Civic Intelligence

Simplex Investments LLC

Plan context: Simplex Investments LLC 401(K) Plan

EIN 36-4519916 • Chicago, IL • 26 filings • 4 plans

230 S LA SalleSuite 4-100Chicago, IL 60604
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$42,997,395

2024 Contributions

$3,672,616

Historical Graphs

Total Assets Over Time

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

$42,997,395$21,498,698$0200920172024YearValue
$42,997,395Latest year 2024

Participants Over Time

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

133670200920172024YearValue
131Latest 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
20243131$42,997,395$3,672,616$28,035iApproximate average salary by contribution assumption: employee only about $700,881 at 4% or $467,254 at 6%; with 50% employer match about $467,254 at 4% or $311,503 at 6%; with 100% employer match about $350,440 at 4% or $233,627 at 6%.
Simplex Investments LLC 401(K) Plan-109$42,997,395$3,672,616$33,694iApproximate average salary by contribution assumption: employee only about $842,343 at 4% or $561,562 at 6%; with 50% employer match about $561,562 at 4% or $374,375 at 6%; with 100% employer match about $421,172 at 4% or $280,781 at 6%.
Simplex Investments LLC Health-126---
Simplex Investments LLC Welfare Plan-131---
20233112$35,340,379$3,139,153$28,028iApproximate average salary by contribution assumption: employee only about $700,704 at 4% or $467,136 at 6%; with 50% employer match about $467,136 at 4% or $311,424 at 6%; with 100% employer match about $350,352 at 4% or $233,568 at 6%.
Simplex Investments LLC 401(K) Plan-100$35,340,379$3,139,153$31,392iApproximate average salary by contribution assumption: employee only about $784,788 at 4% or $523,192 at 6%; with 50% employer match about $523,192 at 4% or $348,795 at 6%; with 100% employer match about $392,394 at 4% or $261,596 at 6%.
Simplex Investments LLC Health-109---
Simplex Investments LLC Welfare Plan-112---
2022399$28,257,726$3,486,255$35,215iApproximate average salary by contribution assumption: employee only about $880,367 at 4% or $586,912 at 6%; with 50% employer match about $586,912 at 4% or $391,274 at 6%; with 100% employer match about $440,184 at 4% or $293,456 at 6%.
Simplex Investments LLC 401(K) Plan-99$28,257,726$3,486,255$35,215iApproximate average salary by contribution assumption: employee only about $880,367 at 4% or $586,912 at 6%; with 50% employer match about $586,912 at 4% or $391,274 at 6%; with 100% employer match about $440,184 at 4% or $293,456 at 6%.
Simplex Investments LLC Health-91---
Simplex Investments LLC Welfare Plan-97---
20213133$30,738,048$3,156,932$23,736iApproximate average salary by contribution assumption: employee only about $593,408 at 4% or $395,606 at 6%; with 50% employer match about $395,606 at 4% or $263,737 at 6%; with 100% employer match about $296,704 at 4% or $197,803 at 6%.
Simplex Investments LLC 401(K) Plan-132$30,738,048$3,156,932$23,916iApproximate average salary by contribution assumption: employee only about $597,904 at 4% or $398,603 at 6%; with 50% employer match about $398,603 at 4% or $265,735 at 6%; with 100% employer match about $298,952 at 4% or $199,301 at 6%.
Simplex Investments LLC Health-133---
Simplex Investments LLC Welfare Plan-133---
20203133$23,867,941$2,675,597$20,117iApproximate average salary by contribution assumption: employee only about $502,932 at 4% or $335,288 at 6%; with 50% employer match about $335,288 at 4% or $223,525 at 6%; with 100% employer match about $251,466 at 4% or $167,644 at 6%.
Simplex Investments LLC 401(K) Plan-117$23,867,941$2,675,597$22,868iApproximate average salary by contribution assumption: employee only about $571,709 at 4% or $381,139 at 6%; with 50% employer match about $381,139 at 4% or $254,093 at 6%; with 100% employer match about $285,854 at 4% or $190,570 at 6%.
Simplex Investments LLC Health-133---
Simplex Investments LLC Welfare Plan-133---
20191130$18,212,898$2,679,381$20,611iApproximate average salary by contribution assumption: employee only about $515,266 at 4% or $343,510 at 6%; with 50% employer match about $343,510 at 4% or $229,007 at 6%; with 100% employer match about $257,633 at 4% or $171,755 at 6%.
Simplex Investments LLC 401(K) Plan-130$18,212,898$2,679,381$20,611iApproximate average salary by contribution assumption: employee only about $515,266 at 4% or $343,510 at 6%; with 50% employer match about $343,510 at 4% or $229,007 at 6%; with 100% employer match about $257,633 at 4% or $171,755 at 6%.
2018193$12,938,583$1,643,160$17,668iApproximate average salary by contribution assumption: employee only about $441,710 at 4% or $294,473 at 6%; with 50% employer match about $294,473 at 4% or $196,315 at 6%; with 100% employer match about $220,855 at 4% or $147,237 at 6%.
Simplex Investments LLC 401(K) Plan-93$12,938,583$1,643,160$17,668iApproximate average salary by contribution assumption: employee only about $441,710 at 4% or $294,473 at 6%; with 50% employer match about $294,473 at 4% or $196,315 at 6%; with 100% employer match about $220,855 at 4% or $147,237 at 6%.
2017187$12,300,674$1,231,848$14,159iApproximate average salary by contribution assumption: employee only about $353,979 at 4% or $235,986 at 6%; with 50% employer match about $235,986 at 4% or $157,324 at 6%; with 100% employer match about $176,990 at 4% or $117,993 at 6%.
Simplex Investments LLC 401(K) Plan-87$12,300,674$1,231,848$14,159iApproximate average salary by contribution assumption: employee only about $353,979 at 4% or $235,986 at 6%; with 50% employer match about $235,986 at 4% or $157,324 at 6%; with 100% employer match about $176,990 at 4% or $117,993 at 6%.
2016175$9,572,797$1,041,204$13,883iApproximate average salary by contribution assumption: employee only about $347,068 at 4% or $231,379 at 6%; with 50% employer match about $231,379 at 4% or $154,252 at 6%; with 100% employer match about $173,534 at 4% or $115,689 at 6%.
Simplex Investments LLC 401(K) Plan-75$9,572,797$1,041,204$13,883iApproximate average salary by contribution assumption: employee only about $347,068 at 4% or $231,379 at 6%; with 50% employer match about $231,379 at 4% or $154,252 at 6%; with 100% employer match about $173,534 at 4% or $115,689 at 6%.
2015172$8,009,503$1,025,260$14,240iApproximate average salary by contribution assumption: employee only about $355,993 at 4% or $237,329 at 6%; with 50% employer match about $237,329 at 4% or $158,219 at 6%; with 100% employer match about $177,997 at 4% or $118,664 at 6%.
Simplex Investments LLC 401(K) Plan-72$8,009,503$1,025,260$14,240iApproximate average salary by contribution assumption: employee only about $355,993 at 4% or $237,329 at 6%; with 50% employer match about $237,329 at 4% or $158,219 at 6%; with 100% employer match about $177,997 at 4% or $118,664 at 6%.
2014170$7,483,702$1,127,197$16,103iApproximate average salary by contribution assumption: employee only about $402,570 at 4% or $268,380 at 6%; with 50% employer match about $268,380 at 4% or $178,920 at 6%; with 100% employer match about $201,285 at 4% or $134,190 at 6%.
Simplex Investments LLC 401(K) Plan-70$7,483,702$1,127,197$16,103iApproximate average salary by contribution assumption: employee only about $402,570 at 4% or $268,380 at 6%; with 50% employer match about $268,380 at 4% or $178,920 at 6%; with 100% employer match about $201,285 at 4% or $134,190 at 6%.
2013166$5,920,080$967,917$14,665iApproximate average salary by contribution assumption: employee only about $366,635 at 4% or $244,423 at 6%; with 50% employer match about $244,423 at 4% or $162,949 at 6%; with 100% employer match about $183,318 at 4% or $122,212 at 6%.
Simplex Investments LLC 401(K) Plan-66$5,920,080$967,917$14,665iApproximate average salary by contribution assumption: employee only about $366,635 at 4% or $244,423 at 6%; with 50% employer match about $244,423 at 4% or $162,949 at 6%; with 100% employer match about $183,318 at 4% or $122,212 at 6%.
2012147$4,258,824$1,251,628$26,630iApproximate average salary by contribution assumption: employee only about $665,760 at 4% or $443,840 at 6%; with 50% employer match about $443,840 at 4% or $295,893 at 6%; with 100% employer match about $332,880 at 4% or $221,920 at 6%.
Simplex Investments LLC 401(K) Plan-47$4,258,824$1,251,628$26,630iApproximate average salary by contribution assumption: employee only about $665,760 at 4% or $443,840 at 6%; with 50% employer match about $443,840 at 4% or $295,893 at 6%; with 100% employer match about $332,880 at 4% or $221,920 at 6%.
2011145$3,337,344$963,809$21,418iApproximate average salary by contribution assumption: employee only about $535,449 at 4% or $356,966 at 6%; with 50% employer match about $356,966 at 4% or $237,978 at 6%; with 100% employer match about $267,725 at 4% or $178,483 at 6%.
Simplex Investments LLC 401(K) Plan-45$3,337,344$963,809$21,418iApproximate average salary by contribution assumption: employee only about $535,449 at 4% or $356,966 at 6%; with 50% employer match about $356,966 at 4% or $237,978 at 6%; with 100% employer match about $267,725 at 4% or $178,483 at 6%.
2010157$2,597,895$663,981$11,649iApproximate average salary by contribution assumption: employee only about $291,220 at 4% or $194,146 at 6%; with 50% employer match about $194,146 at 4% or $129,431 at 6%; with 100% employer match about $145,610 at 4% or $97,073 at 6%.
Simplex Investments LLC 401(K) Plan-57$2,597,895$663,981$11,649iApproximate average salary by contribution assumption: employee only about $291,220 at 4% or $194,146 at 6%; with 50% employer match about $194,146 at 4% or $129,431 at 6%; with 100% employer match about $145,610 at 4% or $97,073 at 6%.
2009170$1,709,712$899,271$12,847iApproximate average salary by contribution assumption: employee only about $321,168 at 4% or $214,112 at 6%; with 50% employer match about $214,112 at 4% or $142,741 at 6%; with 100% employer match about $160,584 at 4% or $107,056 at 6%.
Simplex Investments LLC 401(K) Plan-70$1,709,712$899,271$12,847iApproximate average salary by contribution assumption: employee only about $321,168 at 4% or $214,112 at 6%; with 50% employer match about $214,112 at 4% or $142,741 at 6%; with 100% employer match about $160,584 at 4% or $107,056 at 6%.