How big is Theodore Simon Esquire's plan?

Theodore Simon Esquire's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20251014151301NAL0001595731003

Theodore Simon Esquire

Name: Theodore Simon Esquire — Theodore Simon Esquire MPPP, Form 5500 (2024)
Creator: Theodore Simon Esquire
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theodore Simon Esquire MPPP CB&T Trustee

Defined-contribution retirement plan · Theodore Simon Esquire's Theodore Simon Esquire MPPP CB&T Trustee held $1.3M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Theodore Simon Esquire's EIN is 23-2088468.

EIN 23-2088468

Plan number 003

Plan year 2024

ACK ID 20251014151301NAL0001595731003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Theodore Simon Esquire from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Theodore Simon Esquire's plan includes money-purchase contributions.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score