How big is McGarry and Simon's plan?

McGarry and Simon's plan reported $283K in assets and 2 participants for 2023.

Original filing (PDF)20241003160010NAL0005896947001

McGarry and Simon

Name: McGarry and Simon — McGarry and Simon 401(k) Plan, Form 5500 (2023)
Creator: McGarry and Simon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGarry and Simon 401(k) Plan

401(k) retirement plan · McGarry and Simon's McGarry and Simon 401(k) Plan held $283K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

William a Simon signed McGarry and Simon's 2023 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 002

Plan year 2023

ACK ID 20241003160010NAL0005896947001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McGarry and Simon from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McGarry and Simon's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

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