Original filing (PDF)20250922135430NAL0005314273001

SHELDON D SIMON

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

Form 5500-SF

FILING_RECEIVED

SHELDON D SIMON SELF EMPLOYED PROFIT SHARING

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELDON D SIMON.

Plan sponsor

Name

SHELDON D SIMON

DBA

SHELDON D SIMON DPM

EIN

61-0723388all filings

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

002

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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