Civic Intelligence

Howard Simon & Associates Inc

Plan context: Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1

EIN 36-3132823 • Bannockburn, IL • 24 filings • 14 plans

7 Dunsinane LnBannockburn, IL 60015-1500
Current Snapshot

Latest Year

2020

2020 Participants

59

2020 Assets

$9,892,491

2020 Contributions

$447,199

Historical Graphs

Total Assets Over Time

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

$9,892,491$4,946,246$0199920112020YearValue
$9,892,491Latest year 2020

Participants Over Time

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

70350199920112020YearValue
59Latest year 2020

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
2020159$9,892,491$447,199$7,580iApproximate average salary by contribution assumption: employee only about $189,491 at 4% or $126,327 at 6%; with 50% employer match about $126,327 at 4% or $84,218 at 6%; with 100% employer match about $94,746 at 4% or $63,164 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-59$9,892,491$447,199$7,580iApproximate average salary by contribution assumption: employee only about $189,491 at 4% or $126,327 at 6%; with 50% employer match about $126,327 at 4% or $84,218 at 6%; with 100% employer match about $94,746 at 4% or $63,164 at 6%.
2019148$8,659,625$429,081$8,939iApproximate average salary by contribution assumption: employee only about $223,480 at 4% or $148,986 at 6%; with 50% employer match about $148,986 at 4% or $99,324 at 6%; with 100% employer match about $111,740 at 4% or $74,493 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-48$8,659,625$429,081$8,939iApproximate average salary by contribution assumption: employee only about $223,480 at 4% or $148,986 at 6%; with 50% employer match about $148,986 at 4% or $99,324 at 6%; with 100% employer match about $111,740 at 4% or $74,493 at 6%.
2018152$7,140,384$400,096$7,694iApproximate average salary by contribution assumption: employee only about $192,354 at 4% or $128,236 at 6%; with 50% employer match about $128,236 at 4% or $85,491 at 6%; with 100% employer match about $96,177 at 4% or $64,118 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-52$7,140,384$400,096$7,694iApproximate average salary by contribution assumption: employee only about $192,354 at 4% or $128,236 at 6%; with 50% employer match about $128,236 at 4% or $85,491 at 6%; with 100% employer match about $96,177 at 4% or $64,118 at 6%.
2017147$7,286,077$352,664$7,503iApproximate average salary by contribution assumption: employee only about $187,587 at 4% or $125,058 at 6%; with 50% employer match about $125,058 at 4% or $83,372 at 6%; with 100% employer match about $93,794 at 4% or $62,529 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-47$7,286,077$352,664$7,503iApproximate average salary by contribution assumption: employee only about $187,587 at 4% or $125,058 at 6%; with 50% employer match about $125,058 at 4% or $83,372 at 6%; with 100% employer match about $93,794 at 4% or $62,529 at 6%.
2016147$6,381,255$312,311$6,645iApproximate average salary by contribution assumption: employee only about $166,123 at 4% or $110,749 at 6%; with 50% employer match about $110,749 at 4% or $73,832 at 6%; with 100% employer match about $83,061 at 4% or $55,374 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-47$6,381,255$312,311$6,645iApproximate average salary by contribution assumption: employee only about $166,123 at 4% or $110,749 at 6%; with 50% employer match about $110,749 at 4% or $73,832 at 6%; with 100% employer match about $83,061 at 4% or $55,374 at 6%.
2015148$5,501,996$412,425$8,592iApproximate average salary by contribution assumption: employee only about $214,805 at 4% or $143,203 at 6%; with 50% employer match about $143,203 at 4% or $95,469 at 6%; with 100% employer match about $107,402 at 4% or $71,602 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-48$5,501,996$412,425$8,592iApproximate average salary by contribution assumption: employee only about $214,805 at 4% or $143,203 at 6%; with 50% employer match about $143,203 at 4% or $95,469 at 6%; with 100% employer match about $107,402 at 4% or $71,602 at 6%.
2014147$5,053,480$388,034$8,256iApproximate average salary by contribution assumption: employee only about $206,401 at 4% or $137,601 at 6%; with 50% employer match about $137,601 at 4% or $91,734 at 6%; with 100% employer match about $103,201 at 4% or $68,800 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-47$5,053,480$388,034$8,256iApproximate average salary by contribution assumption: employee only about $206,401 at 4% or $137,601 at 6%; with 50% employer match about $137,601 at 4% or $91,734 at 6%; with 100% employer match about $103,201 at 4% or $68,800 at 6%.
2013148$5,809,927$273,202$5,692iApproximate average salary by contribution assumption: employee only about $142,293 at 4% or $94,862 at 6%; with 50% employer match about $94,862 at 4% or $63,241 at 6%; with 100% employer match about $71,146 at 4% or $47,431 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-48$5,809,927$273,202$5,692iApproximate average salary by contribution assumption: employee only about $142,293 at 4% or $94,862 at 6%; with 50% employer match about $94,862 at 4% or $63,241 at 6%; with 100% employer match about $71,146 at 4% or $47,431 at 6%.
2012250$9,391,778$686,464$13,729iApproximate average salary by contribution assumption: employee only about $343,232 at 4% or $228,821 at 6%; with 50% employer match about $228,821 at 4% or $152,548 at 6%; with 100% employer match about $171,616 at 4% or $114,411 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-50$4,695,889$343,232$6,865iApproximate average salary by contribution assumption: employee only about $171,616 at 4% or $114,411 at 6%; with 50% employer match about $114,411 at 4% or $76,274 at 6%; with 100% employer match about $85,808 at 4% or $57,205 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-50$4,695,889$343,232$6,865iApproximate average salary by contribution assumption: employee only about $171,616 at 4% or $114,411 at 6%; with 50% employer match about $114,411 at 4% or $76,274 at 6%; with 100% employer match about $85,808 at 4% or $57,205 at 6%.
2011147$4,261,721$276,056$5,874iApproximate average salary by contribution assumption: employee only about $146,838 at 4% or $97,892 at 6%; with 50% employer match about $97,892 at 4% or $65,261 at 6%; with 100% employer match about $73,419 at 4% or $48,946 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-47$4,261,721$276,056$5,874iApproximate average salary by contribution assumption: employee only about $146,838 at 4% or $97,892 at 6%; with 50% employer match about $97,892 at 4% or $65,261 at 6%; with 100% employer match about $73,419 at 4% or $48,946 at 6%.
2010146$4,076,620$215,272$4,680iApproximate average salary by contribution assumption: employee only about $116,996 at 4% or $77,997 at 6%; with 50% employer match about $77,997 at 4% or $51,998 at 6%; with 100% employer match about $58,498 at 4% or $38,999 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-46$4,076,620$215,272$4,680iApproximate average salary by contribution assumption: employee only about $116,996 at 4% or $77,997 at 6%; with 50% employer match about $77,997 at 4% or $51,998 at 6%; with 100% employer match about $58,498 at 4% or $38,999 at 6%.
2009146$3,449,438$230,400$5,009iApproximate average salary by contribution assumption: employee only about $125,217 at 4% or $83,478 at 6%; with 50% employer match about $83,478 at 4% or $55,652 at 6%; with 100% employer match about $62,609 at 4% or $41,739 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-46$3,449,438$230,400$5,009iApproximate average salary by contribution assumption: employee only about $125,217 at 4% or $83,478 at 6%; with 50% employer match about $83,478 at 4% or $55,652 at 6%; with 100% employer match about $62,609 at 4% or $41,739 at 6%.
2008170$2,755,350$247,277$3,533iApproximate average salary by contribution assumption: employee only about $88,313 at 4% or $58,875 at 6%; with 50% employer match about $58,875 at 4% or $39,250 at 6%; with 100% employer match about $44,157 at 4% or $29,438 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-70$2,755,350$247,277$3,533iApproximate average salary by contribution assumption: employee only about $88,313 at 4% or $58,875 at 6%; with 50% employer match about $58,875 at 4% or $39,250 at 6%; with 100% employer match about $44,157 at 4% or $29,438 at 6%.
2007133$0$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-33---
2006130$2,981,032$276,886$9,230iApproximate average salary by contribution assumption: employee only about $230,738 at 4% or $153,826 at 6%; with 50% employer match about $153,826 at 4% or $102,550 at 6%; with 100% employer match about $115,369 at 4% or $76,913 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-30$2,981,032$276,886$9,230iApproximate average salary by contribution assumption: employee only about $230,738 at 4% or $153,826 at 6%; with 50% employer match about $153,826 at 4% or $102,550 at 6%; with 100% employer match about $115,369 at 4% or $76,913 at 6%.
2005126$0$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-26---
2004126$3,147,294$212,624$8,178iApproximate average salary by contribution assumption: employee only about $204,446 at 4% or $136,297 at 6%; with 50% employer match about $136,297 at 4% or $90,865 at 6%; with 100% employer match about $102,223 at 4% or $68,149 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-26$3,147,294$212,624$8,178iApproximate average salary by contribution assumption: employee only about $204,446 at 4% or $136,297 at 6%; with 50% employer match about $136,297 at 4% or $90,865 at 6%; with 100% employer match about $102,223 at 4% or $68,149 at 6%.
2003128$2,696,771$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-28$2,696,771--
200210$2,174,560$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-0$2,174,560--
2001126$0$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-26---
200010$2,252,257$0-
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-0$2,252,257--
1999227$2,284,702$179,397$6,644iApproximate average salary by contribution assumption: employee only about $166,108 at 4% or $110,739 at 6%; with 50% employer match about $110,739 at 4% or $73,826 at 6%; with 100% employer match about $83,054 at 4% or $55,369 at 6%.
Howard Simon & Associates Inc 401K Profit Sharing Plan and Trust 1-27$2,284,702$179,397$6,644iApproximate average salary by contribution assumption: employee only about $166,108 at 4% or $110,739 at 6%; with 50% employer match about $110,739 at 4% or $73,826 at 6%; with 100% employer match about $83,054 at 4% or $55,369 at 6%.
Horard Simon & Associates Inc Fiexible Compensation Program-26---