Original filing (PDF)20250911151145NAL0000397553001

SIMON WILLIAMSON CLINIC, P.C.

Name: SIMON WILLIAMSON CLINIC, P.C. — SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON WILLIAMSON CLINIC, P.C.

Form 5500-SF

FILING_RECEIVED

SIMON WILLIAMSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SIMON WILLIAMSON CLINIC, P.C.

EIN

63-0693892

Address

832 PRINCETON SW AVE · BIRMINGHAM, AL · 352111323

Phone

(205) 206-8435

Industry