How big is Loan Simple's plan?

Loan Simple's plan reported $4.4M in assets and 52 participants for 2024.

Original filing (PDF)20250829103343NAL0019161296001

Loan Simple

Name: Loan Simple — Loan Simple 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Loan Simple
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loan Simple 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Loan Simple's Loan Simple 401(k) Profit Sharing Plan & Trust held $4.4M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Vince Parker signed Loan Simple's 2024 Form 5500 as plan administrator.

Vince Parker — 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

Loan Simple's EIN is 84-1412422.

EIN 84-1412422

Plan number 001

Plan year 2024

ACK ID 20250829103343NAL0019161296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Loan Simple'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 LOAN SIMPLE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LOAN SIMPLE

EIN

all filings

Address

9800 MT. PYRAMID CT. · #400 · ENGLEWOOD, CO · 80112

Phone

(303) 565-2631

Industry

Finance & Insurance

Plan administrator