Original filing (PDF)20250326181107NAL0008727971001

JAMES L. SIMONSON OD

Name: JAMES L. SIMONSON OD — JAMES L. SIMONSON OD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES L. SIMONSON OD

Form 5500-SF

FILING_RECEIVED

JAMES L. SIMONSON OD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES L. SIMONSON OD.

Plan sponsor

Name

JAMES L. SIMONSON OD

EIN

26-0043089all filings

Address

11615 ANDRETTI AVE · BAKERSFIELD, CA · 93312

Phone

(661) 342-5355

Industry