Simple Management Group, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Simple Management Group, INC
  • Sponsor EIN: 853924667
  • Sponsor Address: 2600 LAKE LUCIEN DRIVE, SUITE 116, MAITLAND, FL, 32751
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 225
  • Total Assets: $0

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.
2024225$0$0$0
2023210$0$0$0
2022162$0$0$0

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