Simplify Corporation
Plan context: Simplify Corporation Retirement Trust
EIN 04-3259057 • Weston, MA • 18 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$1,763
2016 Contributions
$20,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Simplify Corporation Retirement Trust | - | 0 | $0 | - | - |
| 2015 | 1 | 3 | $1,763 | $0 | - |
| Simplify Corporation Retirement Trust | - | 3 | $1,763 | - | - |
| 2014 | 1 | 3 | $1,763 | $0 | - |
| Simplify Corporation Retirement Trust | - | 3 | $1,763 | - | - |
| 2013 | 1 | 3 | $3,128 | $0 | - |
| Simplify Corporation Retirement Trust | - | 3 | $3,128 | - | - |
| 2012 | 1 | 3 | $3,928 | $0 | - |
| Simplify Corporation Retirement Trust | - | 3 | $3,928 | $0 | - |
| 2011 | 1 | 3 | $4,699 | $0 | - |
| Simplify Corporation Retirement Trust | - | 3 | $4,699 | $0 | - |
| 2010 | 1 | 17 | $148,489 | $0 | - |
| Simplify Corporation Retirement Trust | - | 17 | $148,489 | $0 | - |
| 2009 | 1 | 18 | $138,102 | $0 | - |
| Simplify Corporation Retirement Trust | - | 18 | $138,102 | $0 | - |
| 2008 | 1 | 14 | $119,800 | $0 | - |
| Simplify Corporation Retirement Trust | - | 14 | $119,800 | - | - |
| 2007 | 1 | 11 | $0 | $0 | - |
| Simplify Corporation Retirement Trust | - | 11 | - | - | - |
| 2006 | 1 | 6 | $151,496 | $0 | - |
| Simplify Corporation Retirement Trust | - | 6 | $151,496 | - | - |
| 2005 | 1 | 4 | $135,631 | $0 | - |
| Simplify Corporation Retirement Trust | - | 4 | $135,631 | - | - |
| 2004 | 1 | 3 | $130,290 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Simplify Corporation Retirement Trust | - | 3 | $130,290 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2003 | 1 | 1 | $96,171 | $7,250 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| Simplify Corporation Retirement Trust | - | 1 | $96,171 | $7,250 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| 2002 | 1 | 1 | $73,276 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Simplify Corporation Retirement Trust | - | 1 | $73,276 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Simplify Corporation Retirement Trust | - | 2 | - | - | - |
| 2000 | 1 | 1 | $89,900 | $17,160 | $17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%. |
| Simplify Corporation Retirement Trust | - | 1 | $89,900 | $17,160 | $17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%. |
| 1999 | 1 | 3 | $85,780 | $28,440 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| Simplify Corporation Retirement Trust | - | 3 | $85,780 | $28,440 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |