Civic Intelligence

William H. Simon, M.D.

Plan context: William H. Simon, M.D. Profit Sharing Trust

EIN 11-2988153 • Oceanside, NY • 26 filings • 3 plans

2940 Lincoln AvenueOceanside, NY 11572-2195
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,930,284

2025 Contributions

$90,875

Historical Graphs

Total Assets Over Time

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

$2,930,284$1,465,142$0199920142025YearValue
$2,930,284Latest year 2025

Participants Over Time

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

530199920132025YearValue
5Latest year 2025

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
202515$2,930,284$90,875$18,175iApproximate average salary by contribution assumption: employee only about $454,375 at 4% or $302,917 at 6%; with 50% employer match about $302,917 at 4% or $201,944 at 6%; with 100% employer match about $227,188 at 4% or $151,458 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$2,930,284$90,875$18,175iApproximate average salary by contribution assumption: employee only about $454,375 at 4% or $302,917 at 6%; with 50% employer match about $302,917 at 4% or $201,944 at 6%; with 100% employer match about $227,188 at 4% or $151,458 at 6%.
202414$2,630,987$100,349$25,087iApproximate average salary by contribution assumption: employee only about $627,181 at 4% or $418,121 at 6%; with 50% employer match about $418,121 at 4% or $278,747 at 6%; with 100% employer match about $313,591 at 4% or $209,060 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$2,630,987$100,349$25,087iApproximate average salary by contribution assumption: employee only about $627,181 at 4% or $418,121 at 6%; with 50% employer match about $418,121 at 4% or $278,747 at 6%; with 100% employer match about $313,591 at 4% or $209,060 at 6%.
202314$2,355,299$92,170$23,043iApproximate average salary by contribution assumption: employee only about $576,063 at 4% or $384,042 at 6%; with 50% employer match about $384,042 at 4% or $256,028 at 6%; with 100% employer match about $288,031 at 4% or $192,021 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$2,355,299$92,170$23,043iApproximate average salary by contribution assumption: employee only about $576,063 at 4% or $384,042 at 6%; with 50% employer match about $384,042 at 4% or $256,028 at 6%; with 100% employer match about $288,031 at 4% or $192,021 at 6%.
202214$2,064,208$88,793$22,198iApproximate average salary by contribution assumption: employee only about $554,956 at 4% or $369,971 at 6%; with 50% employer match about $369,971 at 4% or $246,647 at 6%; with 100% employer match about $277,478 at 4% or $184,985 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$2,064,208$88,793$22,198iApproximate average salary by contribution assumption: employee only about $554,956 at 4% or $369,971 at 6%; with 50% employer match about $369,971 at 4% or $246,647 at 6%; with 100% employer match about $277,478 at 4% or $184,985 at 6%.
202114$2,321,048$86,046$21,512iApproximate average salary by contribution assumption: employee only about $537,788 at 4% or $358,525 at 6%; with 50% employer match about $358,525 at 4% or $239,017 at 6%; with 100% employer match about $268,894 at 4% or $179,263 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$2,321,048$86,046$21,512iApproximate average salary by contribution assumption: employee only about $537,788 at 4% or $358,525 at 6%; with 50% employer match about $358,525 at 4% or $239,017 at 6%; with 100% employer match about $268,894 at 4% or $179,263 at 6%.
202014$2,041,566$85,015$21,254iApproximate average salary by contribution assumption: employee only about $531,344 at 4% or $354,229 at 6%; with 50% employer match about $354,229 at 4% or $236,153 at 6%; with 100% employer match about $265,672 at 4% or $177,115 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$2,041,566$85,015$21,254iApproximate average salary by contribution assumption: employee only about $531,344 at 4% or $354,229 at 6%; with 50% employer match about $354,229 at 4% or $236,153 at 6%; with 100% employer match about $265,672 at 4% or $177,115 at 6%.
201914$1,834,948$78,421$19,605iApproximate average salary by contribution assumption: employee only about $490,131 at 4% or $326,754 at 6%; with 50% employer match about $326,754 at 4% or $217,836 at 6%; with 100% employer match about $245,066 at 4% or $163,377 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$1,834,948$78,421$19,605iApproximate average salary by contribution assumption: employee only about $490,131 at 4% or $326,754 at 6%; with 50% employer match about $326,754 at 4% or $217,836 at 6%; with 100% employer match about $245,066 at 4% or $163,377 at 6%.
201815$1,585,082$60,395$12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$1,585,082$60,395$12,079iApproximate average salary by contribution assumption: employee only about $301,975 at 4% or $201,317 at 6%; with 50% employer match about $201,317 at 4% or $134,211 at 6%; with 100% employer match about $150,988 at 4% or $100,658 at 6%.
201714$1,580,434$59,115$14,779iApproximate average salary by contribution assumption: employee only about $369,469 at 4% or $246,313 at 6%; with 50% employer match about $246,313 at 4% or $164,208 at 6%; with 100% employer match about $184,734 at 4% or $123,156 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$1,580,434$59,115$14,779iApproximate average salary by contribution assumption: employee only about $369,469 at 4% or $246,313 at 6%; with 50% employer match about $246,313 at 4% or $164,208 at 6%; with 100% employer match about $184,734 at 4% or $123,156 at 6%.
201614$1,366,853$50,300$12,575iApproximate average salary by contribution assumption: employee only about $314,375 at 4% or $209,583 at 6%; with 50% employer match about $209,583 at 4% or $139,722 at 6%; with 100% employer match about $157,188 at 4% or $104,792 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$1,366,853$50,300$12,575iApproximate average salary by contribution assumption: employee only about $314,375 at 4% or $209,583 at 6%; with 50% employer match about $209,583 at 4% or $139,722 at 6%; with 100% employer match about $157,188 at 4% or $104,792 at 6%.
201514$1,237,148$33,873$8,468iApproximate average salary by contribution assumption: employee only about $211,706 at 4% or $141,138 at 6%; with 50% employer match about $141,138 at 4% or $94,092 at 6%; with 100% employer match about $105,853 at 4% or $70,569 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$1,237,148$33,873$8,468iApproximate average salary by contribution assumption: employee only about $211,706 at 4% or $141,138 at 6%; with 50% employer match about $141,138 at 4% or $94,092 at 6%; with 100% employer match about $105,853 at 4% or $70,569 at 6%.
201414$1,191,395$32,386$8,097iApproximate average salary by contribution assumption: employee only about $202,413 at 4% or $134,942 at 6%; with 50% employer match about $134,942 at 4% or $89,961 at 6%; with 100% employer match about $101,206 at 4% or $67,471 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$1,191,395$32,386$8,097iApproximate average salary by contribution assumption: employee only about $202,413 at 4% or $134,942 at 6%; with 50% employer match about $134,942 at 4% or $89,961 at 6%; with 100% employer match about $101,206 at 4% or $67,471 at 6%.
201313$1,108,439$37,115$12,372iApproximate average salary by contribution assumption: employee only about $309,292 at 4% or $206,194 at 6%; with 50% employer match about $206,194 at 4% or $137,463 at 6%; with 100% employer match about $154,646 at 4% or $103,097 at 6%.
William H. Simon, M.D. Profit Sharing Trust-3$1,108,439$37,115$12,372iApproximate average salary by contribution assumption: employee only about $309,292 at 4% or $206,194 at 6%; with 50% employer match about $206,194 at 4% or $137,463 at 6%; with 100% employer match about $154,646 at 4% or $103,097 at 6%.
201214$929,295$27,272$6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$929,295$27,272$6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%.
201114$839,161$32,388$8,097iApproximate average salary by contribution assumption: employee only about $202,425 at 4% or $134,950 at 6%; with 50% employer match about $134,950 at 4% or $89,967 at 6%; with 100% employer match about $101,213 at 4% or $67,475 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$839,161$32,388$8,097iApproximate average salary by contribution assumption: employee only about $202,425 at 4% or $134,950 at 6%; with 50% employer match about $134,950 at 4% or $89,967 at 6%; with 100% employer match about $101,213 at 4% or $67,475 at 6%.
201014$813,879$30,593$7,648iApproximate average salary by contribution assumption: employee only about $191,206 at 4% or $127,471 at 6%; with 50% employer match about $127,471 at 4% or $84,981 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$813,879$30,593$7,648iApproximate average salary by contribution assumption: employee only about $191,206 at 4% or $127,471 at 6%; with 50% employer match about $127,471 at 4% or $84,981 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%.
200914$712,345$37,403$9,351iApproximate average salary by contribution assumption: employee only about $233,769 at 4% or $155,846 at 6%; with 50% employer match about $155,846 at 4% or $103,897 at 6%; with 100% employer match about $116,884 at 4% or $77,923 at 6%.
William H. Simon, M.D. Profit Sharing Trust-4$712,345$37,403$9,351iApproximate average salary by contribution assumption: employee only about $233,769 at 4% or $155,846 at 6%; with 50% employer match about $155,846 at 4% or $103,897 at 6%; with 100% employer match about $116,884 at 4% or $77,923 at 6%.
200814$0$0-
William H. Simon, M.D. Profit Sharing Trust-4---
200715$0$0-
William H. Simon, M.D. Profit Sharing Trust-5---
200615$689,370$43,368$8,674iApproximate average salary by contribution assumption: employee only about $216,840 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,373 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$689,370$43,368$8,674iApproximate average salary by contribution assumption: employee only about $216,840 at 4% or $144,560 at 6%; with 50% employer match about $144,560 at 4% or $96,373 at 6%; with 100% employer match about $108,420 at 4% or $72,280 at 6%.
200415$516,922$42,916$8,583iApproximate average salary by contribution assumption: employee only about $214,580 at 4% or $143,053 at 6%; with 50% employer match about $143,053 at 4% or $95,369 at 6%; with 100% employer match about $107,290 at 4% or $71,527 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$516,922$42,916$8,583iApproximate average salary by contribution assumption: employee only about $214,580 at 4% or $143,053 at 6%; with 50% employer match about $143,053 at 4% or $95,369 at 6%; with 100% employer match about $107,290 at 4% or $71,527 at 6%.
200315$437,363$36,226$7,245iApproximate average salary by contribution assumption: employee only about $181,130 at 4% or $120,753 at 6%; with 50% employer match about $120,753 at 4% or $80,502 at 6%; with 100% employer match about $90,565 at 4% or $60,377 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$437,363$36,226$7,245iApproximate average salary by contribution assumption: employee only about $181,130 at 4% or $120,753 at 6%; with 50% employer match about $120,753 at 4% or $80,502 at 6%; with 100% employer match about $90,565 at 4% or $60,377 at 6%.
200215$346,464$35,081$7,016iApproximate average salary by contribution assumption: employee only about $175,405 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,468 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$346,464$35,081$7,016iApproximate average salary by contribution assumption: employee only about $175,405 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,468 at 6%.
200115$0$0-
William H. Simon, M.D. Profit Sharing Trust-5---
200015$355,113$30,108$6,022iApproximate average salary by contribution assumption: employee only about $150,540 at 4% or $100,360 at 6%; with 50% employer match about $100,360 at 4% or $66,907 at 6%; with 100% employer match about $75,270 at 4% or $50,180 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$355,113$30,108$6,022iApproximate average salary by contribution assumption: employee only about $150,540 at 4% or $100,360 at 6%; with 50% employer match about $100,360 at 4% or $66,907 at 6%; with 100% employer match about $75,270 at 4% or $50,180 at 6%.
199915$352,636$36,162$7,232iApproximate average salary by contribution assumption: employee only about $180,810 at 4% or $120,540 at 6%; with 50% employer match about $120,540 at 4% or $80,360 at 6%; with 100% employer match about $90,405 at 4% or $60,270 at 6%.
William H. Simon, M.D. Profit Sharing Trust-5$352,636$36,162$7,232iApproximate average salary by contribution assumption: employee only about $180,810 at 4% or $120,540 at 6%; with 50% employer match about $120,540 at 4% or $80,360 at 6%; with 100% employer match about $90,405 at 4% or $60,270 at 6%.