Original filing (PDF)20250709135911NAL0008195152001

SIMON MILLER SALES COMPANY

Name: SIMON MILLER SALES COMPANY — SIMON MILLER SALES COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON MILLER SALES COMPANY

Form 5500-SF

FILING_RECEIVED

SIMON MILLER SALES COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 SIMON MILLER SALES COMPANY.

Plan sponsor

Name

SIMON MILLER SALES COMPANY

EIN

23-1689630

Address

3409 WEST CHESTER PIKE · SUITE 204 · NEWTOWN SQUARE, PA · 19073

Phone

(215) 923-3600

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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