Civic Intelligence

Helfrey, Simon & Jones PC.

Plan context: Helfrey, Simon & Jones Savings & Retirement Plan

EIN 43-1625552 • St. Louis, MO • 16 filings • 4 plans

120 S. Central AvenueSuite 1500St. Louis, MO 65105
Current Snapshot

Latest Year

2014

2014 Participants

10

2014 Assets

$1,243,801

2014 Contributions

$167,852

Historical Graphs

Total Assets Over Time

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

$3,654,717$1,827,359$0199920062013YearValue
$1,243,801Latest year 2013

Participants Over Time

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

36180199920062013YearValue
10Latest year 2013

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
201410$0$0-
Helfrey, Simon & Jones Savings & Retirement Plan-0$0--
2013110$1,243,801$167,852$16,785iApproximate average salary by contribution assumption: employee only about $419,630 at 4% or $279,753 at 6%; with 50% employer match about $279,753 at 4% or $186,502 at 6%; with 100% employer match about $209,815 at 4% or $139,877 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-10$1,243,801$167,852$16,785iApproximate average salary by contribution assumption: employee only about $419,630 at 4% or $279,753 at 6%; with 50% employer match about $279,753 at 4% or $186,502 at 6%; with 100% employer match about $209,815 at 4% or $139,877 at 6%.
2012119$3,654,717$163,899$8,626iApproximate average salary by contribution assumption: employee only about $215,657 at 4% or $143,771 at 6%; with 50% employer match about $143,771 at 4% or $95,847 at 6%; with 100% employer match about $107,828 at 4% or $71,886 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-19$3,654,717$163,899$8,626iApproximate average salary by contribution assumption: employee only about $215,657 at 4% or $143,771 at 6%; with 50% employer match about $143,771 at 4% or $95,847 at 6%; with 100% employer match about $107,828 at 4% or $71,886 at 6%.
2011119$3,154,959$224,730$11,828iApproximate average salary by contribution assumption: employee only about $295,697 at 4% or $197,132 at 6%; with 50% employer match about $197,132 at 4% or $131,421 at 6%; with 100% employer match about $147,849 at 4% or $98,566 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-19$3,154,959$224,730$11,828iApproximate average salary by contribution assumption: employee only about $295,697 at 4% or $197,132 at 6%; with 50% employer match about $197,132 at 4% or $131,421 at 6%; with 100% employer match about $147,849 at 4% or $98,566 at 6%.
2010130$3,096,205$273,074$9,102iApproximate average salary by contribution assumption: employee only about $227,562 at 4% or $151,708 at 6%; with 50% employer match about $151,708 at 4% or $101,139 at 6%; with 100% employer match about $113,781 at 4% or $75,854 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-30$3,096,205$273,074$9,102iApproximate average salary by contribution assumption: employee only about $227,562 at 4% or $151,708 at 6%; with 50% employer match about $151,708 at 4% or $101,139 at 6%; with 100% employer match about $113,781 at 4% or $75,854 at 6%.
2009131$2,500,011$254,322$8,204iApproximate average salary by contribution assumption: employee only about $205,098 at 4% or $136,732 at 6%; with 50% employer match about $136,732 at 4% or $91,155 at 6%; with 100% employer match about $102,549 at 4% or $68,366 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-31$2,500,011$254,322$8,204iApproximate average salary by contribution assumption: employee only about $205,098 at 4% or $136,732 at 6%; with 50% employer match about $136,732 at 4% or $91,155 at 6%; with 100% employer match about $102,549 at 4% or $68,366 at 6%.
2008124$1,889,352$341,291$14,220iApproximate average salary by contribution assumption: employee only about $355,511 at 4% or $237,008 at 6%; with 50% employer match about $237,008 at 4% or $158,005 at 6%; with 100% employer match about $177,756 at 4% or $118,504 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-24$1,889,352$341,291$14,220iApproximate average salary by contribution assumption: employee only about $355,511 at 4% or $237,008 at 6%; with 50% employer match about $237,008 at 4% or $158,005 at 6%; with 100% employer match about $177,756 at 4% or $118,504 at 6%.
2007125$0$0-
Helfrey, Simon & Jones Savings & Retirement Plan-25---
2006131$2,594,032$244,363$7,883iApproximate average salary by contribution assumption: employee only about $197,067 at 4% or $131,378 at 6%; with 50% employer match about $131,378 at 4% or $87,585 at 6%; with 100% employer match about $98,533 at 4% or $65,689 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-31$2,594,032$244,363$7,883iApproximate average salary by contribution assumption: employee only about $197,067 at 4% or $131,378 at 6%; with 50% employer match about $131,378 at 4% or $87,585 at 6%; with 100% employer match about $98,533 at 4% or $65,689 at 6%.
2005127$2,084,119$254,250$9,417iApproximate average salary by contribution assumption: employee only about $235,417 at 4% or $156,944 at 6%; with 50% employer match about $156,944 at 4% or $104,630 at 6%; with 100% employer match about $117,708 at 4% or $78,472 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-27$2,084,119$254,250$9,417iApproximate average salary by contribution assumption: employee only about $235,417 at 4% or $156,944 at 6%; with 50% employer match about $156,944 at 4% or $104,630 at 6%; with 100% employer match about $117,708 at 4% or $78,472 at 6%.
2004131$1,746,789$249,156$8,037iApproximate average salary by contribution assumption: employee only about $200,932 at 4% or $133,955 at 6%; with 50% employer match about $133,955 at 4% or $89,303 at 6%; with 100% employer match about $100,466 at 4% or $66,977 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-31$1,746,789$249,156$8,037iApproximate average salary by contribution assumption: employee only about $200,932 at 4% or $133,955 at 6%; with 50% employer match about $133,955 at 4% or $89,303 at 6%; with 100% employer match about $100,466 at 4% or $66,977 at 6%.
2003128$1,447,275$267,798$9,564iApproximate average salary by contribution assumption: employee only about $239,105 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,269 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-28$1,447,275$267,798$9,564iApproximate average salary by contribution assumption: employee only about $239,105 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,269 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%.
2002135$1,094,181$260,422$7,441iApproximate average salary by contribution assumption: employee only about $186,016 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,674 at 6%; with 100% employer match about $93,008 at 4% or $62,005 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-35$1,094,181$260,422$7,441iApproximate average salary by contribution assumption: employee only about $186,016 at 4% or $124,010 at 6%; with 50% employer match about $124,010 at 4% or $82,674 at 6%; with 100% employer match about $93,008 at 4% or $62,005 at 6%.
2001136$1,125,327$199,101$5,531iApproximate average salary by contribution assumption: employee only about $138,265 at 4% or $92,176 at 6%; with 50% employer match about $92,176 at 4% or $61,451 at 6%; with 100% employer match about $69,132 at 4% or $46,088 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-36$1,125,327$199,101$5,531iApproximate average salary by contribution assumption: employee only about $138,265 at 4% or $92,176 at 6%; with 50% employer match about $92,176 at 4% or $61,451 at 6%; with 100% employer match about $69,132 at 4% or $46,088 at 6%.
2000121$1,076,107$249,937$11,902iApproximate average salary by contribution assumption: employee only about $297,544 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,181 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-21$1,076,107$249,937$11,902iApproximate average salary by contribution assumption: employee only about $297,544 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,181 at 6%.
1999117$961,477$156,238$9,190iApproximate average salary by contribution assumption: employee only about $229,762 at 4% or $153,175 at 6%; with 50% employer match about $153,175 at 4% or $102,116 at 6%; with 100% employer match about $114,881 at 4% or $76,587 at 6%.
Helfrey, Simon & Jones Savings & Retirement Plan-17$961,477$156,238$9,190iApproximate average salary by contribution assumption: employee only about $229,762 at 4% or $153,175 at 6%; with 50% employer match about $153,175 at 4% or $102,116 at 6%; with 100% employer match about $114,881 at 4% or $76,587 at 6%.