Civic Intelligence

Simon Lever & Company

Plan context: Simon Lever & Company 401K Plan

EIN 23-1692578 • Lititz, PA • 26 filings • 3 plans

147 W. Airport RoadLititz, PA 17543
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$13,623,272

2024 Contributions

$1,084,406

Historical Graphs

Total Assets Over Time

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

$13,623,272$6,811,636$0199920132024YearValue
$13,623,272Latest year 2024

Participants Over Time

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

101510199920122024YearValue
101Latest 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
20241101$13,623,272$1,084,406$10,737iApproximate average salary by contribution assumption: employee only about $268,417 at 4% or $178,945 at 6%; with 50% employer match about $178,945 at 4% or $119,297 at 6%; with 100% employer match about $134,209 at 4% or $89,472 at 6%.
Simon Lever & Company 401K Plan-101$13,623,272$1,084,406$10,737iApproximate average salary by contribution assumption: employee only about $268,417 at 4% or $178,945 at 6%; with 50% employer match about $178,945 at 4% or $119,297 at 6%; with 100% employer match about $134,209 at 4% or $89,472 at 6%.
2023194$11,098,301$867,510$9,229iApproximate average salary by contribution assumption: employee only about $230,721 at 4% or $153,814 at 6%; with 50% employer match about $153,814 at 4% or $102,543 at 6%; with 100% employer match about $115,360 at 4% or $76,907 at 6%.
Simon Lever & Company 401K Plan-94$11,098,301$867,510$9,229iApproximate average salary by contribution assumption: employee only about $230,721 at 4% or $153,814 at 6%; with 50% employer match about $153,814 at 4% or $102,543 at 6%; with 100% employer match about $115,360 at 4% or $76,907 at 6%.
2022188$9,255,469$768,999$8,739iApproximate average salary by contribution assumption: employee only about $218,466 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.
Simon Lever & Company 401K Plan-88$9,255,469$768,999$8,739iApproximate average salary by contribution assumption: employee only about $218,466 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.
2021183$10,657,540$710,291$8,558iApproximate average salary by contribution assumption: employee only about $213,943 at 4% or $142,629 at 6%; with 50% employer match about $142,629 at 4% or $95,086 at 6%; with 100% employer match about $106,972 at 4% or $71,314 at 6%.
Simon Lever & Company 401K Plan-83$10,657,540$710,291$8,558iApproximate average salary by contribution assumption: employee only about $213,943 at 4% or $142,629 at 6%; with 50% employer match about $142,629 at 4% or $95,086 at 6%; with 100% employer match about $106,972 at 4% or $71,314 at 6%.
2020185$9,541,649$658,022$7,741iApproximate average salary by contribution assumption: employee only about $193,536 at 4% or $129,024 at 6%; with 50% employer match about $129,024 at 4% or $86,016 at 6%; with 100% employer match about $96,768 at 4% or $64,512 at 6%.
Simon Lever & Company 401K Plan-85$9,541,649$658,022$7,741iApproximate average salary by contribution assumption: employee only about $193,536 at 4% or $129,024 at 6%; with 50% employer match about $129,024 at 4% or $86,016 at 6%; with 100% employer match about $96,768 at 4% or $64,512 at 6%.
2019182$7,618,032$675,736$8,241iApproximate average salary by contribution assumption: employee only about $206,017 at 4% or $137,345 at 6%; with 50% employer match about $137,345 at 4% or $91,563 at 6%; with 100% employer match about $103,009 at 4% or $68,672 at 6%.
Simon Lever & Company 401K Plan-82$7,618,032$675,736$8,241iApproximate average salary by contribution assumption: employee only about $206,017 at 4% or $137,345 at 6%; with 50% employer match about $137,345 at 4% or $91,563 at 6%; with 100% employer match about $103,009 at 4% or $68,672 at 6%.
2018183$5,885,197$886,885$10,685iApproximate average salary by contribution assumption: employee only about $267,134 at 4% or $178,089 at 6%; with 50% employer match about $178,089 at 4% or $118,726 at 6%; with 100% employer match about $133,567 at 4% or $89,045 at 6%.
Simon Lever & Company 401K Plan-83$5,885,197$886,885$10,685iApproximate average salary by contribution assumption: employee only about $267,134 at 4% or $178,089 at 6%; with 50% employer match about $178,089 at 4% or $118,726 at 6%; with 100% employer match about $133,567 at 4% or $89,045 at 6%.
2017177$5,882,401$615,735$7,997iApproximate average salary by contribution assumption: employee only about $199,914 at 4% or $133,276 at 6%; with 50% employer match about $133,276 at 4% or $88,851 at 6%; with 100% employer match about $99,957 at 4% or $66,638 at 6%.
Simon Lever & Company 401K Plan-77$5,882,401$615,735$7,997iApproximate average salary by contribution assumption: employee only about $199,914 at 4% or $133,276 at 6%; with 50% employer match about $133,276 at 4% or $88,851 at 6%; with 100% employer match about $99,957 at 4% or $66,638 at 6%.
2016170$4,636,056$443,680$6,338iApproximate average salary by contribution assumption: employee only about $158,457 at 4% or $105,638 at 6%; with 50% employer match about $105,638 at 4% or $70,425 at 6%; with 100% employer match about $79,229 at 4% or $52,819 at 6%.
Simon Lever & Company 401K Plan-70$4,636,056$443,680$6,338iApproximate average salary by contribution assumption: employee only about $158,457 at 4% or $105,638 at 6%; with 50% employer match about $105,638 at 4% or $70,425 at 6%; with 100% employer match about $79,229 at 4% or $52,819 at 6%.
2015166$5,942,032$402,094$6,092iApproximate average salary by contribution assumption: employee only about $152,308 at 4% or $101,539 at 6%; with 50% employer match about $101,539 at 4% or $67,693 at 6%; with 100% employer match about $76,154 at 4% or $50,769 at 6%.
Simon Lever & Company 401K Plan-66$5,942,032$402,094$6,092iApproximate average salary by contribution assumption: employee only about $152,308 at 4% or $101,539 at 6%; with 50% employer match about $101,539 at 4% or $67,693 at 6%; with 100% employer match about $76,154 at 4% or $50,769 at 6%.
2014156$5,917,801$444,660$7,940iApproximate average salary by contribution assumption: employee only about $198,509 at 4% or $132,339 at 6%; with 50% employer match about $132,339 at 4% or $88,226 at 6%; with 100% employer match about $99,254 at 4% or $66,170 at 6%.
Simon Lever & Company 401K Plan-56$5,917,801$444,660$7,940iApproximate average salary by contribution assumption: employee only about $198,509 at 4% or $132,339 at 6%; with 50% employer match about $132,339 at 4% or $88,226 at 6%; with 100% employer match about $99,254 at 4% or $66,170 at 6%.
2013159$5,930,904$340,465$5,771iApproximate average salary by contribution assumption: employee only about $144,265 at 4% or $96,177 at 6%; with 50% employer match about $96,177 at 4% or $64,118 at 6%; with 100% employer match about $72,132 at 4% or $48,088 at 6%.
Simon Lever & Company 401K Plan-59$5,930,904$340,465$5,771iApproximate average salary by contribution assumption: employee only about $144,265 at 4% or $96,177 at 6%; with 50% employer match about $96,177 at 4% or $64,118 at 6%; with 100% employer match about $72,132 at 4% or $48,088 at 6%.
2012150$4,699,170$386,206$7,724iApproximate average salary by contribution assumption: employee only about $193,103 at 4% or $128,735 at 6%; with 50% employer match about $128,735 at 4% or $85,824 at 6%; with 100% employer match about $96,552 at 4% or $64,368 at 6%.
Simon Lever & Company 401K Plan-50$4,699,170$386,206$7,724iApproximate average salary by contribution assumption: employee only about $193,103 at 4% or $128,735 at 6%; with 50% employer match about $128,735 at 4% or $85,824 at 6%; with 100% employer match about $96,552 at 4% or $64,368 at 6%.
2011147$3,776,540$293,127$6,237iApproximate average salary by contribution assumption: employee only about $155,919 at 4% or $103,946 at 6%; with 50% employer match about $103,946 at 4% or $69,297 at 6%; with 100% employer match about $77,959 at 4% or $51,973 at 6%.
Simon Lever & Company 401K Plan-47$3,776,540$293,127$6,237iApproximate average salary by contribution assumption: employee only about $155,919 at 4% or $103,946 at 6%; with 50% employer match about $103,946 at 4% or $69,297 at 6%; with 100% employer match about $77,959 at 4% or $51,973 at 6%.
2010149$3,899,210$299,398$6,110iApproximate average salary by contribution assumption: employee only about $152,754 at 4% or $101,836 at 6%; with 50% employer match about $101,836 at 4% or $67,891 at 6%; with 100% employer match about $76,377 at 4% or $50,918 at 6%.
Simon Lever & Company 401K Plan-49$3,899,210$299,398$6,110iApproximate average salary by contribution assumption: employee only about $152,754 at 4% or $101,836 at 6%; with 50% employer match about $101,836 at 4% or $67,891 at 6%; with 100% employer match about $76,377 at 4% or $50,918 at 6%.
2009153$3,578,562$262,211$4,947iApproximate average salary by contribution assumption: employee only about $123,684 at 4% or $82,456 at 6%; with 50% employer match about $82,456 at 4% or $54,971 at 6%; with 100% employer match about $61,842 at 4% or $41,228 at 6%.
Simon Lever & Company 401K Plan-53$3,578,562$262,211$4,947iApproximate average salary by contribution assumption: employee only about $123,684 at 4% or $82,456 at 6%; with 50% employer match about $82,456 at 4% or $54,971 at 6%; with 100% employer match about $61,842 at 4% or $41,228 at 6%.
2008141$2,597,410$358,046$8,733iApproximate average salary by contribution assumption: employee only about $218,321 at 4% or $145,547 at 6%; with 50% employer match about $145,547 at 4% or $97,031 at 6%; with 100% employer match about $109,160 at 4% or $72,774 at 6%.
Simon Lever & Company 401K Plan-41$2,597,410$358,046$8,733iApproximate average salary by contribution assumption: employee only about $218,321 at 4% or $145,547 at 6%; with 50% employer match about $145,547 at 4% or $97,031 at 6%; with 100% employer match about $109,160 at 4% or $72,774 at 6%.
2007134$0$0-
Simon Lever & Company 401K Plan-34---
2006134$3,275,819$272,080$8,002iApproximate average salary by contribution assumption: employee only about $200,059 at 4% or $133,373 at 6%; with 50% employer match about $133,373 at 4% or $88,915 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
Simon Lever & Company 401K Plan-34$3,275,819$272,080$8,002iApproximate average salary by contribution assumption: employee only about $200,059 at 4% or $133,373 at 6%; with 50% employer match about $133,373 at 4% or $88,915 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
2005133$3,184,319$229,321$6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,819 at 6%; with 50% employer match about $115,819 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%.
Simon Lever & Company 401K Plan-33$3,184,319$229,321$6,949iApproximate average salary by contribution assumption: employee only about $173,728 at 4% or $115,819 at 6%; with 50% employer match about $115,819 at 4% or $77,212 at 6%; with 100% employer match about $86,864 at 4% or $57,909 at 6%.
2004130$2,766,464$327,992$10,933iApproximate average salary by contribution assumption: employee only about $273,327 at 4% or $182,218 at 6%; with 50% employer match about $182,218 at 4% or $121,479 at 6%; with 100% employer match about $136,663 at 4% or $91,109 at 6%.
Simon Lever & Company 401K Plan-30$2,766,464$327,992$10,933iApproximate average salary by contribution assumption: employee only about $273,327 at 4% or $182,218 at 6%; with 50% employer match about $182,218 at 4% or $121,479 at 6%; with 100% employer match about $136,663 at 4% or $91,109 at 6%.
2003134$2,321,805$236,770$6,964iApproximate average salary by contribution assumption: employee only about $174,096 at 4% or $116,064 at 6%; with 50% employer match about $116,064 at 4% or $77,376 at 6%; with 100% employer match about $87,048 at 4% or $58,032 at 6%.
Simon Lever & Company 401K Plan-34$2,321,805$236,770$6,964iApproximate average salary by contribution assumption: employee only about $174,096 at 4% or $116,064 at 6%; with 50% employer match about $116,064 at 4% or $77,376 at 6%; with 100% employer match about $87,048 at 4% or $58,032 at 6%.
2002134$0$0-
Simon Lever & Company 401K Plan-34---
2001135$0$0-
Simon Lever & Company 401K Plan-35---
2000135$1,532,760$212,861$6,082iApproximate average salary by contribution assumption: employee only about $152,044 at 4% or $101,362 at 6%; with 50% employer match about $101,362 at 4% or $67,575 at 6%; with 100% employer match about $76,022 at 4% or $50,681 at 6%.
Simon Lever & Company 401K Plan-35$1,532,760$212,861$6,082iApproximate average salary by contribution assumption: employee only about $152,044 at 4% or $101,362 at 6%; with 50% employer match about $101,362 at 4% or $67,575 at 6%; with 100% employer match about $76,022 at 4% or $50,681 at 6%.
1999137$1,424,518$162,149$4,382iApproximate average salary by contribution assumption: employee only about $109,560 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%.
Simon Lever & Company 401K Plan-37$1,424,518$162,149$4,382iApproximate average salary by contribution assumption: employee only about $109,560 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%.