How big is Sonia Simmonds DDS PA's plan?

Sonia Simmonds DDS PA's plan reported $267K in assets and 16 participants for 2023.

Original filing (PDF)20240528110417NAL0017514832001

Sonia Simmonds DDS PA

Name: Sonia Simmonds DDS PA — Sonia Simmonds DDS PA 401(k), Form 5500 (2023)
Creator: Sonia Simmonds DDS PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonia Simmonds DDS PA 401(k)

401(k) retirement plan · Sonia Simmonds DDS PA's Sonia Simmonds DDS PA 401(k) held $267K in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Sonia Simmonds signed Sonia Simmonds DDS PA's 2023 Form 5500 as plan administrator.

Sonia Simmonds — 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

Sonia Simmonds DDS PA's EIN is 26-1302023.

EIN 26-1302023

Plan number 002

Plan year 2023

ACK ID 20240528110417NAL0017514832001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sonia Simmonds DDS PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sonia Simmonds DDS PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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