Civic Intelligence

Simon & Associates Inc.

Plan context: Simon & Associates Inc. Profit Sharing 401K Plan

EIN 13-4210188 • Villa Park, CA • 10 filings • 2 plans

8 Estates DriveVilla Park, CA 92861
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$1,514,428

2012 Contributions

$9,615

Historical Graphs

Total Assets Over Time

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

$1,514,428$757,214$0200320072011YearValue
$1,514,428Latest year 2011

Participants Over Time

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

320200320072011YearValue
3Latest year 2011

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
201210$0$0-
Simon & Associates Inc. Profit Sharing 401K Plan-0$0$0-
201113$1,514,428$9,615$3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,514,428$9,615$3,205iApproximate average salary by contribution assumption: employee only about $80,125 at 4% or $53,417 at 6%; with 50% employer match about $53,417 at 4% or $35,611 at 6%; with 100% employer match about $40,063 at 4% or $26,708 at 6%.
201013$1,500,384$10,851$3,617iApproximate average salary by contribution assumption: employee only about $90,425 at 4% or $60,283 at 6%; with 50% employer match about $60,283 at 4% or $40,189 at 6%; with 100% employer match about $45,213 at 4% or $30,142 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,500,384$10,851$3,617iApproximate average salary by contribution assumption: employee only about $90,425 at 4% or $60,283 at 6%; with 50% employer match about $60,283 at 4% or $40,189 at 6%; with 100% employer match about $45,213 at 4% or $30,142 at 6%.
200913$1,344,272$8,757$2,919iApproximate average salary by contribution assumption: employee only about $72,975 at 4% or $48,650 at 6%; with 50% employer match about $48,650 at 4% or $32,433 at 6%; with 100% employer match about $36,488 at 4% or $24,325 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,344,272$8,757$2,919iApproximate average salary by contribution assumption: employee only about $72,975 at 4% or $48,650 at 6%; with 50% employer match about $48,650 at 4% or $32,433 at 6%; with 100% employer match about $36,488 at 4% or $24,325 at 6%.
200813$1,301,064$11,093$3,698iApproximate average salary by contribution assumption: employee only about $92,442 at 4% or $61,628 at 6%; with 50% employer match about $61,628 at 4% or $41,085 at 6%; with 100% employer match about $46,221 at 4% or $30,814 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,301,064$11,093$3,698iApproximate average salary by contribution assumption: employee only about $92,442 at 4% or $61,628 at 6%; with 50% employer match about $61,628 at 4% or $41,085 at 6%; with 100% employer match about $46,221 at 4% or $30,814 at 6%.
200713$1,394,807$62,020$20,673iApproximate average salary by contribution assumption: employee only about $516,833 at 4% or $344,556 at 6%; with 50% employer match about $344,556 at 4% or $229,704 at 6%; with 100% employer match about $258,417 at 4% or $172,278 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,394,807$62,020$20,673iApproximate average salary by contribution assumption: employee only about $516,833 at 4% or $344,556 at 6%; with 50% employer match about $344,556 at 4% or $229,704 at 6%; with 100% employer match about $258,417 at 4% or $172,278 at 6%.
200613$1,333,861$58,925$19,642iApproximate average salary by contribution assumption: employee only about $491,042 at 4% or $327,361 at 6%; with 50% employer match about $327,361 at 4% or $218,241 at 6%; with 100% employer match about $245,521 at 4% or $163,681 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,333,861$58,925$19,642iApproximate average salary by contribution assumption: employee only about $491,042 at 4% or $327,361 at 6%; with 50% employer match about $327,361 at 4% or $218,241 at 6%; with 100% employer match about $245,521 at 4% or $163,681 at 6%.
200513$1,168,728$158,297$52,766iApproximate average salary by contribution assumption: employee only about $1,319,142 at 4% or $879,428 at 6%; with 50% employer match about $879,428 at 4% or $586,285 at 6%; with 100% employer match about $659,571 at 4% or $439,714 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$1,168,728$158,297$52,766iApproximate average salary by contribution assumption: employee only about $1,319,142 at 4% or $879,428 at 6%; with 50% employer match about $879,428 at 4% or $586,285 at 6%; with 100% employer match about $659,571 at 4% or $439,714 at 6%.
200413$972,507$76,359$25,453iApproximate average salary by contribution assumption: employee only about $636,325 at 4% or $424,217 at 6%; with 50% employer match about $424,217 at 4% or $282,811 at 6%; with 100% employer match about $318,163 at 4% or $212,108 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$972,507$76,359$25,453iApproximate average salary by contribution assumption: employee only about $636,325 at 4% or $424,217 at 6%; with 50% employer match about $424,217 at 4% or $282,811 at 6%; with 100% employer match about $318,163 at 4% or $212,108 at 6%.
200313$855,447$838,840$279,613iApproximate average salary by contribution assumption: employee only about $6,990,333 at 4% or $4,660,222 at 6%; with 50% employer match about $4,660,222 at 4% or $3,106,815 at 6%; with 100% employer match about $3,495,167 at 4% or $2,330,111 at 6%.
Simon & Associates Inc. Profit Sharing 401K Plan-3$855,447$838,840$279,613iApproximate average salary by contribution assumption: employee only about $6,990,333 at 4% or $4,660,222 at 6%; with 50% employer match about $4,660,222 at 4% or $3,106,815 at 6%; with 100% employer match about $3,495,167 at 4% or $2,330,111 at 6%.