How big is Simplifi Business, Inc.'s plan?

Simplifi Business, Inc.'s plan reported $2.3M in assets and 88 participants for 2024.

Original filing (PDF)20250605112309NAL0008454915001

Simplifi Business, Inc.

Name: Simplifi Business, Inc. — Simplifi Business, Inc., Form 5500 (2024)
Creator: Simplifi Business, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplifi Business, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Simplifi Business, Inc.'s Simplifi Business, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Scott Parker signed Simplifi Business, Inc.'s 2024 Form 5500 as plan administrator.

Scott Parker — 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

Simplifi Business, Inc.'s EIN is 20-1742808.

EIN 20-1742808

Plan number 003

Plan year 2024

ACK ID 20250605112309NAL0008454915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simplifi Business, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simplifi Business, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off