Back to filter
Original filing (PDF)20230717114954NAL0037263696001
SIMONS SANDERS, INC.
Form 5500-SF
FILING_RECEIVED
SIMONS SANDERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMONS SANDERS, INC..
Plan sponsor
Name
SIMONS SANDERS, INC.
EIN
52-1377722
Address
1510 H ST., 5TH FLOOR · WASHINGTON, DC · 20005
Phone
(202) 776-5000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
WILLIAM P. SIMONS IV
EIN
52-1377722
City
FALLS CHURCH, VA
Phone
(202) 776-5000
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
BETH BAKER
BETH BAKER PROFIT SHARING PLAN
$4.8M · 6 participants
INNOVATIVE INSURANCE CONSULTANTS, INC.
INNOVATIVE INSURANCE CONSULTANTS, INC. 401K PLAN
$4.8M · 8 participants
THRELKELD & COMPANY INSURANCE, INC.
THRELKELD & COMPANY, INC. 401(K) PLAN
$4.8M · 40 participants
DEMPSEY ASSOCIATES
DEMPSEY BENEFIT GROUP
$4.8M · 2 participants
MB SCHOEN & ASSOCIATES, INC.
MB SCHOEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 19 participants
DANIEL N. STEINBERG
DANIEL N. STEINBERG PROFIT SHARING PLAN
$4.8M · 3 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants