How big is Simply Sophisticated Wealth Planning's plan?

Simply Sophisticated Wealth Planning's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20250718153920NAL0003368514001

Simply Sophisticated Wealth Planning

Name: Simply Sophisticated Wealth Planning — Simply Sophis, Form 5500 (2024)
Creator: Simply Sophisticated Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Sophisticated Wealth Planning 401(k) Plan

401(k) retirement plan · Simply Sophisticated Wealth Planning's Simply Sophisticated Wealth Planning 401(k) Plan held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan identifiers

Simply Sophisticated Wealth Planning's EIN is 83-1932744.

EIN 83-1932744

Plan number 001

Plan year 2024

ACK ID 20250718153920NAL0003368514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simply Sophisticated Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Sophisticated Wealth Planning's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY SOPHISTICATED WEALTH PLANNING.

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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