Sims and Associates Inc.
Plan context: Sims and Associates Retirement Plan
EIN 47-1708424 • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$395,285
2024 Contributions
$63,042
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $395,285 | $0 | - |
| Sims and Associates Retirement Plan | - | 3 | $395,285 | - | - |
| 2023 | 1 | 4 | $382,194 | $0 | - |
| Sims and Associates Retirement Plan | - | 4 | $382,194 | - | - |
| 2022 | 1 | 4 | $361,984 | $0 | - |
| Sims and Associates Retirement Plan | - | 4 | $361,984 | - | - |
| 2021 | 1 | 5 | $349,645 | $0 | - |
| Sims and Associates Retirement Plan | - | 5 | $349,645 | - | - |
| 2020 | 1 | 4 | $341,576 | $0 | - |
| Sims and Associates Retirement Plan | - | 4 | $341,576 | - | - |
| 2019 | 1 | 2 | $371,060 | $0 | - |
| Sims and Associates Retirement Plan | - | 2 | $371,060 | - | - |
| 2018 | 1 | 1 | $197,696 | $0 | - |
| Sims and Associates Retirement Plan | - | 1 | $197,696 | - | - |
| 2017 | 1 | 1 | $169,075 | $0 | - |
| Sims and Associates Retirement Plan | - | 1 | $169,075 | - | - |
| 2016 | 1 | 1 | $150,971 | $0 | - |
| Sims and Associates Retirement Plan | - | 1 | $150,971 | - | - |
| 2015 | 1 | 1 | $127,426 | $0 | - |
| Sims and Associates Retirement Plan | - | 1 | $127,426 | - | - |
| 2014 | 1 | 1 | $42,800 | $63,042 | $63,042iApproximate average salary by contribution assumption: employee only about $1,576,050 at 4% or $1,050,700 at 6%; with 50% employer match about $1,050,700 at 4% or $700,467 at 6%; with 100% employer match about $788,025 at 4% or $525,350 at 6%. |
| Sims and Associates Retirement Plan | - | 1 | $42,800 | $63,042 | $63,042iApproximate average salary by contribution assumption: employee only about $1,576,050 at 4% or $1,050,700 at 6%; with 50% employer match about $1,050,700 at 4% or $700,467 at 6%; with 100% employer match about $788,025 at 4% or $525,350 at 6%. |