How big is MJ Simon and Company's plan?

MJ Simon and Company's plan reported $244K in assets and 3 participants for 2024.

Original filing (PDF)20250417114551NAL0000490851001

MJ Simon and Company

Name: MJ Simon and Company — MJ Simon and Company 401(k), Form 5500 (2024)
Creator: MJ Simon and Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MJ Simon and Company 401(k) Plan

401(k) retirement plan · MJ Simon and Company's MJ Simon and Company 401(k) Plan held $244K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

People on this filing

Kimberly Reed signed MJ Simon and Company's 2024 Form 5500 as plan administrator.

Kimberly Reed — 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

MJ Simon and Company's EIN is 26-0524504.

EIN 26-0524504

Plan number 001

Plan year 2024

ACK ID 20250417114551NAL0000490851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MJ Simon and Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score