Original filing (PDF)20250629141324NAL0010457553001

SIMON AND SIMON, P.C.

Name: SIMON AND SIMON, P.C. — SIMON AND SIMON, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON AND SIMON, P.C.

Form 5500-SF

FILING_RECEIVED

SIMON AND SIMON, P.C. SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 SIMON AND SIMON, P.C..

Plan sponsor

Name

SIMON AND SIMON, P.C.

DBA

CITY SMILES AND SONRISA URBANA

EIN

36-3545332

Address

3800 N. PULASKI · CHICAGO, IL · 60641

Phone

(773) 663-3800

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

2025-06-29

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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