How big is Simon W. LIM DDS Inc.'s plan?

Simon W. LIM DDS Inc.'s plan reported $442K in assets and 2 participants for 2024.

Original filing (PDF)20250719195413NAL0005020640001

Simon W. LIM DDS Inc.

Name: Simon W. LIM DDS Inc. — Simon W. LIM DDS Inc. 401(k), Form 5500 (2024)
Creator: Simon W. LIM DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon W. LIM DDS Inc. 401(k) Plan

401(k) retirement plan · Simon W. LIM DDS Inc.'s Simon W. LIM DDS Inc. 401(k) Plan held $442K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

Plan identifiers

Simon W. LIM DDS Inc.'s EIN is 47-0919305.

EIN 47-0919305

Plan number 002

Plan year 2024

ACK ID 20250719195413NAL0005020640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon W. LIM DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon W. LIM DDS Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SIMON W. LIM DDS INC.

EIN

all filings

Address

2320 TARAVAL STREET · SAN FRANCISCO, CA · 94116

Phone

(415) 681-5825

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator