Original filing (PDF)20251006151825NAL0009397522001

SIMON KELVINGTON, LLC

Name: SIMON KELVINGTON, LLC — SIMON KELVINGTON, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SIMON KELVINGTON, LLC

Form 5500-SF

FILING_RECEIVED

SIMON KELVINGTON, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SIMON KELVINGTON, LLC

EIN

26-3820974all filings

Address

2700 WESTHALL LANE · SUITE 132 · MAITLAND, FL · 32751

Phone

(407) 782-7930

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MAXVAL TAX & ACCOUNTING, INC.

MAXVAL TAX & ACCOUNTING, INC. PENSION PLAN

$140K · 3 participants

JYK ACCOUNTANCY CORPORATION

JYK ACCOUNTANCY CORPORATION RETIREMENT PLAN

$140K · 7 participants

ALLAN N. COHEN CPA, P.C.

ALLAN N. COHEN P.C. 401K PLAN & TRUST

$140K · 1 participants

HONGXIN WEALTH & TAX PLANNING GROUP (US) LLC

HONGXIN ACCOUNTING AND FINANCIAL 401(K) PLAN

$140K · 3 participants

SENTINEL TAX ADVISORS LLC

SENTINEL TAX ADVISORS LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.