Civic Intelligence

THE SIMON CHARITABLE FOUNDATION

Plan context: THE SIMON CHARITABLE FOUNDATION 401(K) PLAN

EIN 27-3309123 • Santa Fe, NM • 14 filings • 2 plans

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524 Don Gaspar AvenueSanta Fe, NM 87505
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$901,972

2024 Contributions

$71,264

Historical Graphs

Total Assets Over Time

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

$901,972$450,986$0201120182024YearValue
$901,972Latest year 2024

Participants Over Time

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

1050201120182024YearValue
6Latest 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
202416$901,972$71,264$11,877iApproximate average salary by contribution assumption: employee only about $296,933 at 4% or $197,956 at 6%; with 50% employer match about $197,956 at 4% or $131,970 at 6%; with 100% employer match about $148,467 at 4% or $98,978 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-6$901,972$71,264$11,877iApproximate average salary by contribution assumption: employee only about $296,933 at 4% or $197,956 at 6%; with 50% employer match about $197,956 at 4% or $131,970 at 6%; with 100% employer match about $148,467 at 4% or $98,978 at 6%.
202316$783,035$66,434$11,072iApproximate average salary by contribution assumption: employee only about $276,808 at 4% or $184,539 at 6%; with 50% employer match about $184,539 at 4% or $123,026 at 6%; with 100% employer match about $138,404 at 4% or $92,269 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-6$783,035$66,434$11,072iApproximate average salary by contribution assumption: employee only about $276,808 at 4% or $184,539 at 6%; with 50% employer match about $184,539 at 4% or $123,026 at 6%; with 100% employer match about $138,404 at 4% or $92,269 at 6%.
202215$670,566$64,579$12,916iApproximate average salary by contribution assumption: employee only about $322,895 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,509 at 6%; with 100% employer match about $161,448 at 4% or $107,632 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-5$670,566$64,579$12,916iApproximate average salary by contribution assumption: employee only about $322,895 at 4% or $215,263 at 6%; with 50% employer match about $215,263 at 4% or $143,509 at 6%; with 100% employer match about $161,448 at 4% or $107,632 at 6%.
202116$774,136$68,759$11,460iApproximate average salary by contribution assumption: employee only about $286,496 at 4% or $190,997 at 6%; with 50% employer match about $190,997 at 4% or $127,331 at 6%; with 100% employer match about $143,248 at 4% or $95,499 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-6$774,136$68,759$11,460iApproximate average salary by contribution assumption: employee only about $286,496 at 4% or $190,997 at 6%; with 50% employer match about $190,997 at 4% or $127,331 at 6%; with 100% employer match about $143,248 at 4% or $95,499 at 6%.
202016$689,928$71,900$11,983iApproximate average salary by contribution assumption: employee only about $299,583 at 4% or $199,722 at 6%; with 50% employer match about $199,722 at 4% or $133,148 at 6%; with 100% employer match about $149,792 at 4% or $99,861 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-6$689,928$71,900$11,983iApproximate average salary by contribution assumption: employee only about $299,583 at 4% or $199,722 at 6%; with 50% employer match about $199,722 at 4% or $133,148 at 6%; with 100% employer match about $149,792 at 4% or $99,861 at 6%.
201918$543,367$63,002$7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-8$543,367$63,002$7,875iApproximate average salary by contribution assumption: employee only about $196,881 at 4% or $131,254 at 6%; with 50% employer match about $131,254 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
2018110$513,532$65,236$6,524iApproximate average salary by contribution assumption: employee only about $163,090 at 4% or $108,727 at 6%; with 50% employer match about $108,727 at 4% or $72,484 at 6%; with 100% employer match about $81,545 at 4% or $54,363 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-10$513,532$65,236$6,524iApproximate average salary by contribution assumption: employee only about $163,090 at 4% or $108,727 at 6%; with 50% employer match about $108,727 at 4% or $72,484 at 6%; with 100% employer match about $81,545 at 4% or $54,363 at 6%.
201719$453,280$63,258$7,029iApproximate average salary by contribution assumption: employee only about $175,717 at 4% or $117,144 at 6%; with 50% employer match about $117,144 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-9$453,280$63,258$7,029iApproximate average salary by contribution assumption: employee only about $175,717 at 4% or $117,144 at 6%; with 50% employer match about $117,144 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
201619$373,097$63,471$7,052iApproximate average salary by contribution assumption: employee only about $176,308 at 4% or $117,539 at 6%; with 50% employer match about $117,539 at 4% or $78,359 at 6%; with 100% employer match about $88,154 at 4% or $58,769 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-9$373,097$63,471$7,052iApproximate average salary by contribution assumption: employee only about $176,308 at 4% or $117,539 at 6%; with 50% employer match about $117,539 at 4% or $78,359 at 6%; with 100% employer match about $88,154 at 4% or $58,769 at 6%.
201517$302,728$57,644$8,235iApproximate average salary by contribution assumption: employee only about $205,871 at 4% or $137,248 at 6%; with 50% employer match about $137,248 at 4% or $91,498 at 6%; with 100% employer match about $102,936 at 4% or $68,624 at 6%.
THE SIMON CHARITABLE FOUNDATION 401(K) PLAN-7$302,728$57,644$8,235iApproximate average salary by contribution assumption: employee only about $205,871 at 4% or $137,248 at 6%; with 50% employer match about $137,248 at 4% or $91,498 at 6%; with 100% employer match about $102,936 at 4% or $68,624 at 6%.
201416$243,079$50,803$8,467iApproximate average salary by contribution assumption: employee only about $211,679 at 4% or $141,119 at 6%; with 50% employer match about $141,119 at 4% or $94,080 at 6%; with 100% employer match about $105,840 at 4% or $70,560 at 6%.
SIMON CHARITABLE FOUNDATION 401(K) PLAN-6$243,079$50,803$8,467iApproximate average salary by contribution assumption: employee only about $211,679 at 4% or $141,119 at 6%; with 50% employer match about $141,119 at 4% or $94,080 at 6%; with 100% employer match about $105,840 at 4% or $70,560 at 6%.
201317$191,380$77,106$11,015iApproximate average salary by contribution assumption: employee only about $275,379 at 4% or $183,586 at 6%; with 50% employer match about $183,586 at 4% or $122,390 at 6%; with 100% employer match about $137,689 at 4% or $91,793 at 6%.
SIMON CHARITABLE FOUNDATION 401(K) PLAN-7$191,380$77,106$11,015iApproximate average salary by contribution assumption: employee only about $275,379 at 4% or $183,586 at 6%; with 50% employer match about $183,586 at 4% or $122,390 at 6%; with 100% employer match about $137,689 at 4% or $91,793 at 6%.
201217$126,606$48,116$6,874iApproximate average salary by contribution assumption: employee only about $171,843 at 4% or $114,562 at 6%; with 50% employer match about $114,562 at 4% or $76,375 at 6%; with 100% employer match about $85,921 at 4% or $57,281 at 6%.
SIMON CHARITABLE FOUNDATION 401(K) PLAN-7$126,606$48,116$6,874iApproximate average salary by contribution assumption: employee only about $171,843 at 4% or $114,562 at 6%; with 50% employer match about $114,562 at 4% or $76,375 at 6%; with 100% employer match about $85,921 at 4% or $57,281 at 6%.
201114$75,209$74,665$18,666iApproximate average salary by contribution assumption: employee only about $466,656 at 4% or $311,104 at 6%; with 50% employer match about $311,104 at 4% or $207,403 at 6%; with 100% employer match about $233,328 at 4% or $155,552 at 6%.
SIMON CHARITABLE FOUNDATION 401(K) PLAN-4$75,209$74,665$18,666iApproximate average salary by contribution assumption: employee only about $466,656 at 4% or $311,104 at 6%; with 50% employer match about $311,104 at 4% or $207,403 at 6%; with 100% employer match about $233,328 at 4% or $155,552 at 6%.