Civic Intelligence

Paul L. Simon, D.D.S., P.L.C.

Plan context: Paul L. Simon D.D.S. Cash Balance Pension Plan

EIN 22-3685179 • South Lyon, MI • 18 filings • 5 plans

21800 Pontiac Trail Suite 100South Lyon, MI 48178
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$2,593,095

2019 Contributions

$282,360

Historical Graphs

Total Assets Over Time

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

$2,593,095$1,296,548$0201120152018YearValue
$2,593,095Latest year 2018

Participants Over Time

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

1260201120152018YearValue
12Latest year 2018

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
201920$0$0-
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-0$0--
Paul L. Simon D.D.S. Cash Balance Pension Plan-0$0--
2018212$2,593,095$282,360$23,530iApproximate average salary by contribution assumption: employee only about $588,250 at 4% or $392,167 at 6%; with 50% employer match about $392,167 at 4% or $261,444 at 6%; with 100% employer match about $294,125 at 4% or $196,083 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-12$2,235,005$240,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-12$358,090$42,360$3,530iApproximate average salary by contribution assumption: employee only about $88,250 at 4% or $58,833 at 6%; with 50% employer match about $58,833 at 4% or $39,222 at 6%; with 100% employer match about $44,125 at 4% or $29,417 at 6%.
2017212$2,457,733$317,824$26,485iApproximate average salary by contribution assumption: employee only about $662,133 at 4% or $441,422 at 6%; with 50% employer match about $441,422 at 4% or $294,281 at 6%; with 100% employer match about $331,067 at 4% or $220,711 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-12$2,114,414$280,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-12$343,319$37,824$3,152iApproximate average salary by contribution assumption: employee only about $78,800 at 4% or $52,533 at 6%; with 50% employer match about $52,533 at 4% or $35,022 at 6%; with 100% employer match about $39,400 at 4% or $26,267 at 6%.
2016211$1,933,592$344,204$31,291iApproximate average salary by contribution assumption: employee only about $782,282 at 4% or $521,521 at 6%; with 50% employer match about $521,521 at 4% or $347,681 at 6%; with 100% employer match about $391,141 at 4% or $260,761 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-11$1,668,079$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-11$265,513$44,204$4,019iApproximate average salary by contribution assumption: employee only about $100,464 at 4% or $66,976 at 6%; with 50% employer match about $66,976 at 4% or $44,651 at 6%; with 100% employer match about $50,232 at 4% or $33,488 at 6%.
2015210$1,476,591$426,453$42,645iApproximate average salary by contribution assumption: employee only about $1,066,133 at 4% or $710,755 at 6%; with 50% employer match about $710,755 at 4% or $473,837 at 6%; with 100% employer match about $533,066 at 4% or $355,378 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-10$1,279,708$385,000$38,500iApproximate average salary by contribution assumption: employee only about $962,500 at 4% or $641,667 at 6%; with 50% employer match about $641,667 at 4% or $427,778 at 6%; with 100% employer match about $481,250 at 4% or $320,833 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-10$196,883$41,453$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,088 at 6%; with 50% employer match about $69,088 at 4% or $46,059 at 6%; with 100% employer match about $51,816 at 4% or $34,544 at 6%.
2014210$1,096,924$250,423$25,042iApproximate average salary by contribution assumption: employee only about $626,058 at 4% or $417,372 at 6%; with 50% employer match about $417,372 at 4% or $278,248 at 6%; with 100% employer match about $313,029 at 4% or $208,686 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-10$930,222$210,640$21,064iApproximate average salary by contribution assumption: employee only about $526,600 at 4% or $351,067 at 6%; with 50% employer match about $351,067 at 4% or $234,044 at 6%; with 100% employer match about $263,300 at 4% or $175,533 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-10$166,702$39,783$3,978iApproximate average salary by contribution assumption: employee only about $99,458 at 4% or $66,305 at 6%; with 50% employer match about $66,305 at 4% or $44,203 at 6%; with 100% employer match about $49,729 at 4% or $33,153 at 6%.
201329$819,820$245,934$27,326iApproximate average salary by contribution assumption: employee only about $683,150 at 4% or $455,433 at 6%; with 50% employer match about $455,433 at 4% or $303,622 at 6%; with 100% employer match about $341,575 at 4% or $227,717 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-9$697,938$208,865$23,207iApproximate average salary by contribution assumption: employee only about $580,181 at 4% or $386,787 at 6%; with 50% employer match about $386,787 at 4% or $257,858 at 6%; with 100% employer match about $290,090 at 4% or $193,394 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-9$121,882$37,069$4,119iApproximate average salary by contribution assumption: employee only about $102,969 at 4% or $68,646 at 6%; with 50% employer match about $68,646 at 4% or $45,764 at 6%; with 100% employer match about $51,485 at 4% or $34,323 at 6%.
201229$512,576$245,805$27,312iApproximate average salary by contribution assumption: employee only about $682,792 at 4% or $455,194 at 6%; with 50% employer match about $455,194 at 4% or $303,463 at 6%; with 100% employer match about $341,396 at 4% or $227,597 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-9$438,652$208,480$23,164iApproximate average salary by contribution assumption: employee only about $579,111 at 4% or $386,074 at 6%; with 50% employer match about $386,074 at 4% or $257,383 at 6%; with 100% employer match about $289,556 at 4% or $193,037 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-9$73,924$37,325$4,147iApproximate average salary by contribution assumption: employee only about $103,681 at 4% or $69,120 at 6%; with 50% employer match about $69,120 at 4% or $46,080 at 6%; with 100% employer match about $51,840 at 4% or $34,560 at 6%.
201129$253,023$253,023$28,114iApproximate average salary by contribution assumption: employee only about $702,842 at 4% or $468,561 at 6%; with 50% employer match about $468,561 at 4% or $312,374 at 6%; with 100% employer match about $351,421 at 4% or $234,281 at 6%.
Paul L. Simon D.D.S. Cash Balance Pension Plan-9$216,385$216,385$24,043iApproximate average salary by contribution assumption: employee only about $601,069 at 4% or $400,713 at 6%; with 50% employer match about $400,713 at 4% or $267,142 at 6%; with 100% employer match about $300,535 at 4% or $200,356 at 6%.
PAUL L. SIMON, D.D.S., P.L.C. PROFIT SHARING PLAN-9$36,638$36,638$4,071iApproximate average salary by contribution assumption: employee only about $101,772 at 4% or $67,848 at 6%; with 50% employer match about $67,848 at 4% or $45,232 at 6%; with 100% employer match about $50,886 at 4% or $33,924 at 6%.