Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Simon Williamson Clinic, P.C. · Alabama · Healthcare & Social Assistance

What the 2023 filing shows

Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan holds $7M for 85 participants - about $78,673 per participant, down 71.1% over the 2022 plan year.

$7M
total plan assets (2022 EOY): 85
covered participants: $78,673
avg assets per participant: -71.1%
assets change YoY

The plan reported a net loss of $16M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$7M

Participants

State

Alabama

Industry

Healthcare & Social Assistance

What the Filing Says About Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan

Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Simon Williamson Clinic, P.C., headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 85 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 630693892, and the plan has been effective since 1999-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $7M at year-end — a decline of 71.1%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-16,478,424 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$23M
Total Assets (End of Year)	$7M
Net Assets (End of Year)	$7M
Net Income	$-16,478,424
Plan Type	401(k)
Employer EIN	630693892
Plan Effective Date	1999-09-01
Filing Status	FILING RECEIVED

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Related Data

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Frequently Asked Questions

How much money is in the Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan? ▼

As of the 2022 Form 5500 filing, Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan holds $7M in total assets with 85 participants. It is sponsored by Simon Williamson Clinic, P.C..

What type of plan is Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan? ▼

Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1999-09-01. The plan is filed with the U.S. Department of Labor under EIN 630693892.

Who sponsors the Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan? ▼

Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan is sponsored by Simon Williamson Clinic, P.C., located in Alabama. The sponsor's EIN is 630693892 and the plan operates in the Healthcare & Social Assistance industry.

How did Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan perform in 2022? ▼

Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan declined by 71.1% during 2022, moving from $23M to $7M in total assets. Net income was $-16,478,424.

Where can I find official filings for Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan? ▼

Official Form 5500 filings for Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630693892 or plan name at efast.dol.gov.

How does Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan compare to other plans? ▼

You can compare Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.