Original filing (PDF)20250922135430NAL0005314273001

Sheldon D Simon

Name: Sheldon D Simon — Sheldon D Simon Self Employed, Form 5500 (2024)
Creator: Sheldon D Simon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheldon D Simon Self Employed Profit Sharing

Defined-contribution retirement plan · Sheldon D Simon's Sheldon D Simon Self Employed Profit Sharing filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Charles Lewis signed Sheldon D Simon's 2024 Form 5500 as plan administrator.

Charles Lewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sheldon D Simon's EIN is 61-0723388.

EIN 61-0723388

Plan number 002

Plan year 2024

ACK ID 20250922135430NAL0005314273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheldon D Simon from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheldon D Simon's plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

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

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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 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.

Plan sponsor

Name

SHELDON D SIMON

DBA

SHELDON D SIMON DPM

EIN

all filings

Address

1640 FORREST LN · OWENSBORO, KY · 423016832

Phone

(270) 684-6228

Industry

Offices of Physicians· Health Care & Social Assistance

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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