Civic Intelligence

SIMONS CO., INC.

Plan context: Berzon Pension Plan and Trust

EIN 13-5588983 • 16 filings • 4 plans

Current Snapshot

Latest Year

2006

2006 Participants

11

2006 Assets

$874,522

2006 Contributions

$136

Historical Graphs

Total Assets Over Time

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

$3,512,044$1,756,022$0199920032005YearValue
$874,522Latest year 2005

Participants Over Time

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

19100199920022005YearValue
11Latest year 2005

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
200620$0$0-
Berzon Retirement Plan and Trust-0---
Berzon Pension Plan and Trust-0---
2005211$874,522$136$12iApproximate average salary by contribution assumption: employee only about $309 at 4% or $206 at 6%; with 50% employer match about $206 at 4% or $137 at 6%; with 100% employer match about $155 at 4% or $103 at 6%.
Berzon Pension Plan and Trust-11$489,297$136$12iApproximate average salary by contribution assumption: employee only about $309 at 4% or $206 at 6%; with 50% employer match about $206 at 4% or $137 at 6%; with 100% employer match about $155 at 4% or $103 at 6%.
Berzon Retirement Plan and Trust-10$385,225--
2004211$1,537,725$191$17iApproximate average salary by contribution assumption: employee only about $434 at 4% or $289 at 6%; with 50% employer match about $289 at 4% or $193 at 6%; with 100% employer match about $217 at 4% or $145 at 6%.
Berzon Pension Plan and Trust-11$793,939$191$17iApproximate average salary by contribution assumption: employee only about $434 at 4% or $289 at 6%; with 50% employer match about $289 at 4% or $193 at 6%; with 100% employer match about $217 at 4% or $145 at 6%.
Berzon Retirement Plan and Trust-11$743,786--
2003215$2,272,683$2,818$188iApproximate average salary by contribution assumption: employee only about $4,697 at 4% or $3,131 at 6%; with 50% employer match about $3,131 at 4% or $2,087 at 6%; with 100% employer match about $2,348 at 4% or $1,566 at 6%.
Berzon Retirement Plan and Trust-15$1,152,496--
Berzon Pension Plan and Trust-15$1,120,187$2,818$188iApproximate average salary by contribution assumption: employee only about $4,697 at 4% or $3,131 at 6%; with 50% employer match about $3,131 at 4% or $2,087 at 6%; with 100% employer match about $2,348 at 4% or $1,566 at 6%.
2002219$1,003,465$0-
Berzon Retirement Plan and Trust-19$1,003,465--
Berzon Pension Plan and Trust-19---
2001215$0$0-
Berzon Retirement Plan and Trust-15---
Berzon Pension Plan and Trust-15---
2000215$3,512,044$3,618$241iApproximate average salary by contribution assumption: employee only about $6,030 at 4% or $4,020 at 6%; with 50% employer match about $4,020 at 4% or $2,680 at 6%; with 100% employer match about $3,015 at 4% or $2,010 at 6%.
Berzon Retirement Plan and Trust-15$1,783,434--
Berzon Pension Plan and Trust-15$1,728,610$3,618$241iApproximate average salary by contribution assumption: employee only about $6,030 at 4% or $4,020 at 6%; with 50% employer match about $4,020 at 4% or $2,680 at 6%; with 100% employer match about $3,015 at 4% or $2,010 at 6%.
1999214$3,318,585$53,178$3,798iApproximate average salary by contribution assumption: employee only about $94,961 at 4% or $63,307 at 6%; with 50% employer match about $63,307 at 4% or $42,205 at 6%; with 100% employer match about $47,480 at 4% or $31,654 at 6%.
Berzon Retirement Plan and Trust-14$1,669,232$50,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Berzon Pension Plan and Trust-14$1,649,353$3,178$227iApproximate average salary by contribution assumption: employee only about $5,675 at 4% or $3,783 at 6%; with 50% employer match about $3,783 at 4% or $2,522 at 6%; with 100% employer match about $2,838 at 4% or $1,892 at 6%.