Smith & Lesser Inc. D/B/A the Simon Group Inc.
Plan context: The Simon Group 401(K) Plan
EIN 45-5266493 • Sellersville, PA • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$853,401
2025 Contributions
$41,727
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $853,401 | $41,727 | $4,636iApproximate average salary by contribution assumption: employee only about $115,908 at 4% or $77,272 at 6%; with 50% employer match about $77,272 at 4% or $51,515 at 6%; with 100% employer match about $57,954 at 4% or $38,636 at 6%. |
| The Simon Group 401(K) Plan | - | 9 | $853,401 | $41,727 | $4,636iApproximate average salary by contribution assumption: employee only about $115,908 at 4% or $77,272 at 6%; with 50% employer match about $77,272 at 4% or $51,515 at 6%; with 100% employer match about $57,954 at 4% or $38,636 at 6%. |
| 2024 | 1 | 9 | $742,097 | $57,348 | $6,372iApproximate average salary by contribution assumption: employee only about $159,300 at 4% or $106,200 at 6%; with 50% employer match about $106,200 at 4% or $70,800 at 6%; with 100% employer match about $79,650 at 4% or $53,100 at 6%. |
| The Simon Group 401(K) Plan | - | 9 | $742,097 | $57,348 | $6,372iApproximate average salary by contribution assumption: employee only about $159,300 at 4% or $106,200 at 6%; with 50% employer match about $106,200 at 4% or $70,800 at 6%; with 100% employer match about $79,650 at 4% or $53,100 at 6%. |
| 2023 | 1 | 8 | $622,335 | $31,849 | $3,981iApproximate average salary by contribution assumption: employee only about $99,528 at 4% or $66,352 at 6%; with 50% employer match about $66,352 at 4% or $44,235 at 6%; with 100% employer match about $49,764 at 4% or $33,176 at 6%. |
| The Simon Group 401(K) Plan | - | 8 | $622,335 | $31,849 | $3,981iApproximate average salary by contribution assumption: employee only about $99,528 at 4% or $66,352 at 6%; with 50% employer match about $66,352 at 4% or $44,235 at 6%; with 100% employer match about $49,764 at 4% or $33,176 at 6%. |
| 2022 | 1 | 7 | $523,126 | $14,575 | $2,082iApproximate average salary by contribution assumption: employee only about $52,054 at 4% or $34,702 at 6%; with 50% employer match about $34,702 at 4% or $23,135 at 6%; with 100% employer match about $26,027 at 4% or $17,351 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $523,126 | $14,575 | $2,082iApproximate average salary by contribution assumption: employee only about $52,054 at 4% or $34,702 at 6%; with 50% employer match about $34,702 at 4% or $23,135 at 6%; with 100% employer match about $26,027 at 4% or $17,351 at 6%. |
| 2021 | 1 | 7 | $605,955 | $11,735 | $1,676iApproximate average salary by contribution assumption: employee only about $41,911 at 4% or $27,940 at 6%; with 50% employer match about $27,940 at 4% or $18,627 at 6%; with 100% employer match about $20,955 at 4% or $13,970 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $605,955 | $11,735 | $1,676iApproximate average salary by contribution assumption: employee only about $41,911 at 4% or $27,940 at 6%; with 50% employer match about $27,940 at 4% or $18,627 at 6%; with 100% employer match about $20,955 at 4% or $13,970 at 6%. |
| 2020 | 1 | 7 | $523,273 | $10,147 | $1,450iApproximate average salary by contribution assumption: employee only about $36,239 at 4% or $24,160 at 6%; with 50% employer match about $24,160 at 4% or $16,106 at 6%; with 100% employer match about $18,120 at 4% or $12,080 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $523,273 | $10,147 | $1,450iApproximate average salary by contribution assumption: employee only about $36,239 at 4% or $24,160 at 6%; with 50% employer match about $24,160 at 4% or $16,106 at 6%; with 100% employer match about $18,120 at 4% or $12,080 at 6%. |
| 2019 | 1 | 7 | $451,285 | $10,093 | $1,442iApproximate average salary by contribution assumption: employee only about $36,046 at 4% or $24,031 at 6%; with 50% employer match about $24,031 at 4% or $16,021 at 6%; with 100% employer match about $18,023 at 4% or $12,015 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $451,285 | $10,093 | $1,442iApproximate average salary by contribution assumption: employee only about $36,046 at 4% or $24,031 at 6%; with 50% employer match about $24,031 at 4% or $16,021 at 6%; with 100% employer match about $18,023 at 4% or $12,015 at 6%. |
| 2018 | 1 | 7 | $355,033 | $9,742 | $1,392iApproximate average salary by contribution assumption: employee only about $34,793 at 4% or $23,195 at 6%; with 50% employer match about $23,195 at 4% or $15,463 at 6%; with 100% employer match about $17,396 at 4% or $11,598 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $355,033 | $9,742 | $1,392iApproximate average salary by contribution assumption: employee only about $34,793 at 4% or $23,195 at 6%; with 50% employer match about $23,195 at 4% or $15,463 at 6%; with 100% employer match about $17,396 at 4% or $11,598 at 6%. |
| 2017 | 1 | 7 | $377,036 | $10,470 | $1,496iApproximate average salary by contribution assumption: employee only about $37,393 at 4% or $24,929 at 6%; with 50% employer match about $24,929 at 4% or $16,619 at 6%; with 100% employer match about $18,696 at 4% or $12,464 at 6%. |
| The Simon Group 401(K) Plan | - | 7 | $377,036 | $10,470 | $1,496iApproximate average salary by contribution assumption: employee only about $37,393 at 4% or $24,929 at 6%; with 50% employer match about $24,929 at 4% or $16,619 at 6%; with 100% employer match about $18,696 at 4% or $12,464 at 6%. |
| 2016 | 1 | 8 | $306,917 | $11,652 | $1,457iApproximate average salary by contribution assumption: employee only about $36,413 at 4% or $24,275 at 6%; with 50% employer match about $24,275 at 4% or $16,183 at 6%; with 100% employer match about $18,206 at 4% or $12,138 at 6%. |
| The Simon Group 401(K) Plan | - | 8 | $306,917 | $11,652 | $1,457iApproximate average salary by contribution assumption: employee only about $36,413 at 4% or $24,275 at 6%; with 50% employer match about $24,275 at 4% or $16,183 at 6%; with 100% employer match about $18,206 at 4% or $12,138 at 6%. |
| 2015 | 1 | 8 | $277,947 | $10,527 | $1,316iApproximate average salary by contribution assumption: employee only about $32,897 at 4% or $21,931 at 6%; with 50% employer match about $21,931 at 4% or $14,621 at 6%; with 100% employer match about $16,448 at 4% or $10,966 at 6%. |
| The Simon Group 401(K) Plan | - | 8 | $277,947 | $10,527 | $1,316iApproximate average salary by contribution assumption: employee only about $32,897 at 4% or $21,931 at 6%; with 50% employer match about $21,931 at 4% or $14,621 at 6%; with 100% employer match about $16,448 at 4% or $10,966 at 6%. |
| 2014 | 1 | 9 | $272,818 | $252,364 | $28,040iApproximate average salary by contribution assumption: employee only about $701,011 at 4% or $467,341 at 6%; with 50% employer match about $467,341 at 4% or $311,560 at 6%; with 100% employer match about $350,506 at 4% or $233,670 at 6%. |
| The Simon Group 401(K) Plan | - | 9 | $272,818 | $252,364 | $28,040iApproximate average salary by contribution assumption: employee only about $701,011 at 4% or $467,341 at 6%; with 50% employer match about $467,341 at 4% or $311,560 at 6%; with 100% employer match about $350,506 at 4% or $233,670 at 6%. |