Semple, Marchal & Cooper, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Semple, Marchal & Cooper, LLP
  • Sponsor EIN: 860750046
  • Sponsor Address: 3101 N. CENTRAL AVENUE, SUITE 1600, PHOENIX, AZ, 85012
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $13.7M

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.
202437$13.7M$312,109$287,504
202335$10.2M$288,362$323,996
202236$8.8M$247,353$281,874

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