How big is Simplified Impact's plan?

Simplified Impact's plan reported $31K in assets and 4 participants for 2024.

Original filing (PDF)20250821050530NAL0001922387001

Simplified Impact

Name: Simplified Impact — Form 5500 (2024)
Creator: Simplified Impact
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplified Impact

401(k) retirement plan · Simplified Impact held $31K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Karuna Henao signed Simplified Impact's 2024 Form 5500 as plan administrator.

Karuna Henao — 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

Simplified Impact's EIN is 82-2659616.

EIN 82-2659616

Plan number 001

Plan year 2024

ACK ID 20250821050530NAL0001922387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simplified Impact from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simplified Impact'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 SIMPLIFIED IMPACT.

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.

Plan sponsor

Name

SIMPLIFIED IMPACT

EIN

all filings

Address

96 VAN ZANDT AVE · NEWPORT, RI · 02840

Phone

(201) 407-3526

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Information / Tech / Media plans

Stefana Silber LLC

Stefana Silber LLC 401(k) Profit Sharing Plan

$31K · 5 participants

Next Phase Logistics LLC

Next Phase Logistics 401(k) Plan

$31K · 49 participants

Onsite IT Advisors LLC

Onsite IT Advisors 401(k)

$31K · 3 participants

I3 Technologies Inc.

I3 Technologies Inc. 401(k) Plan and Trust

$31K · 3 participants

Beehyyve LLC

$31K · 11 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.