Civic Intelligence

Brad D. Simons, M.D., Ph.D., P.A.

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

EIN 03-0427888 • Jupiter, FL • 22 filings • 3 plans

2141 Alternate A1a South, Suite 210Jupiter, FL 33477
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$841,708

2024 Contributions

$13,318

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,421,565$1,210,783$0200820162024YearValue
$841,708Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33170200720162024YearValue
12Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024212$841,708$13,318$1,110iApproximate average salary by contribution assumption: employee only about $27,746 at 4% or $18,497 at 6%; with 50% employer match about $18,497 at 4% or $12,331 at 6%; with 100% employer match about $13,873 at 4% or $9,249 at 6%.
BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN-12$841,708$0-
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-0$0$13,318-
2023233$2,421,565$433,146$13,126iApproximate average salary by contribution assumption: employee only about $328,141 at 4% or $218,761 at 6%; with 50% employer match about $218,761 at 4% or $145,840 at 6%; with 100% employer match about $164,070 at 4% or $109,380 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-33$1,605,078$162,218$4,916iApproximate average salary by contribution assumption: employee only about $122,892 at 4% or $81,928 at 6%; with 50% employer match about $81,928 at 4% or $54,619 at 6%; with 100% employer match about $61,446 at 4% or $40,964 at 6%.
BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN-11$816,487$270,928$24,630iApproximate average salary by contribution assumption: employee only about $615,745 at 4% or $410,497 at 6%; with 50% employer match about $410,497 at 4% or $273,665 at 6%; with 100% employer match about $307,873 at 4% or $205,248 at 6%.
2022224$1,775,561$401,311$16,721iApproximate average salary by contribution assumption: employee only about $418,032 at 4% or $278,688 at 6%; with 50% employer match about $278,688 at 4% or $185,792 at 6%; with 100% employer match about $209,016 at 4% or $139,344 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-24$1,241,411$126,146$5,256iApproximate average salary by contribution assumption: employee only about $131,402 at 4% or $87,601 at 6%; with 50% employer match about $87,601 at 4% or $58,401 at 6%; with 100% employer match about $65,701 at 4% or $43,801 at 6%.
BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN-10$534,150$275,165$27,517iApproximate average salary by contribution assumption: employee only about $687,913 at 4% or $458,608 at 6%; with 50% employer match about $458,608 at 4% or $305,739 at 6%; with 100% employer match about $343,956 at 4% or $229,304 at 6%.
2021222$1,573,927$353,509$16,069iApproximate average salary by contribution assumption: employee only about $401,715 at 4% or $267,810 at 6%; with 50% employer match about $267,810 at 4% or $178,540 at 6%; with 100% employer match about $200,857 at 4% or $133,905 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-22$1,311,648$91,230$4,147iApproximate average salary by contribution assumption: employee only about $103,670 at 4% or $69,114 at 6%; with 50% employer match about $69,114 at 4% or $46,076 at 6%; with 100% employer match about $51,835 at 4% or $34,557 at 6%.
BRAD D. SIMONS M.D., PH.D., P.A. CASH BALANCE PENSION PLAN-8$262,279$262,279$32,785iApproximate average salary by contribution assumption: employee only about $819,622 at 4% or $546,415 at 6%; with 50% employer match about $546,415 at 4% or $364,276 at 6%; with 100% employer match about $409,811 at 4% or $273,207 at 6%.
2020119$1,032,228$97,488$5,131iApproximate average salary by contribution assumption: employee only about $128,274 at 4% or $85,516 at 6%; with 50% employer match about $85,516 at 4% or $57,011 at 6%; with 100% employer match about $64,137 at 4% or $42,758 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-19$1,032,228$97,488$5,131iApproximate average salary by contribution assumption: employee only about $128,274 at 4% or $85,516 at 6%; with 50% employer match about $85,516 at 4% or $57,011 at 6%; with 100% employer match about $64,137 at 4% or $42,758 at 6%.
2019126$1,197,008$84,445$3,248iApproximate average salary by contribution assumption: employee only about $81,197 at 4% or $54,131 at 6%; with 50% employer match about $54,131 at 4% or $36,088 at 6%; with 100% employer match about $40,599 at 4% or $27,066 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-26$1,197,008$84,445$3,248iApproximate average salary by contribution assumption: employee only about $81,197 at 4% or $54,131 at 6%; with 50% employer match about $54,131 at 4% or $36,088 at 6%; with 100% employer match about $40,599 at 4% or $27,066 at 6%.
2018121$942,883$76,415$3,639iApproximate average salary by contribution assumption: employee only about $90,970 at 4% or $60,647 at 6%; with 50% employer match about $60,647 at 4% or $40,431 at 6%; with 100% employer match about $45,485 at 4% or $30,323 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-21$942,883$76,415$3,639iApproximate average salary by contribution assumption: employee only about $90,970 at 4% or $60,647 at 6%; with 50% employer match about $60,647 at 4% or $40,431 at 6%; with 100% employer match about $45,485 at 4% or $30,323 at 6%.
2017117$942,164$81,650$4,803iApproximate average salary by contribution assumption: employee only about $120,074 at 4% or $80,049 at 6%; with 50% employer match about $80,049 at 4% or $53,366 at 6%; with 100% employer match about $60,037 at 4% or $40,025 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-17$942,164$81,650$4,803iApproximate average salary by contribution assumption: employee only about $120,074 at 4% or $80,049 at 6%; with 50% employer match about $80,049 at 4% or $53,366 at 6%; with 100% employer match about $60,037 at 4% or $40,025 at 6%.
2016116$775,362$82,825$5,177iApproximate average salary by contribution assumption: employee only about $129,414 at 4% or $86,276 at 6%; with 50% employer match about $86,276 at 4% or $57,517 at 6%; with 100% employer match about $64,707 at 4% or $43,138 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-16$775,362$82,825$5,177iApproximate average salary by contribution assumption: employee only about $129,414 at 4% or $86,276 at 6%; with 50% employer match about $86,276 at 4% or $57,517 at 6%; with 100% employer match about $64,707 at 4% or $43,138 at 6%.
2015110$631,523$77,581$7,758iApproximate average salary by contribution assumption: employee only about $193,953 at 4% or $129,302 at 6%; with 50% employer match about $129,302 at 4% or $86,201 at 6%; with 100% employer match about $96,976 at 4% or $64,651 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-10$631,523$77,581$7,758iApproximate average salary by contribution assumption: employee only about $193,953 at 4% or $129,302 at 6%; with 50% employer match about $129,302 at 4% or $86,201 at 6%; with 100% employer match about $96,976 at 4% or $64,651 at 6%.
201419$577,306$74,155$8,239iApproximate average salary by contribution assumption: employee only about $205,986 at 4% or $137,324 at 6%; with 50% employer match about $137,324 at 4% or $91,549 at 6%; with 100% employer match about $102,993 at 4% or $68,662 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-9$577,306$74,155$8,239iApproximate average salary by contribution assumption: employee only about $205,986 at 4% or $137,324 at 6%; with 50% employer match about $137,324 at 4% or $91,549 at 6%; with 100% employer match about $102,993 at 4% or $68,662 at 6%.
201318$487,448$68,319$8,540iApproximate average salary by contribution assumption: employee only about $213,497 at 4% or $142,331 at 6%; with 50% employer match about $142,331 at 4% or $94,888 at 6%; with 100% employer match about $106,748 at 4% or $71,166 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-8$487,448$68,319$8,540iApproximate average salary by contribution assumption: employee only about $213,497 at 4% or $142,331 at 6%; with 50% employer match about $142,331 at 4% or $94,888 at 6%; with 100% employer match about $106,748 at 4% or $71,166 at 6%.
201218$373,383$64,447$8,056iApproximate average salary by contribution assumption: employee only about $201,397 at 4% or $134,265 at 6%; with 50% employer match about $134,265 at 4% or $89,510 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-8$373,383$64,447$8,056iApproximate average salary by contribution assumption: employee only about $201,397 at 4% or $134,265 at 6%; with 50% employer match about $134,265 at 4% or $89,510 at 6%; with 100% employer match about $100,698 at 4% or $67,132 at 6%.
201118$285,782$56,813$7,102iApproximate average salary by contribution assumption: employee only about $177,541 at 4% or $118,360 at 6%; with 50% employer match about $118,360 at 4% or $78,907 at 6%; with 100% employer match about $88,770 at 4% or $59,180 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-8$285,782$56,813$7,102iApproximate average salary by contribution assumption: employee only about $177,541 at 4% or $118,360 at 6%; with 50% employer match about $118,360 at 4% or $78,907 at 6%; with 100% employer match about $88,770 at 4% or $59,180 at 6%.
201017$233,761$58,311$8,330iApproximate average salary by contribution assumption: employee only about $208,254 at 4% or $138,836 at 6%; with 50% employer match about $138,836 at 4% or $92,557 at 6%; with 100% employer match about $104,127 at 4% or $69,418 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-7$233,761$58,311$8,330iApproximate average salary by contribution assumption: employee only about $208,254 at 4% or $138,836 at 6%; with 50% employer match about $138,836 at 4% or $92,557 at 6%; with 100% employer match about $104,127 at 4% or $69,418 at 6%.
200918$156,653$60,855$7,607iApproximate average salary by contribution assumption: employee only about $190,172 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,391 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-8$156,653$60,855$7,607iApproximate average salary by contribution assumption: employee only about $190,172 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,521 at 6%; with 100% employer match about $95,086 at 4% or $63,391 at 6%.
200816$80,111$50,201$8,367iApproximate average salary by contribution assumption: employee only about $209,171 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,965 at 6%; with 100% employer match about $104,585 at 4% or $69,724 at 6%.
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-6$80,111$50,201$8,367iApproximate average salary by contribution assumption: employee only about $209,171 at 4% or $139,447 at 6%; with 50% employer match about $139,447 at 4% or $92,965 at 6%; with 100% employer match about $104,585 at 4% or $69,724 at 6%.
200717$0$0-
Brad D. Simons, M.D., Ph.D., P.A. Retirement Plan & Trust-7---
Brad D. Simons, M.D., Ph.D., P.A. | EIN 03-0427888 | 2024 Form 5500 Company Profile