Original filing (PDF)20250730143803NAL0002450723001

SIM FAMILY CLINIC, P.A.

Name: SIM FAMILY CLINIC, P.A. — SIM FAMILY CLINIC, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIM FAMILY CLINIC, P.A.

Form 5500-SF

FILING_RECEIVED

SIM FAMILY CLINIC, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 SIM FAMILY CLINIC, P.A..

Plan sponsor

Name

SIM FAMILY CLINIC, P.A.

EIN

74-2203379

Address

8411 LOUETTA RD. · SPRING, TX · 77379

Phone

(281) 728-3295

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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