Original filing (PDF)20230330101634NAL0038612337001

SIMON - MEYER LLC

Name: SIMON - MEYER LLC — SIMON - MEYER LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: SIMON - MEYER LLC

Form 5500-SF

FILING_RECEIVED

SIMON - MEYER LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMON - MEYER LLC.

Plan sponsor

Name

SIMON - MEYER LLC

EIN

47-0912434

Address

4254 GA HWY 120 · BUCHANAN, GA · 301131148

Phone

(404) 249-8544

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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