How big is Simpay's plan?

Simpay's plan reported $3.4M in assets and 83 participants for 2024.

Original filing (PDF)20250602030628NAL0016983120001

Simpay

Name: Simpay — Simpay Retirement Savings Plan, Form 5500 (2024)
Creator: Simpay
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simpay Retirement Savings Plan

401(k) retirement plan · Simpay's Simpay Retirement Savings Plan held $3.4M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Lazaros Kalemis signed Simpay's 2024 Form 5500 as plan administrator.

Lazaros Kalemis — 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

Simpay's EIN is 90-0902293.

EIN 90-0902293

Plan number 001

Plan year 2024

ACK ID 20250602030628NAL0016983120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simpay'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 SIMPAY.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SIMPAY

EIN

all filings

Address

1210 NORTHBROOK DRIVE, SUITE 475 · TREVOSE, PA · 19053

Phone

(215) 494-0200

Industry

Finance & Insurance

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

2025-06-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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