Simple. Optimized. Solutions. Inc.
Plan context: Simple. Optimized. Solutions. Inc. 401(K) Plan
EIN 81-2501211 • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$337,356
2025 Contributions
$104,812
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $337,356 | $0 | - |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 15 | $337,356 | - | - |
| 2024 | 1 | 103 | $3,657,805 | $104,812 | $1,018iApproximate average salary by contribution assumption: employee only about $25,440 at 4% or $16,960 at 6%; with 50% employer match about $16,960 at 4% or $11,307 at 6%; with 100% employer match about $12,720 at 4% or $8,480 at 6%. |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 103 | $3,657,805 | $104,812 | $1,018iApproximate average salary by contribution assumption: employee only about $25,440 at 4% or $16,960 at 6%; with 50% employer match about $16,960 at 4% or $11,307 at 6%; with 100% employer match about $12,720 at 4% or $8,480 at 6%. |
| 2023 | 1 | 49 | $953,558 | $61,555 | $1,256iApproximate average salary by contribution assumption: employee only about $31,406 at 4% or $20,937 at 6%; with 50% employer match about $20,937 at 4% or $13,958 at 6%; with 100% employer match about $15,703 at 4% or $10,469 at 6%. |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 49 | $953,558 | $61,555 | $1,256iApproximate average salary by contribution assumption: employee only about $31,406 at 4% or $20,937 at 6%; with 50% employer match about $20,937 at 4% or $13,958 at 6%; with 100% employer match about $15,703 at 4% or $10,469 at 6%. |
| 2022 | 1 | 36 | $679,811 | $18,828 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 36 | $679,811 | $18,828 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| 2021 | 1 | 22 | $332,207 | $0 | - |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 22 | $332,207 | - | - |
| 2019 | 1 | 5 | $202,174 | $0 | - |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 5 | $202,174 | - | - |
| 2018 | 1 | 2 | $155,422 | $0 | - |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 2 | $155,422 | - | - |
| 2017 | 1 | 2 | $161,553 | $0 | - |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 2 | $161,553 | - | - |
| 2016 | 1 | 1 | $214,121 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Simple. Optimized. Solutions. Inc. 401(K) Plan | - | 1 | $214,121 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |