· 2022–2024 · DOL EFAST2

BRAD D. SIMONS M.D., PH.D., P.A. — BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014071358NAL0001083075001

BRAD D. SIMONS M.D., PH.D., P.A.

Form 5500-SF

FILING_RECEIVED

BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

10

Accounts w/ balance

—

Plan assets (EOY)

$842K

Net assets (EOY)

$842K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAD D. SIMONS M.D., PH.D., P.A..

Plan sponsor

Name

BRAD D. SIMONS M.D., PH.D., P.A.

EIN

03-0427888

Address

2141 ALTERNATE A1A SOUTH, SUITE 210 · JUPITER, FL · 33477

Phone

(561) 603-7259

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MATCARE LLC 401 K PLAN

$842K · 4 participants

ROBERT A. ZAJAC, M.D., P.A.

ROBERT A. ZAJAC, M.D., P.A. RETIREMENT PLAN AND TRUST

$842K · 6 participants

SUSAN E. DICK, MD

SUSAN E. DICK, MD PROFIT SHARING PLAN

$842K · 4 participants

JUAN A. FERNANDEZ, M.D., P.A.

JUAN A. FERNANDEZ, M.D., P.A. 401(K) PROFIT SHARING PLAN

$842K · 4 participants

SPECIALISTS IN PAIN MANAGEMENT, PLLC (DBA SPINE & PAIN ASSOCIATES)

SPINE & PAIN ASSOCIATES 401(K) PLAN