Simon and Simon PC.
Plan context: Simon and Simon PC. 401K Profit Sharing Plan
EIN 36-3545332 • Chicago, IL • 27 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$4,117,981
2025 Contributions
$143,281
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $4,117,981 | $143,281 | $10,234iApproximate average salary by contribution assumption: employee only about $255,859 at 4% or $170,573 at 6%; with 50% employer match about $170,573 at 4% or $113,715 at 6%; with 100% employer match about $127,929 at 4% or $85,286 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 14 | $4,117,981 | $143,281 | $10,234iApproximate average salary by contribution assumption: employee only about $255,859 at 4% or $170,573 at 6%; with 50% employer match about $170,573 at 4% or $113,715 at 6%; with 100% employer match about $127,929 at 4% or $85,286 at 6%. |
| 2024 | 1 | 21 | $3,612,018 | $144,570 | $6,884iApproximate average salary by contribution assumption: employee only about $172,107 at 4% or $114,738 at 6%; with 50% employer match about $114,738 at 4% or $76,492 at 6%; with 100% employer match about $86,054 at 4% or $57,369 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 21 | $3,612,018 | $144,570 | $6,884iApproximate average salary by contribution assumption: employee only about $172,107 at 4% or $114,738 at 6%; with 50% employer match about $114,738 at 4% or $76,492 at 6%; with 100% employer match about $86,054 at 4% or $57,369 at 6%. |
| 2023 | 1 | 12 | $3,223,659 | $129,064 | $10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,256 at 6%; with 50% employer match about $179,256 at 4% or $119,504 at 6%; with 100% employer match about $134,442 at 4% or $89,628 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 12 | $3,223,659 | $129,064 | $10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,256 at 6%; with 50% employer match about $179,256 at 4% or $119,504 at 6%; with 100% employer match about $134,442 at 4% or $89,628 at 6%. |
| 2022 | 1 | 22 | $2,760,393 | $125,122 | $5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 22 | $2,760,393 | $125,122 | $5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%. |
| 2021 | 1 | 27 | $3,123,585 | $120,618 | $4,467iApproximate average salary by contribution assumption: employee only about $111,683 at 4% or $74,456 at 6%; with 50% employer match about $74,456 at 4% or $49,637 at 6%; with 100% employer match about $55,842 at 4% or $37,228 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 27 | $3,123,585 | $120,618 | $4,467iApproximate average salary by contribution assumption: employee only about $111,683 at 4% or $74,456 at 6%; with 50% employer match about $74,456 at 4% or $49,637 at 6%; with 100% employer match about $55,842 at 4% or $37,228 at 6%. |
| 2020 | 1 | 26 | $2,755,941 | $107,864 | $4,149iApproximate average salary by contribution assumption: employee only about $103,715 at 4% or $69,144 at 6%; with 50% employer match about $69,144 at 4% or $46,096 at 6%; with 100% employer match about $51,858 at 4% or $34,572 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 26 | $2,755,941 | $107,864 | $4,149iApproximate average salary by contribution assumption: employee only about $103,715 at 4% or $69,144 at 6%; with 50% employer match about $69,144 at 4% or $46,096 at 6%; with 100% employer match about $51,858 at 4% or $34,572 at 6%. |
| 2019 | 1 | 24 | $2,384,169 | $95,166 | $3,965iApproximate average salary by contribution assumption: employee only about $99,131 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,058 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 24 | $2,384,169 | $95,166 | $3,965iApproximate average salary by contribution assumption: employee only about $99,131 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,058 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%. |
| 2018 | 1 | 20 | $1,941,297 | $92,153 | $4,608iApproximate average salary by contribution assumption: employee only about $115,191 at 4% or $76,794 at 6%; with 50% employer match about $76,794 at 4% or $51,196 at 6%; with 100% employer match about $57,596 at 4% or $38,397 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 20 | $1,941,297 | $92,153 | $4,608iApproximate average salary by contribution assumption: employee only about $115,191 at 4% or $76,794 at 6%; with 50% employer match about $76,794 at 4% or $51,196 at 6%; with 100% employer match about $57,596 at 4% or $38,397 at 6%. |
| 2017 | 1 | 18 | $1,950,576 | $86,561 | $4,809iApproximate average salary by contribution assumption: employee only about $120,224 at 4% or $80,149 at 6%; with 50% employer match about $80,149 at 4% or $53,433 at 6%; with 100% employer match about $60,112 at 4% or $40,075 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 18 | $1,950,576 | $86,561 | $4,809iApproximate average salary by contribution assumption: employee only about $120,224 at 4% or $80,149 at 6%; with 50% employer match about $80,149 at 4% or $53,433 at 6%; with 100% employer match about $60,112 at 4% or $40,075 at 6%. |
| 2016 | 1 | 18 | $1,628,093 | $64,951 | $3,608iApproximate average salary by contribution assumption: employee only about $90,210 at 4% or $60,140 at 6%; with 50% employer match about $60,140 at 4% or $40,093 at 6%; with 100% employer match about $45,105 at 4% or $30,070 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 18 | $1,628,093 | $64,951 | $3,608iApproximate average salary by contribution assumption: employee only about $90,210 at 4% or $60,140 at 6%; with 50% employer match about $60,140 at 4% or $40,093 at 6%; with 100% employer match about $45,105 at 4% or $30,070 at 6%. |
| 2015 | 1 | 0 | $1,528,157 | $86,785 | - |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 0 | $1,528,157 | $86,785 | - |
| 2014 | 1 | 14 | $1,470,944 | $81,307 | $5,808iApproximate average salary by contribution assumption: employee only about $145,191 at 4% or $96,794 at 6%; with 50% employer match about $96,794 at 4% or $64,529 at 6%; with 100% employer match about $72,596 at 4% or $48,397 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 14 | $1,470,944 | $81,307 | $5,808iApproximate average salary by contribution assumption: employee only about $145,191 at 4% or $96,794 at 6%; with 50% employer match about $96,794 at 4% or $64,529 at 6%; with 100% employer match about $72,596 at 4% or $48,397 at 6%. |
| 2013 | 1 | 12 | $1,334,641 | $73,804 | $6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,506 at 6%; with 50% employer match about $102,506 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 12 | $1,334,641 | $73,804 | $6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,506 at 6%; with 50% employer match about $102,506 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%. |
| 2012 | 1 | 12 | $1,044,474 | $68,366 | $5,697iApproximate average salary by contribution assumption: employee only about $142,429 at 4% or $94,953 at 6%; with 50% employer match about $94,953 at 4% or $63,302 at 6%; with 100% employer match about $71,215 at 4% or $47,476 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 12 | $1,044,474 | $68,366 | $5,697iApproximate average salary by contribution assumption: employee only about $142,429 at 4% or $94,953 at 6%; with 50% employer match about $94,953 at 4% or $63,302 at 6%; with 100% employer match about $71,215 at 4% or $47,476 at 6%. |
| 2011 | 1 | 11 | $854,374 | $65,110 | $5,919iApproximate average salary by contribution assumption: employee only about $147,977 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 11 | $854,374 | $65,110 | $5,919iApproximate average salary by contribution assumption: employee only about $147,977 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| 2010 | 1 | 9 | $837,285 | $64,093 | $7,121iApproximate average salary by contribution assumption: employee only about $178,036 at 4% or $118,691 at 6%; with 50% employer match about $118,691 at 4% or $79,127 at 6%; with 100% employer match about $89,018 at 4% or $59,345 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 9 | $837,285 | $64,093 | $7,121iApproximate average salary by contribution assumption: employee only about $178,036 at 4% or $118,691 at 6%; with 50% employer match about $118,691 at 4% or $79,127 at 6%; with 100% employer match about $89,018 at 4% or $59,345 at 6%. |
| 2009 | 1 | 11 | $795,228 | $83,731 | $7,612iApproximate average salary by contribution assumption: employee only about $190,298 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,577 at 6%; with 100% employer match about $95,149 at 4% or $63,433 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 11 | $795,228 | $83,731 | $7,612iApproximate average salary by contribution assumption: employee only about $190,298 at 4% or $126,865 at 6%; with 50% employer match about $126,865 at 4% or $84,577 at 6%; with 100% employer match about $95,149 at 4% or $63,433 at 6%. |
| 2008 | 1 | 6 | $522,066 | $69,595 | $11,599iApproximate average salary by contribution assumption: employee only about $289,979 at 4% or $193,319 at 6%; with 50% employer match about $193,319 at 4% or $128,880 at 6%; with 100% employer match about $144,990 at 4% or $96,660 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 6 | $522,066 | $69,595 | $11,599iApproximate average salary by contribution assumption: employee only about $289,979 at 4% or $193,319 at 6%; with 50% employer match about $193,319 at 4% or $128,880 at 6%; with 100% employer match about $144,990 at 4% or $96,660 at 6%. |
| 2007 | 1 | 7 | $786,577 | $71,371 | $10,196iApproximate average salary by contribution assumption: employee only about $254,896 at 4% or $169,931 at 6%; with 50% employer match about $169,931 at 4% or $113,287 at 6%; with 100% employer match about $127,448 at 4% or $84,965 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 7 | $786,577 | $71,371 | $10,196iApproximate average salary by contribution assumption: employee only about $254,896 at 4% or $169,931 at 6%; with 50% employer match about $169,931 at 4% or $113,287 at 6%; with 100% employer match about $127,448 at 4% or $84,965 at 6%. |
| 2006 | 1 | 7 | $675,795 | $65,251 | $9,322iApproximate average salary by contribution assumption: employee only about $233,039 at 4% or $155,360 at 6%; with 50% employer match about $155,360 at 4% or $103,573 at 6%; with 100% employer match about $116,520 at 4% or $77,680 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 7 | $675,795 | $65,251 | $9,322iApproximate average salary by contribution assumption: employee only about $233,039 at 4% or $155,360 at 6%; with 50% employer match about $155,360 at 4% or $103,573 at 6%; with 100% employer match about $116,520 at 4% or $77,680 at 6%. |
| 2005 | 1 | 9 | $541,700 | $68,877 | $7,653iApproximate average salary by contribution assumption: employee only about $191,325 at 4% or $127,550 at 6%; with 50% employer match about $127,550 at 4% or $85,033 at 6%; with 100% employer match about $95,663 at 4% or $63,775 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 9 | $541,700 | $68,877 | $7,653iApproximate average salary by contribution assumption: employee only about $191,325 at 4% or $127,550 at 6%; with 50% employer match about $127,550 at 4% or $85,033 at 6%; with 100% employer match about $95,663 at 4% or $63,775 at 6%. |
| 2004 | 1 | 10 | $450,753 | $67,673 | $6,767iApproximate average salary by contribution assumption: employee only about $169,183 at 4% or $112,788 at 6%; with 50% employer match about $112,788 at 4% or $75,192 at 6%; with 100% employer match about $84,591 at 4% or $56,394 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 10 | $450,753 | $67,673 | $6,767iApproximate average salary by contribution assumption: employee only about $169,183 at 4% or $112,788 at 6%; with 50% employer match about $112,788 at 4% or $75,192 at 6%; with 100% employer match about $84,591 at 4% or $56,394 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2002 | 1 | 7 | $292,178 | $36,441 | $5,206iApproximate average salary by contribution assumption: employee only about $130,146 at 4% or $86,764 at 6%; with 50% employer match about $86,764 at 4% or $57,843 at 6%; with 100% employer match about $65,073 at 4% or $43,382 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 7 | $292,178 | $36,441 | $5,206iApproximate average salary by contribution assumption: employee only about $130,146 at 4% or $86,764 at 6%; with 50% employer match about $86,764 at 4% or $57,843 at 6%; with 100% employer match about $65,073 at 4% or $43,382 at 6%. |
| 2001 | 1 | 8 | $300,993 | $40,015 | $5,002iApproximate average salary by contribution assumption: employee only about $125,047 at 4% or $83,365 at 6%; with 50% employer match about $83,365 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 8 | $300,993 | $40,015 | $5,002iApproximate average salary by contribution assumption: employee only about $125,047 at 4% or $83,365 at 6%; with 50% employer match about $83,365 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%. |
| 2000 | 1 | 7 | $279,726 | $55,254 | $7,893iApproximate average salary by contribution assumption: employee only about $197,336 at 4% or $131,557 at 6%; with 50% employer match about $131,557 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,779 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 7 | $279,726 | $55,254 | $7,893iApproximate average salary by contribution assumption: employee only about $197,336 at 4% or $131,557 at 6%; with 50% employer match about $131,557 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,779 at 6%. |
| 1999 | 1 | 5 | $242,689 | $35,793 | $7,159iApproximate average salary by contribution assumption: employee only about $178,965 at 4% or $119,310 at 6%; with 50% employer match about $119,310 at 4% or $79,540 at 6%; with 100% employer match about $89,483 at 4% or $59,655 at 6%. |
| Simon and Simon PC. 401K Profit Sharing Plan | - | 5 | $242,689 | $35,793 | $7,159iApproximate average salary by contribution assumption: employee only about $178,965 at 4% or $119,310 at 6%; with 50% employer match about $119,310 at 4% or $79,540 at 6%; with 100% employer match about $89,483 at 4% or $59,655 at 6%. |