Civic Intelligence

Simpli Fi

Plan context: Simpli Fi 401 K Profit Sharing Plan Trust

EIN 27-1828514 • Fort Worth, TX • 20 filings • 6 plans

1407 Texas StFort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

627

2024 Assets

$60,237,571

2024 Contributions

$10,454,943

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$60,237,571$30,118,786$0201520202024YearValue
$60,237,571Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6273140201520202024YearValue
627Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242627$60,237,571$10,454,943$16,675iApproximate average salary by contribution assumption: employee only about $416,864 at 4% or $277,909 at 6%; with 50% employer match about $277,909 at 4% or $185,273 at 6%; with 100% employer match about $208,432 at 4% or $138,955 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-623$60,237,571$10,454,943$16,782iApproximate average salary by contribution assumption: employee only about $419,540 at 4% or $279,693 at 6%; with 50% employer match about $279,693 at 4% or $186,462 at 6%; with 100% employer match about $209,770 at 4% or $139,847 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-627---
20232580$45,499,853$11,087,254$19,116iApproximate average salary by contribution assumption: employee only about $477,899 at 4% or $318,599 at 6%; with 50% employer match about $318,599 at 4% or $212,400 at 6%; with 100% employer match about $238,949 at 4% or $159,300 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-580$45,499,853$11,087,254$19,116iApproximate average salary by contribution assumption: employee only about $477,899 at 4% or $318,599 at 6%; with 50% employer match about $318,599 at 4% or $212,400 at 6%; with 100% employer match about $238,949 at 4% or $159,300 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-580---
20222571$31,065,091$9,216,757$16,141iApproximate average salary by contribution assumption: employee only about $403,536 at 4% or $269,024 at 6%; with 50% employer match about $269,024 at 4% or $179,349 at 6%; with 100% employer match about $201,768 at 4% or $134,512 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-571$31,065,091$9,216,757$16,141iApproximate average salary by contribution assumption: employee only about $403,536 at 4% or $269,024 at 6%; with 50% employer match about $269,024 at 4% or $179,349 at 6%; with 100% employer match about $201,768 at 4% or $134,512 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-551---
20212432$29,861,639$5,028,543$11,640iApproximate average salary by contribution assumption: employee only about $291,004 at 4% or $194,002 at 6%; with 50% employer match about $194,002 at 4% or $129,335 at 6%; with 100% employer match about $145,502 at 4% or $97,001 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-432$29,861,639$5,028,543$11,640iApproximate average salary by contribution assumption: employee only about $291,004 at 4% or $194,002 at 6%; with 50% employer match about $194,002 at 4% or $129,335 at 6%; with 100% employer match about $145,502 at 4% or $97,001 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-380---
20202320$16,027,829$2,923,861$9,137iApproximate average salary by contribution assumption: employee only about $228,427 at 4% or $152,284 at 6%; with 50% employer match about $152,284 at 4% or $101,523 at 6%; with 100% employer match about $114,213 at 4% or $76,142 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-320$16,027,829$2,923,861$9,137iApproximate average salary by contribution assumption: employee only about $228,427 at 4% or $152,284 at 6%; with 50% employer match about $152,284 at 4% or $101,523 at 6%; with 100% employer match about $114,213 at 4% or $76,142 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-319---
20192326$11,723,265$3,433,090$10,531iApproximate average salary by contribution assumption: employee only about $263,274 at 4% or $175,516 at 6%; with 50% employer match about $175,516 at 4% or $117,011 at 6%; with 100% employer match about $131,637 at 4% or $87,758 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-322$11,723,265$3,433,090$10,662iApproximate average salary by contribution assumption: employee only about $266,544 at 4% or $177,696 at 6%; with 50% employer match about $177,696 at 4% or $118,464 at 6%; with 100% employer match about $133,272 at 4% or $88,848 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-326---
20182267$6,740,956$2,667,672$9,991iApproximate average salary by contribution assumption: employee only about $249,782 at 4% or $166,521 at 6%; with 50% employer match about $166,521 at 4% or $111,014 at 6%; with 100% employer match about $124,891 at 4% or $83,261 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-267$6,740,956$2,667,672$9,991iApproximate average salary by contribution assumption: employee only about $249,782 at 4% or $166,521 at 6%; with 50% employer match about $166,521 at 4% or $111,014 at 6%; with 100% employer match about $124,891 at 4% or $83,261 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-266---
20172267$5,042,711$2,325,061$8,708iApproximate average salary by contribution assumption: employee only about $217,702 at 4% or $145,135 at 6%; with 50% employer match about $145,135 at 4% or $96,757 at 6%; with 100% employer match about $108,851 at 4% or $72,567 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-231$5,042,711$2,325,061$10,065iApproximate average salary by contribution assumption: employee only about $251,630 at 4% or $167,753 at 6%; with 50% employer match about $167,753 at 4% or $111,836 at 6%; with 100% employer match about $125,815 at 4% or $83,877 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-267---
20162224$2,232,066$1,403,246$6,264iApproximate average salary by contribution assumption: employee only about $156,612 at 4% or $104,408 at 6%; with 50% employer match about $104,408 at 4% or $69,605 at 6%; with 100% employer match about $78,306 at 4% or $52,204 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-185$2,232,066$1,403,246$7,585iApproximate average salary by contribution assumption: employee only about $189,628 at 4% or $126,419 at 6%; with 50% employer match about $126,419 at 4% or $84,279 at 6%; with 100% employer match about $94,814 at 4% or $63,209 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-224---
20152161$770,807$807,412$5,015iApproximate average salary by contribution assumption: employee only about $125,375 at 4% or $83,583 at 6%; with 50% employer match about $83,583 at 4% or $55,722 at 6%; with 100% employer match about $62,687 at 4% or $41,792 at 6%.
Simpli Fi 401 K Profit Sharing Plan Trust-86$770,807$807,412$9,389iApproximate average salary by contribution assumption: employee only about $234,713 at 4% or $156,475 at 6%; with 50% employer match about $156,475 at 4% or $104,317 at 6%; with 100% employer match about $117,356 at 4% or $78,238 at 6%.
Simplifi Holdings Inc. Section 125 Cafeteria Plan-161---