Simon Equity Partners, Llc 401(k) Plan: Login, Facts & Contact Information

Simon Equity Partners, Llc 401(k) Plan Facts

Plan name
SIMON EQUITY PARTNERS 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SIMON EQUITY PARTNERS, LLC
Participants
6 (1 active employees)
Plan assets
$5,850 at Dec 31, 2024
Average account balance
$2,925 across 2 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $457,743 was paid out to participants.
  • Investment and other income added $6,166.

How the Simon Equity Partners, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201911$724,589$48,481$28,911
202013$982,746$43,219$23,023
202111$1.30 million$42,817$18,959
202212$1.05 million$30,454$128,864
202312$521,462$891$661,781
20246$5,850$0$457,743

Simon Equity Partners, Llc 401(k) Contact Information

Phone
317-575-1839
Mailing address
801 LARKSPUR LANDING CIRCLE, LARKSPUR CA 94939
Plan sponsor
SIMON EQUITY PARTNERS, LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
20-5663352
Plan number
002

Questions about the Simon Equity Partners, Llc 401(k)

Does Simon Equity Partners, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Simon Equity Partners, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Simon Equity Partners, Llc 401(k) plan?

6 participants at the start of plan year 2024, 1 of them active employees.

What is the average 401(k) balance at Simon Equity Partners, Llc?

About $2,925 per account: $5,850 in plan assets across 2 accounts with a balance at the end of plan year 2024.

Who manages the Simon Equity Partners, Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Simon Equity Partners, Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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