Simon Equity Partners, Llc 401(k) Plan: Login, Facts & Contact Information
Simon Equity Partners, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Simon Equity Partners, Llc 401(k) Plan Facts
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 year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 11 | $724,589 | $48,481 | $28,911 |
| 2020 | 13 | $982,746 | $43,219 | $23,023 |
| 2021 | 11 | $1.30 million | $42,817 | $18,959 |
| 2022 | 12 | $1.05 million | $30,454 | $128,864 |
| 2023 | 12 | $521,462 | $891 | $661,781 |
| 2024 | 6 | $5,850 | $0 | $457,743 |
Simon Equity Partners, Llc 401(k) Contact Information
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.