Fred J. Simon, M.D.
Plan context: Fred J. Simon, M.D. Defined Benefit Pension Plan
EIN 30-4544102 • 11 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$2,806,755
2018 Contributions
$200,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $2,806,755 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $2,806,755 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2017 | 1 | 1 | $2,593,090 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $2,593,090 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2016 | 1 | 1 | $2,460,367 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $2,460,367 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2015 | 1 | 1 | $2,253,800 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $2,253,800 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2014 | 1 | 1 | $2,052,853 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $2,052,853 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2013 | 1 | 1 | $1,847,242 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $1,847,242 | $200,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| 2012 | 1 | 1 | $1,661,054 | $225,000 | $225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $1,661,054 | $225,000 | $225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%. |
| 2011 | 1 | 1 | $1,205,397 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $1,205,397 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2010 | 1 | 1 | $965,080 | $220,000 | $220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $965,080 | $220,000 | $220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%. |
| 2008 | 1 | 1 | $398,000 | $198,000 | $198,000iApproximate average salary by contribution assumption: employee only about $4,950,000 at 4% or $3,300,000 at 6%; with 50% employer match about $3,300,000 at 4% or $2,200,000 at 6%; with 100% employer match about $2,475,000 at 4% or $1,650,000 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $398,000 | $198,000 | $198,000iApproximate average salary by contribution assumption: employee only about $4,950,000 at 4% or $3,300,000 at 6%; with 50% employer match about $3,300,000 at 4% or $2,200,000 at 6%; with 100% employer match about $2,475,000 at 4% or $1,650,000 at 6%. |
| 2007 | 1 | 1 | $283,296 | $285,000 | $285,000iApproximate average salary by contribution assumption: employee only about $7,125,000 at 4% or $4,750,000 at 6%; with 50% employer match about $4,750,000 at 4% or $3,166,667 at 6%; with 100% employer match about $3,562,500 at 4% or $2,375,000 at 6%. |
| Fred J. Simon, M.D. Defined Benefit Pension Plan | - | 1 | $283,296 | $285,000 | $285,000iApproximate average salary by contribution assumption: employee only about $7,125,000 at 4% or $4,750,000 at 6%; with 50% employer match about $4,750,000 at 4% or $3,166,667 at 6%; with 100% employer match about $3,562,500 at 4% or $2,375,000 at 6%. |