Marilyn Simon & Associates
Plan context: Marilyn Simon & Associates 401K Profit Sharing Plan
EIN 13-3325036 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$247,730
2002 Contributions
$26,408
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Marilyn Simon & Associates 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Marilyn Simon & Associates 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $247,730 | $26,408 | $13,204iApproximate average salary by contribution assumption: employee only about $330,100 at 4% or $220,067 at 6%; with 50% employer match about $220,067 at 4% or $146,711 at 6%; with 100% employer match about $165,050 at 4% or $110,033 at 6%. |
| Marilyn Simon & Associates 401K Profit Sharing Plan | - | 2 | $247,730 | $26,408 | $13,204iApproximate average salary by contribution assumption: employee only about $330,100 at 4% or $220,067 at 6%; with 50% employer match about $220,067 at 4% or $146,711 at 6%; with 100% employer match about $165,050 at 4% or $110,033 at 6%. |
| 1999 | 1 | 8 | $302,532 | $110,438 | $13,805iApproximate average salary by contribution assumption: employee only about $345,119 at 4% or $230,079 at 6%; with 50% employer match about $230,079 at 4% or $153,386 at 6%; with 100% employer match about $172,559 at 4% or $115,040 at 6%. |
| Marilyn Simon & Associates 401K Profit Sharing Plan | - | 8 | $302,532 | $110,438 | $13,805iApproximate average salary by contribution assumption: employee only about $345,119 at 4% or $230,079 at 6%; with 50% employer match about $230,079 at 4% or $153,386 at 6%; with 100% employer match about $172,559 at 4% or $115,040 at 6%. |