How big is Andrew Simmons CPA, PC's plan?

Andrew Simmons CPA, PC's plan reported $40K in assets and 7 participants for 2024.

Original filing (PDF)20250724112251NAL0011243634001

Andrew Simmons CPA, PC

Name: Andrew Simmons CPA, PC — Andrew Simmons CPA, PC, Form 5500 (2024)
Creator: Andrew Simmons CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew Simmons CPA, PC Retirement Trust

401(k) retirement plan · Andrew Simmons CPA, PC's Andrew Simmons CPA, PC Retirement Trust held $40K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Plan Sponsor signed Andrew Simmons CPA, PC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Andrew Simmons CPA, PC's EIN is 54-2186484.

EIN 54-2186484

Plan number 001

Plan year 2024

ACK ID 20250724112251NAL0011243634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew Simmons CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew Simmons CPA, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW SIMMONS CPA, PC.

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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