Civic Intelligence

John M. Simon M.D. PC.

Plan context: JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN

EIN 11-2910248 • West Islip, NY • 22 filings • 3 plans

580 Union BoulevardWest Islip, NY 11795
Current Snapshot

Latest Year

2016

2016 Participants

18

2016 Assets

$274,922

2016 Contributions

$47,304

Historical Graphs

Total Assets Over Time

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

$1,401,280$700,640$0199920072015YearValue
$274,922Latest year 2015

Participants Over Time

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

34170199920072015YearValue
18Latest year 2015

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
201610$0$0-
JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN-0$0$0-
2015218$274,922$47,304$2,628iApproximate average salary by contribution assumption: employee only about $65,700 at 4% or $43,800 at 6%; with 50% employer match about $43,800 at 4% or $29,200 at 6%; with 100% employer match about $32,850 at 4% or $21,900 at 6%.
JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN-18$274,922$47,304$2,628iApproximate average salary by contribution assumption: employee only about $65,700 at 4% or $43,800 at 6%; with 50% employer match about $43,800 at 4% or $29,200 at 6%; with 100% employer match about $32,850 at 4% or $21,900 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-0$0--
2014230$1,401,280$91,327$3,044iApproximate average salary by contribution assumption: employee only about $76,106 at 4% or $50,737 at 6%; with 50% employer match about $50,737 at 4% or $33,825 at 6%; with 100% employer match about $38,053 at 4% or $25,369 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-30$1,165,188$9,744$325iApproximate average salary by contribution assumption: employee only about $8,120 at 4% or $5,413 at 6%; with 50% employer match about $5,413 at 4% or $3,609 at 6%; with 100% employer match about $4,060 at 4% or $2,707 at 6%.
JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN-18$236,092$81,583$4,532iApproximate average salary by contribution assumption: employee only about $113,310 at 4% or $75,540 at 6%; with 50% employer match about $75,540 at 4% or $50,360 at 6%; with 100% employer match about $56,655 at 4% or $37,770 at 6%.
2013234$1,309,052$99,614$2,930iApproximate average salary by contribution assumption: employee only about $73,246 at 4% or $48,830 at 6%; with 50% employer match about $48,830 at 4% or $32,554 at 6%; with 100% employer match about $36,623 at 4% or $24,415 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-34$1,157,092$24,054$707iApproximate average salary by contribution assumption: employee only about $17,687 at 4% or $11,791 at 6%; with 50% employer match about $11,791 at 4% or $7,861 at 6%; with 100% employer match about $8,843 at 4% or $5,896 at 6%.
JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN-18$151,960$75,560$4,198iApproximate average salary by contribution assumption: employee only about $104,944 at 4% or $69,963 at 6%; with 50% employer match about $69,963 at 4% or $46,642 at 6%; with 100% employer match about $52,472 at 4% or $34,981 at 6%.
2012234$1,075,902$96,248$2,831iApproximate average salary by contribution assumption: employee only about $70,771 at 4% or $47,180 at 6%; with 50% employer match about $47,180 at 4% or $31,454 at 6%; with 100% employer match about $35,385 at 4% or $23,590 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-34$1,002,771$23,117$680iApproximate average salary by contribution assumption: employee only about $16,998 at 4% or $11,332 at 6%; with 50% employer match about $11,332 at 4% or $7,555 at 6%; with 100% employer match about $8,499 at 4% or $5,666 at 6%.
JOHN M. SIMON, M.D., P.C. CASH BALANCE PLAN-18$73,131$73,131$4,063iApproximate average salary by contribution assumption: employee only about $101,571 at 4% or $67,714 at 6%; with 50% employer match about $67,714 at 4% or $45,143 at 6%; with 100% employer match about $50,785 at 4% or $33,857 at 6%.
2011134$885,691$76,696$2,256iApproximate average salary by contribution assumption: employee only about $56,394 at 4% or $37,596 at 6%; with 50% employer match about $37,596 at 4% or $25,064 at 6%; with 100% employer match about $28,197 at 4% or $18,798 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-34$885,691$76,696$2,256iApproximate average salary by contribution assumption: employee only about $56,394 at 4% or $37,596 at 6%; with 50% employer match about $37,596 at 4% or $25,064 at 6%; with 100% employer match about $28,197 at 4% or $18,798 at 6%.
2010134$833,296$72,223$2,124iApproximate average salary by contribution assumption: employee only about $53,105 at 4% or $35,403 at 6%; with 50% employer match about $35,403 at 4% or $23,602 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-34$833,296$72,223$2,124iApproximate average salary by contribution assumption: employee only about $53,105 at 4% or $35,403 at 6%; with 50% employer match about $35,403 at 4% or $23,602 at 6%; with 100% employer match about $26,553 at 4% or $17,702 at 6%.
2009133$745,630$70,034$2,122iApproximate average salary by contribution assumption: employee only about $53,056 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,580 at 6%; with 100% employer match about $26,528 at 4% or $17,685 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-33$745,630$70,034$2,122iApproximate average salary by contribution assumption: employee only about $53,056 at 4% or $35,371 at 6%; with 50% employer match about $35,371 at 4% or $23,580 at 6%; with 100% employer match about $26,528 at 4% or $17,685 at 6%.
2008119$539,275$68,641$3,613iApproximate average salary by contribution assumption: employee only about $90,317 at 4% or $60,211 at 6%; with 50% employer match about $60,211 at 4% or $40,141 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-19$539,275$68,641$3,613iApproximate average salary by contribution assumption: employee only about $90,317 at 4% or $60,211 at 6%; with 50% employer match about $60,211 at 4% or $40,141 at 6%; with 100% employer match about $45,159 at 4% or $30,106 at 6%.
2007121$732,234$64,430$3,068iApproximate average salary by contribution assumption: employee only about $76,702 at 4% or $51,135 at 6%; with 50% employer match about $51,135 at 4% or $34,090 at 6%; with 100% employer match about $38,351 at 4% or $25,567 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-21$732,234$64,430$3,068iApproximate average salary by contribution assumption: employee only about $76,702 at 4% or $51,135 at 6%; with 50% employer match about $51,135 at 4% or $34,090 at 6%; with 100% employer match about $38,351 at 4% or $25,567 at 6%.
2006121$639,759$58,637$2,792iApproximate average salary by contribution assumption: employee only about $69,806 at 4% or $46,537 at 6%; with 50% employer match about $46,537 at 4% or $31,025 at 6%; with 100% employer match about $34,903 at 4% or $23,269 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-21$639,759$58,637$2,792iApproximate average salary by contribution assumption: employee only about $69,806 at 4% or $46,537 at 6%; with 50% employer match about $46,537 at 4% or $31,025 at 6%; with 100% employer match about $34,903 at 4% or $23,269 at 6%.
2005122$530,010$60,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-22$530,010$60,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
2004119$457,301$58,070$3,056iApproximate average salary by contribution assumption: employee only about $76,408 at 4% or $50,939 at 6%; with 50% employer match about $50,939 at 4% or $33,959 at 6%; with 100% employer match about $38,204 at 4% or $25,469 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-19$457,301$58,070$3,056iApproximate average salary by contribution assumption: employee only about $76,408 at 4% or $50,939 at 6%; with 50% employer match about $50,939 at 4% or $33,959 at 6%; with 100% employer match about $38,204 at 4% or $25,469 at 6%.
2003115$401,279$52,247$3,483iApproximate average salary by contribution assumption: employee only about $87,078 at 4% or $58,052 at 6%; with 50% employer match about $58,052 at 4% or $38,701 at 6%; with 100% employer match about $43,539 at 4% or $29,026 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-15$401,279$52,247$3,483iApproximate average salary by contribution assumption: employee only about $87,078 at 4% or $58,052 at 6%; with 50% employer match about $58,052 at 4% or $38,701 at 6%; with 100% employer match about $43,539 at 4% or $29,026 at 6%.
2002124$300,786$41,762$1,740iApproximate average salary by contribution assumption: employee only about $43,502 at 4% or $29,001 at 6%; with 50% employer match about $29,001 at 4% or $19,334 at 6%; with 100% employer match about $21,751 at 4% or $14,501 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-24$300,786$41,762$1,740iApproximate average salary by contribution assumption: employee only about $43,502 at 4% or $29,001 at 6%; with 50% employer match about $29,001 at 4% or $19,334 at 6%; with 100% employer match about $21,751 at 4% or $14,501 at 6%.
2001124$296,714$32,050$1,335iApproximate average salary by contribution assumption: employee only about $33,385 at 4% or $22,257 at 6%; with 50% employer match about $22,257 at 4% or $14,838 at 6%; with 100% employer match about $16,693 at 4% or $11,128 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-24$296,714$32,050$1,335iApproximate average salary by contribution assumption: employee only about $33,385 at 4% or $22,257 at 6%; with 50% employer match about $22,257 at 4% or $14,838 at 6%; with 100% employer match about $16,693 at 4% or $11,128 at 6%.
2000123$312,669$39,619$1,723iApproximate average salary by contribution assumption: employee only about $43,064 at 4% or $28,709 at 6%; with 50% employer match about $28,709 at 4% or $19,140 at 6%; with 100% employer match about $21,532 at 4% or $14,355 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-23$312,669$39,619$1,723iApproximate average salary by contribution assumption: employee only about $43,064 at 4% or $28,709 at 6%; with 50% employer match about $28,709 at 4% or $19,140 at 6%; with 100% employer match about $21,532 at 4% or $14,355 at 6%.
1999119$353,941$39,087$2,057iApproximate average salary by contribution assumption: employee only about $51,430 at 4% or $34,287 at 6%; with 50% employer match about $34,287 at 4% or $22,858 at 6%; with 100% employer match about $25,715 at 4% or $17,143 at 6%.
John M. Simon M.D. PC. Profit Sharing Plan-19$353,941$39,087$2,057iApproximate average salary by contribution assumption: employee only about $51,430 at 4% or $34,287 at 6%; with 50% employer match about $34,287 at 4% or $22,858 at 6%; with 100% employer match about $25,715 at 4% or $17,143 at 6%.