LISA SIMS INS AND FIN SRVS INC
Plan context: LISA SIMS INS AND FIN SRVS INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-2436604 • Sugar Land, TX • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$186,272
2025 Contributions
$42,892
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $186,272 | $42,892 | $8,578iApproximate average salary by contribution assumption: employee only about $214,460 at 4% or $142,973 at 6%; with 50% employer match about $142,973 at 4% or $95,316 at 6%; with 100% employer match about $107,230 at 4% or $71,487 at 6%. |
| LISA SIMS INS AND FIN SRVS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $186,272 | $42,892 | $8,578iApproximate average salary by contribution assumption: employee only about $214,460 at 4% or $142,973 at 6%; with 50% employer match about $142,973 at 4% or $95,316 at 6%; with 100% employer match about $107,230 at 4% or $71,487 at 6%. |
| 2024 | 1 | 5 | $125,704 | $41,265 | $8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%. |
| LISA SIMS INS AND FIN SRVS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $125,704 | $41,265 | $8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%. |
| 2023 | 1 | 5 | $72,081 | $27,885 | $5,577iApproximate average salary by contribution assumption: employee only about $139,425 at 4% or $92,950 at 6%; with 50% employer match about $92,950 at 4% or $61,967 at 6%; with 100% employer match about $69,713 at 4% or $46,475 at 6%. |
| LISA SIMS INS AND FIN SRVS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $72,081 | $27,885 | $5,577iApproximate average salary by contribution assumption: employee only about $139,425 at 4% or $92,950 at 6%; with 50% employer match about $92,950 at 4% or $61,967 at 6%; with 100% employer match about $69,713 at 4% or $46,475 at 6%. |