Civic Intelligence

Simon & Simon PC.

Plan context: Simon & Simon PC. 401(K) Profit Sharing Plan

EIN 27-1330426 • Newtown Square, PA • 17 filings • 3 plans

18 Campus Blvd. - Suite 100Newtown Square, PA 19073
Current Snapshot

Latest Year

2024

2024 Participants

126

2024 Assets

$3,873,941

2024 Contributions

$1,442,519

Historical Graphs

Total Assets Over Time

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

$3,873,941$1,936,971$0201320192024YearValue
$3,873,941Latest year 2024

Participants Over Time

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

128640201320192024YearValue
126Latest 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
20243126$3,873,941$1,442,519$11,449iApproximate average salary by contribution assumption: employee only about $286,214 at 4% or $190,809 at 6%; with 50% employer match about $190,809 at 4% or $127,206 at 6%; with 100% employer match about $143,107 at 4% or $95,405 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-120$3,828,040$703,509$5,863iApproximate average salary by contribution assumption: employee only about $146,564 at 4% or $97,710 at 6%; with 50% employer match about $97,710 at 4% or $65,140 at 6%; with 100% employer match about $73,282 at 4% or $48,855 at 6%.
Simon & Simon Group Medical Plan-111$45,901$739,010$6,658iApproximate average salary by contribution assumption: employee only about $166,444 at 4% or $110,962 at 6%; with 50% employer match about $110,962 at 4% or $73,975 at 6%; with 100% employer match about $83,222 at 4% or $55,481 at 6%.
Simon & Simon Employee Benefit Plan-126---
20233115$2,988,735$1,200,963$10,443iApproximate average salary by contribution assumption: employee only about $261,079 at 4% or $174,053 at 6%; with 50% employer match about $174,053 at 4% or $116,035 at 6%; with 100% employer match about $130,539 at 4% or $87,026 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-115$2,952,329$494,365$4,299iApproximate average salary by contribution assumption: employee only about $107,471 at 4% or $71,647 at 6%; with 50% employer match about $71,647 at 4% or $47,765 at 6%; with 100% employer match about $53,735 at 4% or $35,824 at 6%.
Simon & Simon Group Medical Plan-111$36,406$706,598$6,366iApproximate average salary by contribution assumption: employee only about $159,144 at 4% or $106,096 at 6%; with 50% employer match about $106,096 at 4% or $70,731 at 6%; with 100% employer match about $79,572 at 4% or $53,048 at 6%.
Simon & Simon Employee Benefit Plan-51---
20222128$2,127,903$375,739$2,935iApproximate average salary by contribution assumption: employee only about $73,387 at 4% or $48,924 at 6%; with 50% employer match about $48,924 at 4% or $32,616 at 6%; with 100% employer match about $36,693 at 4% or $24,462 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-95$2,127,903$375,739$3,955iApproximate average salary by contribution assumption: employee only about $98,879 at 4% or $65,919 at 6%; with 50% employer match about $65,919 at 4% or $43,946 at 6%; with 100% employer match about $49,439 at 4% or $32,960 at 6%.
Simon & Simon Employee Benefit Plan-128---
2021186$2,186,340$303,646$3,531iApproximate average salary by contribution assumption: employee only about $88,269 at 4% or $58,846 at 6%; with 50% employer match about $58,846 at 4% or $39,231 at 6%; with 100% employer match about $44,135 at 4% or $29,423 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-86$2,186,340$303,646$3,531iApproximate average salary by contribution assumption: employee only about $88,269 at 4% or $58,846 at 6%; with 50% employer match about $58,846 at 4% or $39,231 at 6%; with 100% employer match about $44,135 at 4% or $29,423 at 6%.
2020174$1,706,430$280,704$3,793iApproximate average salary by contribution assumption: employee only about $94,832 at 4% or $63,222 at 6%; with 50% employer match about $63,222 at 4% or $42,148 at 6%; with 100% employer match about $47,416 at 4% or $31,611 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-74$1,706,430$280,704$3,793iApproximate average salary by contribution assumption: employee only about $94,832 at 4% or $63,222 at 6%; with 50% employer match about $63,222 at 4% or $42,148 at 6%; with 100% employer match about $47,416 at 4% or $31,611 at 6%.
2019189$1,266,779$193,006$2,169iApproximate average salary by contribution assumption: employee only about $54,215 at 4% or $36,143 at 6%; with 50% employer match about $36,143 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-89$1,266,779$193,006$2,169iApproximate average salary by contribution assumption: employee only about $54,215 at 4% or $36,143 at 6%; with 50% employer match about $36,143 at 4% or $24,096 at 6%; with 100% employer match about $27,108 at 4% or $18,072 at 6%.
2018169$945,331$306,407$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,011 at 6%; with 50% employer match about $74,011 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-69$945,331$306,407$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,011 at 6%; with 50% employer match about $74,011 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
2017160$731,399$218,508$3,642iApproximate average salary by contribution assumption: employee only about $91,045 at 4% or $60,697 at 6%; with 50% employer match about $60,697 at 4% or $40,464 at 6%; with 100% employer match about $45,523 at 4% or $30,348 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-60$731,399$218,508$3,642iApproximate average salary by contribution assumption: employee only about $91,045 at 4% or $60,697 at 6%; with 50% employer match about $60,697 at 4% or $40,464 at 6%; with 100% employer match about $45,523 at 4% or $30,348 at 6%.
2016136$438,677$155,206$4,311iApproximate average salary by contribution assumption: employee only about $107,782 at 4% or $71,855 at 6%; with 50% employer match about $71,855 at 4% or $47,903 at 6%; with 100% employer match about $53,891 at 4% or $35,927 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-36$438,677$155,206$4,311iApproximate average salary by contribution assumption: employee only about $107,782 at 4% or $71,855 at 6%; with 50% employer match about $71,855 at 4% or $47,903 at 6%; with 100% employer match about $53,891 at 4% or $35,927 at 6%.
2015129$277,537$163,597$5,641iApproximate average salary by contribution assumption: employee only about $141,032 at 4% or $94,021 at 6%; with 50% employer match about $94,021 at 4% or $62,681 at 6%; with 100% employer match about $70,516 at 4% or $47,011 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-29$277,537$163,597$5,641iApproximate average salary by contribution assumption: employee only about $141,032 at 4% or $94,021 at 6%; with 50% employer match about $94,021 at 4% or $62,681 at 6%; with 100% employer match about $70,516 at 4% or $47,011 at 6%.
2014121$119,643$108,455$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,384 at 6%; with 100% employer match about $64,557 at 4% or $43,038 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-21$119,643$108,455$5,165iApproximate average salary by contribution assumption: employee only about $129,113 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,384 at 6%; with 100% employer match about $64,557 at 4% or $43,038 at 6%.
2013113$8,960$8,424$648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%.
Simon & Simon PC. 401(K) Profit Sharing Plan-13$8,960$8,424$648iApproximate average salary by contribution assumption: employee only about $16,200 at 4% or $10,800 at 6%; with 50% employer match about $10,800 at 4% or $7,200 at 6%; with 100% employer match about $8,100 at 4% or $5,400 at 6%.