Civic Intelligence

Sims Financial Services LLC

Plan context: Sims Financial Services LLC Retirement Plan

EIN 23-3093490 • Wayne, PA • 23 filings • 2 plans

125 Strafford Avenue, Suite 305Wayne, PA 19087
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,971,219

2024 Contributions

$98,245

Historical Graphs

Total Assets Over Time

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

$1,971,219$985,610$0200220132024YearValue
$1,971,219Latest year 2024

Participants Over Time

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

530200220132024YearValue
5Latest 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
202415$1,971,219$98,245$19,649iApproximate average salary by contribution assumption: employee only about $491,225 at 4% or $327,483 at 6%; with 50% employer match about $327,483 at 4% or $218,322 at 6%; with 100% employer match about $245,613 at 4% or $163,742 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,971,219$98,245$19,649iApproximate average salary by contribution assumption: employee only about $491,225 at 4% or $327,483 at 6%; with 50% employer match about $327,483 at 4% or $218,322 at 6%; with 100% employer match about $245,613 at 4% or $163,742 at 6%.
202315$1,572,119$94,531$18,906iApproximate average salary by contribution assumption: employee only about $472,655 at 4% or $315,103 at 6%; with 50% employer match about $315,103 at 4% or $210,069 at 6%; with 100% employer match about $236,328 at 4% or $157,552 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,572,119$94,531$18,906iApproximate average salary by contribution assumption: employee only about $472,655 at 4% or $315,103 at 6%; with 50% employer match about $315,103 at 4% or $210,069 at 6%; with 100% employer match about $236,328 at 4% or $157,552 at 6%.
202215$1,420,046$81,288$16,258iApproximate average salary by contribution assumption: employee only about $406,440 at 4% or $270,960 at 6%; with 50% employer match about $270,960 at 4% or $180,640 at 6%; with 100% employer match about $203,220 at 4% or $135,480 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,420,046$81,288$16,258iApproximate average salary by contribution assumption: employee only about $406,440 at 4% or $270,960 at 6%; with 50% employer match about $270,960 at 4% or $180,640 at 6%; with 100% employer match about $203,220 at 4% or $135,480 at 6%.
202114$1,630,740$73,333$18,333iApproximate average salary by contribution assumption: employee only about $458,331 at 4% or $305,554 at 6%; with 50% employer match about $305,554 at 4% or $203,703 at 6%; with 100% employer match about $229,166 at 4% or $152,777 at 6%.
Sims Financial Services LLC Retirement Plan-4$1,630,740$73,333$18,333iApproximate average salary by contribution assumption: employee only about $458,331 at 4% or $305,554 at 6%; with 50% employer match about $305,554 at 4% or $203,703 at 6%; with 100% employer match about $229,166 at 4% or $152,777 at 6%.
202014$1,324,784$75,212$18,803iApproximate average salary by contribution assumption: employee only about $470,075 at 4% or $313,383 at 6%; with 50% employer match about $313,383 at 4% or $208,922 at 6%; with 100% employer match about $235,038 at 4% or $156,692 at 6%.
Sims Financial Services LLC Retirement Plan-4$1,324,784$75,212$18,803iApproximate average salary by contribution assumption: employee only about $470,075 at 4% or $313,383 at 6%; with 50% employer match about $313,383 at 4% or $208,922 at 6%; with 100% employer match about $235,038 at 4% or $156,692 at 6%.
201915$1,513,972$78,255$15,651iApproximate average salary by contribution assumption: employee only about $391,275 at 4% or $260,850 at 6%; with 50% employer match about $260,850 at 4% or $173,900 at 6%; with 100% employer match about $195,638 at 4% or $130,425 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,513,972$78,255$15,651iApproximate average salary by contribution assumption: employee only about $391,275 at 4% or $260,850 at 6%; with 50% employer match about $260,850 at 4% or $173,900 at 6%; with 100% employer match about $195,638 at 4% or $130,425 at 6%.
201814$1,240,727$68,725$17,181iApproximate average salary by contribution assumption: employee only about $429,531 at 4% or $286,354 at 6%; with 50% employer match about $286,354 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,177 at 6%.
Sims Financial Services LLC Retirement Plan-4$1,240,727$68,725$17,181iApproximate average salary by contribution assumption: employee only about $429,531 at 4% or $286,354 at 6%; with 50% employer match about $286,354 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,177 at 6%.
201714$1,269,867$77,000$19,250iApproximate average salary by contribution assumption: employee only about $481,250 at 4% or $320,833 at 6%; with 50% employer match about $320,833 at 4% or $213,889 at 6%; with 100% employer match about $240,625 at 4% or $160,417 at 6%.
Sims Financial Services LLC Retirement Plan-4$1,269,867$77,000$19,250iApproximate average salary by contribution assumption: employee only about $481,250 at 4% or $320,833 at 6%; with 50% employer match about $320,833 at 4% or $213,889 at 6%; with 100% employer match about $240,625 at 4% or $160,417 at 6%.
201615$1,180,924$29,523$5,905iApproximate average salary by contribution assumption: employee only about $147,615 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,180,924$29,523$5,905iApproximate average salary by contribution assumption: employee only about $147,615 at 4% or $98,410 at 6%; with 50% employer match about $98,410 at 4% or $65,607 at 6%; with 100% employer match about $73,808 at 4% or $49,205 at 6%.
201515$1,112,574$42,420$8,484iApproximate average salary by contribution assumption: employee only about $212,100 at 4% or $141,400 at 6%; with 50% employer match about $141,400 at 4% or $94,267 at 6%; with 100% employer match about $106,050 at 4% or $70,700 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,112,574$42,420$8,484iApproximate average salary by contribution assumption: employee only about $212,100 at 4% or $141,400 at 6%; with 50% employer match about $141,400 at 4% or $94,267 at 6%; with 100% employer match about $106,050 at 4% or $70,700 at 6%.
201415$1,104,828$73,858$14,772iApproximate average salary by contribution assumption: employee only about $369,290 at 4% or $246,193 at 6%; with 50% employer match about $246,193 at 4% or $164,129 at 6%; with 100% employer match about $184,645 at 4% or $123,097 at 6%.
Sims Financial Services LLC Retirement Plan-5$1,104,828$73,858$14,772iApproximate average salary by contribution assumption: employee only about $369,290 at 4% or $246,193 at 6%; with 50% employer match about $246,193 at 4% or $164,129 at 6%; with 100% employer match about $184,645 at 4% or $123,097 at 6%.
201315$985,716$45,698$9,140iApproximate average salary by contribution assumption: employee only about $228,490 at 4% or $152,327 at 6%; with 50% employer match about $152,327 at 4% or $101,551 at 6%; with 100% employer match about $114,245 at 4% or $76,163 at 6%.
Sims Financial Services LLC Retirement Plan-5$985,716$45,698$9,140iApproximate average salary by contribution assumption: employee only about $228,490 at 4% or $152,327 at 6%; with 50% employer match about $152,327 at 4% or $101,551 at 6%; with 100% employer match about $114,245 at 4% or $76,163 at 6%.
201215$804,715$46,039$9,208iApproximate average salary by contribution assumption: employee only about $230,195 at 4% or $153,463 at 6%; with 50% employer match about $153,463 at 4% or $102,309 at 6%; with 100% employer match about $115,097 at 4% or $76,732 at 6%.
Sims Financial Services LLC Retirement Plan-5$804,715$46,039$9,208iApproximate average salary by contribution assumption: employee only about $230,195 at 4% or $153,463 at 6%; with 50% employer match about $153,463 at 4% or $102,309 at 6%; with 100% employer match about $115,097 at 4% or $76,732 at 6%.
201115$693,109$41,020$8,204iApproximate average salary by contribution assumption: employee only about $205,100 at 4% or $136,733 at 6%; with 50% employer match about $136,733 at 4% or $91,156 at 6%; with 100% employer match about $102,550 at 4% or $68,367 at 6%.
Sims Financial Services LLC Retirement Plan-5$693,109$41,020$8,204iApproximate average salary by contribution assumption: employee only about $205,100 at 4% or $136,733 at 6%; with 50% employer match about $136,733 at 4% or $91,156 at 6%; with 100% employer match about $102,550 at 4% or $68,367 at 6%.
201015$687,170$66,195$13,239iApproximate average salary by contribution assumption: employee only about $330,975 at 4% or $220,650 at 6%; with 50% employer match about $220,650 at 4% or $147,100 at 6%; with 100% employer match about $165,488 at 4% or $110,325 at 6%.
Sims Financial Services LLC Retirement Plan-5$687,170$66,195$13,239iApproximate average salary by contribution assumption: employee only about $330,975 at 4% or $220,650 at 6%; with 50% employer match about $220,650 at 4% or $147,100 at 6%; with 100% employer match about $165,488 at 4% or $110,325 at 6%.
200914$576,273$54,625$13,656iApproximate average salary by contribution assumption: employee only about $341,406 at 4% or $227,604 at 6%; with 50% employer match about $227,604 at 4% or $151,736 at 6%; with 100% employer match about $170,703 at 4% or $113,802 at 6%.
Sims Financial Services LLC Retirement Plan-4$576,273$54,625$13,656iApproximate average salary by contribution assumption: employee only about $341,406 at 4% or $227,604 at 6%; with 50% employer match about $227,604 at 4% or $151,736 at 6%; with 100% employer match about $170,703 at 4% or $113,802 at 6%.
200814$462,955$79,283$19,821iApproximate average salary by contribution assumption: employee only about $495,519 at 4% or $330,346 at 6%; with 50% employer match about $330,346 at 4% or $220,231 at 6%; with 100% employer match about $247,759 at 4% or $165,173 at 6%.
Sims Financial Services LLC Retirement Plan-4$462,955$79,283$19,821iApproximate average salary by contribution assumption: employee only about $495,519 at 4% or $330,346 at 6%; with 50% employer match about $330,346 at 4% or $220,231 at 6%; with 100% employer match about $247,759 at 4% or $165,173 at 6%.
200714$587,218$111,861$27,965iApproximate average salary by contribution assumption: employee only about $699,131 at 4% or $466,088 at 6%; with 50% employer match about $466,088 at 4% or $310,725 at 6%; with 100% employer match about $349,566 at 4% or $233,044 at 6%.
Sims Financial Services LLC Retirement Plan-4$587,218$111,861$27,965iApproximate average salary by contribution assumption: employee only about $699,131 at 4% or $466,088 at 6%; with 50% employer match about $466,088 at 4% or $310,725 at 6%; with 100% employer match about $349,566 at 4% or $233,044 at 6%.
200614$464,727$99,436$24,859iApproximate average salary by contribution assumption: employee only about $621,475 at 4% or $414,317 at 6%; with 50% employer match about $414,317 at 4% or $276,211 at 6%; with 100% employer match about $310,738 at 4% or $207,158 at 6%.
Sims Financial Services LLC Retirement Plan-4$464,727$99,436$24,859iApproximate average salary by contribution assumption: employee only about $621,475 at 4% or $414,317 at 6%; with 50% employer match about $414,317 at 4% or $276,211 at 6%; with 100% employer match about $310,738 at 4% or $207,158 at 6%.
200514$337,798$98,097$24,524iApproximate average salary by contribution assumption: employee only about $613,106 at 4% or $408,738 at 6%; with 50% employer match about $408,738 at 4% or $272,492 at 6%; with 100% employer match about $306,553 at 4% or $204,369 at 6%.
Sims Financial Services LLC Retirement Plan-4$337,798$98,097$24,524iApproximate average salary by contribution assumption: employee only about $613,106 at 4% or $408,738 at 6%; with 50% employer match about $408,738 at 4% or $272,492 at 6%; with 100% employer match about $306,553 at 4% or $204,369 at 6%.
200415$276,277$100,742$20,148iApproximate average salary by contribution assumption: employee only about $503,710 at 4% or $335,807 at 6%; with 50% employer match about $335,807 at 4% or $223,871 at 6%; with 100% employer match about $251,855 at 4% or $167,903 at 6%.
Sims Financial Services LLC Retirement Plan-5$276,277$100,742$20,148iApproximate average salary by contribution assumption: employee only about $503,710 at 4% or $335,807 at 6%; with 50% employer match about $335,807 at 4% or $223,871 at 6%; with 100% employer match about $251,855 at 4% or $167,903 at 6%.
200315$156,391$80,382$16,076iApproximate average salary by contribution assumption: employee only about $401,910 at 4% or $267,940 at 6%; with 50% employer match about $267,940 at 4% or $178,627 at 6%; with 100% employer match about $200,955 at 4% or $133,970 at 6%.
Sims Financial Services LLC Retirement Plan-5$156,391$80,382$16,076iApproximate average salary by contribution assumption: employee only about $401,910 at 4% or $267,940 at 6%; with 50% employer match about $267,940 at 4% or $178,627 at 6%; with 100% employer match about $200,955 at 4% or $133,970 at 6%.
200215$56,461$58,240$11,648iApproximate average salary by contribution assumption: employee only about $291,200 at 4% or $194,133 at 6%; with 50% employer match about $194,133 at 4% or $129,422 at 6%; with 100% employer match about $145,600 at 4% or $97,067 at 6%.
Sims Financial Services LLC Retirement Plan-5$56,461$58,240$11,648iApproximate average salary by contribution assumption: employee only about $291,200 at 4% or $194,133 at 6%; with 50% employer match about $194,133 at 4% or $129,422 at 6%; with 100% employer match about $145,600 at 4% or $97,067 at 6%.