Civic Intelligence

Marilyn Simon & Associates

Plan context: Marilyn Simon & Associates Retirement Plan

EIN 13-3325056 • New York, NY • 13 filings • 1 plans

110 East 59th Street - 23rd FloorNew York, NY 10022
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$1,603,028

2011 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,603,028$801,514$0199920052010YearValue
$1,603,028Latest year 2010

Participants Over Time

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

630199920052010YearValue
2Latest year 2010

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
201110$0$0-
Marilyn Simon & Associates Retirement Plan-0$0$0-
201012$1,603,028$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Marilyn Simon & Associates Retirement Plan-2$1,603,028$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200912$1,429,279$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Marilyn Simon & Associates Retirement Plan-2$1,429,279$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200812$1,161,823$103,304$51,652iApproximate average salary by contribution assumption: employee only about $1,291,300 at 4% or $860,867 at 6%; with 50% employer match about $860,867 at 4% or $573,911 at 6%; with 100% employer match about $645,650 at 4% or $430,433 at 6%.
Marilyn Simon & Associates Retirement Plan-2$1,161,823$103,304$51,652iApproximate average salary by contribution assumption: employee only about $1,291,300 at 4% or $860,867 at 6%; with 50% employer match about $860,867 at 4% or $573,911 at 6%; with 100% employer match about $645,650 at 4% or $430,433 at 6%.
200712$0$0-
Marilyn Simon & Associates Retirement Plan-2---
200612$1,230,011$98,848$49,424iApproximate average salary by contribution assumption: employee only about $1,235,600 at 4% or $823,733 at 6%; with 50% employer match about $823,733 at 4% or $549,156 at 6%; with 100% employer match about $617,800 at 4% or $411,867 at 6%.
Marilyn Simon & Associates Retirement Plan-2$1,230,011$98,848$49,424iApproximate average salary by contribution assumption: employee only about $1,235,600 at 4% or $823,733 at 6%; with 50% employer match about $823,733 at 4% or $549,156 at 6%; with 100% employer match about $617,800 at 4% or $411,867 at 6%.
200512$1,039,715$87,865$43,933iApproximate average salary by contribution assumption: employee only about $1,098,313 at 4% or $732,208 at 6%; with 50% employer match about $732,208 at 4% or $488,139 at 6%; with 100% employer match about $549,156 at 4% or $366,104 at 6%.
Marilyn Simon & Associates Retirement Plan-2$1,039,715$87,865$43,933iApproximate average salary by contribution assumption: employee only about $1,098,313 at 4% or $732,208 at 6%; with 50% employer match about $732,208 at 4% or $488,139 at 6%; with 100% employer match about $549,156 at 4% or $366,104 at 6%.
200412$923,047$95,352$47,676iApproximate average salary by contribution assumption: employee only about $1,191,900 at 4% or $794,600 at 6%; with 50% employer match about $794,600 at 4% or $529,733 at 6%; with 100% employer match about $595,950 at 4% or $397,300 at 6%.
Marilyn Simon & Associates Retirement Plan-2$923,047$95,352$47,676iApproximate average salary by contribution assumption: employee only about $1,191,900 at 4% or $794,600 at 6%; with 50% employer match about $794,600 at 4% or $529,733 at 6%; with 100% employer match about $595,950 at 4% or $397,300 at 6%.
200312$733,304$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Marilyn Simon & Associates Retirement Plan-2$733,304$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200211$0$0-
Marilyn Simon & Associates Retirement Plan-1---
200111$0$0-
Marilyn Simon & Associates Retirement Plan-1---
200012$759,356$0-
Marilyn Simon & Associates Retirement Plan-2$759,356--
199916$1,009,408$40,747$6,791iApproximate average salary by contribution assumption: employee only about $169,779 at 4% or $113,186 at 6%; with 50% employer match about $113,186 at 4% or $75,457 at 6%; with 100% employer match about $84,890 at 4% or $56,593 at 6%.
Marilyn Simon & Associates Retirement Plan-6$1,009,408$40,747$6,791iApproximate average salary by contribution assumption: employee only about $169,779 at 4% or $113,186 at 6%; with 50% employer match about $113,186 at 4% or $75,457 at 6%; with 100% employer match about $84,890 at 4% or $56,593 at 6%.