Civic Intelligence

Collier Simon Inc.

Plan context: Collier Simon Inc. 401(K) Plan

EIN 26-2172721 • Calabasas, CA • 12 filings • 1 plans

5446 Collingwood CircleCalabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$4,584,417

2024 Contributions

$432,384

Historical Graphs

Total Assets Over Time

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

$4,584,417$2,292,209$0201320192024YearValue
$4,584,417Latest year 2024

Participants Over Time

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

47240201320192024YearValue
47Latest 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
2024147$4,584,417$432,384$9,200iApproximate average salary by contribution assumption: employee only about $229,991 at 4% or $153,328 at 6%; with 50% employer match about $153,328 at 4% or $102,218 at 6%; with 100% employer match about $114,996 at 4% or $76,664 at 6%.
Collier Simon Inc. 401(K) Plan-47$4,584,417$432,384$9,200iApproximate average salary by contribution assumption: employee only about $229,991 at 4% or $153,328 at 6%; with 50% employer match about $153,328 at 4% or $102,218 at 6%; with 100% employer match about $114,996 at 4% or $76,664 at 6%.
2023141$3,712,639$391,475$9,548iApproximate average salary by contribution assumption: employee only about $238,704 at 4% or $159,136 at 6%; with 50% employer match about $159,136 at 4% or $106,091 at 6%; with 100% employer match about $119,352 at 4% or $79,568 at 6%.
Collier Simon Inc. 401(K) Plan-41$3,712,639$391,475$9,548iApproximate average salary by contribution assumption: employee only about $238,704 at 4% or $159,136 at 6%; with 50% employer match about $159,136 at 4% or $106,091 at 6%; with 100% employer match about $119,352 at 4% or $79,568 at 6%.
2022130$2,829,771$386,575$12,886iApproximate average salary by contribution assumption: employee only about $322,146 at 4% or $214,764 at 6%; with 50% employer match about $214,764 at 4% or $143,176 at 6%; with 100% employer match about $161,073 at 4% or $107,382 at 6%.
Collier Simon Inc. 401(K) Plan-30$2,829,771$386,575$12,886iApproximate average salary by contribution assumption: employee only about $322,146 at 4% or $214,764 at 6%; with 50% employer match about $214,764 at 4% or $143,176 at 6%; with 100% employer match about $161,073 at 4% or $107,382 at 6%.
2021127$2,965,384$357,942$13,257iApproximate average salary by contribution assumption: employee only about $331,428 at 4% or $220,952 at 6%; with 50% employer match about $220,952 at 4% or $147,301 at 6%; with 100% employer match about $165,714 at 4% or $110,476 at 6%.
Collier Simon Inc. 401(K) Plan-27$2,965,384$357,942$13,257iApproximate average salary by contribution assumption: employee only about $331,428 at 4% or $220,952 at 6%; with 50% employer match about $220,952 at 4% or $147,301 at 6%; with 100% employer match about $165,714 at 4% or $110,476 at 6%.
2020125$2,318,676$292,069$11,683iApproximate average salary by contribution assumption: employee only about $292,069 at 4% or $194,713 at 6%; with 50% employer match about $194,713 at 4% or $129,808 at 6%; with 100% employer match about $146,035 at 4% or $97,356 at 6%.
Collier Simon Inc. 401(K) Plan-25$2,318,676$292,069$11,683iApproximate average salary by contribution assumption: employee only about $292,069 at 4% or $194,713 at 6%; with 50% employer match about $194,713 at 4% or $129,808 at 6%; with 100% employer match about $146,035 at 4% or $97,356 at 6%.
2019122$1,753,789$284,490$12,931iApproximate average salary by contribution assumption: employee only about $323,284 at 4% or $215,523 at 6%; with 50% employer match about $215,523 at 4% or $143,682 at 6%; with 100% employer match about $161,642 at 4% or $107,761 at 6%.
Collier Simon Inc. 401(K) Plan-22$1,753,789$284,490$12,931iApproximate average salary by contribution assumption: employee only about $323,284 at 4% or $215,523 at 6%; with 50% employer match about $215,523 at 4% or $143,682 at 6%; with 100% employer match about $161,642 at 4% or $107,761 at 6%.
2018118$1,322,414$242,700$13,483iApproximate average salary by contribution assumption: employee only about $337,083 at 4% or $224,722 at 6%; with 50% employer match about $224,722 at 4% or $149,815 at 6%; with 100% employer match about $168,542 at 4% or $112,361 at 6%.
Collier Simon Inc. 401(K) Plan-18$1,322,414$242,700$13,483iApproximate average salary by contribution assumption: employee only about $337,083 at 4% or $224,722 at 6%; with 50% employer match about $224,722 at 4% or $149,815 at 6%; with 100% employer match about $168,542 at 4% or $112,361 at 6%.
2017118$1,214,817$238,347$13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%.
Collier Simon Inc. 401(K) Plan-18$1,214,817$238,347$13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%.
2016117$864,695$297,037$17,473iApproximate average salary by contribution assumption: employee only about $436,819 at 4% or $291,213 at 6%; with 50% employer match about $291,213 at 4% or $194,142 at 6%; with 100% employer match about $218,410 at 4% or $145,606 at 6%.
Collier Simon Inc. 401(K) Plan-17$864,695$297,037$17,473iApproximate average salary by contribution assumption: employee only about $436,819 at 4% or $291,213 at 6%; with 50% employer match about $291,213 at 4% or $194,142 at 6%; with 100% employer match about $218,410 at 4% or $145,606 at 6%.
2015118$531,140$302,552$16,808iApproximate average salary by contribution assumption: employee only about $420,211 at 4% or $280,141 at 6%; with 50% employer match about $280,141 at 4% or $186,760 at 6%; with 100% employer match about $210,106 at 4% or $140,070 at 6%.
Collier Simon Inc. 401(K) Plan-18$531,140$302,552$16,808iApproximate average salary by contribution assumption: employee only about $420,211 at 4% or $280,141 at 6%; with 50% employer match about $280,141 at 4% or $186,760 at 6%; with 100% employer match about $210,106 at 4% or $140,070 at 6%.
201418$261,211$145,731$18,216iApproximate average salary by contribution assumption: employee only about $455,409 at 4% or $303,606 at 6%; with 50% employer match about $303,606 at 4% or $202,404 at 6%; with 100% employer match about $227,705 at 4% or $151,803 at 6%.
Collier Simon Inc. 401(K) Plan-8$261,211$145,731$18,216iApproximate average salary by contribution assumption: employee only about $455,409 at 4% or $303,606 at 6%; with 50% employer match about $303,606 at 4% or $202,404 at 6%; with 100% employer match about $227,705 at 4% or $151,803 at 6%.
201314$114,041$114,041$28,510iApproximate average salary by contribution assumption: employee only about $712,756 at 4% or $475,171 at 6%; with 50% employer match about $475,171 at 4% or $316,781 at 6%; with 100% employer match about $356,378 at 4% or $237,585 at 6%.
Collier Simon Inc. 401(K) Plan-4$114,041$114,041$28,510iApproximate average salary by contribution assumption: employee only about $712,756 at 4% or $475,171 at 6%; with 50% employer match about $475,171 at 4% or $316,781 at 6%; with 100% employer match about $356,378 at 4% or $237,585 at 6%.