Civic Intelligence

The Brad Simon Organization Inc.

Plan context: The Brad Simon Organization Inc. Profit Sharing Plan

EIN 13-3136260 • Naples, FL • 23 filings • 1 plans

4504 Aurora StreetNaples, FL 34119
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$232,083

2021 Contributions

$64,706

Historical Graphs

Total Assets Over Time

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

$1,052,184$526,092$0199920112020YearValue
$232,083Latest year 2020

Participants Over Time

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

530199920102020YearValue
5Latest year 2020

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
202110$0$0-
The Brad Simon Organization Inc. Profit Sharing Plan-0$0$0-
202015$232,083$0-
The Brad Simon Organization Inc. Profit Sharing Plan-5$232,083$0-
201915$1,052,184$64,706$12,941iApproximate average salary by contribution assumption: employee only about $323,530 at 4% or $215,687 at 6%; with 50% employer match about $215,687 at 4% or $143,791 at 6%; with 100% employer match about $161,765 at 4% or $107,843 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-5$1,052,184$64,706$12,941iApproximate average salary by contribution assumption: employee only about $323,530 at 4% or $215,687 at 6%; with 50% employer match about $215,687 at 4% or $143,791 at 6%; with 100% employer match about $161,765 at 4% or $107,843 at 6%.
201814$840,748$62,282$15,571iApproximate average salary by contribution assumption: employee only about $389,263 at 4% or $259,508 at 6%; with 50% employer match about $259,508 at 4% or $173,006 at 6%; with 100% employer match about $194,631 at 4% or $129,754 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-4$840,748$62,282$15,571iApproximate average salary by contribution assumption: employee only about $389,263 at 4% or $259,508 at 6%; with 50% employer match about $259,508 at 4% or $173,006 at 6%; with 100% employer match about $194,631 at 4% or $129,754 at 6%.
201712$805,682$56,757$28,379iApproximate average salary by contribution assumption: employee only about $709,463 at 4% or $472,975 at 6%; with 50% employer match about $472,975 at 4% or $315,317 at 6%; with 100% employer match about $354,731 at 4% or $236,488 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$805,682$56,757$28,379iApproximate average salary by contribution assumption: employee only about $709,463 at 4% or $472,975 at 6%; with 50% employer match about $472,975 at 4% or $315,317 at 6%; with 100% employer match about $354,731 at 4% or $236,488 at 6%.
201613$687,341$57,153$19,051iApproximate average salary by contribution assumption: employee only about $476,275 at 4% or $317,517 at 6%; with 50% employer match about $317,517 at 4% or $211,678 at 6%; with 100% employer match about $238,138 at 4% or $158,758 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-3$687,341$57,153$19,051iApproximate average salary by contribution assumption: employee only about $476,275 at 4% or $317,517 at 6%; with 50% employer match about $317,517 at 4% or $211,678 at 6%; with 100% employer match about $238,138 at 4% or $158,758 at 6%.
201512$585,888$54,228$27,114iApproximate average salary by contribution assumption: employee only about $677,850 at 4% or $451,900 at 6%; with 50% employer match about $451,900 at 4% or $301,267 at 6%; with 100% employer match about $338,925 at 4% or $225,950 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$585,888$54,228$27,114iApproximate average salary by contribution assumption: employee only about $677,850 at 4% or $451,900 at 6%; with 50% employer match about $451,900 at 4% or $301,267 at 6%; with 100% employer match about $338,925 at 4% or $225,950 at 6%.
201412$552,675$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$552,675$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
201312$521,404$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$521,404$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201213$453,609$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-3$453,609$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201113$378,752$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-3$378,752$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201013$340,287$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-3$340,287$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200911$305,387$0-
The Brad Simon Organization Inc. Profit Sharing Plan-1$305,387--
200811$286,892$0-
The Brad Simon Organization Inc. Profit Sharing Plan-1$286,892--
200712$0$0-
The Brad Simon Organization Inc. Profit Sharing Plan-2---
200612$280,121$47,346$23,673iApproximate average salary by contribution assumption: employee only about $591,825 at 4% or $394,550 at 6%; with 50% employer match about $394,550 at 4% or $263,033 at 6%; with 100% employer match about $295,913 at 4% or $197,275 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$280,121$47,346$23,673iApproximate average salary by contribution assumption: employee only about $591,825 at 4% or $394,550 at 6%; with 50% employer match about $394,550 at 4% or $263,033 at 6%; with 100% employer match about $295,913 at 4% or $197,275 at 6%.
200512$218,027$44,165$22,083iApproximate average salary by contribution assumption: employee only about $552,063 at 4% or $368,042 at 6%; with 50% employer match about $368,042 at 4% or $245,361 at 6%; with 100% employer match about $276,031 at 4% or $184,021 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$218,027$44,165$22,083iApproximate average salary by contribution assumption: employee only about $552,063 at 4% or $368,042 at 6%; with 50% employer match about $368,042 at 4% or $245,361 at 6%; with 100% employer match about $276,031 at 4% or $184,021 at 6%.
200412$172,658$42,981$21,491iApproximate average salary by contribution assumption: employee only about $537,263 at 4% or $358,175 at 6%; with 50% employer match about $358,175 at 4% or $238,783 at 6%; with 100% employer match about $268,631 at 4% or $179,088 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$172,658$42,981$21,491iApproximate average salary by contribution assumption: employee only about $537,263 at 4% or $358,175 at 6%; with 50% employer match about $358,175 at 4% or $238,783 at 6%; with 100% employer match about $268,631 at 4% or $179,088 at 6%.
200312$132,126$41,726$20,863iApproximate average salary by contribution assumption: employee only about $521,575 at 4% or $347,717 at 6%; with 50% employer match about $347,717 at 4% or $231,811 at 6%; with 100% employer match about $260,788 at 4% or $173,858 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$132,126$41,726$20,863iApproximate average salary by contribution assumption: employee only about $521,575 at 4% or $347,717 at 6%; with 50% employer match about $347,717 at 4% or $231,811 at 6%; with 100% employer match about $260,788 at 4% or $173,858 at 6%.
200211$91,839$41,040$41,040iApproximate average salary by contribution assumption: employee only about $1,026,000 at 4% or $684,000 at 6%; with 50% employer match about $684,000 at 4% or $456,000 at 6%; with 100% employer match about $513,000 at 4% or $342,000 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-1$91,839$41,040$41,040iApproximate average salary by contribution assumption: employee only about $1,026,000 at 4% or $684,000 at 6%; with 50% employer match about $684,000 at 4% or $456,000 at 6%; with 100% employer match about $513,000 at 4% or $342,000 at 6%.
200112$0$0-
The Brad Simon Organization Inc. Profit Sharing Plan-2---
200013$40,747$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
The Brad Simon Organization Inc. Profit Sharing Plan-3$40,747$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
199912$65,885$20,000$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%.
The Brad Simon Organization Inc. Profit Sharing Plan-2$65,885$20,000$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%.