Civic Intelligence

Simon Oswald Associates Inc.

Plan context: Simon & Walther Inc. 401K Plan

EIN 43-1701037 • Columbia, MO • 29 filings • 5 plans

2801 Woodard DriveSte 103Columbia, MO 65202
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,188,081

2024 Contributions

$125,075

Historical Graphs

Total Assets Over Time

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

$2,564,344$1,282,172$0199920142024YearValue
$2,188,081Latest year 2024

Participants Over Time

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

36180199920122024YearValue
14Latest year 2024

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
2024114$2,188,081$125,075$8,934iApproximate average salary by contribution assumption: employee only about $223,348 at 4% or $148,899 at 6%; with 50% employer match about $148,899 at 4% or $99,266 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%.
Simon & Walther Inc. 401K Plan-14$2,188,081$125,075$8,934iApproximate average salary by contribution assumption: employee only about $223,348 at 4% or $148,899 at 6%; with 50% employer match about $148,899 at 4% or $99,266 at 6%; with 100% employer match about $111,674 at 4% or $74,449 at 6%.
2023115$1,868,794$79,480$5,299iApproximate average salary by contribution assumption: employee only about $132,467 at 4% or $88,311 at 6%; with 50% employer match about $88,311 at 4% or $58,874 at 6%; with 100% employer match about $66,233 at 4% or $44,156 at 6%.
Simon & Walther Inc. 401K Plan-15$1,868,794$79,480$5,299iApproximate average salary by contribution assumption: employee only about $132,467 at 4% or $88,311 at 6%; with 50% employer match about $88,311 at 4% or $58,874 at 6%; with 100% employer match about $66,233 at 4% or $44,156 at 6%.
2022114$1,542,038$99,280$7,091iApproximate average salary by contribution assumption: employee only about $177,286 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
Simon & Walther Inc. 401K Plan-14$1,542,038$99,280$7,091iApproximate average salary by contribution assumption: employee only about $177,286 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
2021115$1,796,465$87,179$5,812iApproximate average salary by contribution assumption: employee only about $145,298 at 4% or $96,866 at 6%; with 50% employer match about $96,866 at 4% or $64,577 at 6%; with 100% employer match about $72,649 at 4% or $48,433 at 6%.
Simon & Walther Inc. 401K Plan-15$1,796,465$87,179$5,812iApproximate average salary by contribution assumption: employee only about $145,298 at 4% or $96,866 at 6%; with 50% employer match about $96,866 at 4% or $64,577 at 6%; with 100% employer match about $72,649 at 4% or $48,433 at 6%.
2020216$2,564,344$237,048$14,816iApproximate average salary by contribution assumption: employee only about $370,388 at 4% or $246,925 at 6%; with 50% employer match about $246,925 at 4% or $164,617 at 6%; with 100% employer match about $185,194 at 4% or $123,463 at 6%.
Simon & Walther Inc. 401K Plan-16$2,564,344$142,808$8,926iApproximate average salary by contribution assumption: employee only about $223,138 at 4% or $148,758 at 6%; with 50% employer match about $148,758 at 4% or $99,172 at 6%; with 100% employer match about $111,569 at 4% or $74,379 at 6%.
Simon Oswald Associates Mcf Benefit Plan-0$0$94,240-
2019218$2,243,818$187,684$10,427iApproximate average salary by contribution assumption: employee only about $260,672 at 4% or $173,781 at 6%; with 50% employer match about $173,781 at 4% or $115,854 at 6%; with 100% employer match about $130,336 at 4% or $86,891 at 6%.
Simon & Walther Inc. 401K Plan-18$2,232,703$111,713$6,206iApproximate average salary by contribution assumption: employee only about $155,157 at 4% or $103,438 at 6%; with 50% employer match about $103,438 at 4% or $68,959 at 6%; with 100% employer match about $77,578 at 4% or $51,719 at 6%.
Simon Oswald Associates Mcf Benefit Plan-9$11,115$75,971$8,441iApproximate average salary by contribution assumption: employee only about $211,031 at 4% or $140,687 at 6%; with 50% employer match about $140,687 at 4% or $93,791 at 6%; with 100% employer match about $105,515 at 4% or $70,344 at 6%.
2018118$1,742,192$112,550$6,253iApproximate average salary by contribution assumption: employee only about $156,319 at 4% or $104,213 at 6%; with 50% employer match about $104,213 at 4% or $69,475 at 6%; with 100% employer match about $78,160 at 4% or $52,106 at 6%.
Simon & Walther Inc. 401K Plan-18$1,742,192$112,550$6,253iApproximate average salary by contribution assumption: employee only about $156,319 at 4% or $104,213 at 6%; with 50% employer match about $104,213 at 4% or $69,475 at 6%; with 100% employer match about $78,160 at 4% or $52,106 at 6%.
2017118$1,762,800$98,999$5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,110 at 6%; with 100% employer match about $68,749 at 4% or $45,833 at 6%.
Simon & Walther Inc. 401K Plan-18$1,762,800$98,999$5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,110 at 6%; with 100% employer match about $68,749 at 4% or $45,833 at 6%.
2016118$1,431,489$99,348$5,519iApproximate average salary by contribution assumption: employee only about $137,983 at 4% or $91,989 at 6%; with 50% employer match about $91,989 at 4% or $61,326 at 6%; with 100% employer match about $68,992 at 4% or $45,994 at 6%.
Simon & Walther Inc. 401K Plan-18$1,431,489$99,348$5,519iApproximate average salary by contribution assumption: employee only about $137,983 at 4% or $91,989 at 6%; with 50% employer match about $91,989 at 4% or $61,326 at 6%; with 100% employer match about $68,992 at 4% or $45,994 at 6%.
2015116$1,313,946$98,419$6,151iApproximate average salary by contribution assumption: employee only about $153,780 at 4% or $102,520 at 6%; with 50% employer match about $102,520 at 4% or $68,347 at 6%; with 100% employer match about $76,890 at 4% or $51,260 at 6%.
Simon & Walther Inc. 401K Plan-16$1,313,946$98,419$6,151iApproximate average salary by contribution assumption: employee only about $153,780 at 4% or $102,520 at 6%; with 50% employer match about $102,520 at 4% or $68,347 at 6%; with 100% employer match about $76,890 at 4% or $51,260 at 6%.
2014120$1,302,936$136,686$6,834iApproximate average salary by contribution assumption: employee only about $170,858 at 4% or $113,905 at 6%; with 50% employer match about $113,905 at 4% or $75,937 at 6%; with 100% employer match about $85,429 at 4% or $56,953 at 6%.
Simon & Walther Inc. 401K Plan-20$1,302,936$136,686$6,834iApproximate average salary by contribution assumption: employee only about $170,858 at 4% or $113,905 at 6%; with 50% employer match about $113,905 at 4% or $75,937 at 6%; with 100% employer match about $85,429 at 4% or $56,953 at 6%.
2013122$1,122,027$118,872$5,403iApproximate average salary by contribution assumption: employee only about $135,082 at 4% or $90,055 at 6%; with 50% employer match about $90,055 at 4% or $60,036 at 6%; with 100% employer match about $67,541 at 4% or $45,027 at 6%.
Simon & Walther Inc. 401K Plan-22$1,122,027$118,872$5,403iApproximate average salary by contribution assumption: employee only about $135,082 at 4% or $90,055 at 6%; with 50% employer match about $90,055 at 4% or $60,036 at 6%; with 100% employer match about $67,541 at 4% or $45,027 at 6%.
2012118$780,895$97,996$5,444iApproximate average salary by contribution assumption: employee only about $136,106 at 4% or $90,737 at 6%; with 50% employer match about $90,737 at 4% or $60,491 at 6%; with 100% employer match about $68,053 at 4% or $45,369 at 6%.
Simon & Walther Inc. 401K Plan-18$780,895$97,996$5,444iApproximate average salary by contribution assumption: employee only about $136,106 at 4% or $90,737 at 6%; with 50% employer match about $90,737 at 4% or $60,491 at 6%; with 100% employer match about $68,053 at 4% or $45,369 at 6%.
2011117$594,860$73,759$4,339iApproximate average salary by contribution assumption: employee only about $108,469 at 4% or $72,313 at 6%; with 50% employer match about $72,313 at 4% or $48,208 at 6%; with 100% employer match about $54,235 at 4% or $36,156 at 6%.
Simon & Walther Inc. 401K Plan-17$594,860$73,759$4,339iApproximate average salary by contribution assumption: employee only about $108,469 at 4% or $72,313 at 6%; with 50% employer match about $72,313 at 4% or $48,208 at 6%; with 100% employer match about $54,235 at 4% or $36,156 at 6%.
2010122$754,412$83,878$3,813iApproximate average salary by contribution assumption: employee only about $95,316 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,363 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
Simon & Walther Inc. 401K Plan-22$754,412$83,878$3,813iApproximate average salary by contribution assumption: employee only about $95,316 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,363 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
2009118$612,775$64,664$3,592iApproximate average salary by contribution assumption: employee only about $89,811 at 4% or $59,874 at 6%; with 50% employer match about $59,874 at 4% or $39,916 at 6%; with 100% employer match about $44,906 at 4% or $29,937 at 6%.
Simon & Walther Inc. 401K Plan-18$612,775$64,664$3,592iApproximate average salary by contribution assumption: employee only about $89,811 at 4% or $59,874 at 6%; with 50% employer match about $59,874 at 4% or $39,916 at 6%; with 100% employer match about $44,906 at 4% or $29,937 at 6%.
2008236$1,401,933$218,251$6,063iApproximate average salary by contribution assumption: employee only about $151,563 at 4% or $101,042 at 6%; with 50% employer match about $101,042 at 4% or $67,361 at 6%; with 100% employer match about $75,782 at 4% or $50,521 at 6%.
SNYDER EQUIPMENT COMPANY INC. RETIREMENT PLAN-36$1,006,945$145,997$4,055iApproximate average salary by contribution assumption: employee only about $101,387 at 4% or $67,591 at 6%; with 50% employer match about $67,591 at 4% or $45,061 at 6%; with 100% employer match about $50,693 at 4% or $33,796 at 6%.
Simon & Walther Inc. 401K Plan-14$394,988$72,254$5,161iApproximate average salary by contribution assumption: employee only about $129,025 at 4% or $86,017 at 6%; with 50% employer match about $86,017 at 4% or $57,344 at 6%; with 100% employer match about $64,513 at 4% or $43,008 at 6%.
2007112$0$0-
Simon & Walther Inc. 401K Plan-12---
2006118$474,158$61,684$3,427iApproximate average salary by contribution assumption: employee only about $85,672 at 4% or $57,115 at 6%; with 50% employer match about $57,115 at 4% or $38,077 at 6%; with 100% employer match about $42,836 at 4% or $28,557 at 6%.
Simon & Walther Inc. 401K Plan-18$474,158$61,684$3,427iApproximate average salary by contribution assumption: employee only about $85,672 at 4% or $57,115 at 6%; with 50% employer match about $57,115 at 4% or $38,077 at 6%; with 100% employer match about $42,836 at 4% or $28,557 at 6%.
2005115$373,234$35,795$2,386iApproximate average salary by contribution assumption: employee only about $59,658 at 4% or $39,772 at 6%; with 50% employer match about $39,772 at 4% or $26,515 at 6%; with 100% employer match about $29,829 at 4% or $19,886 at 6%.
Simon & Walther Inc. 401K Plan-15$373,234$35,795$2,386iApproximate average salary by contribution assumption: employee only about $59,658 at 4% or $39,772 at 6%; with 50% employer match about $39,772 at 4% or $26,515 at 6%; with 100% employer match about $29,829 at 4% or $19,886 at 6%.
200418$295,808$32,087$4,011iApproximate average salary by contribution assumption: employee only about $100,272 at 4% or $66,848 at 6%; with 50% employer match about $66,848 at 4% or $44,565 at 6%; with 100% employer match about $50,136 at 4% or $33,424 at 6%.
Simon & Walther Inc. 401K Plan-8$295,808$32,087$4,011iApproximate average salary by contribution assumption: employee only about $100,272 at 4% or $66,848 at 6%; with 50% employer match about $66,848 at 4% or $44,565 at 6%; with 100% employer match about $50,136 at 4% or $33,424 at 6%.
200319$0$0-
Simon & Walther Inc. 401K Plan-9---
200217$0$0-
Simon & Walther Inc. 401K Plan-7---
200117$0$0-
Simon & Walther Inc. 401K Plan-7---
200017$203,526$39,760$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
Simon & Walther Inc. 401K Plan-7$203,526$39,760$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
199916$172,423$57,172$9,529iApproximate average salary by contribution assumption: employee only about $238,217 at 4% or $158,811 at 6%; with 50% employer match about $158,811 at 4% or $105,874 at 6%; with 100% employer match about $119,108 at 4% or $79,406 at 6%.
Simon & Walther Inc. 401K Plan-6$172,423$57,172$9,529iApproximate average salary by contribution assumption: employee only about $238,217 at 4% or $158,811 at 6%; with 50% employer match about $158,811 at 4% or $105,874 at 6%; with 100% employer match about $119,108 at 4% or $79,406 at 6%.