BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN

[ EIN: 03-0427888 | Plan No. 002 ]

The BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN plan, sponsored by BRAD D. SIMONS M.D., PH.D., P.A., is listed in Form 5500 data as a Defined Benefit plan. The filing reports 11 participants and total assets of $816,487 for plan year 2023.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: BRAD D. SIMONS M.D., PH.D., P.A.

Location: 2141 ALTERNATE A1A SOUTH, SUITE 210, JUPITER, FL 33477

EIN: 030427888

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 11

Total Assets: $816,487

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