Original filing (PDF)20250423095246NAL0005731105001

JOSEPH SIMEONE

Name: JOSEPH SIMEONE — JOSEPH SIMEONE 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH SIMEONE

Form 5500-SF

FILING_RECEIVED

JOSEPH SIMEONE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH SIMEONE.

Plan sponsor

Name

JOSEPH SIMEONE

EIN

11-3529129

Address

103 BROADWAY · GREENLAWN, NY · 11740

Phone

(631) 757-7115

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

FRALEIGH & RAKOW, INC.

FRALEIGH & RAKOW, INC. 401(K) PLAN

$1.6M · 12 participants

MCLEAN INSURANCE

MCLEAN INSURANCE 401(K) PLAN

$1.6M · 8 participants

THE BULOW GROUP, INC.

THE BULOW GROUP, INC 401(K) PROFIT SHARING PLAN

$1.6M · 24 participants

WEALTH PLANNING NETWORK 1, INC.

SENIOR PLANNING NETWORK, LLC DEFINED BENEFIT PENSION PLAN & TRUST

$1.6M · 1 participants

A. K. HOLLOWAY INSURANCE AGENCY, INC.

A. K. HOLLOWAY INSURANCE AGENCY, INC. PROFIT SHARING PLAN