How big is Joseph Simeone's plan?

Joseph Simeone's plan reported $2.0M in assets and 4 participants for 2025.

Original filing (PDF)20260410105732NAL0014294128001

Joseph Simeone

Name: Joseph Simeone — Joseph Simeone 401(k) Plan, Form 5500 (2025)
Creator: Joseph Simeone
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Simeone 401(k) Plan

401(k) retirement plan · Joseph Simeone's Joseph Simeone 401(k) Plan held $2.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Joseph Simeone signed Joseph Simeone's 2025 Form 5500 as plan administrator.

Joseph Simeone — 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

Joseph Simeone's EIN is 11-3529129.

EIN 11-3529129

Plan number 001

Plan year 2025

ACK ID 20260410105732NAL0014294128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph Simeone from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph Simeone's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

JOSEPH SIMEONE

EIN

all filings

Address

103 BROADWAY · GREENLAWN, NY · 11740

Phone

—

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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