Civic Intelligence

Jeffrey S. Simon, M.D.

Plan context: Jeffrey S. Simon, M.D. Profit Sharing Plan

EIN 39-1962564 • Brown Deer, WI • 18 filings • 4 plans

9275 North 49th StreetSuite 200Brown Deer, WI 53223-1499
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$780,347

2016 Contributions

$98,426

Historical Graphs

Total Assets Over Time

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

$792,244$396,122$0200320092015YearValue
$780,347Latest year 2015

Participants Over Time

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

740200120082015YearValue
2Latest year 2015

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
201610$0$0-
Jeffrey S. Simon, M.D. Profit Sharing Plan-0$0$0-
201512$780,347$0-
Jeffrey S. Simon, M.D. Profit Sharing Plan-2$780,347--
201412$792,244$98,426$49,213iApproximate average salary by contribution assumption: employee only about $1,230,325 at 4% or $820,217 at 6%; with 50% employer match about $820,217 at 4% or $546,811 at 6%; with 100% employer match about $615,163 at 4% or $410,108 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-2$792,244$98,426$49,213iApproximate average salary by contribution assumption: employee only about $1,230,325 at 4% or $820,217 at 6%; with 50% employer match about $820,217 at 4% or $546,811 at 6%; with 100% employer match about $615,163 at 4% or $410,108 at 6%.
201313$676,856$69,995$23,332iApproximate average salary by contribution assumption: employee only about $583,292 at 4% or $388,861 at 6%; with 50% employer match about $388,861 at 4% or $259,241 at 6%; with 100% employer match about $291,646 at 4% or $194,431 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$676,856$69,995$23,332iApproximate average salary by contribution assumption: employee only about $583,292 at 4% or $388,861 at 6%; with 50% employer match about $388,861 at 4% or $259,241 at 6%; with 100% employer match about $291,646 at 4% or $194,431 at 6%.
201213$576,973$69,887$23,296iApproximate average salary by contribution assumption: employee only about $582,392 at 4% or $388,261 at 6%; with 50% employer match about $388,261 at 4% or $258,841 at 6%; with 100% employer match about $291,196 at 4% or $194,131 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$576,973$69,887$23,296iApproximate average salary by contribution assumption: employee only about $582,392 at 4% or $388,261 at 6%; with 50% employer match about $388,261 at 4% or $258,841 at 6%; with 100% employer match about $291,196 at 4% or $194,131 at 6%.
201114$490,765$69,129$17,282iApproximate average salary by contribution assumption: employee only about $432,056 at 4% or $288,038 at 6%; with 50% employer match about $288,038 at 4% or $192,025 at 6%; with 100% employer match about $216,028 at 4% or $144,019 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-4$490,765$69,129$17,282iApproximate average salary by contribution assumption: employee only about $432,056 at 4% or $288,038 at 6%; with 50% employer match about $288,038 at 4% or $192,025 at 6%; with 100% employer match about $216,028 at 4% or $144,019 at 6%.
201014$494,860$68,003$17,001iApproximate average salary by contribution assumption: employee only about $425,019 at 4% or $283,346 at 6%; with 50% employer match about $283,346 at 4% or $188,897 at 6%; with 100% employer match about $212,509 at 4% or $141,673 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-4$494,860$68,003$17,001iApproximate average salary by contribution assumption: employee only about $425,019 at 4% or $283,346 at 6%; with 50% employer match about $283,346 at 4% or $188,897 at 6%; with 100% employer match about $212,509 at 4% or $141,673 at 6%.
200917$433,254$68,797$9,828iApproximate average salary by contribution assumption: employee only about $245,704 at 4% or $163,802 at 6%; with 50% employer match about $163,802 at 4% or $109,202 at 6%; with 100% employer match about $122,852 at 4% or $81,901 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-7$433,254$68,797$9,828iApproximate average salary by contribution assumption: employee only about $245,704 at 4% or $163,802 at 6%; with 50% employer match about $163,802 at 4% or $109,202 at 6%; with 100% employer match about $122,852 at 4% or $81,901 at 6%.
200813$314,376$64,991$21,664iApproximate average salary by contribution assumption: employee only about $541,592 at 4% or $361,061 at 6%; with 50% employer match about $361,061 at 4% or $240,707 at 6%; with 100% employer match about $270,796 at 4% or $180,531 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$314,376$64,991$21,664iApproximate average salary by contribution assumption: employee only about $541,592 at 4% or $361,061 at 6%; with 50% employer match about $361,061 at 4% or $240,707 at 6%; with 100% employer match about $270,796 at 4% or $180,531 at 6%.
200713$484,168$63,217$21,072iApproximate average salary by contribution assumption: employee only about $526,808 at 4% or $351,206 at 6%; with 50% employer match about $351,206 at 4% or $234,137 at 6%; with 100% employer match about $263,404 at 4% or $175,603 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$484,168$63,217$21,072iApproximate average salary by contribution assumption: employee only about $526,808 at 4% or $351,206 at 6%; with 50% employer match about $351,206 at 4% or $234,137 at 6%; with 100% employer match about $263,404 at 4% or $175,603 at 6%.
200614$503,934$58,440$14,610iApproximate average salary by contribution assumption: employee only about $365,250 at 4% or $243,500 at 6%; with 50% employer match about $243,500 at 4% or $162,333 at 6%; with 100% employer match about $182,625 at 4% or $121,750 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-4$503,934$58,440$14,610iApproximate average salary by contribution assumption: employee only about $365,250 at 4% or $243,500 at 6%; with 50% employer match about $243,500 at 4% or $162,333 at 6%; with 100% employer match about $182,625 at 4% or $121,750 at 6%.
200513$361,459$57,644$19,215iApproximate average salary by contribution assumption: employee only about $480,367 at 4% or $320,244 at 6%; with 50% employer match about $320,244 at 4% or $213,496 at 6%; with 100% employer match about $240,183 at 4% or $160,122 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$361,459$57,644$19,215iApproximate average salary by contribution assumption: employee only about $480,367 at 4% or $320,244 at 6%; with 50% employer match about $320,244 at 4% or $213,496 at 6%; with 100% employer match about $240,183 at 4% or $160,122 at 6%.
200413$331,146$43,214$14,405iApproximate average salary by contribution assumption: employee only about $360,117 at 4% or $240,078 at 6%; with 50% employer match about $240,078 at 4% or $160,052 at 6%; with 100% employer match about $180,058 at 4% or $120,039 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-3$331,146$43,214$14,405iApproximate average salary by contribution assumption: employee only about $360,117 at 4% or $240,078 at 6%; with 50% employer match about $240,078 at 4% or $160,052 at 6%; with 100% employer match about $180,058 at 4% or $120,039 at 6%.
200314$279,729$42,825$10,706iApproximate average salary by contribution assumption: employee only about $267,656 at 4% or $178,438 at 6%; with 50% employer match about $178,438 at 4% or $118,958 at 6%; with 100% employer match about $133,828 at 4% or $89,219 at 6%.
Jeffrey S. Simon, M.D. Profit Sharing Plan-4$279,729$42,825$10,706iApproximate average salary by contribution assumption: employee only about $267,656 at 4% or $178,438 at 6%; with 50% employer match about $178,438 at 4% or $118,958 at 6%; with 100% employer match about $133,828 at 4% or $89,219 at 6%.
200224$0$0-
JEFFREY S. SIMON, M.D. MONEY PURCHASE PLAN-0---
Jeffrey S. Simon, M.D. Profit Sharing Plan-4---
200124$0$0-
JEFFREY S. SIMON, M.D. - MONEY PURCHASE PENSION PL-4---
Jeffrey S. Simon, M.D. Profit Sharing Plan-4---