How big is Simon's Agency, Inc.'s plan?

Simon's Agency, Inc.'s plan reported $990K in assets and 24 participants for 2025.

Original filing (PDF)20260510164959NAL0006597792001

Simon's Agency, Inc.

Name: Simon's Agency, Inc. — Simon's Agency, Inc. 401(k), Form 5500 (2025)
Creator: Simon's Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon's Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Simon's Agency, Inc.'s Simon's Agency, Inc. 401(k) Profit Sharing Plan held $990K in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$990K

People on this filing

Dorothy Schaefer-Pfaff signed Simon's Agency, Inc.'s 2025 Form 5500 as plan administrator.

Dorothy Schaefer-Pfaff — 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

Simon's Agency, Inc.'s EIN is 16-1287073.

EIN 16-1287073

Plan number 001

Plan year 2025

ACK ID 20260510164959NAL0006597792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simon's Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simon's Agency, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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