Civic Intelligence

Simas & Associates Ltd

Plan context: Simas & Associates Ltd 401(K) Profit Sharing Plan

EIN 20-5226080 • Atascadero, CA • 14 filings • 5 plans

7355 Morro RoadSuite 101Atascadero, CA 93422
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,792,392

2025 Contributions

$141,512

Historical Graphs

Total Assets Over Time

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

$1,792,392$896,196$0200920192025YearValue
$1,792,392Latest year 2025

Participants Over Time

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

1260200920192025YearValue
12Latest year 2025

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
2025112$1,792,392$141,512$11,793iApproximate average salary by contribution assumption: employee only about $294,817 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,030 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-12$1,792,392$141,512$11,793iApproximate average salary by contribution assumption: employee only about $294,817 at 4% or $196,544 at 6%; with 50% employer match about $196,544 at 4% or $131,030 at 6%; with 100% employer match about $147,408 at 4% or $98,272 at 6%.
2024112$1,445,806$143,451$11,954iApproximate average salary by contribution assumption: employee only about $298,856 at 4% or $199,238 at 6%; with 50% employer match about $199,238 at 4% or $132,825 at 6%; with 100% employer match about $149,428 at 4% or $99,619 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-12$1,445,806$143,451$11,954iApproximate average salary by contribution assumption: employee only about $298,856 at 4% or $199,238 at 6%; with 50% employer match about $199,238 at 4% or $132,825 at 6%; with 100% employer match about $149,428 at 4% or $99,619 at 6%.
202318$1,186,045$125,913$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-8$1,186,045$125,913$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
2022111$949,968$121,929$11,084iApproximate average salary by contribution assumption: employee only about $277,111 at 4% or $184,741 at 6%; with 50% employer match about $184,741 at 4% or $123,161 at 6%; with 100% employer match about $138,556 at 4% or $92,370 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-11$949,968$121,929$11,084iApproximate average salary by contribution assumption: employee only about $277,111 at 4% or $184,741 at 6%; with 50% employer match about $184,741 at 4% or $123,161 at 6%; with 100% employer match about $138,556 at 4% or $92,370 at 6%.
2021110$1,029,591$120,199$12,020iApproximate average salary by contribution assumption: employee only about $300,498 at 4% or $200,332 at 6%; with 50% employer match about $200,332 at 4% or $133,554 at 6%; with 100% employer match about $150,249 at 4% or $100,166 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-10$1,029,591$120,199$12,020iApproximate average salary by contribution assumption: employee only about $300,498 at 4% or $200,332 at 6%; with 50% employer match about $200,332 at 4% or $133,554 at 6%; with 100% employer match about $150,249 at 4% or $100,166 at 6%.
202019$876,817$111,973$12,441iApproximate average salary by contribution assumption: employee only about $311,036 at 4% or $207,357 at 6%; with 50% employer match about $207,357 at 4% or $138,238 at 6%; with 100% employer match about $155,518 at 4% or $103,679 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-9$876,817$111,973$12,441iApproximate average salary by contribution assumption: employee only about $311,036 at 4% or $207,357 at 6%; with 50% employer match about $207,357 at 4% or $138,238 at 6%; with 100% employer match about $155,518 at 4% or $103,679 at 6%.
201916$683,537$99,002$16,500iApproximate average salary by contribution assumption: employee only about $412,508 at 4% or $275,006 at 6%; with 50% employer match about $275,006 at 4% or $183,337 at 6%; with 100% employer match about $206,254 at 4% or $137,503 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-6$683,537$99,002$16,500iApproximate average salary by contribution assumption: employee only about $412,508 at 4% or $275,006 at 6%; with 50% employer match about $275,006 at 4% or $183,337 at 6%; with 100% employer match about $206,254 at 4% or $137,503 at 6%.
201817$558,132$100,068$14,295iApproximate average salary by contribution assumption: employee only about $357,386 at 4% or $238,257 at 6%; with 50% employer match about $238,257 at 4% or $158,838 at 6%; with 100% employer match about $178,693 at 4% or $119,129 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-7$558,132$100,068$14,295iApproximate average salary by contribution assumption: employee only about $357,386 at 4% or $238,257 at 6%; with 50% employer match about $238,257 at 4% or $158,838 at 6%; with 100% employer match about $178,693 at 4% or $119,129 at 6%.
201718$497,180$99,022$12,378iApproximate average salary by contribution assumption: employee only about $309,444 at 4% or $206,296 at 6%; with 50% employer match about $206,296 at 4% or $137,531 at 6%; with 100% employer match about $154,722 at 4% or $103,148 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-8$497,180$99,022$12,378iApproximate average salary by contribution assumption: employee only about $309,444 at 4% or $206,296 at 6%; with 50% employer match about $206,296 at 4% or $137,531 at 6%; with 100% employer match about $154,722 at 4% or $103,148 at 6%.
201617$358,909$85,761$12,252iApproximate average salary by contribution assumption: employee only about $306,289 at 4% or $204,193 at 6%; with 50% employer match about $204,193 at 4% or $136,129 at 6%; with 100% employer match about $153,145 at 4% or $102,096 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-7$358,909$85,761$12,252iApproximate average salary by contribution assumption: employee only about $306,289 at 4% or $204,193 at 6%; with 50% employer match about $204,193 at 4% or $136,129 at 6%; with 100% employer match about $153,145 at 4% or $102,096 at 6%.
201517$256,340$260,316$37,188iApproximate average salary by contribution assumption: employee only about $929,700 at 4% or $619,800 at 6%; with 50% employer match about $619,800 at 4% or $413,200 at 6%; with 100% employer match about $464,850 at 4% or $309,900 at 6%.
Simas & Associates Ltd 401(K) Profit Sharing Plan-7$256,340$260,316$37,188iApproximate average salary by contribution assumption: employee only about $929,700 at 4% or $619,800 at 6%; with 50% employer match about $619,800 at 4% or $413,200 at 6%; with 100% employer match about $464,850 at 4% or $309,900 at 6%.
201110$0$0-
SIMAS HUTCHISON & MORRIS PLC 401 (K) PROFIT SHARING PLAN & TRUST-0---
201012$14,422$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
SIMAS AND ASSOCIATES LTD 401 (K) PROFIT SHARING PLAN & TRUST-2$14,422$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
200911$16,749$16,668$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.
SIMAS HUTCHISON MORRIS PLC-1$16,749$16,668$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.