Original filing (PDF)20251229132720NAL0009762355001

MICHAEL W SIMON M D P S C

Name: MICHAEL W SIMON M D P S C — MICHAEL W SIMON M D P S C CBS BENEFIT PLAN, Form 5500 (2024)
Creator: MICHAEL W SIMON M D P S C

Form 5500-SF

FILING_RECEIVED

MICHAEL W SIMON M D P S C CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$514

Net assets (EOY)

$164

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL W SIMON M D P S C.

Plan sponsor

Name

MICHAEL W SIMON M D P S C

EIN

31-1347562

Address

4040 FINN WAY · STE 310 · LEXINGTON, KY · 40517

Phone

(859) 277-6516

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-04-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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