Civic Intelligence

Tamara L. Simons, D.D.S. Pa

Plan context: Simons 401(K) Profit Sharing Plan

EIN 20-0087195 • Saint Paul, MN • 22 filings • 2 plans

1912 Lexington Ave NSte. 100Saint Paul, MN 55113
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$989,040

2024 Contributions

$50,617

Historical Graphs

Total Assets Over Time

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

$989,040$494,520$0200420142024YearValue
$989,040Latest year 2024

Participants Over Time

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

950200320142024YearValue
8Latest 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
202418$989,040$50,617$6,327iApproximate average salary by contribution assumption: employee only about $158,178 at 4% or $105,452 at 6%; with 50% employer match about $105,452 at 4% or $70,301 at 6%; with 100% employer match about $79,089 at 4% or $52,726 at 6%.
Simons 401(K) Profit Sharing Plan-8$989,040$50,617$6,327iApproximate average salary by contribution assumption: employee only about $158,178 at 4% or $105,452 at 6%; with 50% employer match about $105,452 at 4% or $70,301 at 6%; with 100% employer match about $79,089 at 4% or $52,726 at 6%.
202318$846,035$57,163$7,145iApproximate average salary by contribution assumption: employee only about $178,634 at 4% or $119,090 at 6%; with 50% employer match about $119,090 at 4% or $79,393 at 6%; with 100% employer match about $89,317 at 4% or $59,545 at 6%.
Simons 401(K) Profit Sharing Plan-8$846,035$57,163$7,145iApproximate average salary by contribution assumption: employee only about $178,634 at 4% or $119,090 at 6%; with 50% employer match about $119,090 at 4% or $79,393 at 6%; with 100% employer match about $89,317 at 4% or $59,545 at 6%.
202219$696,131$63,580$7,064iApproximate average salary by contribution assumption: employee only about $176,611 at 4% or $117,741 at 6%; with 50% employer match about $117,741 at 4% or $78,494 at 6%; with 100% employer match about $88,306 at 4% or $58,870 at 6%.
Simons 401(K) Profit Sharing Plan-9$696,131$63,580$7,064iApproximate average salary by contribution assumption: employee only about $176,611 at 4% or $117,741 at 6%; with 50% employer match about $117,741 at 4% or $78,494 at 6%; with 100% employer match about $88,306 at 4% or $58,870 at 6%.
202118$795,050$62,619$7,827iApproximate average salary by contribution assumption: employee only about $195,684 at 4% or $130,456 at 6%; with 50% employer match about $130,456 at 4% or $86,971 at 6%; with 100% employer match about $97,842 at 4% or $65,228 at 6%.
Simons 401(K) Profit Sharing Plan-8$795,050$62,619$7,827iApproximate average salary by contribution assumption: employee only about $195,684 at 4% or $130,456 at 6%; with 50% employer match about $130,456 at 4% or $86,971 at 6%; with 100% employer match about $97,842 at 4% or $65,228 at 6%.
202018$641,896$50,585$6,323iApproximate average salary by contribution assumption: employee only about $158,078 at 4% or $105,385 at 6%; with 50% employer match about $105,385 at 4% or $70,257 at 6%; with 100% employer match about $79,039 at 4% or $52,693 at 6%.
Simons 401(K) Profit Sharing Plan-8$641,896$50,585$6,323iApproximate average salary by contribution assumption: employee only about $158,078 at 4% or $105,385 at 6%; with 50% employer match about $105,385 at 4% or $70,257 at 6%; with 100% employer match about $79,039 at 4% or $52,693 at 6%.
201918$579,975$48,860$6,108iApproximate average salary by contribution assumption: employee only about $152,688 at 4% or $101,792 at 6%; with 50% employer match about $101,792 at 4% or $67,861 at 6%; with 100% employer match about $76,344 at 4% or $50,896 at 6%.
Simons 401(K) Profit Sharing Plan-8$579,975$48,860$6,108iApproximate average salary by contribution assumption: employee only about $152,688 at 4% or $101,792 at 6%; with 50% employer match about $101,792 at 4% or $67,861 at 6%; with 100% employer match about $76,344 at 4% or $50,896 at 6%.
201817$461,678$39,625$5,661iApproximate average salary by contribution assumption: employee only about $141,518 at 4% or $94,345 at 6%; with 50% employer match about $94,345 at 4% or $62,897 at 6%; with 100% employer match about $70,759 at 4% or $47,173 at 6%.
Simons 401(K) Profit Sharing Plan-7$461,678$39,625$5,661iApproximate average salary by contribution assumption: employee only about $141,518 at 4% or $94,345 at 6%; with 50% employer match about $94,345 at 4% or $62,897 at 6%; with 100% employer match about $70,759 at 4% or $47,173 at 6%.
201715$460,973$28,385$5,677iApproximate average salary by contribution assumption: employee only about $141,925 at 4% or $94,617 at 6%; with 50% employer match about $94,617 at 4% or $63,078 at 6%; with 100% employer match about $70,963 at 4% or $47,308 at 6%.
Simons 401(K) Profit Sharing Plan-5$460,973$28,385$5,677iApproximate average salary by contribution assumption: employee only about $141,925 at 4% or $94,617 at 6%; with 50% employer match about $94,617 at 4% or $63,078 at 6%; with 100% employer match about $70,963 at 4% or $47,308 at 6%.
201615$387,202$32,348$6,470iApproximate average salary by contribution assumption: employee only about $161,740 at 4% or $107,827 at 6%; with 50% employer match about $107,827 at 4% or $71,884 at 6%; with 100% employer match about $80,870 at 4% or $53,913 at 6%.
Simons 401(K) Profit Sharing Plan-5$387,202$32,348$6,470iApproximate average salary by contribution assumption: employee only about $161,740 at 4% or $107,827 at 6%; with 50% employer match about $107,827 at 4% or $71,884 at 6%; with 100% employer match about $80,870 at 4% or $53,913 at 6%.
201515$327,388$31,131$6,226iApproximate average salary by contribution assumption: employee only about $155,655 at 4% or $103,770 at 6%; with 50% employer match about $103,770 at 4% or $69,180 at 6%; with 100% employer match about $77,828 at 4% or $51,885 at 6%.
Simons 401(K) Profit Sharing Plan-5$327,388$31,131$6,226iApproximate average salary by contribution assumption: employee only about $155,655 at 4% or $103,770 at 6%; with 50% employer match about $103,770 at 4% or $69,180 at 6%; with 100% employer match about $77,828 at 4% or $51,885 at 6%.
201413$310,276$23,384$7,795iApproximate average salary by contribution assumption: employee only about $194,867 at 4% or $129,911 at 6%; with 50% employer match about $129,911 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,956 at 6%.
Simons 401(K) Profit Sharing Plan-3$310,276$23,384$7,795iApproximate average salary by contribution assumption: employee only about $194,867 at 4% or $129,911 at 6%; with 50% employer match about $129,911 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,956 at 6%.
201313$279,261$16,224$5,408iApproximate average salary by contribution assumption: employee only about $135,200 at 4% or $90,133 at 6%; with 50% employer match about $90,133 at 4% or $60,089 at 6%; with 100% employer match about $67,600 at 4% or $45,067 at 6%.
Simons 401(K) Profit Sharing Plan-3$279,261$16,224$5,408iApproximate average salary by contribution assumption: employee only about $135,200 at 4% or $90,133 at 6%; with 50% employer match about $90,133 at 4% or $60,089 at 6%; with 100% employer match about $67,600 at 4% or $45,067 at 6%.
201213$233,971$18,426$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
Simons 401(K) Profit Sharing Plan-3$233,971$18,426$6,142iApproximate average salary by contribution assumption: employee only about $153,550 at 4% or $102,367 at 6%; with 50% employer match about $102,367 at 4% or $68,244 at 6%; with 100% employer match about $76,775 at 4% or $51,183 at 6%.
201113$195,385$18,660$6,220iApproximate average salary by contribution assumption: employee only about $155,500 at 4% or $103,667 at 6%; with 50% employer match about $103,667 at 4% or $69,111 at 6%; with 100% employer match about $77,750 at 4% or $51,833 at 6%.
Simons 401(K) Profit Sharing Plan-3$195,385$18,660$6,220iApproximate average salary by contribution assumption: employee only about $155,500 at 4% or $103,667 at 6%; with 50% employer match about $103,667 at 4% or $69,111 at 6%; with 100% employer match about $77,750 at 4% or $51,833 at 6%.
201013$180,347$17,780$5,927iApproximate average salary by contribution assumption: employee only about $148,167 at 4% or $98,778 at 6%; with 50% employer match about $98,778 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%.
Simons 401(K) Profit Sharing Plan-3$180,347$17,780$5,927iApproximate average salary by contribution assumption: employee only about $148,167 at 4% or $98,778 at 6%; with 50% employer match about $98,778 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%.
200913$146,049$11,383$3,794iApproximate average salary by contribution assumption: employee only about $94,858 at 4% or $63,239 at 6%; with 50% employer match about $63,239 at 4% or $42,159 at 6%; with 100% employer match about $47,429 at 4% or $31,619 at 6%.
Simons 401(K) Profit Sharing Plan-3$146,049$11,383$3,794iApproximate average salary by contribution assumption: employee only about $94,858 at 4% or $63,239 at 6%; with 50% employer match about $63,239 at 4% or $42,159 at 6%; with 100% employer match about $47,429 at 4% or $31,619 at 6%.
200813$109,482$27,233$9,078iApproximate average salary by contribution assumption: employee only about $226,942 at 4% or $151,294 at 6%; with 50% employer match about $151,294 at 4% or $100,863 at 6%; with 100% employer match about $113,471 at 4% or $75,647 at 6%.
Simons 401(K) Profit Sharing Plan-3$109,482$27,233$9,078iApproximate average salary by contribution assumption: employee only about $226,942 at 4% or $151,294 at 6%; with 50% employer match about $151,294 at 4% or $100,863 at 6%; with 100% employer match about $113,471 at 4% or $75,647 at 6%.
200713$135,956$29,144$9,715iApproximate average salary by contribution assumption: employee only about $242,867 at 4% or $161,911 at 6%; with 50% employer match about $161,911 at 4% or $107,941 at 6%; with 100% employer match about $121,433 at 4% or $80,956 at 6%.
Simons 401(K) Profit Sharing Plan-3$135,956$29,144$9,715iApproximate average salary by contribution assumption: employee only about $242,867 at 4% or $161,911 at 6%; with 50% employer match about $161,911 at 4% or $107,941 at 6%; with 100% employer match about $121,433 at 4% or $80,956 at 6%.
200613$102,803$30,464$10,155iApproximate average salary by contribution assumption: employee only about $253,867 at 4% or $169,244 at 6%; with 50% employer match about $169,244 at 4% or $112,830 at 6%; with 100% employer match about $126,933 at 4% or $84,622 at 6%.
Simons 401(K) Profit Sharing Plan-3$102,803$30,464$10,155iApproximate average salary by contribution assumption: employee only about $253,867 at 4% or $169,244 at 6%; with 50% employer match about $169,244 at 4% or $112,830 at 6%; with 100% employer match about $126,933 at 4% or $84,622 at 6%.
200513$60,533$23,575$7,858iApproximate average salary by contribution assumption: employee only about $196,458 at 4% or $130,972 at 6%; with 50% employer match about $130,972 at 4% or $87,315 at 6%; with 100% employer match about $98,229 at 4% or $65,486 at 6%.
Simons 401(K) Profit Sharing Plan-3$60,533$23,575$7,858iApproximate average salary by contribution assumption: employee only about $196,458 at 4% or $130,972 at 6%; with 50% employer match about $130,972 at 4% or $87,315 at 6%; with 100% employer match about $98,229 at 4% or $65,486 at 6%.
200413$34,210$32,033$10,678iApproximate average salary by contribution assumption: employee only about $266,942 at 4% or $177,961 at 6%; with 50% employer match about $177,961 at 4% or $118,641 at 6%; with 100% employer match about $133,471 at 4% or $88,981 at 6%.
Simons 401(K) Profit Sharing Plan-3$34,210$32,033$10,678iApproximate average salary by contribution assumption: employee only about $266,942 at 4% or $177,961 at 6%; with 50% employer match about $177,961 at 4% or $118,641 at 6%; with 100% employer match about $133,471 at 4% or $88,981 at 6%.
200313$0$0-
Simons 401(K) Profit Sharing Plan-3---