Original filing (PDF)20250730174432NAL0002115811001

MICHAEL W. SIMON, MD PSC

Name: MICHAEL W. SIMON, MD PSC — MICHAEL W. SIMON, MD, PSC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL W. SIMON, MD PSC

Form 5500-SF

FILING_RECEIVED

MICHAEL W. SIMON, MD, PSC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 32.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL W. SIMON, MD PSC.

Plan sponsor

Name

MICHAEL W. SIMON, MD PSC

EIN

61-1347562

Address

4040 FINN WAY · SUITE 310 · LEXINGTON, KY · 40517

Phone

(859) 277-6516

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-07-30

Pension benefit codes

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

2E · Profit-sharing

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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