How big is Simons & Leoni Home Loans LLC's plan?

Simons & Leoni Home Loans LLC's plan reported $909K in assets and 9 participants for 2025.

Original filing (PDF)20260414155227NAL0024023106001

Simons & Leoni Home Loans LLC

Name: Simons & Leoni Home Loans LLC — Simons & Leoni, Form 5500 (2025)
Creator: Simons & Leoni Home Loans LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simons & Leoni 401(k)

401(k) retirement plan · Simons & Leoni Home Loans LLC's Simons & Leoni 401(k) held $909K in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

People on this filing

Douglas Leoni signed Simons & Leoni Home Loans LLC's 2025 Form 5500 as plan administrator.

Douglas Leoni — Plan Administrator — Form 5500 signer
Jennifer Shelton — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simons & Leoni Home Loans LLC's EIN is 90-0107515.

EIN 90-0107515

Plan number 001

Plan year 2025

ACK ID 20260414155227NAL0024023106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simons & Leoni Home Loans LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simons & Leoni Home Loans LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMONS & LEONI HOME LOANS LLC.

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