Charles Simeon Trust
Plan context: Charles Simeon Trust 403(B) Retirement Plan
EIN 36-7342471 • Chicago, IL • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$97,410
2024 Contributions
$94,800
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $97,410 | $94,800 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |
| Charles Simeon Trust 403(B) Retirement Plan | - | 9 | $97,410 | $94,800 | $10,533iApproximate average salary by contribution assumption: employee only about $263,333 at 4% or $175,556 at 6%; with 50% employer match about $175,556 at 4% or $117,037 at 6%; with 100% employer match about $131,667 at 4% or $87,778 at 6%. |