Original filing (PDF)20250924175956NAL0009555155001

SIMPLE WORLDWIDE LLP

Name: SIMPLE WORLDWIDE LLP — SIMPLE WORLDWIDE LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMPLE WORLDWIDE LLP

Form 5500-SF

FILING_RECEIVED

SIMPLE WORLDWIDE LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SIMPLE WORLDWIDE LLP.

Plan sponsor

Name

SIMPLE WORLDWIDE LLP

EIN

16-1749147

Address

207 CAMARS DR · WARMINSTER, PA · 189743876

Phone

(215) 396-6601

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MICHAEL SELVERNE

MICHAEL SELVERNE CASH BALANCE PLAN

$1.1M · 2 participants

CARL G. LEBO, D.D.S., P.C.

CARL G. LEBO, D.D.S., P.C. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST

$1.1M · 5 participants

PERSPECTIVE GROUP LLC

PERSPECTIVE GROUP LLC 401(K) PROFIT SHARING PLAN

$1.1M · 6 participants

ADVANCED LIGHTING & SOUND

ADVANCED LIGHTING & SOUND 401K PLAN

$1.1M · 16 participants

INVINITY ENERGY SYSTEMS (US) CORPORATION

INVINITY ENERGY SYSTEMS (US) CORPORATION 401(K) PLAN