How big is McGarry and Simon's plan?

McGarry and Simon's plan reported $242K in assets and 1 participants for 2022.

Original filing (PDF)20230615153703NAL0077260978001

McGarry and Simon

Name: McGarry and Simon — McGarry and Simon Profit Sharing, Form 5500 (2022)
Creator: McGarry and Simon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGarry and Simon Profit Sharing Plan

Defined-contribution retirement plan · McGarry and Simon's McGarry and Simon Profit Sharing Plan held $242K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

William A. Simon signed McGarry and Simon's 2022 Form 5500 as plan administrator.

William A. Simon — 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

McGarry and Simon's EIN is 13-3636723.

EIN 13-3636723

Plan number 001

Plan year 2022

ACK ID 20230615153703NAL0077260978001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for McGarry and Simon from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

McGarry and Simon's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGARRY AND SIMON.

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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