Civic Intelligence

Charles T. Simon Company

Plan context: Simon Group Profit-Sharing Plan

EIN 34-1315369 • 29 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$384,039

2024 Contributions

$36,757

Historical Graphs

Total Assets Over Time

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

$532,428$266,214$0199920142024YearValue
$384,039Latest year 2024

Participants Over Time

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

530199920122024YearValue
5Latest 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
202415$384,039$36,757$7,351iApproximate average salary by contribution assumption: employee only about $183,785 at 4% or $122,523 at 6%; with 50% employer match about $122,523 at 4% or $81,682 at 6%; with 100% employer match about $91,893 at 4% or $61,262 at 6%.
Simon Group Profit-Sharing Plan-5$384,039$36,757$7,351iApproximate average salary by contribution assumption: employee only about $183,785 at 4% or $122,523 at 6%; with 50% employer match about $122,523 at 4% or $81,682 at 6%; with 100% employer match about $91,893 at 4% or $61,262 at 6%.
202315$331,588$29,400$5,880iApproximate average salary by contribution assumption: employee only about $147,000 at 4% or $98,000 at 6%; with 50% employer match about $98,000 at 4% or $65,333 at 6%; with 100% employer match about $73,500 at 4% or $49,000 at 6%.
Simon Group Profit-Sharing Plan-5$331,588$29,400$5,880iApproximate average salary by contribution assumption: employee only about $147,000 at 4% or $98,000 at 6%; with 50% employer match about $98,000 at 4% or $65,333 at 6%; with 100% employer match about $73,500 at 4% or $49,000 at 6%.
202215$310,230$35,925$7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.
Simon Group Profit-Sharing Plan-5$310,230$35,925$7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%.
202115$258,610$34,280$6,856iApproximate average salary by contribution assumption: employee only about $171,400 at 4% or $114,267 at 6%; with 50% employer match about $114,267 at 4% or $76,178 at 6%; with 100% employer match about $85,700 at 4% or $57,133 at 6%.
Simon Group Profit-Sharing Plan-5$258,610$34,280$6,856iApproximate average salary by contribution assumption: employee only about $171,400 at 4% or $114,267 at 6%; with 50% employer match about $114,267 at 4% or $76,178 at 6%; with 100% employer match about $85,700 at 4% or $57,133 at 6%.
202014$305,903$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Simon Group Profit-Sharing Plan-4$305,903$33,000$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
201913$426,342$28,650$9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%.
Simon Group Profit-Sharing Plan-3$426,342$28,650$9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%.
201813$413,215$29,726$9,909iApproximate average salary by contribution assumption: employee only about $247,717 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
Simon Group Profit-Sharing Plan-3$413,215$29,726$9,909iApproximate average salary by contribution assumption: employee only about $247,717 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
201713$419,999$66,500$22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%.
Simon Group Profit-Sharing Plan-3$419,999$66,500$22,167iApproximate average salary by contribution assumption: employee only about $554,167 at 4% or $369,444 at 6%; with 50% employer match about $369,444 at 4% or $246,296 at 6%; with 100% employer match about $277,083 at 4% or $184,722 at 6%.
201613$373,359$35,887$11,962iApproximate average salary by contribution assumption: employee only about $299,058 at 4% or $199,372 at 6%; with 50% employer match about $199,372 at 4% or $132,915 at 6%; with 100% employer match about $149,529 at 4% or $99,686 at 6%.
Simon Group Profit-Sharing Plan-3$373,359$35,887$11,962iApproximate average salary by contribution assumption: employee only about $299,058 at 4% or $199,372 at 6%; with 50% employer match about $199,372 at 4% or $132,915 at 6%; with 100% employer match about $149,529 at 4% or $99,686 at 6%.
201513$527,216$40,102$13,367iApproximate average salary by contribution assumption: employee only about $334,183 at 4% or $222,789 at 6%; with 50% employer match about $222,789 at 4% or $148,526 at 6%; with 100% employer match about $167,092 at 4% or $111,394 at 6%.
Simon Group Profit-Sharing Plan-3$527,216$40,102$13,367iApproximate average salary by contribution assumption: employee only about $334,183 at 4% or $222,789 at 6%; with 50% employer match about $222,789 at 4% or $148,526 at 6%; with 100% employer match about $167,092 at 4% or $111,394 at 6%.
201413$532,428$39,126$13,042iApproximate average salary by contribution assumption: employee only about $326,050 at 4% or $217,367 at 6%; with 50% employer match about $217,367 at 4% or $144,911 at 6%; with 100% employer match about $163,025 at 4% or $108,683 at 6%.
Simon Group Profit-Sharing Plan-3$532,428$39,126$13,042iApproximate average salary by contribution assumption: employee only about $326,050 at 4% or $217,367 at 6%; with 50% employer match about $217,367 at 4% or $144,911 at 6%; with 100% employer match about $163,025 at 4% or $108,683 at 6%.
201313$529,037$44,495$14,832iApproximate average salary by contribution assumption: employee only about $370,792 at 4% or $247,194 at 6%; with 50% employer match about $247,194 at 4% or $164,796 at 6%; with 100% employer match about $185,396 at 4% or $123,597 at 6%.
Simon Group Profit-Sharing Plan-3$529,037$44,495$14,832iApproximate average salary by contribution assumption: employee only about $370,792 at 4% or $247,194 at 6%; with 50% employer match about $247,194 at 4% or $164,796 at 6%; with 100% employer match about $185,396 at 4% or $123,597 at 6%.
201213$498,317$39,154$13,051iApproximate average salary by contribution assumption: employee only about $326,283 at 4% or $217,522 at 6%; with 50% employer match about $217,522 at 4% or $145,015 at 6%; with 100% employer match about $163,142 at 4% or $108,761 at 6%.
Simon Group Profit-Sharing Plan-3$498,317$39,154$13,051iApproximate average salary by contribution assumption: employee only about $326,283 at 4% or $217,522 at 6%; with 50% employer match about $217,522 at 4% or $145,015 at 6%; with 100% employer match about $163,142 at 4% or $108,761 at 6%.
201113$483,565$38,694$12,898iApproximate average salary by contribution assumption: employee only about $322,450 at 4% or $214,967 at 6%; with 50% employer match about $214,967 at 4% or $143,311 at 6%; with 100% employer match about $161,225 at 4% or $107,483 at 6%.
Simon Group Profit-Sharing Plan-3$483,565$38,694$12,898iApproximate average salary by contribution assumption: employee only about $322,450 at 4% or $214,967 at 6%; with 50% employer match about $214,967 at 4% or $143,311 at 6%; with 100% employer match about $161,225 at 4% or $107,483 at 6%.
201013$433,673$39,811$13,270iApproximate average salary by contribution assumption: employee only about $331,758 at 4% or $221,172 at 6%; with 50% employer match about $221,172 at 4% or $147,448 at 6%; with 100% employer match about $165,879 at 4% or $110,586 at 6%.
Simon Group Profit-Sharing Plan-3$433,673$39,811$13,270iApproximate average salary by contribution assumption: employee only about $331,758 at 4% or $221,172 at 6%; with 50% employer match about $221,172 at 4% or $147,448 at 6%; with 100% employer match about $165,879 at 4% or $110,586 at 6%.
200913$388,505$50,872$16,957iApproximate average salary by contribution assumption: employee only about $423,933 at 4% or $282,622 at 6%; with 50% employer match about $282,622 at 4% or $188,415 at 6%; with 100% employer match about $211,967 at 4% or $141,311 at 6%.
Simon Group Profit-Sharing Plan-3$388,505$50,872$16,957iApproximate average salary by contribution assumption: employee only about $423,933 at 4% or $282,622 at 6%; with 50% employer match about $282,622 at 4% or $188,415 at 6%; with 100% employer match about $211,967 at 4% or $141,311 at 6%.
200813$0$0-
Simon Group Profit-Sharing Plan-3---
200713$0$0-
Simon Group Profit-Sharing Plan-3---
200613$243,759$31,725$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
Simon Group Profit-Sharing Plan-3$243,759$31,725$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
200513$182,294$31,950$10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%.
Simon Group Profit-Sharing Plan-3$182,294$31,950$10,650iApproximate average salary by contribution assumption: employee only about $266,250 at 4% or $177,500 at 6%; with 50% employer match about $177,500 at 4% or $118,333 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%.
200413$141,327$25,638$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
Simon Group Profit-Sharing Plan-3$141,327$25,638$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
200323$102,633$22,350$7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%.
Simon Group Profit-Sharing Plan-3$102,633$13,410$4,470iApproximate average salary by contribution assumption: employee only about $111,750 at 4% or $74,500 at 6%; with 50% employer match about $74,500 at 4% or $49,667 at 6%; with 100% employer match about $55,875 at 4% or $37,250 at 6%.
Simon Group Money Purchase Pension Plan-0-$8,940-
200223$0$0-
Simon Group Money Purchase Pension Plan-3---
Simon Group Profit-Sharing Plan-3---
200123$0$0-
Simon Group Profit-Sharing Plan-3---
Simon Group Money Purchase Pension Plan-3---
199923$36,174$18,638$6,213iApproximate average salary by contribution assumption: employee only about $155,317 at 4% or $103,544 at 6%; with 50% employer match about $103,544 at 4% or $69,030 at 6%; with 100% employer match about $77,658 at 4% or $51,772 at 6%.
Simon Group Profit-Sharing Plan-3$20,415$11,183$3,728iApproximate average salary by contribution assumption: employee only about $93,192 at 4% or $62,128 at 6%; with 50% employer match about $62,128 at 4% or $41,419 at 6%; with 100% employer match about $46,596 at 4% or $31,064 at 6%.
Simon Group Money Purchase Pension Plan-3$15,759$7,455$2,485iApproximate average salary by contribution assumption: employee only about $62,125 at 4% or $41,417 at 6%; with 50% employer match about $41,417 at 4% or $27,611 at 6%; with 100% employer match about $31,063 at 4% or $20,708 at 6%.