How big is Simons Young and Associates' plan?

Simons Young and Associates' plan reported $346K in assets and 4 participants for 2024.

Original filing (PDF)20250730132317NAL0005665488001

Simons Young and Associates

Name: Simons Young and Associates — Simons Young and, Form 5500 (2024)
Creator: Simons Young and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simons Young and Associates Profit Sharing Plan

401(k) retirement plan · Simons Young and Associates' Simons Young and Associates Profit Sharing Plan held $346K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Simons Young signed Simons Young and Associates' 2024 Form 5500 as plan administrator.

Simons Young — 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

Simons Young and Associates' EIN is 26-4747674.

EIN 26-4747674

Plan number 001

Plan year 2024

ACK ID 20250730132317NAL0005665488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simons Young and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simons Young and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score