Original filing (PDF)20250922143644NAL0002187987001

SHELDON D SIMON

Name: SHELDON D SIMON — SHELDON D SIMON SELF EMPLOYED PROFIT SHARING KEOGH, Form 5500 (2024)
Creator: SHELDON D SIMON

Form 5500-SF

FILING_RECEIVED

SHELDON D SIMON SELF EMPLOYED PROFIT SHARING KEOGH

Defined-contribution 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 SHELDON D SIMON.

Plan sponsor

Name

SHELDON D SIMON

DBA

SHELDON D SIMON DPM

EIN

61-0723388

Address

1640 FORREST LN · OWENSBORO, KY · 423016832

Phone

(270) 684-6228

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

CHARLES R LEWIS

EIN

61-0982527

City

GREENVILLE, KY

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

2E · Profit-sharing

3B · Covers self-employed individuals

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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