Simon & Company Inc
Plan context: Simon Company Inc 401 K Profit Sharing Plan Trust
EIN 20-2700632 • Scottsdale, AZ • 10 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
40
2024 Assets
$1,878,111
2024 Contributions
$345,254
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 40 | $1,878,111 | $345,254 | $8,631iApproximate average salary by contribution assumption: employee only about $215,784 at 4% or $143,856 at 6%; with 50% employer match about $143,856 at 4% or $95,904 at 6%; with 100% employer match about $107,892 at 4% or $71,928 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 40 | $1,878,111 | $345,254 | $8,631iApproximate average salary by contribution assumption: employee only about $215,784 at 4% or $143,856 at 6%; with 50% employer match about $143,856 at 4% or $95,904 at 6%; with 100% employer match about $107,892 at 4% or $71,928 at 6%. |
| 2023 | 1 | 48 | $1,429,253 | $356,473 | $7,427iApproximate average salary by contribution assumption: employee only about $185,663 at 4% or $123,775 at 6%; with 50% employer match about $123,775 at 4% or $82,517 at 6%; with 100% employer match about $92,832 at 4% or $61,888 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 48 | $1,429,253 | $356,473 | $7,427iApproximate average salary by contribution assumption: employee only about $185,663 at 4% or $123,775 at 6%; with 50% employer match about $123,775 at 4% or $82,517 at 6%; with 100% employer match about $92,832 at 4% or $61,888 at 6%. |
| 2022 | 1 | 37 | $971,129 | $317,808 | $8,589iApproximate average salary by contribution assumption: employee only about $214,735 at 4% or $143,157 at 6%; with 50% employer match about $143,157 at 4% or $95,438 at 6%; with 100% employer match about $107,368 at 4% or $71,578 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 37 | $971,129 | $317,808 | $8,589iApproximate average salary by contribution assumption: employee only about $214,735 at 4% or $143,157 at 6%; with 50% employer match about $143,157 at 4% or $95,438 at 6%; with 100% employer match about $107,368 at 4% or $71,578 at 6%. |
| 2021 | 1 | 28 | $1,107,266 | $314,536 | $11,233iApproximate average salary by contribution assumption: employee only about $280,836 at 4% or $187,224 at 6%; with 50% employer match about $187,224 at 4% or $124,816 at 6%; with 100% employer match about $140,418 at 4% or $93,612 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 28 | $1,107,266 | $314,536 | $11,233iApproximate average salary by contribution assumption: employee only about $280,836 at 4% or $187,224 at 6%; with 50% employer match about $187,224 at 4% or $124,816 at 6%; with 100% employer match about $140,418 at 4% or $93,612 at 6%. |
| 2020 | 1 | 23 | $920,924 | $188,179 | $8,182iApproximate average salary by contribution assumption: employee only about $204,542 at 4% or $136,362 at 6%; with 50% employer match about $136,362 at 4% or $90,908 at 6%; with 100% employer match about $102,271 at 4% or $68,181 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 23 | $920,924 | $188,179 | $8,182iApproximate average salary by contribution assumption: employee only about $204,542 at 4% or $136,362 at 6%; with 50% employer match about $136,362 at 4% or $90,908 at 6%; with 100% employer match about $102,271 at 4% or $68,181 at 6%. |
| 2019 | 1 | 21 | $808,594 | $147,972 | $7,046iApproximate average salary by contribution assumption: employee only about $176,157 at 4% or $117,438 at 6%; with 50% employer match about $117,438 at 4% or $78,292 at 6%; with 100% employer match about $88,079 at 4% or $58,719 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 21 | $808,594 | $147,972 | $7,046iApproximate average salary by contribution assumption: employee only about $176,157 at 4% or $117,438 at 6%; with 50% employer match about $117,438 at 4% or $78,292 at 6%; with 100% employer match about $88,079 at 4% or $58,719 at 6%. |
| 2018 | 1 | 19 | $530,762 | $148,647 | $7,824iApproximate average salary by contribution assumption: employee only about $195,588 at 4% or $130,392 at 6%; with 50% employer match about $130,392 at 4% or $86,928 at 6%; with 100% employer match about $97,794 at 4% or $65,196 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 19 | $530,762 | $148,647 | $7,824iApproximate average salary by contribution assumption: employee only about $195,588 at 4% or $130,392 at 6%; with 50% employer match about $130,392 at 4% or $86,928 at 6%; with 100% employer match about $97,794 at 4% or $65,196 at 6%. |
| 2017 | 1 | 16 | $430,693 | $186,266 | $11,642iApproximate average salary by contribution assumption: employee only about $291,041 at 4% or $194,027 at 6%; with 50% employer match about $194,027 at 4% or $129,351 at 6%; with 100% employer match about $145,520 at 4% or $97,014 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 16 | $430,693 | $186,266 | $11,642iApproximate average salary by contribution assumption: employee only about $291,041 at 4% or $194,027 at 6%; with 50% employer match about $194,027 at 4% or $129,351 at 6%; with 100% employer match about $145,520 at 4% or $97,014 at 6%. |
| 2016 | 1 | 11 | $210,690 | $198,341 | $18,031iApproximate average salary by contribution assumption: employee only about $450,775 at 4% or $300,517 at 6%; with 50% employer match about $300,517 at 4% or $200,344 at 6%; with 100% employer match about $225,388 at 4% or $150,258 at 6%. |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 11 | $210,690 | $198,341 | $18,031iApproximate average salary by contribution assumption: employee only about $450,775 at 4% or $300,517 at 6%; with 50% employer match about $300,517 at 4% or $200,344 at 6%; with 100% employer match about $225,388 at 4% or $150,258 at 6%. |
| 2015 | 1 | 0 | $0 | $0 | - |
| Simon Company Inc 401 K Profit Sharing Plan Trust | - | 0 | $0 | - | - |