Civic Intelligence

Mitchell K. Simon, CPA PC.

Plan context: Mitchell K. Simon, CPA PC. Profit Sharing Plan

EIN 38-3550889 • 8 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$211,021

2008 Contributions

$61,572

Historical Graphs

Total Assets Over Time

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

$211,021$105,511$0200120042006YearValue
$211,021Latest year 2006

Participants Over Time

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

320200120052008YearValue
2Latest year 2008

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
200812$0$0-
Mitchell K. Simon, CPA PC. Profit Sharing Plan-2---
200713$0$0-
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3---
200613$211,021$61,572$20,524iApproximate average salary by contribution assumption: employee only about $513,100 at 4% or $342,067 at 6%; with 50% employer match about $342,067 at 4% or $228,044 at 6%; with 100% employer match about $256,550 at 4% or $171,033 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$211,021$61,572$20,524iApproximate average salary by contribution assumption: employee only about $513,100 at 4% or $342,067 at 6%; with 50% employer match about $342,067 at 4% or $228,044 at 6%; with 100% employer match about $256,550 at 4% or $171,033 at 6%.
200513$133,625$55,566$18,522iApproximate average salary by contribution assumption: employee only about $463,050 at 4% or $308,700 at 6%; with 50% employer match about $308,700 at 4% or $205,800 at 6%; with 100% employer match about $231,525 at 4% or $154,350 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$133,625$55,566$18,522iApproximate average salary by contribution assumption: employee only about $463,050 at 4% or $308,700 at 6%; with 50% employer match about $308,700 at 4% or $205,800 at 6%; with 100% employer match about $231,525 at 4% or $154,350 at 6%.
200413$72,711$31,225$10,408iApproximate average salary by contribution assumption: employee only about $260,208 at 4% or $173,472 at 6%; with 50% employer match about $173,472 at 4% or $115,648 at 6%; with 100% employer match about $130,104 at 4% or $86,736 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$72,711$31,225$10,408iApproximate average salary by contribution assumption: employee only about $260,208 at 4% or $173,472 at 6%; with 50% employer match about $173,472 at 4% or $115,648 at 6%; with 100% employer match about $130,104 at 4% or $86,736 at 6%.
200313$37,998$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$37,998$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200213$25,095$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$25,095$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200113$17,000$17,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
Mitchell K. Simon, CPA PC. Profit Sharing Plan-3$17,000$17,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.