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  1. Companies/
  2. Robert Simon Insurance Agency in

Filings through Oct 24, 2026.

Robert Simon Insurance Agency in

EIN 86-3531627-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$99K assets
Health & Benefits
0
Participants
9
9779 W SAMPLE RD - CORAL SPRINGS, FL 33065954-752-2992
Plans on this EIN
1 filing
#001401(k)-$99K - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ROB SIMON 401K

401(k)

Assets$99K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROB SIMON 401K401(k)$99K92025
  • ROB SIMON 401K$99K
    #001 · 401(k) · 20259
Retirement plans
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