Civic Intelligence

Benoit Mizner Simon & Co. LLC

Plan context: BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN

EIN 27-3325552 • Wellesley, MA • 13 filings • 2 plans

54 Central StreetWellesley, MA 02482
Current Snapshot

Latest Year

2021

2021 Participants

12

2021 Assets

$37,028

2021 Contributions

$85

Historical Graphs

Total Assets Over Time

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

$4,503,652$2,251,826$0201520182020YearValue
$37,028Latest year 2020

Participants Over Time

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

1260201520182020YearValue
12Latest year 2020

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
202110$0$85-
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-0$0$85-
2020212$37,028$13,278$1,107iApproximate average salary by contribution assumption: employee only about $27,663 at 4% or $18,442 at 6%; with 50% employer match about $18,442 at 4% or $12,294 at 6%; with 100% employer match about $13,831 at 4% or $9,221 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-12$37,028$0-
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-0$0$13,278-
2019212$4,503,652$519,934$43,328iApproximate average salary by contribution assumption: employee only about $1,083,196 at 4% or $722,131 at 6%; with 50% employer match about $722,131 at 4% or $481,420 at 6%; with 100% employer match about $541,598 at 4% or $361,065 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-12$3,356,542$330,819$27,568iApproximate average salary by contribution assumption: employee only about $689,206 at 4% or $459,471 at 6%; with 50% employer match about $459,471 at 4% or $306,314 at 6%; with 100% employer match about $344,603 at 4% or $229,735 at 6%.
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-12$1,147,110$189,115$15,760iApproximate average salary by contribution assumption: employee only about $393,990 at 4% or $262,660 at 6%; with 50% employer match about $262,660 at 4% or $175,106 at 6%; with 100% employer match about $196,995 at 4% or $131,330 at 6%.
201829$3,513,596$906,177$100,686iApproximate average salary by contribution assumption: employee only about $2,517,158 at 4% or $1,678,106 at 6%; with 50% employer match about $1,678,106 at 4% or $1,118,737 at 6%; with 100% employer match about $1,258,579 at 4% or $839,053 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-8$2,686,327$705,000$88,125iApproximate average salary by contribution assumption: employee only about $2,203,125 at 4% or $1,468,750 at 6%; with 50% employer match about $1,468,750 at 4% or $979,167 at 6%; with 100% employer match about $1,101,563 at 4% or $734,375 at 6%.
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-9$827,269$201,177$22,353iApproximate average salary by contribution assumption: employee only about $558,825 at 4% or $372,550 at 6%; with 50% employer match about $372,550 at 4% or $248,367 at 6%; with 100% employer match about $279,413 at 4% or $186,275 at 6%.
201728$2,719,708$930,822$116,353iApproximate average salary by contribution assumption: employee only about $2,908,819 at 4% or $1,939,213 at 6%; with 50% employer match about $1,939,213 at 4% or $1,292,808 at 6%; with 100% employer match about $1,454,409 at 4% or $969,606 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-7$2,041,494$712,967$101,852iApproximate average salary by contribution assumption: employee only about $2,546,311 at 4% or $1,697,540 at 6%; with 50% employer match about $1,697,540 at 4% or $1,131,694 at 6%; with 100% employer match about $1,273,155 at 4% or $848,770 at 6%.
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-8$678,214$217,855$27,232iApproximate average salary by contribution assumption: employee only about $680,797 at 4% or $453,865 at 6%; with 50% employer match about $453,865 at 4% or $302,576 at 6%; with 100% employer match about $340,398 at 4% or $226,932 at 6%.
201628$1,700,316$829,288$103,661iApproximate average salary by contribution assumption: employee only about $2,591,525 at 4% or $1,727,683 at 6%; with 50% employer match about $1,727,683 at 4% or $1,151,789 at 6%; with 100% employer match about $1,295,763 at 4% or $863,842 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-7$1,287,931$622,397$88,914iApproximate average salary by contribution assumption: employee only about $2,222,846 at 4% or $1,481,898 at 6%; with 50% employer match about $1,481,898 at 4% or $987,932 at 6%; with 100% employer match about $1,111,423 at 4% or $740,949 at 6%.
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-8$412,385$206,891$25,861iApproximate average salary by contribution assumption: employee only about $646,534 at 4% or $431,023 at 6%; with 50% employer match about $431,023 at 4% or $287,349 at 6%; with 100% employer match about $323,267 at 4% or $215,511 at 6%.
201528$821,063$820,428$102,554iApproximate average salary by contribution assumption: employee only about $2,563,838 at 4% or $1,709,225 at 6%; with 50% employer match about $1,709,225 at 4% or $1,139,483 at 6%; with 100% employer match about $1,281,919 at 4% or $854,613 at 6%.
BENOIT MIZNER SIMON & CO., LLC CASH BALANCE PLAN-7$622,643$622,100$88,871iApproximate average salary by contribution assumption: employee only about $2,221,786 at 4% or $1,481,190 at 6%; with 50% employer match about $1,481,190 at 4% or $987,460 at 6%; with 100% employer match about $1,110,893 at 4% or $740,595 at 6%.
Benoit Mizner Simon & Co. LLC 401K Profit Sharing Plan-8$198,420$198,328$24,791iApproximate average salary by contribution assumption: employee only about $619,775 at 4% or $413,183 at 6%; with 50% employer match about $413,183 at 4% or $275,456 at 6%; with 100% employer match about $309,888 at 4% or $206,592 at 6%.