How big is Lee J. Simon, DDS, PLLC's plan?

Lee J. Simon, DDS, PLLC's plan reported $746K in assets and 5 participants for 2024.

Original filing (PDF)20250828084749NAL0010202289001

Lee J. Simon, DDS, PLLC

Name: Lee J. Simon, DDS, PLLC — Lee J. Simon, DDS, PLLC, Form 5500 (2024)
Creator: Lee J. Simon, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee J. Simon, DDS, PLLC Profit Sharing Plan

401(k) retirement plan · Lee J. Simon, DDS, PLLC's Lee J. Simon, DDS, PLLC Profit Sharing Plan held $746K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

Plan identifiers

Lee J. Simon, DDS, PLLC's EIN is 47-2575819.

EIN 47-2575819

Plan number 001

Plan year 2024

ACK ID 20250828084749NAL0010202289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee J. Simon, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee J. Simon, DDS, PLLC'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 LEE J. SIMON, DDS, PLLC.

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEE J. SIMON, DDS, PLLC

EIN

all filings

Address

410 CRANBERRY STREET · SUITE 300 · ERIE, PA · 16507

Phone

(814) 452-3442

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator