Civic Intelligence

Sean a. Simon, M.D., P.A.

Plan context: SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN

EIN 20-4086571 • Miami, FL • 32 filings • 7 plans

3850 Bird Road #201Miami, FL 33146
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,818,982

2024 Contributions

$191,317

Historical Graphs

Total Assets Over Time

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

$3,818,982$1,909,491$0200920172024YearValue
$3,818,982Latest year 2024

Participants Over Time

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

1050200920172024YearValue
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
202428$3,818,982$191,317$23,915iApproximate average salary by contribution assumption: employee only about $597,866 at 4% or $398,577 at 6%; with 50% employer match about $398,577 at 4% or $265,718 at 6%; with 100% employer match about $298,933 at 4% or $199,289 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-8$2,197,973$96,287$12,036iApproximate average salary by contribution assumption: employee only about $300,897 at 4% or $200,598 at 6%; with 50% employer match about $200,598 at 4% or $133,732 at 6%; with 100% employer match about $150,448 at 4% or $100,299 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-8$1,621,009$95,030$11,879iApproximate average salary by contribution assumption: employee only about $296,969 at 4% or $197,979 at 6%; with 50% employer match about $197,979 at 4% or $131,986 at 6%; with 100% employer match about $148,484 at 4% or $98,990 at 6%.
202328$3,201,860$231,984$28,998iApproximate average salary by contribution assumption: employee only about $724,950 at 4% or $483,300 at 6%; with 50% employer match about $483,300 at 4% or $322,200 at 6%; with 100% employer match about $362,475 at 4% or $241,650 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-8$1,862,561$172,515$21,564iApproximate average salary by contribution assumption: employee only about $539,109 at 4% or $359,406 at 6%; with 50% employer match about $359,406 at 4% or $239,604 at 6%; with 100% employer match about $269,555 at 4% or $179,703 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-8$1,339,299$59,469$7,434iApproximate average salary by contribution assumption: employee only about $185,841 at 4% or $123,894 at 6%; with 50% employer match about $123,894 at 4% or $82,596 at 6%; with 100% employer match about $92,920 at 4% or $61,947 at 6%.
202228$2,564,583$348,446$43,556iApproximate average salary by contribution assumption: employee only about $1,088,894 at 4% or $725,929 at 6%; with 50% employer match about $725,929 at 4% or $483,953 at 6%; with 100% employer match about $544,447 at 4% or $362,965 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-8$1,498,813$290,811$36,351iApproximate average salary by contribution assumption: employee only about $908,784 at 4% or $605,856 at 6%; with 50% employer match about $605,856 at 4% or $403,904 at 6%; with 100% employer match about $454,392 at 4% or $302,928 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-8$1,065,770$57,635$7,204iApproximate average salary by contribution assumption: employee only about $180,109 at 4% or $120,073 at 6%; with 50% employer match about $120,073 at 4% or $80,049 at 6%; with 100% employer match about $90,055 at 4% or $60,036 at 6%.
202129$2,702,139$166,781$18,531iApproximate average salary by contribution assumption: employee only about $463,281 at 4% or $308,854 at 6%; with 50% employer match about $308,854 at 4% or $205,902 at 6%; with 100% employer match about $231,640 at 4% or $154,427 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-7$1,466,199$94,045$13,435iApproximate average salary by contribution assumption: employee only about $335,875 at 4% or $223,917 at 6%; with 50% employer match about $223,917 at 4% or $149,278 at 6%; with 100% employer match about $167,938 at 4% or $111,958 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-9$1,235,940$72,736$8,082iApproximate average salary by contribution assumption: employee only about $202,044 at 4% or $134,696 at 6%; with 50% employer match about $134,696 at 4% or $89,798 at 6%; with 100% employer match about $101,022 at 4% or $67,348 at 6%.
202029$2,250,161$221,234$24,582iApproximate average salary by contribution assumption: employee only about $614,539 at 4% or $409,693 at 6%; with 50% employer match about $409,693 at 4% or $273,128 at 6%; with 100% employer match about $307,269 at 4% or $204,846 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-7$1,218,692$163,226$23,318iApproximate average salary by contribution assumption: employee only about $582,950 at 4% or $388,633 at 6%; with 50% employer match about $388,633 at 4% or $259,089 at 6%; with 100% employer match about $291,475 at 4% or $194,317 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-9$1,031,469$58,008$6,445iApproximate average salary by contribution assumption: employee only about $161,133 at 4% or $107,422 at 6%; with 50% employer match about $107,422 at 4% or $71,615 at 6%; with 100% employer match about $80,567 at 4% or $53,711 at 6%.
2019210$1,872,789$243,311$24,331iApproximate average salary by contribution assumption: employee only about $608,278 at 4% or $405,518 at 6%; with 50% employer match about $405,518 at 4% or $270,346 at 6%; with 100% employer match about $304,139 at 4% or $202,759 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-10$981,285$185,127$18,513iApproximate average salary by contribution assumption: employee only about $462,818 at 4% or $308,545 at 6%; with 50% employer match about $308,545 at 4% or $205,697 at 6%; with 100% employer match about $231,409 at 4% or $154,273 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-9$891,504$58,184$6,465iApproximate average salary by contribution assumption: employee only about $161,622 at 4% or $107,748 at 6%; with 50% employer match about $107,748 at 4% or $71,832 at 6%; with 100% employer match about $80,811 at 4% or $53,874 at 6%.
201829$1,443,645$194,409$21,601iApproximate average salary by contribution assumption: employee only about $540,025 at 4% or $360,017 at 6%; with 50% employer match about $360,017 at 4% or $240,011 at 6%; with 100% employer match about $270,013 at 4% or $180,008 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-8$753,531$55,978$6,997iApproximate average salary by contribution assumption: employee only about $174,931 at 4% or $116,621 at 6%; with 50% employer match about $116,621 at 4% or $77,747 at 6%; with 100% employer match about $87,466 at 4% or $58,310 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN-9$690,114$138,431$15,381iApproximate average salary by contribution assumption: employee only about $384,531 at 4% or $256,354 at 6%; with 50% employer match about $256,354 at 4% or $170,902 at 6%; with 100% employer match about $192,265 at 4% or $128,177 at 6%.
201729$1,402,533$219,206$24,356iApproximate average salary by contribution assumption: employee only about $608,906 at 4% or $405,937 at 6%; with 50% employer match about $405,937 at 4% or $270,625 at 6%; with 100% employer match about $304,453 at 4% or $202,969 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-8$805,870$102,739$12,842iApproximate average salary by contribution assumption: employee only about $321,059 at 4% or $214,040 at 6%; with 50% employer match about $214,040 at 4% or $142,693 at 6%; with 100% employer match about $160,530 at 4% or $107,020 at 6%.
SEAN A. SIMON, M. D. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST-9$596,663$116,467$12,941iApproximate average salary by contribution assumption: employee only about $323,519 at 4% or $215,680 at 6%; with 50% employer match about $215,680 at 4% or $143,786 at 6%; with 100% employer match about $161,760 at 4% or $107,840 at 6%.
201619$441,197$102,256$11,362iApproximate average salary by contribution assumption: employee only about $284,044 at 4% or $189,363 at 6%; with 50% employer match about $189,363 at 4% or $126,242 at 6%; with 100% employer match about $142,022 at 4% or $94,681 at 6%.
SEAN A. SIMON, M. D. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST-9$441,197$102,256$11,362iApproximate average salary by contribution assumption: employee only about $284,044 at 4% or $189,363 at 6%; with 50% employer match about $189,363 at 4% or $126,242 at 6%; with 100% employer match about $142,022 at 4% or $94,681 at 6%.
201526$794,562$127,898$21,316iApproximate average salary by contribution assumption: employee only about $532,908 at 4% or $355,272 at 6%; with 50% employer match about $355,272 at 4% or $236,848 at 6%; with 100% employer match about $266,454 at 4% or $177,636 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-6$480,234$127,898$21,316iApproximate average salary by contribution assumption: employee only about $532,908 at 4% or $355,272 at 6%; with 50% employer match about $355,272 at 4% or $236,848 at 6%; with 100% employer match about $266,454 at 4% or $177,636 at 6%.
SEAN A. SIMON, M. D. , P. A. DEFINED BENEFIT PENSION PLAN & TRUST-2$314,328$0-
201425$674,891$68,909$13,782iApproximate average salary by contribution assumption: employee only about $344,545 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,131 at 6%; with 100% employer match about $172,273 at 4% or $114,848 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-5$354,589$68,909$13,782iApproximate average salary by contribution assumption: employee only about $344,545 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,131 at 6%; with 100% employer match about $172,273 at 4% or $114,848 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST-2$320,302$0-
201324$580,710$58,524$14,631iApproximate average salary by contribution assumption: employee only about $365,775 at 4% or $243,850 at 6%; with 50% employer match about $243,850 at 4% or $162,567 at 6%; with 100% employer match about $182,888 at 4% or $121,925 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST-2$310,033$0-
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-4$270,677$58,524$14,631iApproximate average salary by contribution assumption: employee only about $365,775 at 4% or $243,850 at 6%; with 50% employer match about $243,850 at 4% or $162,567 at 6%; with 100% employer match about $182,888 at 4% or $121,925 at 6%.
201223$487,459$54,775$18,258iApproximate average salary by contribution assumption: employee only about $456,458 at 4% or $304,306 at 6%; with 50% employer match about $304,306 at 4% or $202,870 at 6%; with 100% employer match about $228,229 at 4% or $152,153 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST-2$272,322$0-
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-3$215,137$54,775$18,258iApproximate average salary by contribution assumption: employee only about $456,458 at 4% or $304,306 at 6%; with 50% employer match about $304,306 at 4% or $202,870 at 6%; with 100% employer match about $228,229 at 4% or $152,153 at 6%.
201122$402,482$118,570$59,285iApproximate average salary by contribution assumption: employee only about $1,482,125 at 4% or $988,083 at 6%; with 50% employer match about $988,083 at 4% or $658,722 at 6%; with 100% employer match about $741,063 at 4% or $494,042 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST-2$256,406$85,694$42,847iApproximate average salary by contribution assumption: employee only about $1,071,175 at 4% or $714,117 at 6%; with 50% employer match about $714,117 at 4% or $476,078 at 6%; with 100% employer match about $535,588 at 4% or $357,058 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-2$146,076$32,876$16,438iApproximate average salary by contribution assumption: employee only about $410,950 at 4% or $273,967 at 6%; with 50% employer match about $273,967 at 4% or $182,644 at 6%; with 100% employer match about $205,475 at 4% or $136,983 at 6%.
201034$396,731$167,577$41,894iApproximate average salary by contribution assumption: employee only about $1,047,356 at 4% or $698,238 at 6%; with 50% employer match about $698,238 at 4% or $465,492 at 6%; with 100% employer match about $523,678 at 4% or $349,119 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST-2$179,374$101,233$50,617iApproximate average salary by contribution assumption: employee only about $1,265,413 at 4% or $843,608 at 6%; with 50% employer match about $843,608 at 4% or $562,406 at 6%; with 100% employer match about $632,706 at 4% or $421,804 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-2$112,108$31,098$15,549iApproximate average salary by contribution assumption: employee only about $388,725 at 4% or $259,150 at 6%; with 50% employer match about $259,150 at 4% or $172,767 at 6%; with 100% employer match about $194,363 at 4% or $129,575 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-4$105,249$35,246$8,812iApproximate average salary by contribution assumption: employee only about $220,288 at 4% or $146,858 at 6%; with 50% employer match about $146,858 at 4% or $97,906 at 6%; with 100% employer match about $110,144 at 4% or $73,429 at 6%.
200922$167,943$92,450$46,225iApproximate average salary by contribution assumption: employee only about $1,155,625 at 4% or $770,417 at 6%; with 50% employer match about $770,417 at 4% or $513,611 at 6%; with 100% employer match about $577,813 at 4% or $385,208 at 6%.
SEAN A. SIMON, M.D., P.A. DEFINED BENEFIT PENSION PLAN AND TRUST-2$90,950$48,572$24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%.
Sean a. Simon, M.D., P.A. 401(K) Profit Sharing Plan-2$76,993$43,878$21,939iApproximate average salary by contribution assumption: employee only about $548,475 at 4% or $365,650 at 6%; with 50% employer match about $365,650 at 4% or $243,767 at 6%; with 100% employer match about $274,238 at 4% or $182,825 at 6%.