Civic Intelligence

Simon Compliance LLC

Plan context: Simon Compliance LLC Cash Balance Plan

EIN 27-3311212 • Winnetka, IL • 19 filings • 2 plans

1001 Green Bay Road, #243Winnetka, IL 60093
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,146,898

2024 Contributions

$330,560

Historical Graphs

Total Assets Over Time

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

$2,146,898$1,073,449$0201420192023YearValue
$2,146,898Latest year 2023

Participants Over Time

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

420201420192023YearValue
4Latest year 2023

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
202410$0$0-
Simon Compliance LLC Cash Balance Plan-0$0--
202324$2,146,898$330,560$82,640iApproximate average salary by contribution assumption: employee only about $2,066,000 at 4% or $1,377,333 at 6%; with 50% employer match about $1,377,333 at 4% or $918,222 at 6%; with 100% employer match about $1,033,000 at 4% or $688,667 at 6%.
Simon Compliance LLC Cash Balance Plan-3$1,270,463$209,657$69,886iApproximate average salary by contribution assumption: employee only about $1,747,142 at 4% or $1,164,761 at 6%; with 50% employer match about $1,164,761 at 4% or $776,507 at 6%; with 100% employer match about $873,571 at 4% or $582,381 at 6%.
Simon Compliance LLC 401(K) Plan-4$876,435$120,903$30,226iApproximate average salary by contribution assumption: employee only about $755,644 at 4% or $503,763 at 6%; with 50% employer match about $503,763 at 4% or $335,842 at 6%; with 100% employer match about $377,822 at 4% or $251,881 at 6%.
202224$1,708,856$265,592$66,398iApproximate average salary by contribution assumption: employee only about $1,659,950 at 4% or $1,106,633 at 6%; with 50% employer match about $1,106,633 at 4% or $737,756 at 6%; with 100% employer match about $829,975 at 4% or $553,317 at 6%.
Simon Compliance LLC Cash Balance Plan-2$1,056,154$165,140$82,570iApproximate average salary by contribution assumption: employee only about $2,064,250 at 4% or $1,376,167 at 6%; with 50% employer match about $1,376,167 at 4% or $917,444 at 6%; with 100% employer match about $1,032,125 at 4% or $688,083 at 6%.
Simon Compliance LLC 401(K) Plan-4$652,702$100,452$25,113iApproximate average salary by contribution assumption: employee only about $627,825 at 4% or $418,550 at 6%; with 50% employer match about $418,550 at 4% or $279,033 at 6%; with 100% employer match about $313,913 at 4% or $209,275 at 6%.
202124$1,572,975$240,971$60,243iApproximate average salary by contribution assumption: employee only about $1,506,069 at 4% or $1,004,046 at 6%; with 50% employer match about $1,004,046 at 4% or $669,364 at 6%; with 100% employer match about $753,034 at 4% or $502,023 at 6%.
Simon Compliance LLC Cash Balance Plan-2$912,611$155,770$77,885iApproximate average salary by contribution assumption: employee only about $1,947,125 at 4% or $1,298,083 at 6%; with 50% employer match about $1,298,083 at 4% or $865,389 at 6%; with 100% employer match about $973,563 at 4% or $649,042 at 6%.
Simon Compliance LLC 401(K) Plan-4$660,364$85,201$21,300iApproximate average salary by contribution assumption: employee only about $532,506 at 4% or $355,004 at 6%; with 50% employer match about $355,004 at 4% or $236,669 at 6%; with 100% employer match about $266,253 at 4% or $177,502 at 6%.
202024$1,255,307$233,687$58,422iApproximate average salary by contribution assumption: employee only about $1,460,544 at 4% or $973,696 at 6%; with 50% employer match about $973,696 at 4% or $649,131 at 6%; with 100% employer match about $730,272 at 4% or $486,848 at 6%.
Simon Compliance LLC Cash Balance Plan-3$753,776$154,750$51,583iApproximate average salary by contribution assumption: employee only about $1,289,583 at 4% or $859,722 at 6%; with 50% employer match about $859,722 at 4% or $573,148 at 6%; with 100% employer match about $644,792 at 4% or $429,861 at 6%.
Simon Compliance LLC 401(K) Plan-4$501,531$78,937$19,734iApproximate average salary by contribution assumption: employee only about $493,356 at 4% or $328,904 at 6%; with 50% employer match about $328,904 at 4% or $219,269 at 6%; with 100% employer match about $246,678 at 4% or $164,452 at 6%.
201923$953,429$201,975$67,325iApproximate average salary by contribution assumption: employee only about $1,683,125 at 4% or $1,122,083 at 6%; with 50% employer match about $1,122,083 at 4% or $748,056 at 6%; with 100% employer match about $841,563 at 4% or $561,042 at 6%.
Simon Compliance LLC Cash Balance Plan-2$597,517$150,400$75,200iApproximate average salary by contribution assumption: employee only about $1,880,000 at 4% or $1,253,333 at 6%; with 50% employer match about $1,253,333 at 4% or $835,556 at 6%; with 100% employer match about $940,000 at 4% or $626,667 at 6%.
Simon Compliance LLC 401(K) Plan-3$355,912$51,575$17,192iApproximate average salary by contribution assumption: employee only about $429,792 at 4% or $286,528 at 6%; with 50% employer match about $286,528 at 4% or $191,019 at 6%; with 100% employer match about $214,896 at 4% or $143,264 at 6%.
201823$688,543$195,434$65,145iApproximate average salary by contribution assumption: employee only about $1,628,617 at 4% or $1,085,744 at 6%; with 50% employer match about $1,085,744 at 4% or $723,830 at 6%; with 100% employer match about $814,308 at 4% or $542,872 at 6%.
Simon Compliance LLC Cash Balance Plan-3$436,641$148,076$49,359iApproximate average salary by contribution assumption: employee only about $1,233,967 at 4% or $822,644 at 6%; with 50% employer match about $822,644 at 4% or $548,430 at 6%; with 100% employer match about $616,983 at 4% or $411,322 at 6%.
Simon Compliance LLC 401(K) Plan-3$251,902$47,358$15,786iApproximate average salary by contribution assumption: employee only about $394,650 at 4% or $263,100 at 6%; with 50% employer match about $263,100 at 4% or $175,400 at 6%; with 100% employer match about $197,325 at 4% or $131,550 at 6%.
201723$514,812$188,010$62,670iApproximate average salary by contribution assumption: employee only about $1,566,750 at 4% or $1,044,500 at 6%; with 50% employer match about $1,044,500 at 4% or $696,333 at 6%; with 100% employer match about $783,375 at 4% or $522,250 at 6%.
Simon Compliance LLC Cash Balance Plan-2$294,594$145,700$72,850iApproximate average salary by contribution assumption: employee only about $1,821,250 at 4% or $1,214,167 at 6%; with 50% employer match about $1,214,167 at 4% or $809,444 at 6%; with 100% employer match about $910,625 at 4% or $607,083 at 6%.
Simon Compliance LLC 401(K) Plan-3$220,218$42,310$14,103iApproximate average salary by contribution assumption: employee only about $352,583 at 4% or $235,056 at 6%; with 50% employer match about $235,056 at 4% or $156,704 at 6%; with 100% employer match about $176,292 at 4% or $117,528 at 6%.
201623$294,720$179,260$59,753iApproximate average salary by contribution assumption: employee only about $1,493,833 at 4% or $995,889 at 6%; with 50% employer match about $995,889 at 4% or $663,926 at 6%; with 100% employer match about $746,917 at 4% or $497,944 at 6%.
Simon Compliance LLC 401(K) Plan-3$149,360$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
Simon Compliance LLC Cash Balance Plan-1$145,360$145,360$145,360iApproximate average salary by contribution assumption: employee only about $3,634,000 at 4% or $2,422,667 at 6%; with 50% employer match about $2,422,667 at 4% or $1,615,111 at 6%; with 100% employer match about $1,817,000 at 4% or $1,211,333 at 6%.
201514$115,305$55,630$13,908iApproximate average salary by contribution assumption: employee only about $347,688 at 4% or $231,792 at 6%; with 50% employer match about $231,792 at 4% or $154,528 at 6%; with 100% employer match about $173,844 at 4% or $115,896 at 6%.
Simon Compliance LLC 401(K) Plan-4$115,305$55,630$13,908iApproximate average salary by contribution assumption: employee only about $347,688 at 4% or $231,792 at 6%; with 50% employer match about $231,792 at 4% or $154,528 at 6%; with 100% employer match about $173,844 at 4% or $115,896 at 6%.
201414$58,283$58,282$14,571iApproximate average salary by contribution assumption: employee only about $364,263 at 4% or $242,842 at 6%; with 50% employer match about $242,842 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,421 at 6%.
Simon Compliance LLC 401(K) Plan-4$58,283$58,282$14,571iApproximate average salary by contribution assumption: employee only about $364,263 at 4% or $242,842 at 6%; with 50% employer match about $242,842 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,421 at 6%.