How big is William H. Simon, M.D.'s plan?

William H. Simon, M.D.'s plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20250923070825NAL0014231922001

William H. Simon, M.D.

Name: William H. Simon, M.D. — William H. Simon, M.D., Form 5500 (2024)
Creator: William H. Simon, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William H. Simon, M.D. 401(k)/Profit Sharing Plan

401(k) retirement plan · William H. Simon, M.D.'s William H. Simon, M.D. 401(k)/Profit Sharing Plan held $2.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

William Simon signed William H. Simon, M.D.'s 2024 Form 5500 as plan administrator.

William Simon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William H. Simon, M.D.'s EIN is 11-2988153.

EIN 11-2988153

Plan number 001

Plan year 2024

ACK ID 20250923070825NAL0014231922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William H. Simon, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William H. Simon, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM H. SIMON, M.D..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score