Sims Financial Services, LLC

Wayne, PA

Pennsylvania

Registered In

09/21/2001

Incorp. Date

Company Summary

Sims Financial Services, LLC in Wayne, PA was registered on 09/21/2001. It is listed at 531 E Lancaster Ave, Wayne, Pa 19087.

Registered In: Pennsylvania
Incorporation Date: 09/21/2001
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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531 E LANCASTER AVE, WAYNE, PA 19087 View Map

Financial Information for Sims Financial Services, LLC

Form 5500

SIMS FINANCIAL SERVICES, LLC

125 Strafford Avenue, Suite 305, Wayne, Pa 19087 (610) 687-5050 EIN:23-3093490 Plan Admin:Sims Financial Services Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSIMS FINANCIAL SERVICES LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,420,046 / $1,572,119	2023	SIMS FINANCIAL SERVICES LLC RETIREMENT PLAN - Plan #001	5 / 5	$1,420,046 / $1,572,119
2022	Plan NameSIMS FINANCIAL SERVICES LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0	2022	SIMS FINANCIAL SERVICES LLC RETIREMENT PLAN - Plan #001	5 / 5	$0 / $0
2021	Plan NameSIMS FINANCIAL SERVICES LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$0 / $0	2021	SIMS FINANCIAL SERVICES LLC RETIREMENT PLAN - Plan #001	4 / 5	$0 / $0
2020	Plan NameSIMS FINANCIAL SERVICES LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$0 / $0	2020	SIMS FINANCIAL SERVICES LLC RETIREMENT PLAN - Plan #001	5 / 4	$0 / $0
2019	Plan NameSIMS FINANCIAL SERVICES LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $0	2019	SIMS FINANCIAL SERVICES LLC RETIREMENT PLAN - Plan #001	5 / 5	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SIMS FINANCIAL SERVICES LLC

150 Strafford Ave, Wayne, Pa 19087-3114 Industry:Open-End Investment Funds

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$60,500 Forgiven$61,031 LenderFidelity Deposit and Discount Bank Jobs4	04/27/2020	$60,500	$61,031	Fidelity Deposit and Discount Bank	4

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration

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