Original filing (PDF)20251015130341NAL0006341904001

SIMON H. FRIEDMAN MD

Name: SIMON H. FRIEDMAN MD — SIMON H. FRIEDMAN MD PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SIMON H. FRIEDMAN MD

Form 5500-SF

FILING_RECEIVED

SIMON H. FRIEDMAN MD PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMON H. FRIEDMAN MD.

Plan sponsor

Name

SIMON H. FRIEDMAN MD

EIN

11-2677794

Address

1636 EAST 14TH STREET · BROOKLYN, NY · 11229

Phone

(718) 339-2300

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

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