Benjamin N. Simon 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Benjamin N. Simon
  • Sponsor EIN: 330733979
  • Sponsor Address: 2052 GALVESTON STREET, SAN DIEGO, CA, 92110
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $8.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$8.0M$0$0
20231$6.6M$0$0
20221$6.5M$0$0

Similar Plans