How big is Daniel K. Simon, a Professional Corporation's plan?

Daniel K. Simon, a Professional Corporation's plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20250930122125NAL0013185856001

Daniel K. Simon, a Professional Corporation

Name: Daniel K. Simon, a Professional Corporation — Form 5500 Plan 004 (2024)
Creator: Daniel K. Simon, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel K. Simon, Attorney at Law 401(k) Profit Sharing Plan

401(k) retirement plan · Daniel K. Simon, a Professional Corporation's Daniel K. Simon, Attorney at Law 401(k) Profit Sharing Plan held $3.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Daniel K. Simon, a Professional Corporation's EIN is 46-5669021.

EIN 46-5669021

Plan number 004

Plan year 2024

ACK ID 20250930122125NAL0013185856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel K. Simon, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel K. Simon, a Professional Corporation's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL K. SIMON, A PROFESSIONAL CORPORATION.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

DANIEL K. SIMON, A PROFESSIONAL CORPORATION

EIN

all filings

Address

1114 STATE STREET, SUITE 221 · SANTA BARBARA, CA · 93101

Phone

(805) 963-6604

Industry

Law Offices· Professional & Technical Services

Plan administrator