Civic Intelligence

Cross & Simon LLC

Plan context: Cross & Simon LLC 401(K) P/S Plan

EIN 33-1080481 • Wilmington, DE • 30 filings • 3 plans

1105 North Market StreetSuite 901Wilmington, DE 19801
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$7,753,198

2024 Contributions

$288,736

Historical Graphs

Total Assets Over Time

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

$7,753,198$3,876,599$0200420152024YearValue
$7,753,198Latest year 2024

Participants Over Time

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

22110200420142024YearValue
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
2024210$7,753,198$288,736$28,874iApproximate average salary by contribution assumption: employee only about $721,840 at 4% or $481,227 at 6%; with 50% employer match about $481,227 at 4% or $320,818 at 6%; with 100% employer match about $360,920 at 4% or $240,613 at 6%.
Cross & Simon LLC 401(K) P/S Plan-10$5,947,424$158,736$15,874iApproximate average salary by contribution assumption: employee only about $396,840 at 4% or $264,560 at 6%; with 50% employer match about $264,560 at 4% or $176,373 at 6%; with 100% employer match about $198,420 at 4% or $132,280 at 6%.
Cross & Simon LLC Cash Balance Plan-7$1,805,774$130,000$18,571iApproximate average salary by contribution assumption: employee only about $464,286 at 4% or $309,524 at 6%; with 50% employer match about $309,524 at 4% or $206,349 at 6%; with 100% employer match about $232,143 at 4% or $154,762 at 6%.
2023210$6,562,435$275,911$27,591iApproximate average salary by contribution assumption: employee only about $689,778 at 4% or $459,852 at 6%; with 50% employer match about $459,852 at 4% or $306,568 at 6%; with 100% employer match about $344,889 at 4% or $229,926 at 6%.
Cross & Simon LLC 401(K) P/S Plan-10$5,087,028$135,911$13,591iApproximate average salary by contribution assumption: employee only about $339,778 at 4% or $226,518 at 6%; with 50% employer match about $226,518 at 4% or $151,012 at 6%; with 100% employer match about $169,889 at 4% or $113,259 at 6%.
Cross & Simon LLC Cash Balance Plan-7$1,475,407$140,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2022211$5,356,535$341,723$31,066iApproximate average salary by contribution assumption: employee only about $776,643 at 4% or $517,762 at 6%; with 50% employer match about $517,762 at 4% or $345,175 at 6%; with 100% employer match about $388,322 at 4% or $258,881 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$4,211,283$111,723$10,157iApproximate average salary by contribution assumption: employee only about $253,916 at 4% or $169,277 at 6%; with 50% employer match about $169,277 at 4% or $112,852 at 6%; with 100% employer match about $126,958 at 4% or $84,639 at 6%.
Cross & Simon LLC Cash Balance Plan-7$1,145,252$230,000$32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%.
2021211$6,536,417$206,678$18,789iApproximate average salary by contribution assumption: employee only about $469,723 at 4% or $313,148 at 6%; with 50% employer match about $313,148 at 4% or $208,766 at 6%; with 100% employer match about $234,861 at 4% or $156,574 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$5,414,223$135,178$12,289iApproximate average salary by contribution assumption: employee only about $307,223 at 4% or $204,815 at 6%; with 50% employer match about $204,815 at 4% or $136,543 at 6%; with 100% employer match about $153,611 at 4% or $102,408 at 6%.
Cross & Simon LLC Cash Balance Plan-10$1,122,194$71,500$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
2020212$5,946,804$681,294$56,775iApproximate average salary by contribution assumption: employee only about $1,419,363 at 4% or $946,242 at 6%; with 50% employer match about $946,242 at 4% or $630,828 at 6%; with 100% employer match about $709,681 at 4% or $473,121 at 6%.
Cross & Simon LLC 401(K) P/S Plan-12$5,014,809$624,294$52,025iApproximate average salary by contribution assumption: employee only about $1,300,613 at 4% or $867,075 at 6%; with 50% employer match about $867,075 at 4% or $578,050 at 6%; with 100% employer match about $650,306 at 4% or $433,538 at 6%.
Cross & Simon LLC Cash Balance Plan-10$931,995$57,000$5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%.
2019213$4,518,050$397,762$30,597iApproximate average salary by contribution assumption: employee only about $764,927 at 4% or $509,951 at 6%; with 50% employer match about $509,951 at 4% or $339,968 at 6%; with 100% employer match about $382,463 at 4% or $254,976 at 6%.
Cross & Simon LLC 401(K) P/S Plan-13$3,744,883$205,262$15,789iApproximate average salary by contribution assumption: employee only about $394,735 at 4% or $263,156 at 6%; with 50% employer match about $263,156 at 4% or $175,438 at 6%; with 100% employer match about $197,367 at 4% or $131,578 at 6%.
Cross & Simon LLC Cash Balance Plan-9$773,167$192,500$21,389iApproximate average salary by contribution assumption: employee only about $534,722 at 4% or $356,481 at 6%; with 50% employer match about $356,481 at 4% or $237,654 at 6%; with 100% employer match about $267,361 at 4% or $178,241 at 6%.
2018211$3,328,645$265,042$24,095iApproximate average salary by contribution assumption: employee only about $602,368 at 4% or $401,579 at 6%; with 50% employer match about $401,579 at 4% or $267,719 at 6%; with 100% employer match about $301,184 at 4% or $200,789 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$2,841,245$66,516$6,047iApproximate average salary by contribution assumption: employee only about $151,173 at 4% or $100,782 at 6%; with 50% employer match about $100,782 at 4% or $67,188 at 6%; with 100% employer match about $75,586 at 4% or $50,391 at 6%.
Cross & Simon LLC Cash Balance Plan-6$487,400$198,526$33,088iApproximate average salary by contribution assumption: employee only about $827,192 at 4% or $551,461 at 6%; with 50% employer match about $551,461 at 4% or $367,641 at 6%; with 100% employer match about $413,596 at 4% or $275,731 at 6%.
201726$3,353,051$428,254$71,376iApproximate average salary by contribution assumption: employee only about $1,784,392 at 4% or $1,189,594 at 6%; with 50% employer match about $1,189,594 at 4% or $793,063 at 6%; with 100% employer match about $892,196 at 4% or $594,797 at 6%.
Cross & Simon LLC 401(K) P/S Plan-0$3,030,227$233,741-
Cross & Simon LLC Cash Balance Plan-6$322,824$194,513$32,419iApproximate average salary by contribution assumption: employee only about $810,471 at 4% or $540,314 at 6%; with 50% employer match about $540,314 at 4% or $360,209 at 6%; with 100% employer match about $405,235 at 4% or $270,157 at 6%.
2016210$2,628,448$270,098$27,010iApproximate average salary by contribution assumption: employee only about $675,245 at 4% or $450,163 at 6%; with 50% employer match about $450,163 at 4% or $300,109 at 6%; with 100% employer match about $337,623 at 4% or $225,082 at 6%.
Cross & Simon LLC 401(K) P/S Plan-10$2,515,948$157,598$15,760iApproximate average salary by contribution assumption: employee only about $393,995 at 4% or $262,663 at 6%; with 50% employer match about $262,663 at 4% or $175,109 at 6%; with 100% employer match about $196,998 at 4% or $131,332 at 6%.
Cross & Simon LLC Cash Balance Plan-6$112,500$112,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
2015111$2,148,012$163,973$14,907iApproximate average salary by contribution assumption: employee only about $372,666 at 4% or $248,444 at 6%; with 50% employer match about $248,444 at 4% or $165,629 at 6%; with 100% employer match about $186,333 at 4% or $124,222 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$2,148,012$163,973$14,907iApproximate average salary by contribution assumption: employee only about $372,666 at 4% or $248,444 at 6%; with 50% employer match about $248,444 at 4% or $165,629 at 6%; with 100% employer match about $186,333 at 4% or $124,222 at 6%.
2014111$2,082,964$167,268$15,206iApproximate average salary by contribution assumption: employee only about $380,155 at 4% or $253,436 at 6%; with 50% employer match about $253,436 at 4% or $168,958 at 6%; with 100% employer match about $190,077 at 4% or $126,718 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$2,082,964$167,268$15,206iApproximate average salary by contribution assumption: employee only about $380,155 at 4% or $253,436 at 6%; with 50% employer match about $253,436 at 4% or $168,958 at 6%; with 100% employer match about $190,077 at 4% or $126,718 at 6%.
2013111$2,015,871$61,422$5,584iApproximate average salary by contribution assumption: employee only about $139,595 at 4% or $93,064 at 6%; with 50% employer match about $93,064 at 4% or $62,042 at 6%; with 100% employer match about $69,798 at 4% or $46,532 at 6%.
Cross & Simon LLC 401(K) P/S Plan-11$2,015,871$61,422$5,584iApproximate average salary by contribution assumption: employee only about $139,595 at 4% or $93,064 at 6%; with 50% employer match about $93,064 at 4% or $62,042 at 6%; with 100% employer match about $69,798 at 4% or $46,532 at 6%.
2012120$1,648,312$200,362$10,018iApproximate average salary by contribution assumption: employee only about $250,453 at 4% or $166,968 at 6%; with 50% employer match about $166,968 at 4% or $111,312 at 6%; with 100% employer match about $125,226 at 4% or $83,484 at 6%.
Cross & Simon LLC 401(K) P/S Plan-20$1,648,312$200,362$10,018iApproximate average salary by contribution assumption: employee only about $250,453 at 4% or $166,968 at 6%; with 50% employer match about $166,968 at 4% or $111,312 at 6%; with 100% employer match about $125,226 at 4% or $83,484 at 6%.
2011120$1,259,247$205,616$10,281iApproximate average salary by contribution assumption: employee only about $257,020 at 4% or $171,347 at 6%; with 50% employer match about $171,347 at 4% or $114,231 at 6%; with 100% employer match about $128,510 at 4% or $85,673 at 6%.
Cross & Simon LLC 401(K) P/S Plan-20$1,259,247$205,616$10,281iApproximate average salary by contribution assumption: employee only about $257,020 at 4% or $171,347 at 6%; with 50% employer match about $171,347 at 4% or $114,231 at 6%; with 100% employer match about $128,510 at 4% or $85,673 at 6%.
2010122$1,264,154$227,484$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,336 at 6%; with 50% employer match about $172,336 at 4% or $114,891 at 6%; with 100% employer match about $129,252 at 4% or $86,168 at 6%.
Cross & Simon LLC 401(K) P/S Plan-22$1,264,154$227,484$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,336 at 6%; with 50% employer match about $172,336 at 4% or $114,891 at 6%; with 100% employer match about $129,252 at 4% or $86,168 at 6%.
2009121$928,456$195,417$9,306iApproximate average salary by contribution assumption: employee only about $232,639 at 4% or $155,093 at 6%; with 50% employer match about $155,093 at 4% or $103,395 at 6%; with 100% employer match about $116,320 at 4% or $77,546 at 6%.
Cross & Simon LLC 401(K) P/S Plan-21$928,456$195,417$9,306iApproximate average salary by contribution assumption: employee only about $232,639 at 4% or $155,093 at 6%; with 50% employer match about $155,093 at 4% or $103,395 at 6%; with 100% employer match about $116,320 at 4% or $77,546 at 6%.
2008110$559,562$166,800$16,680iApproximate average salary by contribution assumption: employee only about $417,000 at 4% or $278,000 at 6%; with 50% employer match about $278,000 at 4% or $185,333 at 6%; with 100% employer match about $208,500 at 4% or $139,000 at 6%.
Cross & Simon LLC 401(K) P/S Plan-10$559,562$166,800$16,680iApproximate average salary by contribution assumption: employee only about $417,000 at 4% or $278,000 at 6%; with 50% employer match about $278,000 at 4% or $185,333 at 6%; with 100% employer match about $208,500 at 4% or $139,000 at 6%.
2007114$0$0-
Cross & Simon LLC 401(K) P/S Plan-14---
2006118$429,011$198,378$11,021iApproximate average salary by contribution assumption: employee only about $275,525 at 4% or $183,683 at 6%; with 50% employer match about $183,683 at 4% or $122,456 at 6%; with 100% employer match about $137,763 at 4% or $91,842 at 6%.
Cross & Simon LLC 401(K) P/S Plan-18$429,011$198,378$11,021iApproximate average salary by contribution assumption: employee only about $275,525 at 4% or $183,683 at 6%; with 50% employer match about $183,683 at 4% or $122,456 at 6%; with 100% employer match about $137,763 at 4% or $91,842 at 6%.
200516$195,701$75,788$12,631iApproximate average salary by contribution assumption: employee only about $315,783 at 4% or $210,522 at 6%; with 50% employer match about $210,522 at 4% or $140,348 at 6%; with 100% employer match about $157,892 at 4% or $105,261 at 6%.
Cross & Simon LLC 401(K) P/S Plan-6$195,701$75,788$12,631iApproximate average salary by contribution assumption: employee only about $315,783 at 4% or $210,522 at 6%; with 50% employer match about $210,522 at 4% or $140,348 at 6%; with 100% employer match about $157,892 at 4% or $105,261 at 6%.
200416$107,428$107,197$17,866iApproximate average salary by contribution assumption: employee only about $446,654 at 4% or $297,769 at 6%; with 50% employer match about $297,769 at 4% or $198,513 at 6%; with 100% employer match about $223,327 at 4% or $148,885 at 6%.
Cross & Simon LLC 401(K) P/S Plan-6$107,428$107,197$17,866iApproximate average salary by contribution assumption: employee only about $446,654 at 4% or $297,769 at 6%; with 50% employer match about $297,769 at 4% or $198,513 at 6%; with 100% employer match about $223,327 at 4% or $148,885 at 6%.