How big is Simensky, Engstrom & Associates, P.A.'s plan?

Simensky, Engstrom & Associates, P.A.'s plan reported $3.9M in assets and 3 participants for 2024.

Original filing (PDF)20250825155939NAL0003965571001

Simensky, Engstrom & Associates, P.A.

Name: Simensky, Engstrom & Associates, P.A. — Simensky, Form 5500 (2024)
Creator: Simensky, Engstrom & Associates, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simensky Engstrom and Associates PA PSP

401(k) retirement plan · Simensky, Engstrom & Associates, P.A.'s Simensky Engstrom and Associates PA PSP held $3.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Aubrey G Engstrom Jr. signed Simensky, Engstrom & Associates, P.A.'s 2024 Form 5500 as plan administrator.

Aubrey G Engstrom Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simensky, Engstrom & Associates, P.A.'s EIN is 01-0353028.

EIN 01-0353028

Plan number 002

Plan year 2024

ACK ID 20250825155939NAL0003965571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simensky, Engstrom & Associates, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simensky, Engstrom & Associates, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMENSKY, ENGSTROM & ASSOCIATES, P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SIMENSKY, ENGSTROM & ASSOCIATES, P.A.

EIN

all filings

Address

268 MAIN STREET · SACO, ME · 04072

Phone

(207) 284-5943

Industry

CPA Offices· Professional & Technical Services

Plan administrator