How big is Simone Charitable Foundation Inc.'s plan?

Simone Charitable Foundation Inc.'s plan reported $240K in assets and 3 participants for 2024.

Original filing (PDF)20250829100116NAL0011211105001

Simone Charitable Foundation Inc.

Name: Simone Charitable Foundation Inc. — Simone Charitabl, Form 5500 (2024)
Creator: Simone Charitable Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simone Charitable Foundation 401(k) Plan

Defined-contribution retirement plan · Simone Charitable Foundation Inc.'s Simone Charitable Foundation 401(k) Plan held $240K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

CURT Christensen signed Simone Charitable Foundation Inc.'s 2024 Form 5500 as plan administrator.

CURT Christensen — 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

Simone Charitable Foundation Inc.'s EIN is 82-3971316.

EIN 82-3971316

Plan number 001

Plan year 2024

ACK ID 20250829100116NAL0011211105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simone Charitable Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simone Charitable Foundation Inc.'s plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMONE CHARITABLE FOUNDATION INC..

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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