Original filing (PDF)20251013111245NAL0001098641001

HARVEY L. SIMPSON, III

Name: HARVEY L. SIMPSON, III — HARVEY L. SIMPSON, III 401(K)/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARVEY L. SIMPSON, III

Form 5500-SF

FILING_RECEIVED

HARVEY L. SIMPSON, III 401(K)/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 HARVEY L. SIMPSON, III.

Plan sponsor

Name

HARVEY L. SIMPSON, III

EIN

58-2324158

Address

500 HIGHWAY 22 WEST · MILLEDGEVILLE, GA · 310618122

Phone

(478) 454-3805

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

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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