Civic Intelligence

Simmonds, Brady & Loi PC

Plan context: Simmonds, Brady & Loi PC 401(K) Plan

EIN 20-1970498 • Auburn, NY • 21 filings • 7 plans

19 East Genesee StreetAuburn, NY 13021
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$7,323,926

2024 Contributions

$505,384

Historical Graphs

Total Assets Over Time

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

$7,323,926$3,661,963$0200520152024YearValue
$7,323,926Latest year 2024

Participants Over Time

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

1680200520152024YearValue
14Latest 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
2024214$7,323,926$505,384$36,099iApproximate average salary by contribution assumption: employee only about $902,471 at 4% or $601,648 at 6%; with 50% employer match about $601,648 at 4% or $401,098 at 6%; with 100% employer match about $451,236 at 4% or $300,824 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-14$6,510,107$126,390$9,028iApproximate average salary by contribution assumption: employee only about $225,696 at 4% or $150,464 at 6%; with 50% employer match about $150,464 at 4% or $100,310 at 6%; with 100% employer match about $112,848 at 4% or $75,232 at 6%.
SIMMONDS, BRADY & LOI, P.C. CASH BALANCE PLAN-11$813,819$378,994$34,454iApproximate average salary by contribution assumption: employee only about $861,350 at 4% or $574,233 at 6%; with 50% employer match about $574,233 at 4% or $382,822 at 6%; with 100% employer match about $430,675 at 4% or $287,117 at 6%.
2023216$6,181,629$570,053$35,628iApproximate average salary by contribution assumption: employee only about $890,708 at 4% or $593,805 at 6%; with 50% employer match about $593,805 at 4% or $395,870 at 6%; with 100% employer match about $445,354 at 4% or $296,903 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$5,765,240$153,664$9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%.
SIMMONDS, BRADY & LOI, P.C. CASH BALANCE PLAN-10$416,389$416,389$41,639iApproximate average salary by contribution assumption: employee only about $1,040,973 at 4% or $693,982 at 6%; with 50% employer match about $693,982 at 4% or $462,654 at 6%; with 100% employer match about $520,486 at 4% or $346,991 at 6%.
2022115$4,890,470$222,476$14,832iApproximate average salary by contribution assumption: employee only about $370,793 at 4% or $247,196 at 6%; with 50% employer match about $247,196 at 4% or $164,797 at 6%; with 100% employer match about $185,397 at 4% or $123,598 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-15$4,890,470$222,476$14,832iApproximate average salary by contribution assumption: employee only about $370,793 at 4% or $247,196 at 6%; with 50% employer match about $247,196 at 4% or $164,797 at 6%; with 100% employer match about $185,397 at 4% or $123,598 at 6%.
2021116$5,522,423$204,630$12,789iApproximate average salary by contribution assumption: employee only about $319,734 at 4% or $213,156 at 6%; with 50% employer match about $213,156 at 4% or $142,104 at 6%; with 100% employer match about $159,867 at 4% or $106,578 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$5,522,423$204,630$12,789iApproximate average salary by contribution assumption: employee only about $319,734 at 4% or $213,156 at 6%; with 50% employer match about $213,156 at 4% or $142,104 at 6%; with 100% employer match about $159,867 at 4% or $106,578 at 6%.
2020116$4,787,832$197,969$12,373iApproximate average salary by contribution assumption: employee only about $309,327 at 4% or $206,218 at 6%; with 50% employer match about $206,218 at 4% or $137,478 at 6%; with 100% employer match about $154,663 at 4% or $103,109 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$4,787,832$197,969$12,373iApproximate average salary by contribution assumption: employee only about $309,327 at 4% or $206,218 at 6%; with 50% employer match about $206,218 at 4% or $137,478 at 6%; with 100% employer match about $154,663 at 4% or $103,109 at 6%.
2019116$4,223,678$199,085$12,443iApproximate average salary by contribution assumption: employee only about $311,070 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,253 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$4,223,678$199,085$12,443iApproximate average salary by contribution assumption: employee only about $311,070 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,253 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
2018114$3,374,916$186,008$13,286iApproximate average salary by contribution assumption: employee only about $332,157 at 4% or $221,438 at 6%; with 50% employer match about $221,438 at 4% or $147,625 at 6%; with 100% employer match about $166,079 at 4% or $110,719 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-14$3,374,916$186,008$13,286iApproximate average salary by contribution assumption: employee only about $332,157 at 4% or $221,438 at 6%; with 50% employer match about $221,438 at 4% or $147,625 at 6%; with 100% employer match about $166,079 at 4% or $110,719 at 6%.
2017114$3,357,805$189,779$13,556iApproximate average salary by contribution assumption: employee only about $338,891 at 4% or $225,927 at 6%; with 50% employer match about $225,927 at 4% or $150,618 at 6%; with 100% employer match about $169,446 at 4% or $112,964 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-14$3,357,805$189,779$13,556iApproximate average salary by contribution assumption: employee only about $338,891 at 4% or $225,927 at 6%; with 50% employer match about $225,927 at 4% or $150,618 at 6%; with 100% employer match about $169,446 at 4% or $112,964 at 6%.
2016115$2,746,866$178,545$11,903iApproximate average salary by contribution assumption: employee only about $297,575 at 4% or $198,383 at 6%; with 50% employer match about $198,383 at 4% or $132,256 at 6%; with 100% employer match about $148,788 at 4% or $99,192 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-15$2,746,866$178,545$11,903iApproximate average salary by contribution assumption: employee only about $297,575 at 4% or $198,383 at 6%; with 50% employer match about $198,383 at 4% or $132,256 at 6%; with 100% employer match about $148,788 at 4% or $99,192 at 6%.
2015114$2,454,201$163,954$11,711iApproximate average salary by contribution assumption: employee only about $292,775 at 4% or $195,183 at 6%; with 50% employer match about $195,183 at 4% or $130,122 at 6%; with 100% employer match about $146,388 at 4% or $97,592 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-14$2,454,201$163,954$11,711iApproximate average salary by contribution assumption: employee only about $292,775 at 4% or $195,183 at 6%; with 50% employer match about $195,183 at 4% or $130,122 at 6%; with 100% employer match about $146,388 at 4% or $97,592 at 6%.
2014112$2,300,585$177,040$14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-12$2,300,585$177,040$14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%.
2013112$2,023,930$180,379$15,032iApproximate average salary by contribution assumption: employee only about $375,790 at 4% or $250,526 at 6%; with 50% employer match about $250,526 at 4% or $167,018 at 6%; with 100% employer match about $187,895 at 4% or $125,263 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-12$2,023,930$180,379$15,032iApproximate average salary by contribution assumption: employee only about $375,790 at 4% or $250,526 at 6%; with 50% employer match about $250,526 at 4% or $167,018 at 6%; with 100% employer match about $187,895 at 4% or $125,263 at 6%.
2012116$1,609,896$181,635$11,352iApproximate average salary by contribution assumption: employee only about $283,805 at 4% or $189,203 at 6%; with 50% employer match about $189,203 at 4% or $126,135 at 6%; with 100% employer match about $141,902 at 4% or $94,602 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$1,609,896$181,635$11,352iApproximate average salary by contribution assumption: employee only about $283,805 at 4% or $189,203 at 6%; with 50% employer match about $189,203 at 4% or $126,135 at 6%; with 100% employer match about $141,902 at 4% or $94,602 at 6%.
2011116$1,278,586$179,856$11,241iApproximate average salary by contribution assumption: employee only about $281,025 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$1,278,586$179,856$11,241iApproximate average salary by contribution assumption: employee only about $281,025 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%.
2010116$1,162,494$195,918$12,245iApproximate average salary by contribution assumption: employee only about $306,122 at 4% or $204,081 at 6%; with 50% employer match about $204,081 at 4% or $136,054 at 6%; with 100% employer match about $153,061 at 4% or $102,041 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-16$1,162,494$195,918$12,245iApproximate average salary by contribution assumption: employee only about $306,122 at 4% or $204,081 at 6%; with 50% employer match about $204,081 at 4% or $136,054 at 6%; with 100% employer match about $153,061 at 4% or $102,041 at 6%.
2009115$858,085$192,567$12,838iApproximate average salary by contribution assumption: employee only about $320,945 at 4% or $213,963 at 6%; with 50% employer match about $213,963 at 4% or $142,642 at 6%; with 100% employer match about $160,473 at 4% or $106,982 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-15$858,085$192,567$12,838iApproximate average salary by contribution assumption: employee only about $320,945 at 4% or $213,963 at 6%; with 50% employer match about $213,963 at 4% or $142,642 at 6%; with 100% employer match about $160,473 at 4% or $106,982 at 6%.
2008115$511,352$181,892$12,126iApproximate average salary by contribution assumption: employee only about $303,153 at 4% or $202,102 at 6%; with 50% employer match about $202,102 at 4% or $134,735 at 6%; with 100% employer match about $151,577 at 4% or $101,051 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-15$511,352$181,892$12,126iApproximate average salary by contribution assumption: employee only about $303,153 at 4% or $202,102 at 6%; with 50% employer match about $202,102 at 4% or $134,735 at 6%; with 100% employer match about $151,577 at 4% or $101,051 at 6%.
2007114$541,086$173,100$12,364iApproximate average salary by contribution assumption: employee only about $309,107 at 4% or $206,071 at 6%; with 50% employer match about $206,071 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-14$541,086$173,100$12,364iApproximate average salary by contribution assumption: employee only about $309,107 at 4% or $206,071 at 6%; with 50% employer match about $206,071 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
2005112$212,870$235,322$19,610iApproximate average salary by contribution assumption: employee only about $490,254 at 4% or $326,836 at 6%; with 50% employer match about $326,836 at 4% or $217,891 at 6%; with 100% employer match about $245,127 at 4% or $163,418 at 6%.
Simmonds, Brady & Loi PC 401(K) Plan-12$212,870$235,322$19,610iApproximate average salary by contribution assumption: employee only about $490,254 at 4% or $326,836 at 6%; with 50% employer match about $326,836 at 4% or $217,891 at 6%; with 100% employer match about $245,127 at 4% or $163,418 at 6%.