Simpl

Step 1 — Company Information & Eligibility

Complete your business details. This information will be used to generate IRS Form 5304-SIMPLE.

Legal Business Name

DBA / Trade Name (if different)

Employer Identification Number (EIN)

Business Type

State of Incorporation

Year Established

Industry / NAICS

Street Address

City

State

ZIP Code

Business Phone

Number of Employees

Do you currently offer another retirement plan?

Yes

No

July 2026

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