Gregory S Simpson & Associates PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gregory S Simpson & Associates PC
  • Sponsor EIN: 752201299
  • Sponsor Address: 9280 HUNTINGTON SQUARE, NORTH RICHLAND HILLS, TX, 76182
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.3M$0$0
20232$1.3M$0$0
20222$1.4M$2,000$2,000

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