Original filing (PDF)20250515164833NAL0045185362001

BARRY I SIMON, DDS

Name: BARRY I SIMON, DDS — BARRY I SIMON, DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BARRY I SIMON, DDS

Form 5500-SF

FILING_RECEIVED

BARRY I SIMON, DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRY I SIMON, DDS.

Plan sponsor

Name

BARRY I SIMON, DDS

EIN

14-1725755all filings

Address

35 CHERRY TREE ROAD · LOUDONVILLE, NY · 122111603

Phone

(518) 436-7792

Industry

Offices of Dentists· 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

2025-05-15

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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