WILLIAM H. SIMON, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN
401k plan membership statisitcs for WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-23 | 4 |
| Total number of particpants at end of year | 2025-09-23 | 4 |
| Number of Participants With Account Balances | 2025-09-23 | 4 |
| 2024: WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-27 | 4 |
| Total number of particpants at end of year | 2024-09-27 | 4 |
| Number of Participants With Account Balances | 2024-09-27 | 4 |
| 2009: WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-23 | 64250 |
| Net assets as of the end of the plan year | 2025-09-23 | 2630987 |
| Total assets as of the beginning of the plan year | 2025-09-23 | 2355299 |
| Value of plan covered by a fidelity bond | 2025-09-23 | 385000 |
| Participant contributions to plan in this plan year | 2025-09-23 | 72350 |
| Other expenses paid from plan in this plan year | 2025-09-23 | 0 |
| Other contributions to plan in this plan year | 2025-09-23 | 0 |
| Other income to plan in this plan year | 2025-09-23 | 239589 |
| Plan net income in this plan year | 2025-09-23 | 275688 |
| Net assets as of the end of the plan year | 2025-09-23 | 2630987 |
| Net assets as of the beginning of the plan year | 2025-09-23 | 2355299 |
| Employer contributions to plan in this plan year | 2025-09-23 | 27999 |
| Fees paid to broker by Benefit Provider | 2025-09-23 | 9415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-23 | 50 |
| 2024 : WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-27 | 57732 |
| Net assets as of the end of the plan year | 2024-09-27 | 2355299 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 2064208 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 260000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 62850 |
| Other expenses paid from plan in this plan year | 2024-09-27 | 0 |
| Other contributions to plan in this plan year | 2024-09-27 | 0 |
| Other income to plan in this plan year | 2024-09-27 | 256653 |
| Plan net income in this plan year | 2024-09-27 | 291091 |
| Net assets as of the end of the plan year | 2024-09-27 | 2355299 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 2064208 |
| Employer contributions to plan in this plan year | 2024-09-27 | 29320 |
| Fees paid to broker by Benefit Provider | 2024-09-27 | 7399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 50 |
| 2009 : WILLIAM H. SIMON, M.D. 401(K)/PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
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