How big is Britt J Simon's plan?

Britt J Simon's plan reported $721K in assets and 6 participants for 2024.

Original filing (PDF)20250411085058NAL0035764912001

Britt J Simon

Name: Britt J Simon — Simon Law Group LLC 401(k) Profit, Form 5500 (2024)
Creator: Britt J Simon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Law Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Britt J Simon's Simon Law Group LLC 401(k) Profit Sharing Plan & Trust held $721K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

People on this filing

Laura Simon signed Britt J Simon's 2024 Form 5500 as plan administrator.

Laura Simon — 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

Britt J Simon's EIN is 27-0959148.

EIN 27-0959148

Plan number 001

Plan year 2024

ACK ID 20250411085058NAL0035764912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Britt J Simon's 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 BRITT J SIMON.

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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