Civic Intelligence

Drs James and Peter Simone

Plan context: Drs James and Peter Simone Retirement Plan

EIN 13-3963441 • Larchmont, NY • 31 filings • 4 plans

14 N Chatsworth Ave.Larchmont, NY 10538-2142
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$8,067,542

2025 Contributions

$152,000

Historical Graphs

Total Assets Over Time

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

$8,067,542$4,033,771$0199920122025YearValue
$8,067,542Latest year 2025

Participants Over Time

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

1050199920122025YearValue
7Latest 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
202517$8,067,542$152,000$21,714iApproximate average salary by contribution assumption: employee only about $542,857 at 4% or $361,905 at 6%; with 50% employer match about $361,905 at 4% or $241,270 at 6%; with 100% employer match about $271,429 at 4% or $180,952 at 6%.
Drs James and Peter Simone Retirement Plan-7$8,067,542$152,000$21,714iApproximate average salary by contribution assumption: employee only about $542,857 at 4% or $361,905 at 6%; with 50% employer match about $361,905 at 4% or $241,270 at 6%; with 100% employer match about $271,429 at 4% or $180,952 at 6%.
202417$6,531,107$155,839$22,263iApproximate average salary by contribution assumption: employee only about $556,568 at 4% or $371,045 at 6%; with 50% employer match about $371,045 at 4% or $247,363 at 6%; with 100% employer match about $278,284 at 4% or $185,523 at 6%.
Drs James and Peter Simone Retirement Plan-7$6,531,107$155,839$22,263iApproximate average salary by contribution assumption: employee only about $556,568 at 4% or $371,045 at 6%; with 50% employer match about $371,045 at 4% or $247,363 at 6%; with 100% employer match about $278,284 at 4% or $185,523 at 6%.
202317$5,601,915$146,983$20,998iApproximate average salary by contribution assumption: employee only about $524,939 at 4% or $349,960 at 6%; with 50% employer match about $349,960 at 4% or $233,306 at 6%; with 100% employer match about $262,470 at 4% or $174,980 at 6%.
Drs James and Peter Simone Retirement Plan-7$5,601,915$146,983$20,998iApproximate average salary by contribution assumption: employee only about $524,939 at 4% or $349,960 at 6%; with 50% employer match about $349,960 at 4% or $233,306 at 6%; with 100% employer match about $262,470 at 4% or $174,980 at 6%.
202217$4,553,191$136,603$19,515iApproximate average salary by contribution assumption: employee only about $487,868 at 4% or $325,245 at 6%; with 50% employer match about $325,245 at 4% or $216,830 at 6%; with 100% employer match about $243,934 at 4% or $162,623 at 6%.
Drs James and Peter Simone Retirement Plan-7$4,553,191$136,603$19,515iApproximate average salary by contribution assumption: employee only about $487,868 at 4% or $325,245 at 6%; with 50% employer match about $325,245 at 4% or $216,830 at 6%; with 100% employer match about $243,934 at 4% or $162,623 at 6%.
202118$4,990,872$131,214$16,402iApproximate average salary by contribution assumption: employee only about $410,044 at 4% or $273,363 at 6%; with 50% employer match about $273,363 at 4% or $182,242 at 6%; with 100% employer match about $205,022 at 4% or $136,681 at 6%.
Drs James and Peter Simone Retirement Plan-8$4,990,872$131,214$16,402iApproximate average salary by contribution assumption: employee only about $410,044 at 4% or $273,363 at 6%; with 50% employer match about $273,363 at 4% or $182,242 at 6%; with 100% employer match about $205,022 at 4% or $136,681 at 6%.
202018$3,746,473$110,083$13,760iApproximate average salary by contribution assumption: employee only about $344,009 at 4% or $229,340 at 6%; with 50% employer match about $229,340 at 4% or $152,893 at 6%; with 100% employer match about $172,005 at 4% or $114,670 at 6%.
Drs James and Peter Simone Retirement Plan-8$3,746,473$110,083$13,760iApproximate average salary by contribution assumption: employee only about $344,009 at 4% or $229,340 at 6%; with 50% employer match about $229,340 at 4% or $152,893 at 6%; with 100% employer match about $172,005 at 4% or $114,670 at 6%.
201919$3,475,421$113,366$12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,937 at 6%; with 50% employer match about $209,937 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%.
Drs James and Peter Simone Retirement Plan-9$3,475,421$113,366$12,596iApproximate average salary by contribution assumption: employee only about $314,906 at 4% or $209,937 at 6%; with 50% employer match about $209,937 at 4% or $139,958 at 6%; with 100% employer match about $157,453 at 4% or $104,969 at 6%.
201819$2,665,022$77,330$8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%.
Drs James and Peter Simone Retirement Plan-9$2,665,022$77,330$8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%.
201719$2,996,567$94,830$10,537iApproximate average salary by contribution assumption: employee only about $263,417 at 4% or $175,611 at 6%; with 50% employer match about $175,611 at 4% or $117,074 at 6%; with 100% employer match about $131,708 at 4% or $87,806 at 6%.
Drs James and Peter Simone Retirement Plan-9$2,996,567$94,830$10,537iApproximate average salary by contribution assumption: employee only about $263,417 at 4% or $175,611 at 6%; with 50% employer match about $175,611 at 4% or $117,074 at 6%; with 100% employer match about $131,708 at 4% or $87,806 at 6%.
2016110$2,715,812$91,280$9,128iApproximate average salary by contribution assumption: employee only about $228,200 at 4% or $152,133 at 6%; with 50% employer match about $152,133 at 4% or $101,422 at 6%; with 100% employer match about $114,100 at 4% or $76,067 at 6%.
Drs James and Peter Simone Retirement Plan-10$2,715,812$91,280$9,128iApproximate average salary by contribution assumption: employee only about $228,200 at 4% or $152,133 at 6%; with 50% employer match about $152,133 at 4% or $101,422 at 6%; with 100% employer match about $114,100 at 4% or $76,067 at 6%.
2015110$2,205,975$75,969$7,597iApproximate average salary by contribution assumption: employee only about $189,923 at 4% or $126,615 at 6%; with 50% employer match about $126,615 at 4% or $84,410 at 6%; with 100% employer match about $94,961 at 4% or $63,308 at 6%.
Drs James and Peter Simone Retirement Plan-10$2,205,975$75,969$7,597iApproximate average salary by contribution assumption: employee only about $189,923 at 4% or $126,615 at 6%; with 50% employer match about $126,615 at 4% or $84,410 at 6%; with 100% employer match about $94,961 at 4% or $63,308 at 6%.
201419$2,377,826$92,033$10,226iApproximate average salary by contribution assumption: employee only about $255,647 at 4% or $170,431 at 6%; with 50% employer match about $170,431 at 4% or $113,621 at 6%; with 100% employer match about $127,824 at 4% or $85,216 at 6%.
Drs James and Peter Simone Retirement Plan-9$2,377,826$92,033$10,226iApproximate average salary by contribution assumption: employee only about $255,647 at 4% or $170,431 at 6%; with 50% employer match about $170,431 at 4% or $113,621 at 6%; with 100% employer match about $127,824 at 4% or $85,216 at 6%.
201319$2,060,837$92,394$10,266iApproximate average salary by contribution assumption: employee only about $256,650 at 4% or $171,100 at 6%; with 50% employer match about $171,100 at 4% or $114,067 at 6%; with 100% employer match about $128,325 at 4% or $85,550 at 6%.
Drs James and Peter Simone Retirement Plan-9$2,060,837$92,394$10,266iApproximate average salary by contribution assumption: employee only about $256,650 at 4% or $171,100 at 6%; with 50% employer match about $171,100 at 4% or $114,067 at 6%; with 100% employer match about $128,325 at 4% or $85,550 at 6%.
201219$1,455,195$90,790$10,088iApproximate average salary by contribution assumption: employee only about $252,194 at 4% or $168,130 at 6%; with 50% employer match about $168,130 at 4% or $112,086 at 6%; with 100% employer match about $126,097 at 4% or $84,065 at 6%.
Drs James and Peter Simone Retirement Plan-9$1,455,195$90,790$10,088iApproximate average salary by contribution assumption: employee only about $252,194 at 4% or $168,130 at 6%; with 50% employer match about $168,130 at 4% or $112,086 at 6%; with 100% employer match about $126,097 at 4% or $84,065 at 6%.
201119$1,128,980$89,621$9,958iApproximate average salary by contribution assumption: employee only about $248,947 at 4% or $165,965 at 6%; with 50% employer match about $165,965 at 4% or $110,643 at 6%; with 100% employer match about $124,474 at 4% or $82,982 at 6%.
Drs James and Peter Simone Retirement Plan-9$1,128,980$89,621$9,958iApproximate average salary by contribution assumption: employee only about $248,947 at 4% or $165,965 at 6%; with 50% employer match about $165,965 at 4% or $110,643 at 6%; with 100% employer match about $124,474 at 4% or $82,982 at 6%.
201019$1,073,613$88,861$9,873iApproximate average salary by contribution assumption: employee only about $246,836 at 4% or $164,557 at 6%; with 50% employer match about $164,557 at 4% or $109,705 at 6%; with 100% employer match about $123,418 at 4% or $82,279 at 6%.
Drs James and Peter Simone Retirement Plan-9$1,073,613$88,861$9,873iApproximate average salary by contribution assumption: employee only about $246,836 at 4% or $164,557 at 6%; with 50% employer match about $164,557 at 4% or $109,705 at 6%; with 100% employer match about $123,418 at 4% or $82,279 at 6%.
200917$878,166$85,291$12,184iApproximate average salary by contribution assumption: employee only about $304,611 at 4% or $203,074 at 6%; with 50% employer match about $203,074 at 4% or $135,383 at 6%; with 100% employer match about $152,305 at 4% or $101,537 at 6%.
Drs James and Peter Simone Retirement Plan-7$878,166$85,291$12,184iApproximate average salary by contribution assumption: employee only about $304,611 at 4% or $203,074 at 6%; with 50% employer match about $203,074 at 4% or $135,383 at 6%; with 100% employer match about $152,305 at 4% or $101,537 at 6%.
200817$598,020$95,215$13,602iApproximate average salary by contribution assumption: employee only about $340,054 at 4% or $226,702 at 6%; with 50% employer match about $226,702 at 4% or $151,135 at 6%; with 100% employer match about $170,027 at 4% or $113,351 at 6%.
Drs James and Peter Simone Retirement Plan-7$598,020$95,215$13,602iApproximate average salary by contribution assumption: employee only about $340,054 at 4% or $226,702 at 6%; with 50% employer match about $226,702 at 4% or $151,135 at 6%; with 100% employer match about $170,027 at 4% or $113,351 at 6%.
200717$818,157$103,836$14,834iApproximate average salary by contribution assumption: employee only about $370,843 at 4% or $247,229 at 6%; with 50% employer match about $247,229 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
Drs James and Peter Simone Retirement Plan-7$818,157$103,836$14,834iApproximate average salary by contribution assumption: employee only about $370,843 at 4% or $247,229 at 6%; with 50% employer match about $247,229 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
200615$984,313$99,600$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
Drs James and Peter Simone Retirement Plan-5$984,313$99,600$19,920iApproximate average salary by contribution assumption: employee only about $498,000 at 4% or $332,000 at 6%; with 50% employer match about $332,000 at 4% or $221,333 at 6%; with 100% employer match about $249,000 at 4% or $166,000 at 6%.
200515$772,703$93,600$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
Drs James and Peter Simone Retirement Plan-5$772,703$93,600$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
200415$597,496$95,208$19,042iApproximate average salary by contribution assumption: employee only about $476,040 at 4% or $317,360 at 6%; with 50% employer match about $317,360 at 4% or $211,573 at 6%; with 100% employer match about $238,020 at 4% or $158,680 at 6%.
Drs James and Peter Simone Retirement Plan-5$597,496$95,208$19,042iApproximate average salary by contribution assumption: employee only about $476,040 at 4% or $317,360 at 6%; with 50% employer match about $317,360 at 4% or $211,573 at 6%; with 100% employer match about $238,020 at 4% or $158,680 at 6%.
200315$401,391$92,965$18,593iApproximate average salary by contribution assumption: employee only about $464,825 at 4% or $309,883 at 6%; with 50% employer match about $309,883 at 4% or $206,589 at 6%; with 100% employer match about $232,413 at 4% or $154,942 at 6%.
Drs James and Peter Simone Retirement Plan-5$401,391$92,965$18,593iApproximate average salary by contribution assumption: employee only about $464,825 at 4% or $309,883 at 6%; with 50% employer match about $309,883 at 4% or $206,589 at 6%; with 100% employer match about $232,413 at 4% or $154,942 at 6%.
200225$235,457$91,172$18,234iApproximate average salary by contribution assumption: employee only about $455,860 at 4% or $303,907 at 6%; with 50% employer match about $303,907 at 4% or $202,604 at 6%; with 100% employer match about $227,930 at 4% or $151,953 at 6%.
Drs James and Peter Simone Retirement Plan-5$235,457$91,172$18,234iApproximate average salary by contribution assumption: employee only about $455,860 at 4% or $303,907 at 6%; with 50% employer match about $303,907 at 4% or $202,604 at 6%; with 100% employer match about $227,930 at 4% or $151,953 at 6%.
Drs James and Peter Simone Retirement Plan-0---
200124$117,614$61,268$15,317iApproximate average salary by contribution assumption: employee only about $382,925 at 4% or $255,283 at 6%; with 50% employer match about $255,283 at 4% or $170,189 at 6%; with 100% employer match about $191,463 at 4% or $127,642 at 6%.
Drs James and Peter Simone Retirement Plan-4$117,614$61,268$15,317iApproximate average salary by contribution assumption: employee only about $382,925 at 4% or $255,283 at 6%; with 50% employer match about $255,283 at 4% or $170,189 at 6%; with 100% employer match about $191,463 at 4% or $127,642 at 6%.
Drs James and Peter Simone Retirement Plan-4---
200025$115,551$72,480$14,496iApproximate average salary by contribution assumption: employee only about $362,400 at 4% or $241,600 at 6%; with 50% employer match about $241,600 at 4% or $161,067 at 6%; with 100% employer match about $181,200 at 4% or $120,800 at 6%.
Drs James and Peter Simone Retirement Plan-5$79,511$49,357$9,871iApproximate average salary by contribution assumption: employee only about $246,785 at 4% or $164,523 at 6%; with 50% employer match about $164,523 at 4% or $109,682 at 6%; with 100% employer match about $123,393 at 4% or $82,262 at 6%.
Drs James and Peter Simone Retirement Plan-5$36,040$23,123$4,625iApproximate average salary by contribution assumption: employee only about $115,615 at 4% or $77,077 at 6%; with 50% employer match about $77,077 at 4% or $51,384 at 6%; with 100% employer match about $57,808 at 4% or $38,538 at 6%.
199925$64,475$58,557$11,711iApproximate average salary by contribution assumption: employee only about $292,785 at 4% or $195,190 at 6%; with 50% employer match about $195,190 at 4% or $130,127 at 6%; with 100% employer match about $146,393 at 4% or $97,595 at 6%.
Drs James and Peter Simone Retirement Plan-5$45,135$40,992$8,198iApproximate average salary by contribution assumption: employee only about $204,960 at 4% or $136,640 at 6%; with 50% employer match about $136,640 at 4% or $91,093 at 6%; with 100% employer match about $102,480 at 4% or $68,320 at 6%.
Drs James and Peter Simone Retirement Plan-5$19,340$17,565$3,513iApproximate average salary by contribution assumption: employee only about $87,825 at 4% or $58,550 at 6%; with 50% employer match about $58,550 at 4% or $39,033 at 6%; with 100% employer match about $43,913 at 4% or $29,275 at 6%.