SIMPLY DIRECT HEALTH
Plan context: KIRBY ROSS FARNSWORTH 401(K) PLAN
EIN 81-3250545 • Peoria, AZ • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$746,156
2025 Contributions
$115,221
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 | 12 | $746,156 | $115,221 | $9,602iApproximate average salary by contribution assumption: employee only about $240,044 at 4% or $160,029 at 6%; with 50% employer match about $160,029 at 4% or $106,686 at 6%; with 100% employer match about $120,022 at 4% or $80,015 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 12 | $746,156 | $115,221 | $9,602iApproximate average salary by contribution assumption: employee only about $240,044 at 4% or $160,029 at 6%; with 50% employer match about $160,029 at 4% or $106,686 at 6%; with 100% employer match about $120,022 at 4% or $80,015 at 6%. |
| 2024 | 1 | 10 | $530,339 | $96,765 | $9,677iApproximate average salary by contribution assumption: employee only about $241,913 at 4% or $161,275 at 6%; with 50% employer match about $161,275 at 4% or $107,517 at 6%; with 100% employer match about $120,956 at 4% or $80,638 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 10 | $530,339 | $96,765 | $9,677iApproximate average salary by contribution assumption: employee only about $241,913 at 4% or $161,275 at 6%; with 50% employer match about $161,275 at 4% or $107,517 at 6%; with 100% employer match about $120,956 at 4% or $80,638 at 6%. |
| 2023 | 1 | 7 | $382,093 | $129,990 | $18,570iApproximate average salary by contribution assumption: employee only about $464,250 at 4% or $309,500 at 6%; with 50% employer match about $309,500 at 4% or $206,333 at 6%; with 100% employer match about $232,125 at 4% or $154,750 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 7 | $382,093 | $129,990 | $18,570iApproximate average salary by contribution assumption: employee only about $464,250 at 4% or $309,500 at 6%; with 50% employer match about $309,500 at 4% or $206,333 at 6%; with 100% employer match about $232,125 at 4% or $154,750 at 6%. |
| 2022 | 1 | 7 | $219,900 | $83,329 | $11,904iApproximate average salary by contribution assumption: employee only about $297,604 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,802 at 4% or $99,201 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 7 | $219,900 | $83,329 | $11,904iApproximate average salary by contribution assumption: employee only about $297,604 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,802 at 4% or $99,201 at 6%. |
| 2021 | 1 | 6 | $173,480 | $116,015 | $19,336iApproximate average salary by contribution assumption: employee only about $483,396 at 4% or $322,264 at 6%; with 50% employer match about $322,264 at 4% or $214,843 at 6%; with 100% employer match about $241,698 at 4% or $161,132 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 6 | $173,480 | $116,015 | $19,336iApproximate average salary by contribution assumption: employee only about $483,396 at 4% or $322,264 at 6%; with 50% employer match about $322,264 at 4% or $214,843 at 6%; with 100% employer match about $241,698 at 4% or $161,132 at 6%. |
| 2020 | 1 | 5 | $44,525 | $39,318 | $7,864iApproximate average salary by contribution assumption: employee only about $196,590 at 4% or $131,060 at 6%; with 50% employer match about $131,060 at 4% or $87,373 at 6%; with 100% employer match about $98,295 at 4% or $65,530 at 6%. |
| KIRBY ROSS FARNSWORTH 401(K) PLAN | - | 5 | $44,525 | $39,318 | $7,864iApproximate average salary by contribution assumption: employee only about $196,590 at 4% or $131,060 at 6%; with 50% employer match about $131,060 at 4% or $87,373 at 6%; with 100% employer match about $98,295 at 4% or $65,530 at 6%. |