Civic Intelligence

Simcox & Barclay LLP

Plan context: Simcox & Barclay 401K Plan

EIN 52-1850674 • Annapolis, MD • 14 filings • 2 plans

709 Hardwood LaneAnnapolis, MD 21401
Current Snapshot

Latest Year

2014

2014 Participants

10

2014 Assets

$2,524,294

2014 Contributions

$71,833

Historical Graphs

Total Assets Over Time

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

$2,524,294$1,262,147$0199920052013YearValue
$2,524,294Latest year 2013

Participants Over Time

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

1050199920052013YearValue
10Latest year 2013

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
201410$0$71,833-
Simcox & Barclay 401K Plan-0$0$71,833-
2013110$2,524,294$204,762$20,476iApproximate average salary by contribution assumption: employee only about $511,905 at 4% or $341,270 at 6%; with 50% employer match about $341,270 at 4% or $227,513 at 6%; with 100% employer match about $255,953 at 4% or $170,635 at 6%.
Simcox & Barclay 401K Plan-10$2,524,294$204,762$20,476iApproximate average salary by contribution assumption: employee only about $511,905 at 4% or $341,270 at 6%; with 50% employer match about $341,270 at 4% or $227,513 at 6%; with 100% employer match about $255,953 at 4% or $170,635 at 6%.
201218$2,057,344$193,290$24,161iApproximate average salary by contribution assumption: employee only about $604,031 at 4% or $402,688 at 6%; with 50% employer match about $402,688 at 4% or $268,458 at 6%; with 100% employer match about $302,016 at 4% or $201,344 at 6%.
Simcox & Barclay 401K Plan-8$2,057,344$193,290$24,161iApproximate average salary by contribution assumption: employee only about $604,031 at 4% or $402,688 at 6%; with 50% employer match about $402,688 at 4% or $268,458 at 6%; with 100% employer match about $302,016 at 4% or $201,344 at 6%.
201118$1,698,960$181,074$22,634iApproximate average salary by contribution assumption: employee only about $565,856 at 4% or $377,238 at 6%; with 50% employer match about $377,238 at 4% or $251,492 at 6%; with 100% employer match about $282,928 at 4% or $188,619 at 6%.
Simcox & Barclay 401K Plan-8$1,698,960$181,074$22,634iApproximate average salary by contribution assumption: employee only about $565,856 at 4% or $377,238 at 6%; with 50% employer match about $377,238 at 4% or $251,492 at 6%; with 100% employer match about $282,928 at 4% or $188,619 at 6%.
201019$1,482,774$152,074$16,897iApproximate average salary by contribution assumption: employee only about $422,428 at 4% or $281,619 at 6%; with 50% employer match about $281,619 at 4% or $187,746 at 6%; with 100% employer match about $211,214 at 4% or $140,809 at 6%.
Simcox & Barclay 401K Plan-9$1,482,774$152,074$16,897iApproximate average salary by contribution assumption: employee only about $422,428 at 4% or $281,619 at 6%; with 50% employer match about $281,619 at 4% or $187,746 at 6%; with 100% employer match about $211,214 at 4% or $140,809 at 6%.
200919$1,195,400$152,571$16,952iApproximate average salary by contribution assumption: employee only about $423,808 at 4% or $282,539 at 6%; with 50% employer match about $282,539 at 4% or $188,359 at 6%; with 100% employer match about $211,904 at 4% or $141,269 at 6%.
Simcox & Barclay 401K Plan-9$1,195,400$152,571$16,952iApproximate average salary by contribution assumption: employee only about $423,808 at 4% or $282,539 at 6%; with 50% employer match about $282,539 at 4% or $188,359 at 6%; with 100% employer match about $211,904 at 4% or $141,269 at 6%.
200714$0$0-
Simcox & Barclay 401K Plan-4---
200519$725,107$132,843$14,760iApproximate average salary by contribution assumption: employee only about $369,008 at 4% or $246,006 at 6%; with 50% employer match about $246,006 at 4% or $164,004 at 6%; with 100% employer match about $184,504 at 4% or $123,003 at 6%.
Simcox & Barclay 401K Plan-9$725,107$132,843$14,760iApproximate average salary by contribution assumption: employee only about $369,008 at 4% or $246,006 at 6%; with 50% employer match about $246,006 at 4% or $164,004 at 6%; with 100% employer match about $184,504 at 4% or $123,003 at 6%.
200419$549,630$122,150$13,572iApproximate average salary by contribution assumption: employee only about $339,306 at 4% or $226,204 at 6%; with 50% employer match about $226,204 at 4% or $150,802 at 6%; with 100% employer match about $169,653 at 4% or $113,102 at 6%.
Simcox & Barclay 401K Plan-9$549,630$122,150$13,572iApproximate average salary by contribution assumption: employee only about $339,306 at 4% or $226,204 at 6%; with 50% employer match about $226,204 at 4% or $150,802 at 6%; with 100% employer match about $169,653 at 4% or $113,102 at 6%.
200316$379,442$103,295$17,216iApproximate average salary by contribution assumption: employee only about $430,396 at 4% or $286,931 at 6%; with 50% employer match about $286,931 at 4% or $191,287 at 6%; with 100% employer match about $215,198 at 4% or $143,465 at 6%.
Simcox & Barclay 401K Plan-6$379,442$103,295$17,216iApproximate average salary by contribution assumption: employee only about $430,396 at 4% or $286,931 at 6%; with 50% employer match about $286,931 at 4% or $191,287 at 6%; with 100% employer match about $215,198 at 4% or $143,465 at 6%.
200216$210,911$98,256$16,376iApproximate average salary by contribution assumption: employee only about $409,400 at 4% or $272,933 at 6%; with 50% employer match about $272,933 at 4% or $181,956 at 6%; with 100% employer match about $204,700 at 4% or $136,467 at 6%.
Simcox & Barclay 401K Plan-6$210,911$98,256$16,376iApproximate average salary by contribution assumption: employee only about $409,400 at 4% or $272,933 at 6%; with 50% employer match about $272,933 at 4% or $181,956 at 6%; with 100% employer match about $204,700 at 4% or $136,467 at 6%.
200116$150,471$58,303$9,717iApproximate average salary by contribution assumption: employee only about $242,929 at 4% or $161,953 at 6%; with 50% employer match about $161,953 at 4% or $107,969 at 6%; with 100% employer match about $121,465 at 4% or $80,976 at 6%.
Simcox & Barclay 401K Plan-6$150,471$58,303$9,717iApproximate average salary by contribution assumption: employee only about $242,929 at 4% or $161,953 at 6%; with 50% employer match about $161,953 at 4% or $107,969 at 6%; with 100% employer match about $121,465 at 4% or $80,976 at 6%.
200018$100,412$54,210$6,776iApproximate average salary by contribution assumption: employee only about $169,406 at 4% or $112,938 at 6%; with 50% employer match about $112,938 at 4% or $75,292 at 6%; with 100% employer match about $84,703 at 4% or $56,469 at 6%.
Simcox & Barclay 401K Plan-8$100,412$54,210$6,776iApproximate average salary by contribution assumption: employee only about $169,406 at 4% or $112,938 at 6%; with 50% employer match about $112,938 at 4% or $75,292 at 6%; with 100% employer match about $84,703 at 4% or $56,469 at 6%.
199918$54,405$54,405$6,801iApproximate average salary by contribution assumption: employee only about $170,016 at 4% or $113,344 at 6%; with 50% employer match about $113,344 at 4% or $75,563 at 6%; with 100% employer match about $85,008 at 4% or $56,672 at 6%.
Simcox & Barclay 401K Plan-8$54,405$54,405$6,801iApproximate average salary by contribution assumption: employee only about $170,016 at 4% or $113,344 at 6%; with 50% employer match about $113,344 at 4% or $75,563 at 6%; with 100% employer match about $85,008 at 4% or $56,672 at 6%.