Original filing (PDF)20250930155050NAL0005571555001

STEVEN L. SIMMONS, D.O., PLLC

Name: STEVEN L. SIMMONS, D.O., PLLC — SOUTHWEST SPORTS & SPINE CENTER 401(K) PLAN, Form 5500 (2024)
Creator: STEVEN L. SIMMONS, D.O., PLLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST SPORTS & SPINE CENTER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 STEVEN L. SIMMONS, D.O., PLLC.

Plan sponsor

Name

STEVEN L. SIMMONS, D.O., PLLC

EIN

46-2937709

Address

209 ST. LOUIS AVE SUITE 100 · FORT WORTH, TX · 76104

Phone

(817) 797-8754

Industry

Offices of Physicians· 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

2025-09-30

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

THOMAS L. HOROWITZ, D.O.

THOMAS L. HOROWITZ, D.O. 401(K) PROFIT SHARING PLAN

$2.8M

ENDOCRINOLOGY CONSULTANT PA

ENDOCRINOLOGY CONSULTANT PA 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 4 participants

DR. MICHAEL HICKHAM & ASSOCIATES, APMC

DR. MICHAEL HICKHAM & ASSOCIATES 401(K) PROFIT SHARING PLAN

$2.8M · 14 participants

UMAKANT K PATEL

UMAKANT K PATEL, RETIREMENT PLAN

$2.8M

MID-ATLANTIC EYE PHYSICIANS P. A.

MID-ATLANTIC EYE PHYSICIANS P.A. 401(K) PLAN