How big is Simon Financial Group LLC's plan?

Simon Financial Group LLC's plan reported $66K in assets and 3 participants for 2024.

Original filing (PDF)20250425114449NAL0008817857001

Simon Financial Group LLC

Name: Simon Financial Group LLC — Simon Financial Group, Form 5500 (2024)
Creator: Simon Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Simon Financial Group LLC's Simon Financial Group LLC 401(k) Profit Sharing Plan & Trust held $66K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

David Quinlan signed Simon Financial Group LLC's 2024 Form 5500 as plan administrator.

David Quinlan — 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

Simon Financial Group LLC's EIN is 46-3096026.

EIN 46-3096026

Plan number 001

Plan year 2024

ACK ID 20250425114449NAL0008817857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Financial Group LLC'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 SIMON FINANCIAL GROUP LLC.

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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