Civic Intelligence

Simon Greenstone Panatier PC

Plan context: Simon Greenstone Panatier PC 401(K) Plan

EIN 20-4005534 • Dallas, TX • 18 filings • 5 plans

1201 Elm StreetSuite 3400Dallas, TX 75270
Current Snapshot

Latest Year

2024

2024 Participants

81

2024 Assets

$13,143,900

2024 Contributions

$1,238,689

Historical Graphs

Total Assets Over Time

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

$13,143,900$6,571,950$0200820162024YearValue
$13,143,900Latest year 2024

Participants Over Time

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

93470200720162024YearValue
81Latest 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
2024181$13,143,900$1,238,689$15,292iApproximate average salary by contribution assumption: employee only about $382,311 at 4% or $254,874 at 6%; with 50% employer match about $254,874 at 4% or $169,916 at 6%; with 100% employer match about $191,156 at 4% or $127,437 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-81$13,143,900$1,238,689$15,292iApproximate average salary by contribution assumption: employee only about $382,311 at 4% or $254,874 at 6%; with 50% employer match about $254,874 at 4% or $169,916 at 6%; with 100% employer match about $191,156 at 4% or $127,437 at 6%.
2023185$11,284,072$1,195,626$14,066iApproximate average salary by contribution assumption: employee only about $351,655 at 4% or $234,436 at 6%; with 50% employer match about $234,436 at 4% or $156,291 at 6%; with 100% employer match about $175,827 at 4% or $117,218 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-85$11,284,072$1,195,626$14,066iApproximate average salary by contribution assumption: employee only about $351,655 at 4% or $234,436 at 6%; with 50% employer match about $234,436 at 4% or $156,291 at 6%; with 100% employer match about $175,827 at 4% or $117,218 at 6%.
2022178$8,970,310$749,870$9,614iApproximate average salary by contribution assumption: employee only about $240,343 at 4% or $160,229 at 6%; with 50% employer match about $160,229 at 4% or $106,819 at 6%; with 100% employer match about $120,171 at 4% or $80,114 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-78$8,970,310$749,870$9,614iApproximate average salary by contribution assumption: employee only about $240,343 at 4% or $160,229 at 6%; with 50% employer match about $160,229 at 4% or $106,819 at 6%; with 100% employer match about $120,171 at 4% or $80,114 at 6%.
2021193$10,612,577$614,230$6,605iApproximate average salary by contribution assumption: employee only about $165,116 at 4% or $110,077 at 6%; with 50% employer match about $110,077 at 4% or $73,385 at 6%; with 100% employer match about $82,558 at 4% or $55,039 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-93$10,612,577$614,230$6,605iApproximate average salary by contribution assumption: employee only about $165,116 at 4% or $110,077 at 6%; with 50% employer match about $110,077 at 4% or $73,385 at 6%; with 100% employer match about $82,558 at 4% or $55,039 at 6%.
2020188$9,575,342$532,216$6,048iApproximate average salary by contribution assumption: employee only about $151,198 at 4% or $100,798 at 6%; with 50% employer match about $100,798 at 4% or $67,199 at 6%; with 100% employer match about $75,599 at 4% or $50,399 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-88$9,575,342$532,216$6,048iApproximate average salary by contribution assumption: employee only about $151,198 at 4% or $100,798 at 6%; with 50% employer match about $100,798 at 4% or $67,199 at 6%; with 100% employer match about $75,599 at 4% or $50,399 at 6%.
2019188$9,633,626$648,084$7,365iApproximate average salary by contribution assumption: employee only about $184,115 at 4% or $122,743 at 6%; with 50% employer match about $122,743 at 4% or $81,829 at 6%; with 100% employer match about $92,057 at 4% or $61,372 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-88$9,633,626$648,084$7,365iApproximate average salary by contribution assumption: employee only about $184,115 at 4% or $122,743 at 6%; with 50% employer match about $122,743 at 4% or $81,829 at 6%; with 100% employer match about $92,057 at 4% or $61,372 at 6%.
2018188$7,740,459$620,630$7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,544 at 6%; with 50% employer match about $117,544 at 4% or $78,362 at 6%; with 100% employer match about $88,158 at 4% or $58,772 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-88$7,740,459$620,630$7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,544 at 6%; with 50% employer match about $117,544 at 4% or $78,362 at 6%; with 100% employer match about $88,158 at 4% or $58,772 at 6%.
2017183$8,548,014$662,924$7,987iApproximate average salary by contribution assumption: employee only about $199,676 at 4% or $133,117 at 6%; with 50% employer match about $133,117 at 4% or $88,745 at 6%; with 100% employer match about $99,838 at 4% or $66,559 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-83$8,548,014$662,924$7,987iApproximate average salary by contribution assumption: employee only about $199,676 at 4% or $133,117 at 6%; with 50% employer match about $133,117 at 4% or $88,745 at 6%; with 100% employer match about $99,838 at 4% or $66,559 at 6%.
2016183$6,997,288$843,494$10,163iApproximate average salary by contribution assumption: employee only about $254,064 at 4% or $169,376 at 6%; with 50% employer match about $169,376 at 4% or $112,918 at 6%; with 100% employer match about $127,032 at 4% or $84,688 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-83$6,997,288$843,494$10,163iApproximate average salary by contribution assumption: employee only about $254,064 at 4% or $169,376 at 6%; with 50% employer match about $169,376 at 4% or $112,918 at 6%; with 100% employer match about $127,032 at 4% or $84,688 at 6%.
2015175$5,803,601$766,719$10,223iApproximate average salary by contribution assumption: employee only about $255,573 at 4% or $170,382 at 6%; with 50% employer match about $170,382 at 4% or $113,588 at 6%; with 100% employer match about $127,787 at 4% or $85,191 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-75$5,803,601$766,719$10,223iApproximate average salary by contribution assumption: employee only about $255,573 at 4% or $170,382 at 6%; with 50% employer match about $170,382 at 4% or $113,588 at 6%; with 100% employer match about $127,787 at 4% or $85,191 at 6%.
2014171$5,454,199$724,883$10,210iApproximate average salary by contribution assumption: employee only about $255,240 at 4% or $170,160 at 6%; with 50% employer match about $170,160 at 4% or $113,440 at 6%; with 100% employer match about $127,620 at 4% or $85,080 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-71$5,454,199$724,883$10,210iApproximate average salary by contribution assumption: employee only about $255,240 at 4% or $170,160 at 6%; with 50% employer match about $170,160 at 4% or $113,440 at 6%; with 100% employer match about $127,620 at 4% or $85,080 at 6%.
2013170$4,405,584$766,092$10,944iApproximate average salary by contribution assumption: employee only about $273,604 at 4% or $182,403 at 6%; with 50% employer match about $182,403 at 4% or $121,602 at 6%; with 100% employer match about $136,802 at 4% or $91,201 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-70$4,405,584$766,092$10,944iApproximate average salary by contribution assumption: employee only about $273,604 at 4% or $182,403 at 6%; with 50% employer match about $182,403 at 4% or $121,602 at 6%; with 100% employer match about $136,802 at 4% or $91,201 at 6%.
2012140$3,205,622$440,726$11,018iApproximate average salary by contribution assumption: employee only about $275,454 at 4% or $183,636 at 6%; with 50% employer match about $183,636 at 4% or $122,424 at 6%; with 100% employer match about $137,727 at 4% or $91,818 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-40$3,205,622$440,726$11,018iApproximate average salary by contribution assumption: employee only about $275,454 at 4% or $183,636 at 6%; with 50% employer match about $183,636 at 4% or $122,424 at 6%; with 100% employer match about $137,727 at 4% or $91,818 at 6%.
2011163$2,452,493$552,902$8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,270 at 6%; with 50% employer match about $146,270 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-63$2,452,493$552,902$8,776iApproximate average salary by contribution assumption: employee only about $219,406 at 4% or $146,270 at 6%; with 50% employer match about $146,270 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,135 at 6%.
2010158$2,143,440$539,573$9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,366 at 6%; with 100% employer match about $116,287 at 4% or $77,525 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-58$2,143,440$539,573$9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,366 at 6%; with 100% employer match about $116,287 at 4% or $77,525 at 6%.
2009153$1,405,447$584,553$11,029iApproximate average salary by contribution assumption: employee only about $275,733 at 4% or $183,822 at 6%; with 50% employer match about $183,822 at 4% or $122,548 at 6%; with 100% employer match about $137,866 at 4% or $91,911 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-53$1,405,447$584,553$11,029iApproximate average salary by contribution assumption: employee only about $275,733 at 4% or $183,822 at 6%; with 50% employer match about $183,822 at 4% or $122,548 at 6%; with 100% employer match about $137,866 at 4% or $91,911 at 6%.
2008160$590,878$435,049$7,251iApproximate average salary by contribution assumption: employee only about $181,270 at 4% or $120,847 at 6%; with 50% employer match about $120,847 at 4% or $80,565 at 6%; with 100% employer match about $90,635 at 4% or $60,423 at 6%.
Simon Greenstone Panatier PC 401(K) Plan-60$590,878$435,049$7,251iApproximate average salary by contribution assumption: employee only about $181,270 at 4% or $120,847 at 6%; with 50% employer match about $120,847 at 4% or $80,565 at 6%; with 100% employer match about $90,635 at 4% or $60,423 at 6%.
2007141$0$0-
Simon Greenstone Panatier PC 401(K) Plan-41---