How many benefit plans does Simon & Simon, P.C. report on Form 5500?

Simon & Simon, P.C. (EIN 27-1330426) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Simon & Simon, P.C.?

The Employer Identification Number (EIN) reported for Simon & Simon, P.C. is 27-1330426.

What is the latest Form 5500 filing year for Simon & Simon, P.C.?

The latest loaded Form 5500 filing year for Simon & Simon, P.C. is 2023.

Simon & Simon, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Simon & Simon, P.C. (EIN 27-1330426) is a plan sponsor located in Newtown Square, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-1330426
Location: Newtown Square, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $36,406
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $36,406

Contributions & income

Employer contributions: $328,691
Participant contributions: $377,907
Total income / additions: $708,386

Expenses & distributions

Benefits paid / distributions: $568,956
Total expenses: $671,980
Net increase / (decrease): $36,406

Coverage

Total reported participants: 256
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Simon & Simon, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Simon & Simon Group Medical Plan	502	128	$36,406	2023
Simon & Simon Employee Benefit Plan	501	128	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Simon & Simon, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Simon & Simon Employee Benefit Plan	128	—	20241015143508NAL0016641603001
2023	Simon & Simon Group Medical Plan	128	H, C	20250819143740NAL0004299218001