Civic Intelligence

Steve J Simpson O D

Plan context: Steven J Simpson 401K Profit Sharing Plan & Trust

EIN 33-0811446 • Hemet, CA • 18 filings • 6 plans

41705 East Florida AvenueHemet, CA 92544
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$86,321

2024 Contributions

$15,195

Historical Graphs

Total Assets Over Time

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

$287,540$143,770$0200420162024YearValue
$86,321Latest year 2024

Participants Over Time

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

1370200420162024YearValue
10Latest 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
2024110$86,321$15,195$1,520iApproximate average salary by contribution assumption: employee only about $37,988 at 4% or $25,325 at 6%; with 50% employer match about $25,325 at 4% or $16,883 at 6%; with 100% employer match about $18,994 at 4% or $12,663 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-10$86,321$15,195$1,520iApproximate average salary by contribution assumption: employee only about $37,988 at 4% or $25,325 at 6%; with 50% employer match about $25,325 at 4% or $16,883 at 6%; with 100% employer match about $18,994 at 4% or $12,663 at 6%.
2023111$67,836$18,693$1,699iApproximate average salary by contribution assumption: employee only about $42,484 at 4% or $28,323 at 6%; with 50% employer match about $28,323 at 4% or $18,882 at 6%; with 100% employer match about $21,242 at 4% or $14,161 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-11$67,836$18,693$1,699iApproximate average salary by contribution assumption: employee only about $42,484 at 4% or $28,323 at 6%; with 50% employer match about $28,323 at 4% or $18,882 at 6%; with 100% employer match about $21,242 at 4% or $14,161 at 6%.
2022112$43,256$18,389$1,532iApproximate average salary by contribution assumption: employee only about $38,310 at 4% or $25,540 at 6%; with 50% employer match about $25,540 at 4% or $17,027 at 6%; with 100% employer match about $19,155 at 4% or $12,770 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-12$43,256$18,389$1,532iApproximate average salary by contribution assumption: employee only about $38,310 at 4% or $25,540 at 6%; with 50% employer match about $25,540 at 4% or $17,027 at 6%; with 100% employer match about $19,155 at 4% or $12,770 at 6%.
2021111$256,230$26,871$2,443iApproximate average salary by contribution assumption: employee only about $61,070 at 4% or $40,714 at 6%; with 50% employer match about $40,714 at 4% or $27,142 at 6%; with 100% employer match about $30,535 at 4% or $20,357 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-11$256,230$26,871$2,443iApproximate average salary by contribution assumption: employee only about $61,070 at 4% or $40,714 at 6%; with 50% employer match about $40,714 at 4% or $27,142 at 6%; with 100% employer match about $30,535 at 4% or $20,357 at 6%.
202019$202,374$5,371$597iApproximate average salary by contribution assumption: employee only about $14,919 at 4% or $9,946 at 6%; with 50% employer match about $9,946 at 4% or $6,631 at 6%; with 100% employer match about $7,460 at 4% or $4,973 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-9$202,374$5,371$597iApproximate average salary by contribution assumption: employee only about $14,919 at 4% or $9,946 at 6%; with 50% employer match about $9,946 at 4% or $6,631 at 6%; with 100% employer match about $7,460 at 4% or $4,973 at 6%.
201914$172,926$25,366$6,342iApproximate average salary by contribution assumption: employee only about $158,538 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,461 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-4$172,926$25,366$6,342iApproximate average salary by contribution assumption: employee only about $158,538 at 4% or $105,692 at 6%; with 50% employer match about $105,692 at 4% or $70,461 at 6%; with 100% employer match about $79,269 at 4% or $52,846 at 6%.
2018110$287,540$27,578$2,758iApproximate average salary by contribution assumption: employee only about $68,945 at 4% or $45,963 at 6%; with 50% employer match about $45,963 at 4% or $30,642 at 6%; with 100% employer match about $34,473 at 4% or $22,982 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-10$287,540$27,578$2,758iApproximate average salary by contribution assumption: employee only about $68,945 at 4% or $45,963 at 6%; with 50% employer match about $45,963 at 4% or $30,642 at 6%; with 100% employer match about $34,473 at 4% or $22,982 at 6%.
2017110$287,037$24,859$2,486iApproximate average salary by contribution assumption: employee only about $62,148 at 4% or $41,432 at 6%; with 50% employer match about $41,432 at 4% or $27,621 at 6%; with 100% employer match about $31,074 at 4% or $20,716 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-10$287,037$24,859$2,486iApproximate average salary by contribution assumption: employee only about $62,148 at 4% or $41,432 at 6%; with 50% employer match about $41,432 at 4% or $27,621 at 6%; with 100% employer match about $31,074 at 4% or $20,716 at 6%.
2016110$227,898$20,003$2,000iApproximate average salary by contribution assumption: employee only about $50,008 at 4% or $33,338 at 6%; with 50% employer match about $33,338 at 4% or $22,226 at 6%; with 100% employer match about $25,004 at 4% or $16,669 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-10$227,898$20,003$2,000iApproximate average salary by contribution assumption: employee only about $50,008 at 4% or $33,338 at 6%; with 50% employer match about $33,338 at 4% or $22,226 at 6%; with 100% employer match about $25,004 at 4% or $16,669 at 6%.
2015111$213,297$18,234$1,658iApproximate average salary by contribution assumption: employee only about $41,441 at 4% or $27,627 at 6%; with 50% employer match about $27,627 at 4% or $18,418 at 6%; with 100% employer match about $20,720 at 4% or $13,814 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-11$213,297$18,234$1,658iApproximate average salary by contribution assumption: employee only about $41,441 at 4% or $27,627 at 6%; with 50% employer match about $27,627 at 4% or $18,418 at 6%; with 100% employer match about $20,720 at 4% or $13,814 at 6%.
2014111$200,939$7,849$714iApproximate average salary by contribution assumption: employee only about $17,839 at 4% or $11,892 at 6%; with 50% employer match about $11,892 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-11$200,939$7,849$714iApproximate average salary by contribution assumption: employee only about $17,839 at 4% or $11,892 at 6%; with 50% employer match about $11,892 at 4% or $7,928 at 6%; with 100% employer match about $8,919 at 4% or $5,946 at 6%.
2013113$242,391$5,920$455iApproximate average salary by contribution assumption: employee only about $11,385 at 4% or $7,590 at 6%; with 50% employer match about $7,590 at 4% or $5,060 at 6%; with 100% employer match about $5,692 at 4% or $3,795 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-13$242,391$5,920$455iApproximate average salary by contribution assumption: employee only about $11,385 at 4% or $7,590 at 6%; with 50% employer match about $7,590 at 4% or $5,060 at 6%; with 100% employer match about $5,692 at 4% or $3,795 at 6%.
201214$215,040$14,821$3,705iApproximate average salary by contribution assumption: employee only about $92,631 at 4% or $61,754 at 6%; with 50% employer match about $61,754 at 4% or $41,169 at 6%; with 100% employer match about $46,316 at 4% or $30,877 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-4$215,040$14,821$3,705iApproximate average salary by contribution assumption: employee only about $92,631 at 4% or $61,754 at 6%; with 50% employer match about $61,754 at 4% or $41,169 at 6%; with 100% employer match about $46,316 at 4% or $30,877 at 6%.
201114$200,014$25,760$6,440iApproximate average salary by contribution assumption: employee only about $161,000 at 4% or $107,333 at 6%; with 50% employer match about $107,333 at 4% or $71,556 at 6%; with 100% employer match about $80,500 at 4% or $53,667 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-4$200,014$25,760$6,440iApproximate average salary by contribution assumption: employee only about $161,000 at 4% or $107,333 at 6%; with 50% employer match about $107,333 at 4% or $71,556 at 6%; with 100% employer match about $80,500 at 4% or $53,667 at 6%.
200915$157,602$35,167$7,033iApproximate average salary by contribution assumption: employee only about $175,835 at 4% or $117,223 at 6%; with 50% employer match about $117,223 at 4% or $78,149 at 6%; with 100% employer match about $87,918 at 4% or $58,612 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-5$157,602$35,167$7,033iApproximate average salary by contribution assumption: employee only about $175,835 at 4% or $117,223 at 6%; with 50% employer match about $117,223 at 4% or $78,149 at 6%; with 100% employer match about $87,918 at 4% or $58,612 at 6%.
2006113$75,014$29,925$2,302iApproximate average salary by contribution assumption: employee only about $57,548 at 4% or $38,365 at 6%; with 50% employer match about $38,365 at 4% or $25,577 at 6%; with 100% employer match about $28,774 at 4% or $19,183 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-13$75,014$29,925$2,302iApproximate average salary by contribution assumption: employee only about $57,548 at 4% or $38,365 at 6%; with 50% employer match about $38,365 at 4% or $25,577 at 6%; with 100% employer match about $28,774 at 4% or $19,183 at 6%.
2005113$46,939$30,010$2,308iApproximate average salary by contribution assumption: employee only about $57,712 at 4% or $38,474 at 6%; with 50% employer match about $38,474 at 4% or $25,650 at 6%; with 100% employer match about $28,856 at 4% or $19,237 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-13$46,939$30,010$2,308iApproximate average salary by contribution assumption: employee only about $57,712 at 4% or $38,474 at 6%; with 50% employer match about $38,474 at 4% or $25,650 at 6%; with 100% employer match about $28,856 at 4% or $19,237 at 6%.
2004112$16,032$10,503$875iApproximate average salary by contribution assumption: employee only about $21,881 at 4% or $14,588 at 6%; with 50% employer match about $14,588 at 4% or $9,725 at 6%; with 100% employer match about $10,941 at 4% or $7,294 at 6%.
Steven J Simpson 401K Profit Sharing Plan & Trust-12$16,032$10,503$875iApproximate average salary by contribution assumption: employee only about $21,881 at 4% or $14,588 at 6%; with 50% employer match about $14,588 at 4% or $9,725 at 6%; with 100% employer match about $10,941 at 4% or $7,294 at 6%.
Steve J Simpson O D | EIN 33-0811446 | 2024 Form 5500 Company Profile