Original filing (PDF)20250116152206NAL0047707442001

DRS. SIMMERMAN & FLOYD, P.A.

Name: DRS. SIMMERMAN & FLOYD, P.A. — DRS. SIMMERMAN & FLOYD, P.A., PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DRS. SIMMERMAN & FLOYD, P.A.

Form 5500-SF

FILING_RECEIVED

DRS. SIMMERMAN & FLOYD, P.A., PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 DRS. SIMMERMAN & FLOYD, P.A..

Plan sponsor

Name

DRS. SIMMERMAN & FLOYD, P.A.

EIN

22-1935955

Address

415 WOODBURY-GLASSBORO ROAD · SEWELL, NJ · 08080

Phone

(856) 589-1288

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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