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Department of Labor filing

SIMULSTAT, INC.

SIMULSTAT, INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$4,274

Reported employer contributions per active participant.

Higher than about 60% of comparable plans
#People in the filing
79

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$254 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions60th percentileTypical peer $3,462 · based on 1,271 comparable plans
Lower reported administrative expense38th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SIMULSTAT, INC. reported $337,607 in employer contributions across the plan and 79 active participants. That works out to $4,274 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy48%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 9.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 31.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$337,607
Participant contributions
$1,069,347
Other contributions
$446,433
Employer share of reported contributions
24.0%
Beginning assets
$13,857,967
Ending assets
$16,993,290
Ending net assets
$16,993,290
Ending liabilities
$0
Total income
$4,081,965
Total expenses
$946,642
Administrative expenses
$40,918
Participant loans
$19,578

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$4,717
2023
$3,885
2024
$4,274
Plan-paid administrative expenses per participant
2022
$193
2023
$216
2024
$254
Active participants
2022
73
2023
89
2024
79
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,2747917M20250711051157NAL0009948848001
2023$3,8858913.9M20240712051834NAL0011049331001
2022$4,7177310.8M20230821230441NAL0005301265001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
912138259-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2002
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NYLIFE DISTRIBUTORS, LLC2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250711051157NAL0009948848001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗