Original filing (PDF)20230717143021NAL0057145282001

DAVID D. SIMS, D.D.S.

Name: DAVID D. SIMS, D.D.S. — DAVID D. SIMS, D.D.S. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DAVID D. SIMS, D.D.S.

Form 5500-SF

FILING_RECEIVED

DAVID D. SIMS, D.D.S. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$319

Net assets (EOY)

$319

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID D. SIMS, D.D.S..

Plan sponsor

Name

DAVID D. SIMS, D.D.S.

EIN

11-2438423all filings

Address

3421 BALLYBRIDGE CIR APT 101 · BONITA SPRINGS, FL · 341341998

Phone

(631) 549-4055

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-17

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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