Civic Intelligence

Shimon Funeral Home Inc.

Plan context: SHIMON FUNERAL HOME 401(K) PLAN

EIN 39-1918079 • Hartford, WI • 11 filings • 4 plans

824 Union StHartford, WI 53027
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$605,416

2017 Contributions

$49

Historical Graphs

Total Assets Over Time

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

$605,416$302,708$0200120052016YearValue
$605,416Latest year 2016

Participants Over Time

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

530200120062016YearValue
5Latest year 2016

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
201710$0$0-
SHIMON FUNERAL HOME 401(K) PLAN-0$0--
201615$605,416$49$10iApproximate average salary by contribution assumption: employee only about $245 at 4% or $163 at 6%; with 50% employer match about $163 at 4% or $109 at 6%; with 100% employer match about $123 at 4% or $82 at 6%.
SHIMON FUNERAL HOME 401(K) PLAN-5$605,416$49$10iApproximate average salary by contribution assumption: employee only about $245 at 4% or $163 at 6%; with 50% employer match about $163 at 4% or $109 at 6%; with 100% employer match about $123 at 4% or $82 at 6%.
201515$571,087$41,163$8,233iApproximate average salary by contribution assumption: employee only about $205,815 at 4% or $137,210 at 6%; with 50% employer match about $137,210 at 4% or $91,473 at 6%; with 100% employer match about $102,908 at 4% or $68,605 at 6%.
SHIMON FUNERAL HOME 401(K) PLAN-5$571,087$41,163$8,233iApproximate average salary by contribution assumption: employee only about $205,815 at 4% or $137,210 at 6%; with 50% employer match about $137,210 at 4% or $91,473 at 6%; with 100% employer match about $102,908 at 4% or $68,605 at 6%.
201415$541,139$548,482$109,696iApproximate average salary by contribution assumption: employee only about $2,742,410 at 4% or $1,828,273 at 6%; with 50% employer match about $1,828,273 at 4% or $1,218,849 at 6%; with 100% employer match about $1,371,205 at 4% or $914,137 at 6%.
SHIMON FUNERAL HOME 401(K) PLAN-5$541,139$548,482$109,696iApproximate average salary by contribution assumption: employee only about $2,742,410 at 4% or $1,828,273 at 6%; with 50% employer match about $1,828,273 at 4% or $1,218,849 at 6%; with 100% employer match about $1,371,205 at 4% or $914,137 at 6%.
200713$0$0-
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-3---
200612$162,074$0-
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-2$162,074--
200512$170,794$0-
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-2$170,794--
200413$162,796$36,937$12,312iApproximate average salary by contribution assumption: employee only about $307,808 at 4% or $205,206 at 6%; with 50% employer match about $205,206 at 4% or $136,804 at 6%; with 100% employer match about $153,904 at 4% or $102,603 at 6%.
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-3$162,796$36,937$12,312iApproximate average salary by contribution assumption: employee only about $307,808 at 4% or $205,206 at 6%; with 50% employer match about $205,206 at 4% or $136,804 at 6%; with 100% employer match about $153,904 at 4% or $102,603 at 6%.
200312$111,672$32,409$16,205iApproximate average salary by contribution assumption: employee only about $405,113 at 4% or $270,075 at 6%; with 50% employer match about $270,075 at 4% or $180,050 at 6%; with 100% employer match about $202,556 at 4% or $135,038 at 6%.
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-2$111,672$32,409$16,205iApproximate average salary by contribution assumption: employee only about $405,113 at 4% or $270,075 at 6%; with 50% employer match about $270,075 at 4% or $180,050 at 6%; with 100% employer match about $202,556 at 4% or $135,038 at 6%.
200212$63,030$27,617$13,809iApproximate average salary by contribution assumption: employee only about $345,213 at 4% or $230,142 at 6%; with 50% employer match about $230,142 at 4% or $153,428 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-2$63,030$27,617$13,809iApproximate average salary by contribution assumption: employee only about $345,213 at 4% or $230,142 at 6%; with 50% employer match about $230,142 at 4% or $153,428 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
200112$37,703$19,923$9,962iApproximate average salary by contribution assumption: employee only about $249,038 at 4% or $166,025 at 6%; with 50% employer match about $166,025 at 4% or $110,683 at 6%; with 100% employer match about $124,519 at 4% or $83,013 at 6%.
Shimon Funeral Home Inc. Integrated Profit Sharing Plan-2$37,703$19,923$9,962iApproximate average salary by contribution assumption: employee only about $249,038 at 4% or $166,025 at 6%; with 50% employer match about $166,025 at 4% or $110,683 at 6%; with 100% employer match about $124,519 at 4% or $83,013 at 6%.