Civic Intelligence

William E. Simon & Sons, L.L.C.

Plan context: William E. Simon & Sons, L.L.C. Retirement Plan

EIN 22-3338529 • Morristown, NJ • 26 filings • 5 plans

360 Mount Kemble Ave Ste 5Morristown, NJ 07960-6662
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,902,546

2024 Contributions

$85,746

Historical Graphs

Total Assets Over Time

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

$11,318,427$5,659,214$0199920122023YearValue
$2,902,546Latest year 2023

Participants Over Time

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

68340199920112023YearValue
15Latest year 2023

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
202410$0$0-
William E. Simon & Sons, L.L.C. Retirement Plan-0$0$0-
2023115$2,902,546$85,746$5,716iApproximate average salary by contribution assumption: employee only about $142,910 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,516 at 6%; with 100% employer match about $71,455 at 4% or $47,637 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-15$2,902,546$85,746$5,716iApproximate average salary by contribution assumption: employee only about $142,910 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,516 at 6%; with 100% employer match about $71,455 at 4% or $47,637 at 6%.
2022120$3,740,362$229,570$11,479iApproximate average salary by contribution assumption: employee only about $286,963 at 4% or $191,308 at 6%; with 50% employer match about $191,308 at 4% or $127,539 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-20$3,740,362$229,570$11,479iApproximate average salary by contribution assumption: employee only about $286,963 at 4% or $191,308 at 6%; with 50% employer match about $191,308 at 4% or $127,539 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
2021121$4,422,300$211,814$10,086iApproximate average salary by contribution assumption: employee only about $252,160 at 4% or $168,106 at 6%; with 50% employer match about $168,106 at 4% or $112,071 at 6%; with 100% employer match about $126,080 at 4% or $84,053 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-21$4,422,300$211,814$10,086iApproximate average salary by contribution assumption: employee only about $252,160 at 4% or $168,106 at 6%; with 50% employer match about $168,106 at 4% or $112,071 at 6%; with 100% employer match about $126,080 at 4% or $84,053 at 6%.
2020122$5,728,679$201,001$9,136iApproximate average salary by contribution assumption: employee only about $228,410 at 4% or $152,273 at 6%; with 50% employer match about $152,273 at 4% or $101,516 at 6%; with 100% employer match about $114,205 at 4% or $76,137 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-22$5,728,679$201,001$9,136iApproximate average salary by contribution assumption: employee only about $228,410 at 4% or $152,273 at 6%; with 50% employer match about $152,273 at 4% or $101,516 at 6%; with 100% employer match about $114,205 at 4% or $76,137 at 6%.
2019124$5,777,098$200,284$8,345iApproximate average salary by contribution assumption: employee only about $208,629 at 4% or $139,086 at 6%; with 50% employer match about $139,086 at 4% or $92,724 at 6%; with 100% employer match about $104,315 at 4% or $69,543 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-24$5,777,098$200,284$8,345iApproximate average salary by contribution assumption: employee only about $208,629 at 4% or $139,086 at 6%; with 50% employer match about $139,086 at 4% or $92,724 at 6%; with 100% employer match about $104,315 at 4% or $69,543 at 6%.
2018124$4,645,423$137,101$5,713iApproximate average salary by contribution assumption: employee only about $142,814 at 4% or $95,209 at 6%; with 50% employer match about $95,209 at 4% or $63,473 at 6%; with 100% employer match about $71,407 at 4% or $47,605 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-24$4,645,423$137,101$5,713iApproximate average salary by contribution assumption: employee only about $142,814 at 4% or $95,209 at 6%; with 50% employer match about $95,209 at 4% or $63,473 at 6%; with 100% employer match about $71,407 at 4% or $47,605 at 6%.
2017134$11,193,014$455,831$13,407iApproximate average salary by contribution assumption: employee only about $335,170 at 4% or $223,447 at 6%; with 50% employer match about $223,447 at 4% or $148,964 at 6%; with 100% employer match about $167,585 at 4% or $111,723 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-34$11,193,014$455,831$13,407iApproximate average salary by contribution assumption: employee only about $335,170 at 4% or $223,447 at 6%; with 50% employer match about $223,447 at 4% or $148,964 at 6%; with 100% employer match about $167,585 at 4% or $111,723 at 6%.
2016137$11,122,764$507,556$13,718iApproximate average salary by contribution assumption: employee only about $342,943 at 4% or $228,629 at 6%; with 50% employer match about $228,629 at 4% or $152,419 at 6%; with 100% employer match about $171,472 at 4% or $114,314 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-37$11,122,764$507,556$13,718iApproximate average salary by contribution assumption: employee only about $342,943 at 4% or $228,629 at 6%; with 50% employer match about $228,629 at 4% or $152,419 at 6%; with 100% employer match about $171,472 at 4% or $114,314 at 6%.
2015135$9,937,438$519,647$14,847iApproximate average salary by contribution assumption: employee only about $371,176 at 4% or $247,451 at 6%; with 50% employer match about $247,451 at 4% or $164,967 at 6%; with 100% employer match about $185,588 at 4% or $123,725 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-35$9,937,438$519,647$14,847iApproximate average salary by contribution assumption: employee only about $371,176 at 4% or $247,451 at 6%; with 50% employer match about $247,451 at 4% or $164,967 at 6%; with 100% employer match about $185,588 at 4% or $123,725 at 6%.
2014139$11,318,427$569,550$14,604iApproximate average salary by contribution assumption: employee only about $365,096 at 4% or $243,397 at 6%; with 50% employer match about $243,397 at 4% or $162,265 at 6%; with 100% employer match about $182,548 at 4% or $121,699 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-39$11,318,427$569,550$14,604iApproximate average salary by contribution assumption: employee only about $365,096 at 4% or $243,397 at 6%; with 50% employer match about $243,397 at 4% or $162,265 at 6%; with 100% employer match about $182,548 at 4% or $121,699 at 6%.
2013138$10,764,256$577,244$15,191iApproximate average salary by contribution assumption: employee only about $379,766 at 4% or $253,177 at 6%; with 50% employer match about $253,177 at 4% or $168,785 at 6%; with 100% employer match about $189,883 at 4% or $126,589 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-38$10,764,256$577,244$15,191iApproximate average salary by contribution assumption: employee only about $379,766 at 4% or $253,177 at 6%; with 50% employer match about $253,177 at 4% or $168,785 at 6%; with 100% employer match about $189,883 at 4% or $126,589 at 6%.
2012140$9,595,782$463,187$11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,995 at 6%; with 50% employer match about $192,995 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-40$9,595,782$463,187$11,580iApproximate average salary by contribution assumption: employee only about $289,492 at 4% or $192,995 at 6%; with 50% employer match about $192,995 at 4% or $128,663 at 6%; with 100% employer match about $144,746 at 4% or $96,497 at 6%.
2011140$8,315,191$448,524$11,213iApproximate average salary by contribution assumption: employee only about $280,328 at 4% or $186,885 at 6%; with 50% employer match about $186,885 at 4% or $124,590 at 6%; with 100% employer match about $140,164 at 4% or $93,443 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-40$8,315,191$448,524$11,213iApproximate average salary by contribution assumption: employee only about $280,328 at 4% or $186,885 at 6%; with 50% employer match about $186,885 at 4% or $124,590 at 6%; with 100% employer match about $140,164 at 4% or $93,443 at 6%.
2010141$8,067,991$454,231$11,079iApproximate average salary by contribution assumption: employee only about $276,970 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-41$8,067,991$454,231$11,079iApproximate average salary by contribution assumption: employee only about $276,970 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
2009145$7,604,628$445,087$9,891iApproximate average salary by contribution assumption: employee only about $247,271 at 4% or $164,847 at 6%; with 50% employer match about $164,847 at 4% or $109,898 at 6%; with 100% employer match about $123,635 at 4% or $82,424 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-45$7,604,628$445,087$9,891iApproximate average salary by contribution assumption: employee only about $247,271 at 4% or $164,847 at 6%; with 50% employer match about $164,847 at 4% or $109,898 at 6%; with 100% employer match about $123,635 at 4% or $82,424 at 6%.
2008136$6,444,070$444,147$12,337iApproximate average salary by contribution assumption: employee only about $308,435 at 4% or $205,624 at 6%; with 50% employer match about $205,624 at 4% or $137,082 at 6%; with 100% employer match about $154,218 at 4% or $102,812 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-36$6,444,070$444,147$12,337iApproximate average salary by contribution assumption: employee only about $308,435 at 4% or $205,624 at 6%; with 50% employer match about $205,624 at 4% or $137,082 at 6%; with 100% employer match about $154,218 at 4% or $102,812 at 6%.
2007131$0$0-
William E. Simon & Sons, L.L.C. Retirement Plan-31---
2006129$8,156,333$751,662$25,919iApproximate average salary by contribution assumption: employee only about $647,984 at 4% or $431,990 at 6%; with 50% employer match about $431,990 at 4% or $287,993 at 6%; with 100% employer match about $323,992 at 4% or $215,995 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-29$8,156,333$751,662$25,919iApproximate average salary by contribution assumption: employee only about $647,984 at 4% or $431,990 at 6%; with 50% employer match about $431,990 at 4% or $287,993 at 6%; with 100% employer match about $323,992 at 4% or $215,995 at 6%.
2005138$7,558,872$848,954$22,341iApproximate average salary by contribution assumption: employee only about $558,522 at 4% or $372,348 at 6%; with 50% employer match about $372,348 at 4% or $248,232 at 6%; with 100% employer match about $279,261 at 4% or $186,174 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-38$7,558,872$848,954$22,341iApproximate average salary by contribution assumption: employee only about $558,522 at 4% or $372,348 at 6%; with 50% employer match about $372,348 at 4% or $248,232 at 6%; with 100% employer match about $279,261 at 4% or $186,174 at 6%.
2004151$9,167,781$859,995$16,863iApproximate average salary by contribution assumption: employee only about $421,566 at 4% or $281,044 at 6%; with 50% employer match about $281,044 at 4% or $187,363 at 6%; with 100% employer match about $210,783 at 4% or $140,522 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-51$9,167,781$859,995$16,863iApproximate average salary by contribution assumption: employee only about $421,566 at 4% or $281,044 at 6%; with 50% employer match about $281,044 at 4% or $187,363 at 6%; with 100% employer match about $210,783 at 4% or $140,522 at 6%.
2003152$7,990,261$906,613$17,435iApproximate average salary by contribution assumption: employee only about $435,872 at 4% or $290,581 at 6%; with 50% employer match about $290,581 at 4% or $193,721 at 6%; with 100% employer match about $217,936 at 4% or $145,291 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-52$7,990,261$906,613$17,435iApproximate average salary by contribution assumption: employee only about $435,872 at 4% or $290,581 at 6%; with 50% employer match about $290,581 at 4% or $193,721 at 6%; with 100% employer match about $217,936 at 4% or $145,291 at 6%.
2002161$6,548,348$1,144,641$18,765iApproximate average salary by contribution assumption: employee only about $469,115 at 4% or $312,743 at 6%; with 50% employer match about $312,743 at 4% or $208,496 at 6%; with 100% employer match about $234,558 at 4% or $156,372 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-61$6,548,348$1,144,641$18,765iApproximate average salary by contribution assumption: employee only about $469,115 at 4% or $312,743 at 6%; with 50% employer match about $312,743 at 4% or $208,496 at 6%; with 100% employer match about $234,558 at 4% or $156,372 at 6%.
2001163$6,419,730$908,082$14,414iApproximate average salary by contribution assumption: employee only about $360,350 at 4% or $240,233 at 6%; with 50% employer match about $240,233 at 4% or $160,156 at 6%; with 100% employer match about $180,175 at 4% or $120,117 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-63$6,419,730$908,082$14,414iApproximate average salary by contribution assumption: employee only about $360,350 at 4% or $240,233 at 6%; with 50% employer match about $240,233 at 4% or $160,156 at 6%; with 100% employer match about $180,175 at 4% or $120,117 at 6%.
2000168$6,202,141$403,422$5,933iApproximate average salary by contribution assumption: employee only about $148,317 at 4% or $98,878 at 6%; with 50% employer match about $98,878 at 4% or $65,919 at 6%; with 100% employer match about $74,158 at 4% or $49,439 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-68$6,202,141$403,422$5,933iApproximate average salary by contribution assumption: employee only about $148,317 at 4% or $98,878 at 6%; with 50% employer match about $98,878 at 4% or $65,919 at 6%; with 100% employer match about $74,158 at 4% or $49,439 at 6%.
1999153$6,472,835$826,167$15,588iApproximate average salary by contribution assumption: employee only about $389,701 at 4% or $259,801 at 6%; with 50% employer match about $259,801 at 4% or $173,201 at 6%; with 100% employer match about $194,851 at 4% or $129,900 at 6%.
William E. Simon & Sons, L.L.C. Retirement Plan-53$6,472,835$826,167$15,588iApproximate average salary by contribution assumption: employee only about $389,701 at 4% or $259,801 at 6%; with 50% employer match about $259,801 at 4% or $173,201 at 6%; with 100% employer match about $194,851 at 4% or $129,900 at 6%.