Civic Intelligence

Simon Equity Partners LLC

Plan context: Simon Equity Partners 401(K) Plan

EIN 20-5663352 • Larkspur, CA • 19 filings • 4 plans

801 Larkspur Landing CircleLarkspur, CA 94939
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$6,854

2025 Contributions

$30

Historical Graphs

Total Assets Over Time

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

$1,302,885$651,443$0200820172025YearValue
$6,854Latest year 2025

Participants Over Time

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

1260200720162025YearValue
2Latest 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
202512$6,854$30$15iApproximate average salary by contribution assumption: employee only about $375 at 4% or $250 at 6%; with 50% employer match about $250 at 4% or $167 at 6%; with 100% employer match about $188 at 4% or $125 at 6%.
Simon Equity Partners 401(K) Plan-2$6,854$30$15iApproximate average salary by contribution assumption: employee only about $375 at 4% or $250 at 6%; with 50% employer match about $250 at 4% or $167 at 6%; with 100% employer match about $188 at 4% or $125 at 6%.
202412$5,850$0-
Simon Equity Partners 401(K) Plan-2$5,850$0-
202315$521,462$4,851$970iApproximate average salary by contribution assumption: employee only about $24,255 at 4% or $16,170 at 6%; with 50% employer match about $16,170 at 4% or $10,780 at 6%; with 100% employer match about $12,128 at 4% or $8,085 at 6%.
Simon Equity Partners 401(K) Plan-5$521,462$4,851$970iApproximate average salary by contribution assumption: employee only about $24,255 at 4% or $16,170 at 6%; with 50% employer match about $16,170 at 4% or $10,780 at 6%; with 100% employer match about $12,128 at 4% or $8,085 at 6%.
2022111$1,052,097$122,839$11,167iApproximate average salary by contribution assumption: employee only about $279,180 at 4% or $186,120 at 6%; with 50% employer match about $186,120 at 4% or $124,080 at 6%; with 100% employer match about $139,590 at 4% or $93,060 at 6%.
Simon Equity Partners 401(K) Plan-11$1,052,097$122,839$11,167iApproximate average salary by contribution assumption: employee only about $279,180 at 4% or $186,120 at 6%; with 50% employer match about $186,120 at 4% or $124,080 at 6%; with 100% employer match about $139,590 at 4% or $93,060 at 6%.
2021111$1,302,885$115,119$10,465iApproximate average salary by contribution assumption: employee only about $261,634 at 4% or $174,423 at 6%; with 50% employer match about $174,423 at 4% or $116,282 at 6%; with 100% employer match about $130,817 at 4% or $87,211 at 6%.
Simon Equity Partners 401(K) Plan-11$1,302,885$115,119$10,465iApproximate average salary by contribution assumption: employee only about $261,634 at 4% or $174,423 at 6%; with 50% employer match about $174,423 at 4% or $116,282 at 6%; with 100% employer match about $130,817 at 4% or $87,211 at 6%.
2020110$982,746$123,267$12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,445 at 6%; with 50% employer match about $205,445 at 4% or $136,963 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%.
Simon Equity Partners 401(K) Plan-10$982,746$123,267$12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,445 at 6%; with 50% employer match about $205,445 at 4% or $136,963 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%.
2019112$724,589$120,662$10,055iApproximate average salary by contribution assumption: employee only about $251,379 at 4% or $167,586 at 6%; with 50% employer match about $167,586 at 4% or $111,724 at 6%; with 100% employer match about $125,690 at 4% or $83,793 at 6%.
Simon Equity Partners 401(K) Plan-12$724,589$120,662$10,055iApproximate average salary by contribution assumption: employee only about $251,379 at 4% or $167,586 at 6%; with 50% employer match about $167,586 at 4% or $111,724 at 6%; with 100% employer match about $125,690 at 4% or $83,793 at 6%.
2018110$489,210$119,052$11,905iApproximate average salary by contribution assumption: employee only about $297,630 at 4% or $198,420 at 6%; with 50% employer match about $198,420 at 4% or $132,280 at 6%; with 100% employer match about $148,815 at 4% or $99,210 at 6%.
Simon Equity Partners 401(K) Plan-10$489,210$119,052$11,905iApproximate average salary by contribution assumption: employee only about $297,630 at 4% or $198,420 at 6%; with 50% employer match about $198,420 at 4% or $132,280 at 6%; with 100% employer match about $148,815 at 4% or $99,210 at 6%.
2017110$407,076$128,803$12,880iApproximate average salary by contribution assumption: employee only about $322,008 at 4% or $214,672 at 6%; with 50% employer match about $214,672 at 4% or $143,114 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%.
Simon Equity Partners 401(K) Plan-10$407,076$128,803$12,880iApproximate average salary by contribution assumption: employee only about $322,008 at 4% or $214,672 at 6%; with 50% employer match about $214,672 at 4% or $143,114 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%.
201619$246,239$101,314$11,257iApproximate average salary by contribution assumption: employee only about $281,428 at 4% or $187,619 at 6%; with 50% employer match about $187,619 at 4% or $125,079 at 6%; with 100% employer match about $140,714 at 4% or $93,809 at 6%.
Simon Equity Partners 401(K) Plan-9$246,239$101,314$11,257iApproximate average salary by contribution assumption: employee only about $281,428 at 4% or $187,619 at 6%; with 50% employer match about $187,619 at 4% or $125,079 at 6%; with 100% employer match about $140,714 at 4% or $93,809 at 6%.
201517$121,923$67,520$9,646iApproximate average salary by contribution assumption: employee only about $241,143 at 4% or $160,762 at 6%; with 50% employer match about $160,762 at 4% or $107,175 at 6%; with 100% employer match about $120,571 at 4% or $80,381 at 6%.
Simon Equity Partners 401(K) Plan-7$121,923$67,520$9,646iApproximate average salary by contribution assumption: employee only about $241,143 at 4% or $160,762 at 6%; with 50% employer match about $160,762 at 4% or $107,175 at 6%; with 100% employer match about $120,571 at 4% or $80,381 at 6%.
201414$52,438$41,505$10,376iApproximate average salary by contribution assumption: employee only about $259,406 at 4% or $172,938 at 6%; with 50% employer match about $172,938 at 4% or $115,292 at 6%; with 100% employer match about $129,703 at 4% or $86,469 at 6%.
Simon Equity Partners 401(K) Plan-4$52,438$41,505$10,376iApproximate average salary by contribution assumption: employee only about $259,406 at 4% or $172,938 at 6%; with 50% employer match about $172,938 at 4% or $115,292 at 6%; with 100% employer match about $129,703 at 4% or $86,469 at 6%.
201314$120,718$21,489$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
Simon Equity Partners 401(K) Plan-4$120,718$21,489$5,372iApproximate average salary by contribution assumption: employee only about $134,306 at 4% or $89,538 at 6%; with 50% employer match about $89,538 at 4% or $59,692 at 6%; with 100% employer match about $67,153 at 4% or $44,769 at 6%.
201214$110,225$24,207$6,052iApproximate average salary by contribution assumption: employee only about $151,294 at 4% or $100,863 at 6%; with 50% employer match about $100,863 at 4% or $67,242 at 6%; with 100% employer match about $75,647 at 4% or $50,431 at 6%.
Simon Equity Partners 401(K) Plan-4$110,225$24,207$6,052iApproximate average salary by contribution assumption: employee only about $151,294 at 4% or $100,863 at 6%; with 50% employer match about $100,863 at 4% or $67,242 at 6%; with 100% employer match about $75,647 at 4% or $50,431 at 6%.
201114$77,291$18,571$4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,379 at 6%; with 50% employer match about $77,379 at 4% or $51,586 at 6%; with 100% employer match about $58,034 at 4% or $38,690 at 6%.
Simon Equity Partners 401(K) Plan-4$77,291$18,571$4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,379 at 6%; with 50% employer match about $77,379 at 4% or $51,586 at 6%; with 100% employer match about $58,034 at 4% or $38,690 at 6%.
201014$143,838$44,399$11,100iApproximate average salary by contribution assumption: employee only about $277,494 at 4% or $184,996 at 6%; with 50% employer match about $184,996 at 4% or $123,331 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%.
Simon Equity Partners 401(K) Plan-4$143,838$44,399$11,100iApproximate average salary by contribution assumption: employee only about $277,494 at 4% or $184,996 at 6%; with 50% employer match about $184,996 at 4% or $123,331 at 6%; with 100% employer match about $138,747 at 4% or $92,498 at 6%.
200915$108,346$52,777$10,555iApproximate average salary by contribution assumption: employee only about $263,885 at 4% or $175,923 at 6%; with 50% employer match about $175,923 at 4% or $117,282 at 6%; with 100% employer match about $131,943 at 4% or $87,962 at 6%.
Simon Equity Partners 401(K) Plan-5$108,346$52,777$10,555iApproximate average salary by contribution assumption: employee only about $263,885 at 4% or $175,923 at 6%; with 50% employer match about $175,923 at 4% or $117,282 at 6%; with 100% employer match about $131,943 at 4% or $87,962 at 6%.
200814$52,057$43,930$10,983iApproximate average salary by contribution assumption: employee only about $274,563 at 4% or $183,042 at 6%; with 50% employer match about $183,042 at 4% or $122,028 at 6%; with 100% employer match about $137,281 at 4% or $91,521 at 6%.
Simon Equity Partners 401(K) Plan-4$52,057$43,930$10,983iApproximate average salary by contribution assumption: employee only about $274,563 at 4% or $183,042 at 6%; with 50% employer match about $183,042 at 4% or $122,028 at 6%; with 100% employer match about $137,281 at 4% or $91,521 at 6%.
200714$0$0-
Simon Equity Partners 401(K) Plan-4---