Civic Intelligence

Herbert J. Sims & Co. Inc.

Plan context: Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan

EIN 13-5213180 • Guaynabo, PR • 35 filings • 7 plans

1 Calle 1 Ph 400-aMetro Office ParkGuaynabo, PR 00969
Current Snapshot

Latest Year

2024

2024 Participants

111

2024 Assets

$30,145,854

2024 Contributions

$2,111,772

Historical Graphs

Total Assets Over Time

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

$47,384,014$23,692,007$0200020132024YearValue
$30,145,854Latest year 2024

Participants Over Time

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

130650200020122024YearValue
111Latest year 2024

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
20242111$30,145,854$2,111,772$19,025iApproximate average salary by contribution assumption: employee only about $475,624 at 4% or $317,083 at 6%; with 50% employer match about $317,083 at 4% or $211,389 at 6%; with 100% employer match about $237,812 at 4% or $158,541 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-111$30,145,854$1,958,064$17,640iApproximate average salary by contribution assumption: employee only about $441,005 at 4% or $294,004 at 6%; with 50% employer match about $294,004 at 4% or $196,002 at 6%; with 100% employer match about $220,503 at 4% or $147,002 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-0$0$153,708-
20232126$28,725,744$2,249,598$17,854iApproximate average salary by contribution assumption: employee only about $446,349 at 4% or $297,566 at 6%; with 50% employer match about $297,566 at 4% or $198,377 at 6%; with 100% employer match about $223,174 at 4% or $148,783 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-126$28,480,267$2,245,908$17,825iApproximate average salary by contribution assumption: employee only about $445,617 at 4% or $297,078 at 6%; with 50% employer match about $297,078 at 4% or $198,052 at 6%; with 100% employer match about $222,808 at 4% or $148,539 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-5$245,477$3,690$738iApproximate average salary by contribution assumption: employee only about $18,450 at 4% or $12,300 at 6%; with 50% employer match about $12,300 at 4% or $8,200 at 6%; with 100% employer match about $9,225 at 4% or $6,150 at 6%.
20222104$23,624,708$1,700,219$16,348iApproximate average salary by contribution assumption: employee only about $408,706 at 4% or $272,471 at 6%; with 50% employer match about $272,471 at 4% or $181,647 at 6%; with 100% employer match about $204,353 at 4% or $136,235 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-104$23,405,023$1,634,889$15,720iApproximate average salary by contribution assumption: employee only about $393,002 at 4% or $262,001 at 6%; with 50% employer match about $262,001 at 4% or $174,668 at 6%; with 100% employer match about $196,501 at 4% or $131,001 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-3$219,685$65,330$21,777iApproximate average salary by contribution assumption: employee only about $544,417 at 4% or $362,944 at 6%; with 50% employer match about $362,944 at 4% or $241,963 at 6%; with 100% employer match about $272,208 at 4% or $181,472 at 6%.
20212103$26,877,199$1,575,388$15,295iApproximate average salary by contribution assumption: employee only about $382,376 at 4% or $254,917 at 6%; with 50% employer match about $254,917 at 4% or $169,945 at 6%; with 100% employer match about $191,188 at 4% or $127,459 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-103$26,628,918$1,492,394$14,489iApproximate average salary by contribution assumption: employee only about $362,232 at 4% or $241,488 at 6%; with 50% employer match about $241,488 at 4% or $160,992 at 6%; with 100% employer match about $181,116 at 4% or $120,744 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-8$248,281$82,994$10,374iApproximate average salary by contribution assumption: employee only about $259,356 at 4% or $172,904 at 6%; with 50% employer match about $172,904 at 4% or $115,269 at 6%; with 100% employer match about $129,678 at 4% or $86,452 at 6%.
20203115$47,384,014$2,758,882$23,990iApproximate average salary by contribution assumption: employee only about $599,757 at 4% or $399,838 at 6%; with 50% employer match about $399,838 at 4% or $266,559 at 6%; with 100% employer match about $299,878 at 4% or $199,919 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-115$23,569,863$1,343,915$11,686iApproximate average salary by contribution assumption: employee only about $292,155 at 4% or $194,770 at 6%; with 50% employer match about $194,770 at 4% or $129,847 at 6%; with 100% employer match about $146,078 at 4% or $97,385 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-115$23,569,863$1,343,915$11,686iApproximate average salary by contribution assumption: employee only about $292,155 at 4% or $194,770 at 6%; with 50% employer match about $194,770 at 4% or $129,847 at 6%; with 100% employer match about $146,078 at 4% or $97,385 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-10$244,288$71,052$7,105iApproximate average salary by contribution assumption: employee only about $177,630 at 4% or $118,420 at 6%; with 50% employer match about $118,420 at 4% or $78,947 at 6%; with 100% employer match about $88,815 at 4% or $59,210 at 6%.
20192122$21,135,193$1,948,883$15,974iApproximate average salary by contribution assumption: employee only about $399,361 at 4% or $266,241 at 6%; with 50% employer match about $266,241 at 4% or $177,494 at 6%; with 100% employer match about $199,681 at 4% or $133,120 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-122$20,712,349$1,800,997$14,762iApproximate average salary by contribution assumption: employee only about $369,057 at 4% or $246,038 at 6%; with 50% employer match about $246,038 at 4% or $164,025 at 6%; with 100% employer match about $184,528 at 4% or $123,019 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-15$422,844$147,886$9,859iApproximate average salary by contribution assumption: employee only about $246,477 at 4% or $164,318 at 6%; with 50% employer match about $164,318 at 4% or $109,545 at 6%; with 100% employer match about $123,238 at 4% or $82,159 at 6%.
2018291$16,679,293$1,262,311$13,872iApproximate average salary by contribution assumption: employee only about $346,789 at 4% or $231,192 at 6%; with 50% employer match about $231,192 at 4% or $154,128 at 6%; with 100% employer match about $173,394 at 4% or $115,596 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-91$16,435,195$1,146,050$12,594iApproximate average salary by contribution assumption: employee only about $314,849 at 4% or $209,899 at 6%; with 50% employer match about $209,899 at 4% or $139,933 at 6%; with 100% employer match about $157,424 at 4% or $104,950 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-15$244,098$116,261$7,751iApproximate average salary by contribution assumption: employee only about $193,768 at 4% or $129,179 at 6%; with 50% employer match about $129,179 at 4% or $86,119 at 6%; with 100% employer match about $96,884 at 4% or $64,589 at 6%.
20172130$17,680,012$1,535,371$11,811iApproximate average salary by contribution assumption: employee only about $295,264 at 4% or $196,842 at 6%; with 50% employer match about $196,842 at 4% or $131,228 at 6%; with 100% employer match about $147,632 at 4% or $98,421 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-130$17,493,869$1,439,861$11,076iApproximate average salary by contribution assumption: employee only about $276,896 at 4% or $184,598 at 6%; with 50% employer match about $184,598 at 4% or $123,065 at 6%; with 100% employer match about $138,448 at 4% or $92,299 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-13$186,143$95,510$7,347iApproximate average salary by contribution assumption: employee only about $183,673 at 4% or $122,449 at 6%; with 50% employer match about $122,449 at 4% or $81,632 at 6%; with 100% employer match about $91,837 at 4% or $61,224 at 6%.
20162113$14,802,289$2,152,498$19,049iApproximate average salary by contribution assumption: employee only about $476,216 at 4% or $317,478 at 6%; with 50% employer match about $317,478 at 4% or $211,652 at 6%; with 100% employer match about $238,108 at 4% or $158,739 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-113$14,732,423$2,084,949$18,451iApproximate average salary by contribution assumption: employee only about $461,272 at 4% or $307,515 at 6%; with 50% employer match about $307,515 at 4% or $205,010 at 6%; with 100% employer match about $230,636 at 4% or $153,757 at 6%.
HERBERT J. SIMS & CO. INC. SAVINGS & RETIREMENT PLAN OF PUERTO RICO-11$69,866$67,549$6,141iApproximate average salary by contribution assumption: employee only about $153,520 at 4% or $102,347 at 6%; with 50% employer match about $102,347 at 4% or $68,231 at 6%; with 100% employer match about $76,760 at 4% or $51,173 at 6%.
2015172$12,105,559$930,576$12,925iApproximate average salary by contribution assumption: employee only about $323,117 at 4% or $215,411 at 6%; with 50% employer match about $215,411 at 4% or $143,607 at 6%; with 100% employer match about $161,558 at 4% or $107,706 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-72$12,105,559$930,576$12,925iApproximate average salary by contribution assumption: employee only about $323,117 at 4% or $215,411 at 6%; with 50% employer match about $215,411 at 4% or $143,607 at 6%; with 100% employer match about $161,558 at 4% or $107,706 at 6%.
2014166$11,656,759$1,289,831$19,543iApproximate average salary by contribution assumption: employee only about $488,572 at 4% or $325,715 at 6%; with 50% employer match about $325,715 at 4% or $217,143 at 6%; with 100% employer match about $244,286 at 4% or $162,857 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-66$11,656,759$1,289,831$19,543iApproximate average salary by contribution assumption: employee only about $488,572 at 4% or $325,715 at 6%; with 50% employer match about $325,715 at 4% or $217,143 at 6%; with 100% employer match about $244,286 at 4% or $162,857 at 6%.
2013196$9,951,441$456,466$4,755iApproximate average salary by contribution assumption: employee only about $118,871 at 4% or $79,248 at 6%; with 50% employer match about $79,248 at 4% or $52,832 at 6%; with 100% employer match about $59,436 at 4% or $39,624 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-96$9,951,441$456,466$4,755iApproximate average salary by contribution assumption: employee only about $118,871 at 4% or $79,248 at 6%; with 50% employer match about $79,248 at 4% or $52,832 at 6%; with 100% employer match about $59,436 at 4% or $39,624 at 6%.
2012194$8,607,549$691,899$7,361iApproximate average salary by contribution assumption: employee only about $184,016 at 4% or $122,677 at 6%; with 50% employer match about $122,677 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-94$8,607,549$691,899$7,361iApproximate average salary by contribution assumption: employee only about $184,016 at 4% or $122,677 at 6%; with 50% employer match about $122,677 at 4% or $81,785 at 6%; with 100% employer match about $92,008 at 4% or $61,339 at 6%.
2011190$7,588,046$705,490$7,839iApproximate average salary by contribution assumption: employee only about $195,969 at 4% or $130,646 at 6%; with 50% employer match about $130,646 at 4% or $87,098 at 6%; with 100% employer match about $97,985 at 4% or $65,323 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-90$7,588,046$705,490$7,839iApproximate average salary by contribution assumption: employee only about $195,969 at 4% or $130,646 at 6%; with 50% employer match about $130,646 at 4% or $87,098 at 6%; with 100% employer match about $97,985 at 4% or $65,323 at 6%.
2010184$7,282,097$713,018$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-84$7,282,097$713,018$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
2009178$6,218,600$689,243$8,836iApproximate average salary by contribution assumption: employee only about $220,911 at 4% or $147,274 at 6%; with 50% employer match about $147,274 at 4% or $98,183 at 6%; with 100% employer match about $110,456 at 4% or $73,637 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-78$6,218,600$689,243$8,836iApproximate average salary by contribution assumption: employee only about $220,911 at 4% or $147,274 at 6%; with 50% employer match about $147,274 at 4% or $98,183 at 6%; with 100% employer match about $110,456 at 4% or $73,637 at 6%.
2008160$4,960,583$787,945$13,132iApproximate average salary by contribution assumption: employee only about $328,310 at 4% or $218,874 at 6%; with 50% employer match about $218,874 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-60$4,960,583$787,945$13,132iApproximate average salary by contribution assumption: employee only about $328,310 at 4% or $218,874 at 6%; with 50% employer match about $218,874 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%.
2007174$0$0-
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-74---
2006168$4,518,961$531,588$7,817iApproximate average salary by contribution assumption: employee only about $195,437 at 4% or $130,291 at 6%; with 50% employer match about $130,291 at 4% or $86,861 at 6%; with 100% employer match about $97,718 at 4% or $65,146 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-68$4,518,961$531,588$7,817iApproximate average salary by contribution assumption: employee only about $195,437 at 4% or $130,291 at 6%; with 50% employer match about $130,291 at 4% or $86,861 at 6%; with 100% employer match about $97,718 at 4% or $65,146 at 6%.
2005162$3,544,243$485,093$7,824iApproximate average salary by contribution assumption: employee only about $195,602 at 4% or $130,401 at 6%; with 50% employer match about $130,401 at 4% or $86,934 at 6%; with 100% employer match about $97,801 at 4% or $65,201 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-62$3,544,243$485,093$7,824iApproximate average salary by contribution assumption: employee only about $195,602 at 4% or $130,401 at 6%; with 50% employer match about $130,401 at 4% or $86,934 at 6%; with 100% employer match about $97,801 at 4% or $65,201 at 6%.
2004169$2,747,398$392,086$5,682iApproximate average salary by contribution assumption: employee only about $142,060 at 4% or $94,707 at 6%; with 50% employer match about $94,707 at 4% or $63,138 at 6%; with 100% employer match about $71,030 at 4% or $47,353 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-69$2,747,398$392,086$5,682iApproximate average salary by contribution assumption: employee only about $142,060 at 4% or $94,707 at 6%; with 50% employer match about $94,707 at 4% or $63,138 at 6%; with 100% employer match about $71,030 at 4% or $47,353 at 6%.
2003164$2,359,667$317,776$4,965iApproximate average salary by contribution assumption: employee only about $124,131 at 4% or $82,754 at 6%; with 50% employer match about $82,754 at 4% or $55,169 at 6%; with 100% employer match about $62,066 at 4% or $41,377 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-64$2,359,667$317,776$4,965iApproximate average salary by contribution assumption: employee only about $124,131 at 4% or $82,754 at 6%; with 50% employer match about $82,754 at 4% or $55,169 at 6%; with 100% employer match about $62,066 at 4% or $41,377 at 6%.
2002165$2,066,594$487,771$7,504iApproximate average salary by contribution assumption: employee only about $187,604 at 4% or $125,069 at 6%; with 50% employer match about $125,069 at 4% or $83,380 at 6%; with 100% employer match about $93,802 at 4% or $62,535 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-65$2,066,594$487,771$7,504iApproximate average salary by contribution assumption: employee only about $187,604 at 4% or $125,069 at 6%; with 50% employer match about $125,069 at 4% or $83,380 at 6%; with 100% employer match about $93,802 at 4% or $62,535 at 6%.
2001156$1,833,217$230,680$4,119iApproximate average salary by contribution assumption: employee only about $102,982 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,327 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-56$1,833,217$230,680$4,119iApproximate average salary by contribution assumption: employee only about $102,982 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,327 at 6%.
2000171$1,779,273$276,991$3,901iApproximate average salary by contribution assumption: employee only about $97,532 at 4% or $65,021 at 6%; with 50% employer match about $65,021 at 4% or $43,348 at 6%; with 100% employer match about $48,766 at 4% or $32,511 at 6%.
Herbert J. Sims & Co. Inc. 401(K) Savings & Retirement Plan-71$1,779,273$276,991$3,901iApproximate average salary by contribution assumption: employee only about $97,532 at 4% or $65,021 at 6%; with 50% employer match about $65,021 at 4% or $43,348 at 6%; with 100% employer match about $48,766 at 4% or $32,511 at 6%.