Civic Intelligence

Simone Insurance Agency Inc.

Plan context: Simone Insurance Agency Inc. Profit Sharing Plan

EIN 38-2696137 • 5 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$163,133

2004 Contributions

$35,497

Historical Graphs

Total Assets Over Time

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

$163,133$81,567$0199920022003YearValue
$163,133Latest year 2003

Participants Over Time

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

420199920022003YearValue
3Latest year 2003

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
200410$0$0-
Simone Insurance Agency Inc. Profit Sharing Plan-0---
200313$163,133$0-
Simone Insurance Agency Inc. Profit Sharing Plan-3$163,133--
200214$151,088$35,497$8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%.
Simone Insurance Agency Inc. Profit Sharing Plan-4$151,088$35,497$8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%.
200114$128,336$35,656$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
Simone Insurance Agency Inc. Profit Sharing Plan-4$128,336$35,656$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
199914$90,910$36,375$9,094iApproximate average salary by contribution assumption: employee only about $227,344 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,781 at 6%.
Simone Insurance Agency Inc. Profit Sharing Plan-4$90,910$36,375$9,094iApproximate average salary by contribution assumption: employee only about $227,344 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,781 at 6%.