SIMON EVERETT, LTD.
Plan context: SIMON EVERETT, LTD. 401(K) PLAN
EIN 46-2136009 • Arlington, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$695,602
2025 Contributions
$81,935
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 | 6 | $695,602 | $81,935 | $13,656iApproximate average salary by contribution assumption: employee only about $341,396 at 4% or $227,597 at 6%; with 50% employer match about $227,597 at 4% or $151,731 at 6%; with 100% employer match about $170,698 at 4% or $113,799 at 6%. |
| SIMON EVERETT, LTD. 401(K) PLAN | - | 6 | $695,602 | $81,935 | $13,656iApproximate average salary by contribution assumption: employee only about $341,396 at 4% or $227,597 at 6%; with 50% employer match about $227,597 at 4% or $151,731 at 6%; with 100% employer match about $170,698 at 4% or $113,799 at 6%. |
| 2024 | 1 | 8 | $576,868 | $302,523 | $37,815iApproximate average salary by contribution assumption: employee only about $945,384 at 4% or $630,256 at 6%; with 50% employer match about $630,256 at 4% or $420,171 at 6%; with 100% employer match about $472,692 at 4% or $315,128 at 6%. |
| SIMON EVERETT, LTD. 401(K) PLAN | - | 8 | $576,868 | $302,523 | $37,815iApproximate average salary by contribution assumption: employee only about $945,384 at 4% or $630,256 at 6%; with 50% employer match about $630,256 at 4% or $420,171 at 6%; with 100% employer match about $472,692 at 4% or $315,128 at 6%. |
| 2023 | 1 | 5 | $229,786 | $79,826 | $15,965iApproximate average salary by contribution assumption: employee only about $399,130 at 4% or $266,087 at 6%; with 50% employer match about $266,087 at 4% or $177,391 at 6%; with 100% employer match about $199,565 at 4% or $133,043 at 6%. |
| SIMON EVERETT, LTD. 401(K) PLAN | - | 5 | $229,786 | $79,826 | $15,965iApproximate average salary by contribution assumption: employee only about $399,130 at 4% or $266,087 at 6%; with 50% employer match about $266,087 at 4% or $177,391 at 6%; with 100% employer match about $199,565 at 4% or $133,043 at 6%. |
| 2022 | 1 | 4 | $121,578 | $69,900 | $17,475iApproximate average salary by contribution assumption: employee only about $436,875 at 4% or $291,250 at 6%; with 50% employer match about $291,250 at 4% or $194,167 at 6%; with 100% employer match about $218,438 at 4% or $145,625 at 6%. |
| SIMON EVERETT, LTD. 401(K) PLAN | - | 4 | $121,578 | $69,900 | $17,475iApproximate average salary by contribution assumption: employee only about $436,875 at 4% or $291,250 at 6%; with 50% employer match about $291,250 at 4% or $194,167 at 6%; with 100% employer match about $218,438 at 4% or $145,625 at 6%. |
| 2021 | 1 | 4 | $65,245 | $63,905 | $15,976iApproximate average salary by contribution assumption: employee only about $399,406 at 4% or $266,271 at 6%; with 50% employer match about $266,271 at 4% or $177,514 at 6%; with 100% employer match about $199,703 at 4% or $133,135 at 6%. |
| SIMON EVERETT, LTD. 401(K) PLAN | - | 4 | $65,245 | $63,905 | $15,976iApproximate average salary by contribution assumption: employee only about $399,406 at 4% or $266,271 at 6%; with 50% employer match about $266,271 at 4% or $177,514 at 6%; with 100% employer match about $199,703 at 4% or $133,135 at 6%. |