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SIMON'S AGENCY, INC.

EIN 16-1287073-financial services-Latest filing 2025
Plans
1
Retirement
1
$990K assets
Welfare
0
Participants
41
4963 WINTERSWEET DRIVE - LIVERPOOL, NY 13088315-454-8700simonsagency.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$990K - 41 part

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Retirement#001

SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$990K
Participants41
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMON'S AGENCY, INC. 401(K) PROFIT SHARING PLAN401k$990K412025
Retirement plans
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