Civic Intelligence

SIMON & SIMON FINANCIAL LLC

Plan context: SIMON & SIMON FINANCIAL LLC 401(K) PLAN

EIN 46-3127110 • Covington, LA • 6 filings • 1 plans

1123 S Tyler StCovington, LA 70433
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$51,574

2025 Contributions

$15,658

Historical Graphs

Total Assets Over Time

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

$51,574$25,787$0202020232025YearValue
$51,574Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest 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
202514$51,574$15,658$3,915iApproximate average salary by contribution assumption: employee only about $97,863 at 4% or $65,242 at 6%; with 50% employer match about $65,242 at 4% or $43,494 at 6%; with 100% employer match about $48,931 at 4% or $32,621 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-4$51,574$15,658$3,915iApproximate average salary by contribution assumption: employee only about $97,863 at 4% or $65,242 at 6%; with 50% employer match about $65,242 at 4% or $43,494 at 6%; with 100% employer match about $48,931 at 4% or $32,621 at 6%.
202413$28,843$10,461$3,487iApproximate average salary by contribution assumption: employee only about $87,175 at 4% or $58,117 at 6%; with 50% employer match about $58,117 at 4% or $38,744 at 6%; with 100% employer match about $43,588 at 4% or $29,058 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-3$28,843$10,461$3,487iApproximate average salary by contribution assumption: employee only about $87,175 at 4% or $58,117 at 6%; with 50% employer match about $58,117 at 4% or $38,744 at 6%; with 100% employer match about $43,588 at 4% or $29,058 at 6%.
202314$18,465$6,872$1,718iApproximate average salary by contribution assumption: employee only about $42,950 at 4% or $28,633 at 6%; with 50% employer match about $28,633 at 4% or $19,089 at 6%; with 100% employer match about $21,475 at 4% or $14,317 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-4$18,465$6,872$1,718iApproximate average salary by contribution assumption: employee only about $42,950 at 4% or $28,633 at 6%; with 50% employer match about $28,633 at 4% or $19,089 at 6%; with 100% employer match about $21,475 at 4% or $14,317 at 6%.
202213$8,025$3,753$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-3$8,025$3,753$1,251iApproximate average salary by contribution assumption: employee only about $31,275 at 4% or $20,850 at 6%; with 50% employer match about $20,850 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
202111$6,204$2,716$2,716iApproximate average salary by contribution assumption: employee only about $67,900 at 4% or $45,267 at 6%; with 50% employer match about $45,267 at 4% or $30,178 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-1$6,204$2,716$2,716iApproximate average salary by contribution assumption: employee only about $67,900 at 4% or $45,267 at 6%; with 50% employer match about $45,267 at 4% or $30,178 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%.
202011$2,469$2,068$2,068iApproximate average salary by contribution assumption: employee only about $51,700 at 4% or $34,467 at 6%; with 50% employer match about $34,467 at 4% or $22,978 at 6%; with 100% employer match about $25,850 at 4% or $17,233 at 6%.
SIMON & SIMON FINANCIAL LLC 401(K) PLAN-1$2,469$2,068$2,068iApproximate average salary by contribution assumption: employee only about $51,700 at 4% or $34,467 at 6%; with 50% employer match about $34,467 at 4% or $22,978 at 6%; with 100% employer match about $25,850 at 4% or $17,233 at 6%.