Retirement plan

SIMEDEX, INC. 401K PROFIT SHARING PLAN

Name: SIMEDEX, INC. - SIMEDEX, INC. 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: SIMEDEX, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIMEDEX, INC. 401K PROFIT SHARING PLAN, SIMEDEX, INC.

SIMEDEX, INC.EIN 82-2760544Plan #001PY 2025

3020 PROPELLER DR., SUITE 101 - PASO ROBLES, CA 93446805-610-6444simedex.comLinkedIn1-10 employeesmedical devices

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$477K

+105.0% from 2024

Total participants

+12.5% from 2024

Average account balance

$26,494

+70.8% from 2024

Annual return

16.14%

-1.50 pp from 2024

Benchmarks

See 4,202 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,202 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$477K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$206K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$28

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$498

$36 / participant

Other / not subdivided$498100.0%

% of EOY assets

0.104%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,494

$139,948-81.1%

$121,663-78.2%

$154,746-82.9%

Participation rate

100.0%

78.0%+22.0pp

74.5%+25.5pp

80.7%+19.3pp

Annual return

16.14%

230.52%-214.4pp

147.54%-131.4pp

172.34%-156.2pp

Employer contribution / active EE

$10,151

$3,521+188.3%

$3,020+236.1%

$4,379+131.8%

Participant deferral / active EE

$4,549

$5,629-19.2%

$4,887-6.9%

$6,730-32.4%

Admin fee / account holder

$28

$17,321-99.8%

$14,289-99.8%

$14,365-99.8%

SIMEDEX, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIMEDEX, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion