Plan Snapshot
- Plan Sponsor: Simpson Memorial Home, INC.
- Sponsor EIN: 420950871
- Sponsor Address: 1000 N MILLER ST, WEST LIBERTY, IA, 527761102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 131
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 131 | $1.1M | $0 | $0 |
| 2024 | 115 | $833,196 | $37,282 | $88,947 |
| 2023 | 116 | $667,642 | $40,165 | $82,809 |
| 2022 | 107 | $512,372 | $45,625 | $81,113 |