Civic Intelligence

Simpson Estates Inc.

Plan context: Simpson Estates Inc 401(K) Trust

EIN 36-2541394 • Chicago, IL • 54 filings • 15 plans

30 S. Wacker Drive, Suite 2875Chicago, IL 60606
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,534,120

2025 Contributions

$299,627

Historical Graphs

Total Assets Over Time

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

$4,250,833$2,125,417$0199920132025YearValue
$3,534,120Latest year 2025

Participants Over Time

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

1160199920122025YearValue
11Latest year 2025

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
2025111$3,534,120$299,627$27,239iApproximate average salary by contribution assumption: employee only about $680,970 at 4% or $453,980 at 6%; with 50% employer match about $453,980 at 4% or $302,654 at 6%; with 100% employer match about $340,485 at 4% or $226,990 at 6%.
Simpson Estates Inc 401(K) Trust-11$3,534,120$299,627$27,239iApproximate average salary by contribution assumption: employee only about $680,970 at 4% or $453,980 at 6%; with 50% employer match about $453,980 at 4% or $302,654 at 6%; with 100% employer match about $340,485 at 4% or $226,990 at 6%.
2024111$4,250,833$304,401$27,673iApproximate average salary by contribution assumption: employee only about $691,820 at 4% or $461,214 at 6%; with 50% employer match about $461,214 at 4% or $307,476 at 6%; with 100% employer match about $345,910 at 4% or $230,607 at 6%.
Simpson Estates Inc 401(K) Trust-11$4,250,833$304,401$27,673iApproximate average salary by contribution assumption: employee only about $691,820 at 4% or $461,214 at 6%; with 50% employer match about $461,214 at 4% or $307,476 at 6%; with 100% employer match about $345,910 at 4% or $230,607 at 6%.
2023110$3,527,382$299,473$29,947iApproximate average salary by contribution assumption: employee only about $748,683 at 4% or $499,122 at 6%; with 50% employer match about $499,122 at 4% or $332,748 at 6%; with 100% employer match about $374,341 at 4% or $249,561 at 6%.
Simpson Estates Inc 401(K) Trust-10$3,527,382$299,473$29,947iApproximate average salary by contribution assumption: employee only about $748,683 at 4% or $499,122 at 6%; with 50% employer match about $499,122 at 4% or $332,748 at 6%; with 100% employer match about $374,341 at 4% or $249,561 at 6%.
2022110$2,655,988$253,456$25,346iApproximate average salary by contribution assumption: employee only about $633,640 at 4% or $422,427 at 6%; with 50% employer match about $422,427 at 4% or $281,618 at 6%; with 100% employer match about $316,820 at 4% or $211,213 at 6%.
Simpson Estates Inc 401(K) Trust-10$2,655,988$253,456$25,346iApproximate average salary by contribution assumption: employee only about $633,640 at 4% or $422,427 at 6%; with 50% employer match about $422,427 at 4% or $281,618 at 6%; with 100% employer match about $316,820 at 4% or $211,213 at 6%.
202117$2,990,364$229,350$32,764iApproximate average salary by contribution assumption: employee only about $819,107 at 4% or $546,071 at 6%; with 50% employer match about $546,071 at 4% or $364,048 at 6%; with 100% employer match about $409,554 at 4% or $273,036 at 6%.
Simpson Estates Inc 401(K) Trust-7$2,990,364$229,350$32,764iApproximate average salary by contribution assumption: employee only about $819,107 at 4% or $546,071 at 6%; with 50% employer match about $546,071 at 4% or $364,048 at 6%; with 100% employer match about $409,554 at 4% or $273,036 at 6%.
202019$2,483,606$211,324$23,480iApproximate average salary by contribution assumption: employee only about $587,011 at 4% or $391,341 at 6%; with 50% employer match about $391,341 at 4% or $260,894 at 6%; with 100% employer match about $293,506 at 4% or $195,670 at 6%.
Simpson Estates Inc 401(K) Trust-9$2,483,606$211,324$23,480iApproximate average salary by contribution assumption: employee only about $587,011 at 4% or $391,341 at 6%; with 50% employer match about $391,341 at 4% or $260,894 at 6%; with 100% employer match about $293,506 at 4% or $195,670 at 6%.
201919$1,993,212$215,531$23,948iApproximate average salary by contribution assumption: employee only about $598,697 at 4% or $399,131 at 6%; with 50% employer match about $399,131 at 4% or $266,088 at 6%; with 100% employer match about $299,349 at 4% or $199,566 at 6%.
Simpson Estates Inc 401(K) Trust-9$1,993,212$215,531$23,948iApproximate average salary by contribution assumption: employee only about $598,697 at 4% or $399,131 at 6%; with 50% employer match about $399,131 at 4% or $266,088 at 6%; with 100% employer match about $299,349 at 4% or $199,566 at 6%.
201819$1,548,806$200,619$22,291iApproximate average salary by contribution assumption: employee only about $557,275 at 4% or $371,517 at 6%; with 50% employer match about $371,517 at 4% or $247,678 at 6%; with 100% employer match about $278,638 at 4% or $185,758 at 6%.
Simpson Estates Inc 401(K) Trust-9$1,548,806$200,619$22,291iApproximate average salary by contribution assumption: employee only about $557,275 at 4% or $371,517 at 6%; with 50% employer match about $371,517 at 4% or $247,678 at 6%; with 100% employer match about $278,638 at 4% or $185,758 at 6%.
201719$1,474,413$232,185$25,798iApproximate average salary by contribution assumption: employee only about $644,958 at 4% or $429,972 at 6%; with 50% employer match about $429,972 at 4% or $286,648 at 6%; with 100% employer match about $322,479 at 4% or $214,986 at 6%.
Simpson Estates Inc 401(K) Trust-9$1,474,413$232,185$25,798iApproximate average salary by contribution assumption: employee only about $644,958 at 4% or $429,972 at 6%; with 50% employer match about $429,972 at 4% or $286,648 at 6%; with 100% employer match about $322,479 at 4% or $214,986 at 6%.
201619$1,032,751$173,884$19,320iApproximate average salary by contribution assumption: employee only about $483,011 at 4% or $322,007 at 6%; with 50% employer match about $322,007 at 4% or $214,672 at 6%; with 100% employer match about $241,506 at 4% or $161,004 at 6%.
Simpson Estates Inc 401(K) Trust-9$1,032,751$173,884$19,320iApproximate average salary by contribution assumption: employee only about $483,011 at 4% or $322,007 at 6%; with 50% employer match about $322,007 at 4% or $214,672 at 6%; with 100% employer match about $241,506 at 4% or $161,004 at 6%.
201519$1,463,348$186,855$20,762iApproximate average salary by contribution assumption: employee only about $519,042 at 4% or $346,028 at 6%; with 50% employer match about $346,028 at 4% or $230,685 at 6%; with 100% employer match about $259,521 at 4% or $173,014 at 6%.
Simpson Estates Inc 401(K) Trust-9$1,463,348$186,855$20,762iApproximate average salary by contribution assumption: employee only about $519,042 at 4% or $346,028 at 6%; with 50% employer match about $346,028 at 4% or $230,685 at 6%; with 100% employer match about $259,521 at 4% or $173,014 at 6%.
2014110$2,335,002$201,795$20,180iApproximate average salary by contribution assumption: employee only about $504,488 at 4% or $336,325 at 6%; with 50% employer match about $336,325 at 4% or $224,217 at 6%; with 100% employer match about $252,244 at 4% or $168,163 at 6%.
Simpson Estates Inc 401(K) Trust-10$2,335,002$201,795$20,180iApproximate average salary by contribution assumption: employee only about $504,488 at 4% or $336,325 at 6%; with 50% employer match about $336,325 at 4% or $224,217 at 6%; with 100% employer match about $252,244 at 4% or $168,163 at 6%.
201339$2,031,767$1,029,147$114,350iApproximate average salary by contribution assumption: employee only about $2,858,742 at 4% or $1,905,828 at 6%; with 50% employer match about $1,905,828 at 4% or $1,270,552 at 6%; with 100% employer match about $1,429,371 at 4% or $952,914 at 6%.
Simpson Estates Inc 401(K) Trust-7$2,030,108$972,918$138,988iApproximate average salary by contribution assumption: employee only about $3,474,707 at 4% or $2,316,471 at 6%; with 50% employer match about $2,316,471 at 4% or $1,544,314 at 6%; with 100% employer match about $1,737,354 at 4% or $1,158,236 at 6%.
Simpson Estates Inc. Flexible Benefits Program-9$1,659$56,229$6,248iApproximate average salary by contribution assumption: employee only about $156,192 at 4% or $104,128 at 6%; with 50% employer match about $104,128 at 4% or $69,419 at 6%; with 100% employer match about $78,096 at 4% or $52,064 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-----
201234$2,378,495$142,981$35,745iApproximate average salary by contribution assumption: employee only about $893,631 at 4% or $595,754 at 6%; with 50% employer match about $595,754 at 4% or $397,169 at 6%; with 100% employer match about $446,816 at 4% or $297,877 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-3$1,488,744$57,973$19,324iApproximate average salary by contribution assumption: employee only about $483,108 at 4% or $322,072 at 6%; with 50% employer match about $322,072 at 4% or $214,715 at 6%; with 100% employer match about $241,554 at 4% or $161,036 at 6%.
Simpson Estates Inc 401(K) Trust-4$878,282$40,400$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
Simpson Estates Inc. Flexible Benefits Program--$11,469$44,608-
201126$2,058,802$125,482$20,914iApproximate average salary by contribution assumption: employee only about $522,842 at 4% or $348,561 at 6%; with 50% employer match about $348,561 at 4% or $232,374 at 6%; with 100% employer match about $261,421 at 4% or $174,281 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-4$1,321,635$75,891$18,973iApproximate average salary by contribution assumption: employee only about $474,319 at 4% or $316,213 at 6%; with 50% employer match about $316,213 at 4% or $210,808 at 6%; with 100% employer match about $237,159 at 4% or $158,106 at 6%.
Simpson Estates Inc 401(K) Trust-6$737,167$49,591$8,265iApproximate average salary by contribution assumption: employee only about $206,629 at 4% or $137,753 at 6%; with 50% employer match about $137,753 at 4% or $91,835 at 6%; with 100% employer match about $103,315 at 4% or $68,876 at 6%.
201038$2,110,635$180,400$22,550iApproximate average salary by contribution assumption: employee only about $563,750 at 4% or $375,833 at 6%; with 50% employer match about $375,833 at 4% or $250,556 at 6%; with 100% employer match about $281,875 at 4% or $187,917 at 6%.
AMENDED SIMPSON ESTATES INC PENSION TRUST-5$1,328,517$64,878$12,976iApproximate average salary by contribution assumption: employee only about $324,390 at 4% or $216,260 at 6%; with 50% employer match about $216,260 at 4% or $144,173 at 6%; with 100% employer match about $162,195 at 4% or $108,130 at 6%.
Simpson Estates Inc 401(K) Trust-5$763,188$65,320$13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%.
Simpson Estates Inc. Flexible Benefits Program-8$18,930$50,202$6,275iApproximate average salary by contribution assumption: employee only about $156,881 at 4% or $104,588 at 6%; with 50% employer match about $104,588 at 4% or $69,725 at 6%; with 100% employer match about $78,441 at 4% or $52,294 at 6%.
200929$716,138$110,952$12,328iApproximate average salary by contribution assumption: employee only about $308,200 at 4% or $205,467 at 6%; with 50% employer match about $205,467 at 4% or $136,978 at 6%; with 100% employer match about $154,100 at 4% or $102,733 at 6%.
Simpson Estates Inc 401(K) Trust-9$707,123$58,862$6,540iApproximate average salary by contribution assumption: employee only about $163,506 at 4% or $109,004 at 6%; with 50% employer match about $109,004 at 4% or $72,669 at 6%; with 100% employer match about $81,753 at 4% or $54,502 at 6%.
Simpson Estates Inc. Flexible Benefits Program-9$9,015$52,090$5,788iApproximate average salary by contribution assumption: employee only about $144,694 at 4% or $96,463 at 6%; with 50% employer match about $96,463 at 4% or $64,309 at 6%; with 100% employer match about $72,347 at 4% or $48,231 at 6%.
200839$479,040$95,333$10,593iApproximate average salary by contribution assumption: employee only about $264,814 at 4% or $176,543 at 6%; with 50% employer match about $176,543 at 4% or $117,695 at 6%; with 100% employer match about $132,407 at 4% or $88,271 at 6%.
Simpson Estates Inc 401(K) Trust-5$467,485$52,610$10,522iApproximate average salary by contribution assumption: employee only about $263,050 at 4% or $175,367 at 6%; with 50% employer match about $175,367 at 4% or $116,911 at 6%; with 100% employer match about $131,525 at 4% or $87,683 at 6%.
Simpson Estates Inc. Flexible Benefits Program-9$11,555$42,723$4,747iApproximate average salary by contribution assumption: employee only about $118,675 at 4% or $79,117 at 6%; with 50% employer match about $79,117 at 4% or $52,744 at 6%; with 100% employer match about $59,338 at 4% or $39,558 at 6%.
AMENDED SIMPSON ESTATES INC. PENSIO OCT 2 8 2009 OPS DEPT BC LRTI, URAULN, UIAM-0---
200738$925,780$70,959$8,870iApproximate average salary by contribution assumption: employee only about $221,747 at 4% or $147,831 at 6%; with 50% employer match about $147,831 at 4% or $98,554 at 6%; with 100% employer match about $110,873 at 4% or $73,916 at 6%.
Simpson Estates Inc 401(K) Trust-7$925,780$70,959$10,137iApproximate average salary by contribution assumption: employee only about $253,425 at 4% or $168,950 at 6%; with 50% employer match about $168,950 at 4% or $112,633 at 6%; with 100% employer match about $126,713 at 4% or $84,475 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-8---
Simpson Estates Inc. Flexible Benefits Program-8---
200638$753,429$114,346$14,293iApproximate average salary by contribution assumption: employee only about $357,331 at 4% or $238,221 at 6%; with 50% employer match about $238,221 at 4% or $158,814 at 6%; with 100% employer match about $178,666 at 4% or $119,110 at 6%.
Simpson Estates Inc 401(K) Trust-8$745,580$63,234$7,904iApproximate average salary by contribution assumption: employee only about $197,606 at 4% or $131,738 at 6%; with 50% employer match about $131,738 at 4% or $87,825 at 6%; with 100% employer match about $98,803 at 4% or $65,869 at 6%.
Simpson Estates Inc. Flexible Benefits Program-8$7,849$51,112$6,389iApproximate average salary by contribution assumption: employee only about $159,725 at 4% or $106,483 at 6%; with 50% employer match about $106,483 at 4% or $70,989 at 6%; with 100% employer match about $79,863 at 4% or $53,242 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-8---
200538$1,415,105$168,418$21,052iApproximate average salary by contribution assumption: employee only about $526,306 at 4% or $350,871 at 6%; with 50% employer match about $350,871 at 4% or $233,914 at 6%; with 100% employer match about $263,153 at 4% or $175,435 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-8$819,851$56,829$7,104iApproximate average salary by contribution assumption: employee only about $177,591 at 4% or $118,394 at 6%; with 50% employer match about $118,394 at 4% or $78,929 at 6%; with 100% employer match about $88,795 at 4% or $59,197 at 6%.
Simpson Estates Inc 401(K) Trust-7$591,894$61,149$8,736iApproximate average salary by contribution assumption: employee only about $218,389 at 4% or $145,593 at 6%; with 50% employer match about $145,593 at 4% or $97,062 at 6%; with 100% employer match about $109,195 at 4% or $72,796 at 6%.
Simpson Estates Inc. Flexible Benefits Program-8$3,360$50,440$6,305iApproximate average salary by contribution assumption: employee only about $157,625 at 4% or $105,083 at 6%; with 50% employer match about $105,083 at 4% or $70,056 at 6%; with 100% employer match about $78,813 at 4% or $52,542 at 6%.
200437$1,202,719$152,941$21,849iApproximate average salary by contribution assumption: employee only about $546,218 at 4% or $364,145 at 6%; with 50% employer match about $364,145 at 4% or $242,763 at 6%; with 100% employer match about $273,109 at 4% or $182,073 at 6%.
AMFNDED SIMPSON ESTATES INC. PENSION TRUST ACCOUNTS MANAGEMENT-7$716,525$48,282$6,897iApproximate average salary by contribution assumption: employee only about $172,436 at 4% or $114,957 at 6%; with 50% employer match about $114,957 at 4% or $76,638 at 6%; with 100% employer match about $86,218 at 4% or $57,479 at 6%.
Simpson Estates Inc 401(K) Trust-7$476,631$53,355$7,622iApproximate average salary by contribution assumption: employee only about $190,554 at 4% or $127,036 at 6%; with 50% employer match about $127,036 at 4% or $84,690 at 6%; with 100% employer match about $95,277 at 4% or $63,518 at 6%.
Simpson Estates Inc. Flexible Benefits Program-7$9,563$51,304$7,329iApproximate average salary by contribution assumption: employee only about $183,229 at 4% or $122,152 at 6%; with 50% employer match about $122,152 at 4% or $81,435 at 6%; with 100% employer match about $91,614 at 4% or $61,076 at 6%.
200337$1,531,031$148,467$21,210iApproximate average salary by contribution assumption: employee only about $530,239 at 4% or $353,493 at 6%; with 50% employer match about $353,493 at 4% or $235,662 at 6%; with 100% employer match about $265,120 at 4% or $176,746 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-7$1,168,976$48,421$6,917iApproximate average salary by contribution assumption: employee only about $172,932 at 4% or $115,288 at 6%; with 50% employer match about $115,288 at 4% or $76,859 at 6%; with 100% employer match about $86,466 at 4% or $57,644 at 6%.
Simpson Estates Inc 401(K) Trust-6$362,055$67,008$11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%.
Simpson Estates Inc. Flexible Benefits Program-6-$33,038$5,506iApproximate average salary by contribution assumption: employee only about $137,658 at 4% or $91,772 at 6%; with 50% employer match about $91,772 at 4% or $61,181 at 6%; with 100% employer match about $68,829 at 4% or $45,886 at 6%.
200239$251,353$62,320$6,924iApproximate average salary by contribution assumption: employee only about $173,111 at 4% or $115,407 at 6%; with 50% employer match about $115,407 at 4% or $76,938 at 6%; with 100% employer match about $86,556 at 4% or $57,704 at 6%.
Simpson Estates Inc 401(K) Trust-9$249,755$48,238$5,360iApproximate average salary by contribution assumption: employee only about $133,994 at 4% or $89,330 at 6%; with 50% employer match about $89,330 at 4% or $59,553 at 6%; with 100% employer match about $66,997 at 4% or $44,665 at 6%.
Simpson Estates Inc. Flexible Benefits Program-7$1,598$14,082$2,012iApproximate average salary by contribution assumption: employee only about $50,293 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,352 at 6%; with 100% employer match about $25,146 at 4% or $16,764 at 6%.
AMENDED SIMPSON ESTATES INC. PENSION TRUST-6---
200137$0$0-
Simpson Estates Inc. Flexible Benefits Program-5---
AMENDED SIMPSON ESTATES INC. PENSION TRUST-5---
Simpson Estates Inc 401(K) Trust-7---
200036$242,115$60,662$10,110iApproximate average salary by contribution assumption: employee only about $252,758 at 4% or $168,506 at 6%; with 50% employer match about $168,506 at 4% or $112,337 at 6%; with 100% employer match about $126,379 at 4% or $84,253 at 6%.
Simpson Estates Inc 401(K) Trust-6$242,115$50,132$8,355iApproximate average salary by contribution assumption: employee only about $208,883 at 4% or $139,256 at 6%; with 50% employer match about $139,256 at 4% or $92,837 at 6%; with 100% employer match about $104,442 at 4% or $69,628 at 6%.
Simpson Estates Inc. Flexible Benefits Program-6-$10,530$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
AMENDBD SIMPSON ESTATES INC PENSION TRUST-6---
199928$230,656$55,781$6,973iApproximate average salary by contribution assumption: employee only about $174,316 at 4% or $116,210 at 6%; with 50% employer match about $116,210 at 4% or $77,474 at 6%; with 100% employer match about $87,158 at 4% or $58,105 at 6%.
Simpson Estates Inc 401(K) Trust-8$230,656$46,442$5,805iApproximate average salary by contribution assumption: employee only about $145,131 at 4% or $96,754 at 6%; with 50% employer match about $96,754 at 4% or $64,503 at 6%; with 100% employer match about $72,566 at 4% or $48,377 at 6%.
Simpson Estates Inc. Flexible Benefits Program-7-$9,339$1,334iApproximate average salary by contribution assumption: employee only about $33,354 at 4% or $22,236 at 6%; with 50% employer match about $22,236 at 4% or $14,824 at 6%; with 100% employer match about $16,677 at 4% or $11,118 at 6%.