Simar Sanibel Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Simar Sanibel Management, INC.
  • Sponsor EIN: 833581019
  • Sponsor Address: 718 OLIVA ST, SANIBEL, FL, 33957
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $1.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$1.2M$18,056$24,379
202315$1.4M$20,879$16,940
202221$1.1M$18,557$24,858

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