Civic Intelligence

Simons Accountancy Corp.

Plan context: Simons Accountancy 401(K) Plan

EIN 41-2053607 • Orange, CA • 13 filings • 2 plans

2520 N Santiago Blvd.Orange, CA 92867
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,728,705

2025 Contributions

$434,018

Historical Graphs

Total Assets Over Time

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

$1,728,705$864,353$0201320192025YearValue
$1,728,705Latest year 2025

Participants Over Time

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

630201320192025YearValue
6Latest year 2025

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
202516$1,728,705$434,018$72,336iApproximate average salary by contribution assumption: employee only about $1,808,408 at 4% or $1,205,606 at 6%; with 50% employer match about $1,205,606 at 4% or $803,737 at 6%; with 100% employer match about $904,204 at 4% or $602,803 at 6%.
Simons Accountancy 401(K) Plan-6$1,728,705$434,018$72,336iApproximate average salary by contribution assumption: employee only about $1,808,408 at 4% or $1,205,606 at 6%; with 50% employer match about $1,205,606 at 4% or $803,737 at 6%; with 100% employer match about $904,204 at 4% or $602,803 at 6%.
202415$1,117,124$70,380$14,076iApproximate average salary by contribution assumption: employee only about $351,900 at 4% or $234,600 at 6%; with 50% employer match about $234,600 at 4% or $156,400 at 6%; with 100% employer match about $175,950 at 4% or $117,300 at 6%.
Simons Accountancy 401(K) Plan-5$1,117,124$70,380$14,076iApproximate average salary by contribution assumption: employee only about $351,900 at 4% or $234,600 at 6%; with 50% employer match about $234,600 at 4% or $156,400 at 6%; with 100% employer match about $175,950 at 4% or $117,300 at 6%.
202315$926,086$78,829$15,766iApproximate average salary by contribution assumption: employee only about $394,145 at 4% or $262,763 at 6%; with 50% employer match about $262,763 at 4% or $175,176 at 6%; with 100% employer match about $197,073 at 4% or $131,382 at 6%.
Simons Accountancy 401(K) Plan-5$926,086$78,829$15,766iApproximate average salary by contribution assumption: employee only about $394,145 at 4% or $262,763 at 6%; with 50% employer match about $262,763 at 4% or $175,176 at 6%; with 100% employer match about $197,073 at 4% or $131,382 at 6%.
202215$703,679$56,954$11,391iApproximate average salary by contribution assumption: employee only about $284,770 at 4% or $189,847 at 6%; with 50% employer match about $189,847 at 4% or $126,564 at 6%; with 100% employer match about $142,385 at 4% or $94,923 at 6%.
Simons Accountancy 401(K) Plan-5$703,679$56,954$11,391iApproximate average salary by contribution assumption: employee only about $284,770 at 4% or $189,847 at 6%; with 50% employer match about $189,847 at 4% or $126,564 at 6%; with 100% employer match about $142,385 at 4% or $94,923 at 6%.
202115$792,606$66,764$13,353iApproximate average salary by contribution assumption: employee only about $333,820 at 4% or $222,547 at 6%; with 50% employer match about $222,547 at 4% or $148,364 at 6%; with 100% employer match about $166,910 at 4% or $111,273 at 6%.
Simons Accountancy 401(K) Plan-5$792,606$66,764$13,353iApproximate average salary by contribution assumption: employee only about $333,820 at 4% or $222,547 at 6%; with 50% employer match about $222,547 at 4% or $148,364 at 6%; with 100% employer match about $166,910 at 4% or $111,273 at 6%.
202015$601,491$54,582$10,916iApproximate average salary by contribution assumption: employee only about $272,910 at 4% or $181,940 at 6%; with 50% employer match about $181,940 at 4% or $121,293 at 6%; with 100% employer match about $136,455 at 4% or $90,970 at 6%.
Simons Accountancy 401(K) Plan-5$601,491$54,582$10,916iApproximate average salary by contribution assumption: employee only about $272,910 at 4% or $181,940 at 6%; with 50% employer match about $181,940 at 4% or $121,293 at 6%; with 100% employer match about $136,455 at 4% or $90,970 at 6%.
201915$477,306$44,759$8,952iApproximate average salary by contribution assumption: employee only about $223,795 at 4% or $149,197 at 6%; with 50% employer match about $149,197 at 4% or $99,464 at 6%; with 100% employer match about $111,897 at 4% or $74,598 at 6%.
Simons Accountancy 401(K) Plan-5$477,306$44,759$8,952iApproximate average salary by contribution assumption: employee only about $223,795 at 4% or $149,197 at 6%; with 50% employer match about $149,197 at 4% or $99,464 at 6%; with 100% employer match about $111,897 at 4% or $74,598 at 6%.
201816$357,542$62,078$10,346iApproximate average salary by contribution assumption: employee only about $258,658 at 4% or $172,439 at 6%; with 50% employer match about $172,439 at 4% or $114,959 at 6%; with 100% employer match about $129,329 at 4% or $86,219 at 6%.
Simons Accountancy 401(K) Plan-6$357,542$62,078$10,346iApproximate average salary by contribution assumption: employee only about $258,658 at 4% or $172,439 at 6%; with 50% employer match about $172,439 at 4% or $114,959 at 6%; with 100% employer match about $129,329 at 4% or $86,219 at 6%.
201716$318,288$60,381$10,064iApproximate average salary by contribution assumption: employee only about $251,588 at 4% or $167,725 at 6%; with 50% employer match about $167,725 at 4% or $111,817 at 6%; with 100% employer match about $125,794 at 4% or $83,863 at 6%.
Simons Accountancy 401(K) Plan-6$318,288$60,381$10,064iApproximate average salary by contribution assumption: employee only about $251,588 at 4% or $167,725 at 6%; with 50% employer match about $167,725 at 4% or $111,817 at 6%; with 100% employer match about $125,794 at 4% or $83,863 at 6%.
201615$216,448$64,259$12,852iApproximate average salary by contribution assumption: employee only about $321,295 at 4% or $214,197 at 6%; with 50% employer match about $214,197 at 4% or $142,798 at 6%; with 100% employer match about $160,648 at 4% or $107,098 at 6%.
Simons Accountancy 401(K) Plan-5$216,448$64,259$12,852iApproximate average salary by contribution assumption: employee only about $321,295 at 4% or $214,197 at 6%; with 50% employer match about $214,197 at 4% or $142,798 at 6%; with 100% employer match about $160,648 at 4% or $107,098 at 6%.
201515$137,336$50,379$10,076iApproximate average salary by contribution assumption: employee only about $251,895 at 4% or $167,930 at 6%; with 50% employer match about $167,930 at 4% or $111,953 at 6%; with 100% employer match about $125,947 at 4% or $83,965 at 6%.
Simons Accountancy 401(K) Plan-5$137,336$50,379$10,076iApproximate average salary by contribution assumption: employee only about $251,895 at 4% or $167,930 at 6%; with 50% employer match about $167,930 at 4% or $111,953 at 6%; with 100% employer match about $125,947 at 4% or $83,965 at 6%.
201414$90,596$47,087$11,772iApproximate average salary by contribution assumption: employee only about $294,294 at 4% or $196,196 at 6%; with 50% employer match about $196,196 at 4% or $130,797 at 6%; with 100% employer match about $147,147 at 4% or $98,098 at 6%.
Simons Accountancy 401(K) Plan-4$90,596$47,087$11,772iApproximate average salary by contribution assumption: employee only about $294,294 at 4% or $196,196 at 6%; with 50% employer match about $196,196 at 4% or $130,797 at 6%; with 100% employer match about $147,147 at 4% or $98,098 at 6%.
201313$39,169$35,650$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,056 at 6%; with 50% employer match about $198,056 at 4% or $132,037 at 6%; with 100% employer match about $148,542 at 4% or $99,028 at 6%.
Simons Accountancy 401(K) Plan-3$39,169$35,650$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,056 at 6%; with 50% employer match about $198,056 at 4% or $132,037 at 6%; with 100% employer match about $148,542 at 4% or $99,028 at 6%.