Simpson Law Firm PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Simpson Law Firm PA
  • Sponsor EIN: 721376573
  • Sponsor Address: 214 KEY DRIVE, SUITE 1400, MADISON, MS, 39110
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $1.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$1.9M$39,259$117,570
202319$2.3M$36,833$120,582
202218$2.0M$38,088$114,024

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