 at 6%; with 100% employer match about $245,235 at 4% or $163,490 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $3,941,462 | $117,713 | $19,619iApproximate average salary by contribution assumption: employee only about $490,471 at 4% or $326,981 at 6%; with 50% employer match about $326,981 at 4% or $217,987 at 6%; with 100% employer match about $245,235 at 4% or $163,490 at 6%. |
| 2021 | 1 | 7 | $6,715,126 | $148,911 | $21,273iApproximate average salary by contribution assumption: employee only about $531,825 at 4% or $354,550 at 6%; with 50% employer match about $354,550 at 4% or $236,367 at 6%; with 100% employer match about $265,913 at 4% or $177,275 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 7 | $6,715,126 | $148,911 | $21,273iApproximate average salary by contribution assumption: employee only about $531,825 at 4% or $354,550 at 6%; with 50% employer match about $354,550 at 4% or $236,367 at 6%; with 100% employer match about $265,913 at 4% or $177,275 at 6%. |
| 2020 | 1 | 7 | $5,666,761 | $148,904 | $21,272iApproximate average salary by contribution assumption: employee only about $531,800 at 4% or $354,533 at 6%; with 50% employer match about $354,533 at 4% or $236,356 at 6%; with 100% employer match about $265,900 at 4% or $177,267 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 7 | $5,666,761 | $148,904 | $21,272iApproximate average salary by contribution assumption: employee only about $531,800 at 4% or $354,533 at 6%; with 50% employer match about $354,533 at 4% or $236,356 at 6%; with 100% employer match about $265,900 at 4% or $177,267 at 6%. |
| 2019 | 1 | 8 | $4,407,129 | $149,421 | $18,678iApproximate average salary by contribution assumption: employee only about $466,941 at 4% or $311,294 at 6%; with 50% employer match about $311,294 at 4% or $207,529 at 6%; with 100% employer match about $233,470 at 4% or $155,647 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 8 | $4,407,129 | $149,421 | $18,678iApproximate average salary by contribution assumption: employee only about $466,941 at 4% or $311,294 at 6%; with 50% employer match about $311,294 at 4% or $207,529 at 6%; with 100% employer match about $233,470 at 4% or $155,647 at 6%. |
| 2018 | 1 | 9 | $3,289,209 | $125,731 | $13,970iApproximate average salary by contribution assumption: employee only about $349,253 at 4% or $232,835 at 6%; with 50% employer match about $232,835 at 4% or $155,223 at 6%; with 100% employer match about $174,626 at 4% or $116,418 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 9 | $3,289,209 | $125,731 | $13,970iApproximate average salary by contribution assumption: employee only about $349,253 at 4% or $232,835 at 6%; with 50% employer match about $232,835 at 4% or $155,223 at 6%; with 100% employer match about $174,626 at 4% or $116,418 at 6%. |
| 2017 | 1 | 9 | $3,366,821 | $202,353 | $22,484iApproximate average salary by contribution assumption: employee only about $562,092 at 4% or $374,728 at 6%; with 50% employer match about $374,728 at 4% or $249,819 at 6%; with 100% employer match about $281,046 at 4% or $187,364 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 9 | $3,366,821 | $202,353 | $22,484iApproximate average salary by contribution assumption: employee only about $562,092 at 4% or $374,728 at 6%; with 50% employer match about $374,728 at 4% or $249,819 at 6%; with 100% employer match about $281,046 at 4% or $187,364 at 6%. |
| 2016 | 1 | 9 | $2,571,457 | $107,146 | $11,905iApproximate average salary by contribution assumption: employee only about $297,628 at 4% or $198,419 at 6%; with 50% employer match about $198,419 at 4% or $132,279 at 6%; with 100% employer match about $148,814 at 4% or $99,209 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 9 | $2,571,457 | $107,146 | $11,905iApproximate average salary by contribution assumption: employee only about $297,628 at 4% or $198,419 at 6%; with 50% employer match about $198,419 at 4% or $132,279 at 6%; with 100% employer match about $148,814 at 4% or $99,209 at 6%. |
| 2015 | 1 | 9 | $2,293,443 | $105,152 | $11,684iApproximate average salary by contribution assumption: employee only about $292,089 at 4% or $194,726 at 6%; with 50% employer match about $194,726 at 4% or $129,817 at 6%; with 100% employer match about $146,044 at 4% or $97,363 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 9 | $2,293,443 | $105,152 | $11,684iApproximate average salary by contribution assumption: employee only about $292,089 at 4% or $194,726 at 6%; with 50% employer match about $194,726 at 4% or $129,817 at 6%; with 100% employer match about $146,044 at 4% or $97,363 at 6%. |
| 2014 | 1 | 6 | $2,171,871 | $129,331 | $21,555iApproximate average salary by contribution assumption: employee only about $538,879 at 4% or $359,253 at 6%; with 50% employer match about $359,253 at 4% or $239,502 at 6%; with 100% employer match about $269,440 at 4% or $179,626 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $2,171,871 | $129,331 | $21,555iApproximate average salary by contribution assumption: employee only about $538,879 at 4% or $359,253 at 6%; with 50% employer match about $359,253 at 4% or $239,502 at 6%; with 100% employer match about $269,440 at 4% or $179,626 at 6%. |
| 2013 | 1 | 6 | $1,862,149 | $117,352 | $19,559iApproximate average salary by contribution assumption: employee only about $488,967 at 4% or $325,978 at 6%; with 50% employer match about $325,978 at 4% or $217,319 at 6%; with 100% employer match about $244,483 at 4% or $162,989 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $1,862,149 | $117,352 | $19,559iApproximate average salary by contribution assumption: employee only about $488,967 at 4% or $325,978 at 6%; with 50% employer match about $325,978 at 4% or $217,319 at 6%; with 100% employer match about $244,483 at 4% or $162,989 at 6%. |
| 2012 | 1 | 6 | $1,559,075 | $102,026 | $17,004iApproximate average salary by contribution assumption: employee only about $425,108 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,937 at 6%; with 100% employer match about $212,554 at 4% or $141,703 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $1,559,075 | $102,026 | $17,004iApproximate average salary by contribution assumption: employee only about $425,108 at 4% or $283,406 at 6%; with 50% employer match about $283,406 at 4% or $188,937 at 6%; with 100% employer match about $212,554 at 4% or $141,703 at 6%. |
| 2011 | 1 | 6 | $1,275,162 | $90,056 | $15,009iApproximate average salary by contribution assumption: employee only about $375,233 at 4% or $250,156 at 6%; with 50% employer match about $250,156 at 4% or $166,770 at 6%; with 100% employer match about $187,617 at 4% or $125,078 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $1,275,162 | $90,056 | $15,009iApproximate average salary by contribution assumption: employee only about $375,233 at 4% or $250,156 at 6%; with 50% employer match about $250,156 at 4% or $166,770 at 6%; with 100% employer match about $187,617 at 4% or $125,078 at 6%. |
| 2010 | 1 | 6 | $1,212,805 | $90,910 | $15,152iApproximate average salary by contribution assumption: employee only about $378,792 at 4% or $252,528 at 6%; with 50% employer match about $252,528 at 4% or $168,352 at 6%; with 100% employer match about $189,396 at 4% or $126,264 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $1,212,805 | $90,910 | $15,152iApproximate average salary by contribution assumption: employee only about $378,792 at 4% or $252,528 at 6%; with 50% employer match about $252,528 at 4% or $168,352 at 6%; with 100% employer match about $189,396 at 4% or $126,264 at 6%. |
| 2009 | 1 | 6 | $950,174 | $90,767 | $15,128iApproximate average salary by contribution assumption: employee only about $378,196 at 4% or $252,131 at 6%; with 50% employer match about $252,131 at 4% or $168,087 at 6%; with 100% employer match about $189,098 at 4% or $126,065 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $950,174 | $90,767 | $15,128iApproximate average salary by contribution assumption: employee only about $378,196 at 4% or $252,131 at 6%; with 50% employer match about $252,131 at 4% or $168,087 at 6%; with 100% employer match about $189,098 at 4% or $126,065 at 6%. |
| 2008 | 1 | 6 | $633,578 | $89,291 | $14,882iApproximate average salary by contribution assumption: employee only about $372,046 at 4% or $248,031 at 6%; with 50% employer match about $248,031 at 4% or $165,354 at 6%; with 100% employer match about $186,023 at 4% or $124,015 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $633,578 | $89,291 | $14,882iApproximate average salary by contribution assumption: employee only about $372,046 at 4% or $248,031 at 6%; with 50% employer match about $248,031 at 4% or $165,354 at 6%; with 100% employer match about $186,023 at 4% or $124,015 at 6%. |
| 2007 | 1 | 7 | $923,791 | $104,918 | $14,988iApproximate average salary by contribution assumption: employee only about $374,707 at 4% or $249,805 at 6%; with 50% employer match about $249,805 at 4% or $166,537 at 6%; with 100% employer match about $187,354 at 4% or $124,902 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 7 | $923,791 | $104,918 | $14,988iApproximate average salary by contribution assumption: employee only about $374,707 at 4% or $249,805 at 6%; with 50% employer match about $249,805 at 4% or $166,537 at 6%; with 100% employer match about $187,354 at 4% or $124,902 at 6%. |
| 2006 | 1 | 6 | $754,038 | $102,540 | $17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $754,038 | $102,540 | $17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%. |
| 2005 | 1 | 6 | $588,753 | $89,519 | $14,920iApproximate average salary by contribution assumption: employee only about $372,996 at 4% or $248,664 at 6%; with 50% employer match about $248,664 at 4% or $165,776 at 6%; with 100% employer match about $186,498 at 4% or $124,332 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $588,753 | $89,519 | $14,920iApproximate average salary by contribution assumption: employee only about $372,996 at 4% or $248,664 at 6%; with 50% employer match about $248,664 at 4% or $165,776 at 6%; with 100% employer match about $186,498 at 4% or $124,332 at 6%. |
| 2004 | 1 | 6 | $461,836 | $68,302 | $11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $461,836 | $68,302 | $11,384iApproximate average salary by contribution assumption: employee only about $284,592 at 4% or $189,728 at 6%; with 50% employer match about $189,728 at 4% or $126,485 at 6%; with 100% employer match about $142,296 at 4% or $94,864 at 6%. |
| 2003 | 1 | 6 | $353,019 | $56,384 | $9,397iApproximate average salary by contribution assumption: employee only about $234,933 at 4% or $156,622 at 6%; with 50% employer match about $156,622 at 4% or $104,415 at 6%; with 100% employer match about $117,467 at 4% or $78,311 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | $353,019 | $56,384 | $9,397iApproximate average salary by contribution assumption: employee only about $234,933 at 4% or $156,622 at 6%; with 50% employer match about $156,622 at 4% or $104,415 at 6%; with 100% employer match about $117,467 at 4% or $78,311 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 6 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | - | 5 | - | - | - |
| 2000 | 1 | 5 | $371,539 | $174,004 | $34,801iApproximate average salary by contribution assumption: employee only about $870,020 at 4% or $580,013 at 6%; with 50% employer match about $580,013 at 4% or $386,676 at 6%; with 100% employer match about $435,010 at 4% or $290,007 at 6%. |
| Sid Simmonds, CPA Ltd. Employee Savings & Retirement Plan and Trust | Current | 5 | $371,539 | $174,004 | $34,801iApproximate average salary by contribution assumption: employee only about $870,020 at 4% or $580,013 at 6%; with 50% employer match about $580,013 at 4% or $386,676 at 6%; with 100% employer match about $435,010 at 4% or $290,007 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$371,539$211,184 change
Balance Sheet
Beginning and end of plan year.
Total assets$160,355$371,539Increase +$211,184 (131.70%)
Total liabilities$0$0No change $0
Net assets$160,355$371,539Increase +$211,184 (131.70%)
Contributions
Employer contributions$15,840
Participant contributions$25,668
Other contributions$132,496
Income & Expenses
Total income$211,184
Total expenses$0
Net income$211,184
Source fields
- Schedule I source fields
- Filing Id
- 84037080048292
- Schedule I EIN
- 54-1396098
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $160,355
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $160,355
- Small plan total assets at end of year
- $371,539
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $371,539
- Small plan employer contributions
- $15,840
- Small plan participant contributions
- $25,668
- Small Oth Contribution Rcvd Amount
- $132,496
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $37,180
- Small plan total income
- $211,184
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $211,184
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- No
- Small plan fidelity bond amount
- $0
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0