Civic Intelligence

William Simpson & Associates Inc.

Plan context: William Simpson & Associates Inc. Profit Sharing Plan

EIN 33-0689149 • Lake Forest, CA • 12 filings • 1 plans

25341 Commercentre Drive, Suite 100Lake Forest, CA 92630
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$309,684

2010 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$327,740$163,870$0199920042009YearValue
$309,684Latest year 2009

Participants Over Time

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

740199920042009YearValue
5Latest year 2009

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
201010$0$0-
William Simpson & Associates Inc. Profit Sharing Plan-0$0$0-
200915$309,684$0-
William Simpson & Associates Inc. Profit Sharing Plan-5$309,684$0-
200815$327,740$0-
William Simpson & Associates Inc. Profit Sharing Plan-5$327,740--
200716$318,422$0-
William Simpson & Associates Inc. Profit Sharing Plan-6$318,422--
200616$304,312$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
William Simpson & Associates Inc. Profit Sharing Plan-6$304,312$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200515$274,816$0-
William Simpson & Associates Inc. Profit Sharing Plan-5$274,816--
200415$273,510$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
William Simpson & Associates Inc. Profit Sharing Plan-5$273,510$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200314$309,181$0-
William Simpson & Associates Inc. Profit Sharing Plan-4$309,181--
200214$306,016$0-
William Simpson & Associates Inc. Profit Sharing Plan-4$306,016--
200117$300,571$0-
William Simpson & Associates Inc. Profit Sharing Plan-7$300,571--
200015$289,114$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William Simpson & Associates Inc. Profit Sharing Plan-5$289,114$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
199915$249,872$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
William Simpson & Associates Inc. Profit Sharing Plan-5$249,872$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.