Original filing (PDF)20240731080948NAL0021907761001

SIMON RESOURCES, INC.

Name: SIMON RESOURCES, INC. — SIMON RESOURCES, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SIMON RESOURCES, INC.

Form 5500-SF

FILING_RECEIVED

SIMON RESOURCES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 RESOURCES, INC..

Plan sponsor

Name

SIMON RESOURCES, INC.

EIN

23-2129230

Address

P.O. BOX 3275 · WILLIAMSPORT, PA · 17701

Phone

(570) 326-9431

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-30

Filed

2024-07-31

Pension benefit codes

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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