Civic Intelligence

Simkus Wealth Management LLC

Plan context: Simkus Wealth Management LLC 401K Plan

EIN 20-1516057 • 21 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,627,134

2024 Contributions

$111,684

Historical Graphs

Total Assets Over Time

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

$3,012,024$1,506,012$0200420142024YearValue
$1,627,134Latest year 2024

Participants Over Time

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

630200420142024YearValue
4Latest 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
202414$1,627,134$111,684$27,921iApproximate average salary by contribution assumption: employee only about $698,025 at 4% or $465,350 at 6%; with 50% employer match about $465,350 at 4% or $310,233 at 6%; with 100% employer match about $349,013 at 4% or $232,675 at 6%.
Simkus Wealth Management LLC 401K Plan-4$1,627,134$111,684$27,921iApproximate average salary by contribution assumption: employee only about $698,025 at 4% or $465,350 at 6%; with 50% employer match about $465,350 at 4% or $310,233 at 6%; with 100% employer match about $349,013 at 4% or $232,675 at 6%.
202314$1,306,281$109,753$27,438iApproximate average salary by contribution assumption: employee only about $685,956 at 4% or $457,304 at 6%; with 50% employer match about $457,304 at 4% or $304,869 at 6%; with 100% employer match about $342,978 at 4% or $228,652 at 6%.
Simkus Wealth Management LLC 401K Plan-4$1,306,281$109,753$27,438iApproximate average salary by contribution assumption: employee only about $685,956 at 4% or $457,304 at 6%; with 50% employer match about $457,304 at 4% or $304,869 at 6%; with 100% employer match about $342,978 at 4% or $228,652 at 6%.
202214$1,388,600$172,915$43,229iApproximate average salary by contribution assumption: employee only about $1,080,719 at 4% or $720,479 at 6%; with 50% employer match about $720,479 at 4% or $480,319 at 6%; with 100% employer match about $540,359 at 4% or $360,240 at 6%.
Simkus Wealth Management LLC 401K Plan-4$1,388,600$172,915$43,229iApproximate average salary by contribution assumption: employee only about $1,080,719 at 4% or $720,479 at 6%; with 50% employer match about $720,479 at 4% or $480,319 at 6%; with 100% employer match about $540,359 at 4% or $360,240 at 6%.
202115$1,902,511$169,559$33,912iApproximate average salary by contribution assumption: employee only about $847,795 at 4% or $565,197 at 6%; with 50% employer match about $565,197 at 4% or $376,798 at 6%; with 100% employer match about $423,898 at 4% or $282,598 at 6%.
Simkus Wealth Management LLC 401K Plan-5$1,902,511$169,559$33,912iApproximate average salary by contribution assumption: employee only about $847,795 at 4% or $565,197 at 6%; with 50% employer match about $565,197 at 4% or $376,798 at 6%; with 100% employer match about $423,898 at 4% or $282,598 at 6%.
202016$3,012,024$200,031$33,339iApproximate average salary by contribution assumption: employee only about $833,463 at 4% or $555,642 at 6%; with 50% employer match about $555,642 at 4% or $370,428 at 6%; with 100% employer match about $416,731 at 4% or $277,821 at 6%.
Simkus Wealth Management LLC 401K Plan-6$3,012,024$200,031$33,339iApproximate average salary by contribution assumption: employee only about $833,463 at 4% or $555,642 at 6%; with 50% employer match about $555,642 at 4% or $370,428 at 6%; with 100% employer match about $416,731 at 4% or $277,821 at 6%.
201916$2,513,382$137,435$22,906iApproximate average salary by contribution assumption: employee only about $572,646 at 4% or $381,764 at 6%; with 50% employer match about $381,764 at 4% or $254,509 at 6%; with 100% employer match about $286,323 at 4% or $190,882 at 6%.
Simkus Wealth Management LLC 401K Plan-6$2,513,382$137,435$22,906iApproximate average salary by contribution assumption: employee only about $572,646 at 4% or $381,764 at 6%; with 50% employer match about $381,764 at 4% or $254,509 at 6%; with 100% employer match about $286,323 at 4% or $190,882 at 6%.
201816$2,248,852$165,897$27,650iApproximate average salary by contribution assumption: employee only about $691,238 at 4% or $460,825 at 6%; with 50% employer match about $460,825 at 4% or $307,217 at 6%; with 100% employer match about $345,619 at 4% or $230,413 at 6%.
Simkus Wealth Management LLC 401K Plan-6$2,248,852$165,897$27,650iApproximate average salary by contribution assumption: employee only about $691,238 at 4% or $460,825 at 6%; with 50% employer match about $460,825 at 4% or $307,217 at 6%; with 100% employer match about $345,619 at 4% or $230,413 at 6%.
201716$2,289,951$159,777$26,630iApproximate average salary by contribution assumption: employee only about $665,738 at 4% or $443,825 at 6%; with 50% employer match about $443,825 at 4% or $295,883 at 6%; with 100% employer match about $332,869 at 4% or $221,913 at 6%.
Simkus Wealth Management LLC 401K Plan-6$2,289,951$159,777$26,630iApproximate average salary by contribution assumption: employee only about $665,738 at 4% or $443,825 at 6%; with 50% employer match about $443,825 at 4% or $295,883 at 6%; with 100% employer match about $332,869 at 4% or $221,913 at 6%.
201616$2,062,671$165,648$27,608iApproximate average salary by contribution assumption: employee only about $690,200 at 4% or $460,133 at 6%; with 50% employer match about $460,133 at 4% or $306,756 at 6%; with 100% employer match about $345,100 at 4% or $230,067 at 6%.
Simkus Wealth Management LLC 401K Plan-6$2,062,671$165,648$27,608iApproximate average salary by contribution assumption: employee only about $690,200 at 4% or $460,133 at 6%; with 50% employer match about $460,133 at 4% or $306,756 at 6%; with 100% employer match about $345,100 at 4% or $230,067 at 6%.
201516$1,792,949$161,944$26,991iApproximate average salary by contribution assumption: employee only about $674,767 at 4% or $449,844 at 6%; with 50% employer match about $449,844 at 4% or $299,896 at 6%; with 100% employer match about $337,383 at 4% or $224,922 at 6%.
Simkus Wealth Management LLC 401K Plan-6$1,792,949$161,944$26,991iApproximate average salary by contribution assumption: employee only about $674,767 at 4% or $449,844 at 6%; with 50% employer match about $449,844 at 4% or $299,896 at 6%; with 100% employer match about $337,383 at 4% or $224,922 at 6%.
201416$1,678,509$159,210$26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%.
Simkus Wealth Management LLC 401K Plan-6$1,678,509$159,210$26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%.
201316$1,509,121$156,965$26,161iApproximate average salary by contribution assumption: employee only about $654,021 at 4% or $436,014 at 6%; with 50% employer match about $436,014 at 4% or $290,676 at 6%; with 100% employer match about $327,010 at 4% or $218,007 at 6%.
Simkus Wealth Management LLC 401K Plan-6$1,509,121$156,965$26,161iApproximate average salary by contribution assumption: employee only about $654,021 at 4% or $436,014 at 6%; with 50% employer match about $436,014 at 4% or $290,676 at 6%; with 100% employer match about $327,010 at 4% or $218,007 at 6%.
201216$1,207,680$379,361$63,227iApproximate average salary by contribution assumption: employee only about $1,580,671 at 4% or $1,053,781 at 6%; with 50% employer match about $1,053,781 at 4% or $702,520 at 6%; with 100% employer match about $790,335 at 4% or $526,890 at 6%.
Simkus Wealth Management LLC 401K Plan-6$1,207,680$379,361$63,227iApproximate average salary by contribution assumption: employee only about $1,580,671 at 4% or $1,053,781 at 6%; with 50% employer match about $1,053,781 at 4% or $702,520 at 6%; with 100% employer match about $790,335 at 4% or $526,890 at 6%.
201116$786,113$152,169$25,362iApproximate average salary by contribution assumption: employee only about $634,038 at 4% or $422,692 at 6%; with 50% employer match about $422,692 at 4% or $281,794 at 6%; with 100% employer match about $317,019 at 4% or $211,346 at 6%.
Simkus Wealth Management LLC 401K Plan-6$786,113$152,169$25,362iApproximate average salary by contribution assumption: employee only about $634,038 at 4% or $422,692 at 6%; with 50% employer match about $422,692 at 4% or $281,794 at 6%; with 100% employer match about $317,019 at 4% or $211,346 at 6%.
201016$639,121$141,259$23,543iApproximate average salary by contribution assumption: employee only about $588,579 at 4% or $392,386 at 6%; with 50% employer match about $392,386 at 4% or $261,591 at 6%; with 100% employer match about $294,290 at 4% or $196,193 at 6%.
Simkus Wealth Management LLC 401K Plan-6$639,121$141,259$23,543iApproximate average salary by contribution assumption: employee only about $588,579 at 4% or $392,386 at 6%; with 50% employer match about $392,386 at 4% or $261,591 at 6%; with 100% employer match about $294,290 at 4% or $196,193 at 6%.
200913$462,857$62,850$20,950iApproximate average salary by contribution assumption: employee only about $523,750 at 4% or $349,167 at 6%; with 50% employer match about $349,167 at 4% or $232,778 at 6%; with 100% employer match about $261,875 at 4% or $174,583 at 6%.
Simkus Wealth Management LLC 401K Plan-3$462,857$62,850$20,950iApproximate average salary by contribution assumption: employee only about $523,750 at 4% or $349,167 at 6%; with 50% employer match about $349,167 at 4% or $232,778 at 6%; with 100% employer match about $261,875 at 4% or $174,583 at 6%.
200813$338,900$60,386$20,129iApproximate average salary by contribution assumption: employee only about $503,217 at 4% or $335,478 at 6%; with 50% employer match about $335,478 at 4% or $223,652 at 6%; with 100% employer match about $251,608 at 4% or $167,739 at 6%.
Simkus Wealth Management LLC 401K Plan-3$338,900$60,386$20,129iApproximate average salary by contribution assumption: employee only about $503,217 at 4% or $335,478 at 6%; with 50% employer match about $335,478 at 4% or $223,652 at 6%; with 100% employer match about $251,608 at 4% or $167,739 at 6%.
200713$363,729$61,343$20,448iApproximate average salary by contribution assumption: employee only about $511,192 at 4% or $340,794 at 6%; with 50% employer match about $340,794 at 4% or $227,196 at 6%; with 100% employer match about $255,596 at 4% or $170,397 at 6%.
Simkus Wealth Management LLC 401K Plan-3$363,729$61,343$20,448iApproximate average salary by contribution assumption: employee only about $511,192 at 4% or $340,794 at 6%; with 50% employer match about $340,794 at 4% or $227,196 at 6%; with 100% employer match about $255,596 at 4% or $170,397 at 6%.
200613$275,157$49,693$16,564iApproximate average salary by contribution assumption: employee only about $414,108 at 4% or $276,072 at 6%; with 50% employer match about $276,072 at 4% or $184,048 at 6%; with 100% employer match about $207,054 at 4% or $138,036 at 6%.
Simkus Wealth Management LLC 401K Plan-3$275,157$49,693$16,564iApproximate average salary by contribution assumption: employee only about $414,108 at 4% or $276,072 at 6%; with 50% employer match about $276,072 at 4% or $184,048 at 6%; with 100% employer match about $207,054 at 4% or $138,036 at 6%.
200513$181,872$34,267$11,422iApproximate average salary by contribution assumption: employee only about $285,558 at 4% or $190,372 at 6%; with 50% employer match about $190,372 at 4% or $126,915 at 6%; with 100% employer match about $142,779 at 4% or $95,186 at 6%.
Simkus Wealth Management LLC 401K Plan-3$181,872$34,267$11,422iApproximate average salary by contribution assumption: employee only about $285,558 at 4% or $190,372 at 6%; with 50% employer match about $190,372 at 4% or $126,915 at 6%; with 100% employer match about $142,779 at 4% or $95,186 at 6%.
200413$142,966$60,633$20,211iApproximate average salary by contribution assumption: employee only about $505,275 at 4% or $336,850 at 6%; with 50% employer match about $336,850 at 4% or $224,567 at 6%; with 100% employer match about $252,638 at 4% or $168,425 at 6%.
Simkus Wealth Management LLC 401K Plan-3$142,966$60,633$20,211iApproximate average salary by contribution assumption: employee only about $505,275 at 4% or $336,850 at 6%; with 50% employer match about $336,850 at 4% or $224,567 at 6%; with 100% employer match about $252,638 at 4% or $168,425 at 6%.