Civic Intelligence

Simon Academics LLC

Plan context: Simon Academics LLC 401(K) Plan

EIN 26-4322254 • Castro Valley, CA • 13 filings • 2 plans

31001 Palomares Rd.Castro Valley, CA 94552
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,443,543

2024 Contributions

$222,139

Historical Graphs

Total Assets Over Time

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

$1,443,543$721,772$0201420192024YearValue
$1,443,543Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202423$1,443,543$222,139$74,046iApproximate average salary by contribution assumption: employee only about $1,851,158 at 4% or $1,234,106 at 6%; with 50% employer match about $1,234,106 at 4% or $822,737 at 6%; with 100% employer match about $925,579 at 4% or $617,053 at 6%.
Simon Academics LLC 401(K) Plan-3$1,083,678$82,139$27,380iApproximate average salary by contribution assumption: employee only about $684,492 at 4% or $456,328 at 6%; with 50% employer match about $456,328 at 4% or $304,219 at 6%; with 100% employer match about $342,246 at 4% or $228,164 at 6%.
SIMON ACADEMICS, LLC PENSION PLAN-3$359,865$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
202323$1,092,004$278,251$92,750iApproximate average salary by contribution assumption: employee only about $2,318,758 at 4% or $1,545,839 at 6%; with 50% employer match about $1,545,839 at 4% or $1,030,559 at 6%; with 100% employer match about $1,159,379 at 4% or $772,919 at 6%.
Simon Academics LLC 401(K) Plan-3$891,004$77,251$25,750iApproximate average salary by contribution assumption: employee only about $643,758 at 4% or $429,172 at 6%; with 50% employer match about $429,172 at 4% or $286,115 at 6%; with 100% employer match about $321,879 at 4% or $214,586 at 6%.
SIMON ACADEMICS, LLC PENSION PLAN-3$201,000$201,000$67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%.
202212$665,211$79,959$39,980iApproximate average salary by contribution assumption: employee only about $999,488 at 4% or $666,325 at 6%; with 50% employer match about $666,325 at 4% or $444,217 at 6%; with 100% employer match about $499,744 at 4% or $333,163 at 6%.
Simon Academics LLC 401(K) Plan-2$665,211$79,959$39,980iApproximate average salary by contribution assumption: employee only about $999,488 at 4% or $666,325 at 6%; with 50% employer match about $666,325 at 4% or $444,217 at 6%; with 100% employer match about $499,744 at 4% or $333,163 at 6%.
202112$663,299$75,476$37,738iApproximate average salary by contribution assumption: employee only about $943,450 at 4% or $628,967 at 6%; with 50% employer match about $628,967 at 4% or $419,311 at 6%; with 100% employer match about $471,725 at 4% or $314,483 at 6%.
Simon Academics LLC 401(K) Plan-2$663,299$75,476$37,738iApproximate average salary by contribution assumption: employee only about $943,450 at 4% or $628,967 at 6%; with 50% employer match about $628,967 at 4% or $419,311 at 6%; with 100% employer match about $471,725 at 4% or $314,483 at 6%.
202012$532,583$74,101$37,051iApproximate average salary by contribution assumption: employee only about $926,263 at 4% or $617,508 at 6%; with 50% employer match about $617,508 at 4% or $411,672 at 6%; with 100% employer match about $463,131 at 4% or $308,754 at 6%.
Simon Academics LLC 401(K) Plan-2$532,583$74,101$37,051iApproximate average salary by contribution assumption: employee only about $926,263 at 4% or $617,508 at 6%; with 50% employer match about $617,508 at 4% or $411,672 at 6%; with 100% employer match about $463,131 at 4% or $308,754 at 6%.
201912$431,155$73,008$36,504iApproximate average salary by contribution assumption: employee only about $912,600 at 4% or $608,400 at 6%; with 50% employer match about $608,400 at 4% or $405,600 at 6%; with 100% employer match about $456,300 at 4% or $304,200 at 6%.
Simon Academics LLC 401(K) Plan-2$431,155$73,008$36,504iApproximate average salary by contribution assumption: employee only about $912,600 at 4% or $608,400 at 6%; with 50% employer match about $608,400 at 4% or $405,600 at 6%; with 100% employer match about $456,300 at 4% or $304,200 at 6%.
201812$307,757$70,393$35,197iApproximate average salary by contribution assumption: employee only about $879,913 at 4% or $586,608 at 6%; with 50% employer match about $586,608 at 4% or $391,072 at 6%; with 100% employer match about $439,956 at 4% or $293,304 at 6%.
Simon Academics LLC 401(K) Plan-2$307,757$70,393$35,197iApproximate average salary by contribution assumption: employee only about $879,913 at 4% or $586,608 at 6%; with 50% employer match about $586,608 at 4% or $391,072 at 6%; with 100% employer match about $439,956 at 4% or $293,304 at 6%.
201712$270,989$65,484$32,742iApproximate average salary by contribution assumption: employee only about $818,550 at 4% or $545,700 at 6%; with 50% employer match about $545,700 at 4% or $363,800 at 6%; with 100% employer match about $409,275 at 4% or $272,850 at 6%.
Simon Academics LLC 401(K) Plan-2$270,989$65,484$32,742iApproximate average salary by contribution assumption: employee only about $818,550 at 4% or $545,700 at 6%; with 50% employer match about $545,700 at 4% or $363,800 at 6%; with 100% employer match about $409,275 at 4% or $272,850 at 6%.
201612$191,697$62,604$31,302iApproximate average salary by contribution assumption: employee only about $782,550 at 4% or $521,700 at 6%; with 50% employer match about $521,700 at 4% or $347,800 at 6%; with 100% employer match about $391,275 at 4% or $260,850 at 6%.
Simon Academics LLC 401(K) Plan-2$191,697$62,604$31,302iApproximate average salary by contribution assumption: employee only about $782,550 at 4% or $521,700 at 6%; with 50% employer match about $521,700 at 4% or $347,800 at 6%; with 100% employer match about $391,275 at 4% or $260,850 at 6%.
201512$123,838$60,683$30,342iApproximate average salary by contribution assumption: employee only about $758,538 at 4% or $505,692 at 6%; with 50% employer match about $505,692 at 4% or $337,128 at 6%; with 100% employer match about $379,269 at 4% or $252,846 at 6%.
Simon Academics LLC 401(K) Plan-2$123,838$60,683$30,342iApproximate average salary by contribution assumption: employee only about $758,538 at 4% or $505,692 at 6%; with 50% employer match about $505,692 at 4% or $337,128 at 6%; with 100% employer match about $379,269 at 4% or $252,846 at 6%.
201412$61,597$61,593$30,797iApproximate average salary by contribution assumption: employee only about $769,913 at 4% or $513,275 at 6%; with 50% employer match about $513,275 at 4% or $342,183 at 6%; with 100% employer match about $384,956 at 4% or $256,638 at 6%.
Simon Academics LLC 401(K) Plan-2$61,597$61,593$30,797iApproximate average salary by contribution assumption: employee only about $769,913 at 4% or $513,275 at 6%; with 50% employer match about $513,275 at 4% or $342,183 at 6%; with 100% employer match about $384,956 at 4% or $256,638 at 6%.