Civic Intelligence

Simonson, Lipschutz & Fogel PC.

Plan context: Simonson, Lipschutz & Fogel PC. Retirement 401K Plan

EIN 23-2604116 • 9 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

24

2008 Assets

$2,205,951

2008 Contributions

$312,287

Historical Graphs

Total Assets Over Time

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

$2,994,570$1,497,285$0200020042008YearValue
$2,205,951Latest year 2008

Participants Over Time

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

25130200020042007YearValue
24Latest year 2007

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
200810$2,205,951$312,287-
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-0$2,205,951$312,287-
2007124$2,994,570$318,823$13,284iApproximate average salary by contribution assumption: employee only about $332,107 at 4% or $221,405 at 6%; with 50% employer match about $221,405 at 4% or $147,603 at 6%; with 100% employer match about $166,054 at 4% or $110,702 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-24$2,994,570$318,823$13,284iApproximate average salary by contribution assumption: employee only about $332,107 at 4% or $221,405 at 6%; with 50% employer match about $221,405 at 4% or $147,603 at 6%; with 100% employer match about $166,054 at 4% or $110,702 at 6%.
2006125$2,611,693$302,181$12,087iApproximate average salary by contribution assumption: employee only about $302,181 at 4% or $201,454 at 6%; with 50% employer match about $201,454 at 4% or $134,303 at 6%; with 100% employer match about $151,091 at 4% or $100,727 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-25$2,611,693$302,181$12,087iApproximate average salary by contribution assumption: employee only about $302,181 at 4% or $201,454 at 6%; with 50% employer match about $201,454 at 4% or $134,303 at 6%; with 100% employer match about $151,091 at 4% or $100,727 at 6%.
2005123$2,040,924$239,487$10,412iApproximate average salary by contribution assumption: employee only about $260,312 at 4% or $173,541 at 6%; with 50% employer match about $173,541 at 4% or $115,694 at 6%; with 100% employer match about $130,156 at 4% or $86,771 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-23$2,040,924$239,487$10,412iApproximate average salary by contribution assumption: employee only about $260,312 at 4% or $173,541 at 6%; with 50% employer match about $173,541 at 4% or $115,694 at 6%; with 100% employer match about $130,156 at 4% or $86,771 at 6%.
2004120$1,669,707$195,564$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-20$1,669,707$195,564$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
2003122$1,294,354$175,094$7,959iApproximate average salary by contribution assumption: employee only about $198,970 at 4% or $132,647 at 6%; with 50% employer match about $132,647 at 4% or $88,431 at 6%; with 100% employer match about $99,485 at 4% or $66,323 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-22$1,294,354$175,094$7,959iApproximate average salary by contribution assumption: employee only about $198,970 at 4% or $132,647 at 6%; with 50% employer match about $132,647 at 4% or $88,431 at 6%; with 100% employer match about $99,485 at 4% or $66,323 at 6%.
2002125$881,994$159,265$6,371iApproximate average salary by contribution assumption: employee only about $159,265 at 4% or $106,177 at 6%; with 50% employer match about $106,177 at 4% or $70,784 at 6%; with 100% employer match about $79,633 at 4% or $53,088 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-25$881,994$159,265$6,371iApproximate average salary by contribution assumption: employee only about $159,265 at 4% or $106,177 at 6%; with 50% employer match about $106,177 at 4% or $70,784 at 6%; with 100% employer match about $79,633 at 4% or $53,088 at 6%.
2001118$954,151$142,491$7,916iApproximate average salary by contribution assumption: employee only about $197,904 at 4% or $131,936 at 6%; with 50% employer match about $131,936 at 4% or $87,957 at 6%; with 100% employer match about $98,952 at 4% or $65,968 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-18$954,151$142,491$7,916iApproximate average salary by contribution assumption: employee only about $197,904 at 4% or $131,936 at 6%; with 50% employer match about $131,936 at 4% or $87,957 at 6%; with 100% employer match about $98,952 at 4% or $65,968 at 6%.
2000115$1,007,227$127,984$8,532iApproximate average salary by contribution assumption: employee only about $213,307 at 4% or $142,204 at 6%; with 50% employer match about $142,204 at 4% or $94,803 at 6%; with 100% employer match about $106,653 at 4% or $71,102 at 6%.
Simonson, Lipschutz & Fogel PC. Retirement 401K Plan-15$1,007,227$127,984$8,532iApproximate average salary by contribution assumption: employee only about $213,307 at 4% or $142,204 at 6%; with 50% employer match about $142,204 at 4% or $94,803 at 6%; with 100% employer match about $106,653 at 4% or $71,102 at 6%.