Civic Intelligence

Simon & Company Inc.

Plan context: Simon & Company Inc. Profit Sharing Plan

EIN 52-1544284 • 32 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$181,778

2021 Contributions

$14,000

Historical Graphs

Total Assets Over Time

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

$1,291,579$645,790$0199920112021YearValue
$181,778Latest year 2021

Participants Over Time

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

420199920102021YearValue
2Latest year 2021

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
202112$181,778$0-
Simon & Company Inc. Profit Sharing Plan-2$181,778--
202012$151,180$0-
Simon & Company Inc. Profit Sharing Plan-2$151,180--
201913$147,384$14,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
Simon & Company Inc. Profit Sharing Plan-3$147,384$14,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
201812$116,945$8,135$4,068iApproximate average salary by contribution assumption: employee only about $101,688 at 4% or $67,792 at 6%; with 50% employer match about $67,792 at 4% or $45,194 at 6%; with 100% employer match about $50,844 at 4% or $33,896 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$116,945$8,135$4,068iApproximate average salary by contribution assumption: employee only about $101,688 at 4% or $67,792 at 6%; with 50% employer match about $67,792 at 4% or $45,194 at 6%; with 100% employer match about $50,844 at 4% or $33,896 at 6%.
201712$124,833$3,950$1,975iApproximate average salary by contribution assumption: employee only about $49,375 at 4% or $32,917 at 6%; with 50% employer match about $32,917 at 4% or $21,944 at 6%; with 100% employer match about $24,688 at 4% or $16,458 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$124,833$3,950$1,975iApproximate average salary by contribution assumption: employee only about $49,375 at 4% or $32,917 at 6%; with 50% employer match about $32,917 at 4% or $21,944 at 6%; with 100% employer match about $24,688 at 4% or $16,458 at 6%.
201614$1,291,579$9,654$2,414iApproximate average salary by contribution assumption: employee only about $60,338 at 4% or $40,225 at 6%; with 50% employer match about $40,225 at 4% or $26,817 at 6%; with 100% employer match about $30,169 at 4% or $20,113 at 6%.
Simon & Company Inc. Profit Sharing Plan-4$1,291,579$9,654$2,414iApproximate average salary by contribution assumption: employee only about $60,338 at 4% or $40,225 at 6%; with 50% employer match about $40,225 at 4% or $26,817 at 6%; with 100% employer match about $30,169 at 4% or $20,113 at 6%.
201514$1,187,010$27,372$6,843iApproximate average salary by contribution assumption: employee only about $171,075 at 4% or $114,050 at 6%; with 50% employer match about $114,050 at 4% or $76,033 at 6%; with 100% employer match about $85,538 at 4% or $57,025 at 6%.
Simon & Company Inc. Profit Sharing Plan-4$1,187,010$27,372$6,843iApproximate average salary by contribution assumption: employee only about $171,075 at 4% or $114,050 at 6%; with 50% employer match about $114,050 at 4% or $76,033 at 6%; with 100% employer match about $85,538 at 4% or $57,025 at 6%.
201414$1,273,998$26,973$6,743iApproximate average salary by contribution assumption: employee only about $168,581 at 4% or $112,388 at 6%; with 50% employer match about $112,388 at 4% or $74,925 at 6%; with 100% employer match about $84,291 at 4% or $56,194 at 6%.
Simon & Company Inc. Profit Sharing Plan-4$1,273,998$26,973$6,743iApproximate average salary by contribution assumption: employee only about $168,581 at 4% or $112,388 at 6%; with 50% employer match about $112,388 at 4% or $74,925 at 6%; with 100% employer match about $84,291 at 4% or $56,194 at 6%.
201312$1,225,058$22,449$11,225iApproximate average salary by contribution assumption: employee only about $280,613 at 4% or $187,075 at 6%; with 50% employer match about $187,075 at 4% or $124,717 at 6%; with 100% employer match about $140,306 at 4% or $93,538 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$1,225,058$22,449$11,225iApproximate average salary by contribution assumption: employee only about $280,613 at 4% or $187,075 at 6%; with 50% employer match about $187,075 at 4% or $124,717 at 6%; with 100% employer match about $140,306 at 4% or $93,538 at 6%.
201212$0$0-
Simon & Company Inc. Profit Sharing Plan-2---
201113$840,453$36,378$12,126iApproximate average salary by contribution assumption: employee only about $303,150 at 4% or $202,100 at 6%; with 50% employer match about $202,100 at 4% or $134,733 at 6%; with 100% employer match about $151,575 at 4% or $101,050 at 6%.
Simon & Company Inc. Profit Sharing Plan-3$840,453$36,378$12,126iApproximate average salary by contribution assumption: employee only about $303,150 at 4% or $202,100 at 6%; with 50% employer match about $202,100 at 4% or $134,733 at 6%; with 100% employer match about $151,575 at 4% or $101,050 at 6%.
201012$844,433$32,312$16,156iApproximate average salary by contribution assumption: employee only about $403,900 at 4% or $269,267 at 6%; with 50% employer match about $269,267 at 4% or $179,511 at 6%; with 100% employer match about $201,950 at 4% or $134,633 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$844,433$32,312$16,156iApproximate average salary by contribution assumption: employee only about $403,900 at 4% or $269,267 at 6%; with 50% employer match about $269,267 at 4% or $179,511 at 6%; with 100% employer match about $201,950 at 4% or $134,633 at 6%.
200912$741,814$32,270$16,135iApproximate average salary by contribution assumption: employee only about $403,375 at 4% or $268,917 at 6%; with 50% employer match about $268,917 at 4% or $179,278 at 6%; with 100% employer match about $201,688 at 4% or $134,458 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$741,814$32,270$16,135iApproximate average salary by contribution assumption: employee only about $403,375 at 4% or $268,917 at 6%; with 50% employer match about $268,917 at 4% or $179,278 at 6%; with 100% employer match about $201,688 at 4% or $134,458 at 6%.
200813$605,535$35,274$11,758iApproximate average salary by contribution assumption: employee only about $293,950 at 4% or $195,967 at 6%; with 50% employer match about $195,967 at 4% or $130,644 at 6%; with 100% employer match about $146,975 at 4% or $97,983 at 6%.
Simon & Company Inc. Profit Sharing Plan-3$605,535$35,274$11,758iApproximate average salary by contribution assumption: employee only about $293,950 at 4% or $195,967 at 6%; with 50% employer match about $195,967 at 4% or $130,644 at 6%; with 100% employer match about $146,975 at 4% or $97,983 at 6%.
200723$0$0-
Simon & Company Inc. Profit Sharing Plan-3---
Simon & Company Inc. Money Purchase Pension Plan-0---
200624$716,086$42,329$10,582iApproximate average salary by contribution assumption: employee only about $264,556 at 4% or $176,371 at 6%; with 50% employer match about $176,371 at 4% or $117,581 at 6%; with 100% employer match about $132,278 at 4% or $88,185 at 6%.
Simon & Company Inc. Profit Sharing Plan-4$548,538$24,104$6,026iApproximate average salary by contribution assumption: employee only about $150,650 at 4% or $100,433 at 6%; with 50% employer match about $100,433 at 4% or $66,956 at 6%; with 100% employer match about $75,325 at 4% or $50,217 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-4$167,548$18,225$4,556iApproximate average salary by contribution assumption: employee only about $113,906 at 4% or $75,938 at 6%; with 50% employer match about $75,938 at 4% or $50,625 at 6%; with 100% employer match about $56,953 at 4% or $37,969 at 6%.
200523$599,728$39,605$13,202iApproximate average salary by contribution assumption: employee only about $330,042 at 4% or $220,028 at 6%; with 50% employer match about $220,028 at 4% or $146,685 at 6%; with 100% employer match about $165,021 at 4% or $110,014 at 6%.
Simon & Company Inc. Profit Sharing Plan-3$470,757$24,302$8,101iApproximate average salary by contribution assumption: employee only about $202,517 at 4% or $135,011 at 6%; with 50% employer match about $135,011 at 4% or $90,007 at 6%; with 100% employer match about $101,258 at 4% or $67,506 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-3$128,971$15,303$5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,017 at 6%; with 50% employer match about $85,017 at 4% or $56,678 at 6%; with 100% employer match about $63,763 at 4% or $42,508 at 6%.
200423$548,731$57,549$19,183iApproximate average salary by contribution assumption: employee only about $479,575 at 4% or $319,717 at 6%; with 50% employer match about $319,717 at 4% or $213,144 at 6%; with 100% employer match about $239,788 at 4% or $159,858 at 6%.
Simon & Company Inc. Profit Sharing Plan-3$437,874$42,774$14,258iApproximate average salary by contribution assumption: employee only about $356,450 at 4% or $237,633 at 6%; with 50% employer match about $237,633 at 4% or $158,422 at 6%; with 100% employer match about $178,225 at 4% or $118,817 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-3$110,857$14,775$4,925iApproximate average salary by contribution assumption: employee only about $123,125 at 4% or $82,083 at 6%; with 50% employer match about $82,083 at 4% or $54,722 at 6%; with 100% employer match about $61,563 at 4% or $41,042 at 6%.
200322$483,517$50,482$25,241iApproximate average salary by contribution assumption: employee only about $631,025 at 4% or $420,683 at 6%; with 50% employer match about $420,683 at 4% or $280,456 at 6%; with 100% employer match about $315,513 at 4% or $210,342 at 6%.
Simon & Company Inc. Profit Sharing Plan-0$380,988$37,619-
Simon & Company Inc. Money Purchase Pension Plan-2$102,529$12,863$6,432iApproximate average salary by contribution assumption: employee only about $160,788 at 4% or $107,192 at 6%; with 50% employer match about $107,192 at 4% or $71,461 at 6%; with 100% employer match about $80,394 at 4% or $53,596 at 6%.
200224$381,423$57,099$14,275iApproximate average salary by contribution assumption: employee only about $356,869 at 4% or $237,913 at 6%; with 50% employer match about $237,913 at 4% or $158,608 at 6%; with 100% employer match about $178,434 at 4% or $118,956 at 6%.
Simon & Company Inc. Profit Sharing Plan-4$313,206$42,420$10,605iApproximate average salary by contribution assumption: employee only about $265,125 at 4% or $176,750 at 6%; with 50% employer match about $176,750 at 4% or $117,833 at 6%; with 100% employer match about $132,563 at 4% or $88,375 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-4$68,217$14,679$3,670iApproximate average salary by contribution assumption: employee only about $91,744 at 4% or $61,163 at 6%; with 50% employer match about $61,163 at 4% or $40,775 at 6%; with 100% employer match about $45,872 at 4% or $30,581 at 6%.
200123$0$0-
Simon & Company Inc. Money Purchase Pension Plan-3---
Simon & Company Inc. Profit Sharing Plan-3---
200022$329,052$34,865$17,433iApproximate average salary by contribution assumption: employee only about $435,813 at 4% or $290,542 at 6%; with 50% employer match about $290,542 at 4% or $193,694 at 6%; with 100% employer match about $217,906 at 4% or $145,271 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$282,627$24,890$12,445iApproximate average salary by contribution assumption: employee only about $311,125 at 4% or $207,417 at 6%; with 50% employer match about $207,417 at 4% or $138,278 at 6%; with 100% employer match about $155,563 at 4% or $103,708 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-2$46,425$9,975$4,988iApproximate average salary by contribution assumption: employee only about $124,688 at 4% or $83,125 at 6%; with 50% employer match about $83,125 at 4% or $55,417 at 6%; with 100% employer match about $62,344 at 4% or $41,563 at 6%.
199922$449,794$37,240$18,620iApproximate average salary by contribution assumption: employee only about $465,500 at 4% or $310,333 at 6%; with 50% employer match about $310,333 at 4% or $206,889 at 6%; with 100% employer match about $232,750 at 4% or $155,167 at 6%.
Simon & Company Inc. Profit Sharing Plan-2$378,516$26,925$13,463iApproximate average salary by contribution assumption: employee only about $336,563 at 4% or $224,375 at 6%; with 50% employer match about $224,375 at 4% or $149,583 at 6%; with 100% employer match about $168,281 at 4% or $112,188 at 6%.
Simon & Company Inc. Money Purchase Pension Plan-2$71,278$10,315$5,158iApproximate average salary by contribution assumption: employee only about $128,938 at 4% or $85,958 at 6%; with 50% employer match about $85,958 at 4% or $57,306 at 6%; with 100% employer match about $64,469 at 4% or $42,979 at 6%.