Civic Intelligence

J. Stephen Simms PC.

Plan context: J. Stephen Simms PC. Retirement Plan

EIN 52-1880551 • Hunt Valley, MD • 26 filings • 1 plans

201 International CirSte 230Hunt Valley, MD 21030
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,550,481

2024 Contributions

$165,132

Historical Graphs

Total Assets Over Time

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

$2,550,481$1,275,241$0199920132024YearValue
$2,550,481Latest year 2024

Participants Over Time

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

1260199920122024YearValue
7Latest year 2024

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
202417$2,550,481$165,132$23,590iApproximate average salary by contribution assumption: employee only about $589,757 at 4% or $393,171 at 6%; with 50% employer match about $393,171 at 4% or $262,114 at 6%; with 100% employer match about $294,879 at 4% or $196,586 at 6%.
J. Stephen Simms PC. Retirement Plan-7$2,550,481$165,132$23,590iApproximate average salary by contribution assumption: employee only about $589,757 at 4% or $393,171 at 6%; with 50% employer match about $393,171 at 4% or $262,114 at 6%; with 100% employer match about $294,879 at 4% or $196,586 at 6%.
202316$2,187,646$141,873$23,646iApproximate average salary by contribution assumption: employee only about $591,138 at 4% or $394,092 at 6%; with 50% employer match about $394,092 at 4% or $262,728 at 6%; with 100% employer match about $295,569 at 4% or $197,046 at 6%.
J. Stephen Simms PC. Retirement Plan-6$2,187,646$141,873$23,646iApproximate average salary by contribution assumption: employee only about $591,138 at 4% or $394,092 at 6%; with 50% employer match about $394,092 at 4% or $262,728 at 6%; with 100% employer match about $295,569 at 4% or $197,046 at 6%.
202216$1,798,609$86,423$14,404iApproximate average salary by contribution assumption: employee only about $360,096 at 4% or $240,064 at 6%; with 50% employer match about $240,064 at 4% or $160,043 at 6%; with 100% employer match about $180,048 at 4% or $120,032 at 6%.
J. Stephen Simms PC. Retirement Plan-6$1,798,609$86,423$14,404iApproximate average salary by contribution assumption: employee only about $360,096 at 4% or $240,064 at 6%; with 50% employer match about $240,064 at 4% or $160,043 at 6%; with 100% employer match about $180,048 at 4% or $120,032 at 6%.
202116$2,088,793$92,745$15,458iApproximate average salary by contribution assumption: employee only about $386,438 at 4% or $257,625 at 6%; with 50% employer match about $257,625 at 4% or $171,750 at 6%; with 100% employer match about $193,219 at 4% or $128,813 at 6%.
J. Stephen Simms PC. Retirement Plan-6$2,088,793$92,745$15,458iApproximate average salary by contribution assumption: employee only about $386,438 at 4% or $257,625 at 6%; with 50% employer match about $257,625 at 4% or $171,750 at 6%; with 100% employer match about $193,219 at 4% or $128,813 at 6%.
202016$1,822,166$86,058$14,343iApproximate average salary by contribution assumption: employee only about $358,575 at 4% or $239,050 at 6%; with 50% employer match about $239,050 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.
J. Stephen Simms PC. Retirement Plan-6$1,822,166$86,058$14,343iApproximate average salary by contribution assumption: employee only about $358,575 at 4% or $239,050 at 6%; with 50% employer match about $239,050 at 4% or $159,367 at 6%; with 100% employer match about $179,288 at 4% or $119,525 at 6%.
201915$1,548,476$96,779$19,356iApproximate average salary by contribution assumption: employee only about $483,895 at 4% or $322,597 at 6%; with 50% employer match about $322,597 at 4% or $215,064 at 6%; with 100% employer match about $241,948 at 4% or $161,298 at 6%.
J. Stephen Simms PC. Retirement Plan-5$1,548,476$96,779$19,356iApproximate average salary by contribution assumption: employee only about $483,895 at 4% or $322,597 at 6%; with 50% employer match about $322,597 at 4% or $215,064 at 6%; with 100% employer match about $241,948 at 4% or $161,298 at 6%.
201816$1,455,174$46,351$7,725iApproximate average salary by contribution assumption: employee only about $193,129 at 4% or $128,753 at 6%; with 50% employer match about $128,753 at 4% or $85,835 at 6%; with 100% employer match about $96,565 at 4% or $64,376 at 6%.
J. Stephen Simms PC. Retirement Plan-6$1,455,174$46,351$7,725iApproximate average salary by contribution assumption: employee only about $193,129 at 4% or $128,753 at 6%; with 50% employer match about $128,753 at 4% or $85,835 at 6%; with 100% employer match about $96,565 at 4% or $64,376 at 6%.
201716$1,522,916$456,264$76,044iApproximate average salary by contribution assumption: employee only about $1,901,100 at 4% or $1,267,400 at 6%; with 50% employer match about $1,267,400 at 4% or $844,933 at 6%; with 100% employer match about $950,550 at 4% or $633,700 at 6%.
J. Stephen Simms PC. Retirement Plan-6$1,522,916$456,264$76,044iApproximate average salary by contribution assumption: employee only about $1,901,100 at 4% or $1,267,400 at 6%; with 50% employer match about $1,267,400 at 4% or $844,933 at 6%; with 100% employer match about $950,550 at 4% or $633,700 at 6%.
201615$935,523$112,358$22,472iApproximate average salary by contribution assumption: employee only about $561,790 at 4% or $374,527 at 6%; with 50% employer match about $374,527 at 4% or $249,684 at 6%; with 100% employer match about $280,895 at 4% or $187,263 at 6%.
J. Stephen Simms PC. Retirement Plan-5$935,523$112,358$22,472iApproximate average salary by contribution assumption: employee only about $561,790 at 4% or $374,527 at 6%; with 50% employer match about $374,527 at 4% or $249,684 at 6%; with 100% employer match about $280,895 at 4% or $187,263 at 6%.
201515$803,899$76,353$15,271iApproximate average salary by contribution assumption: employee only about $381,765 at 4% or $254,510 at 6%; with 50% employer match about $254,510 at 4% or $169,673 at 6%; with 100% employer match about $190,883 at 4% or $127,255 at 6%.
J. Stephen Simms PC. Retirement Plan-5$803,899$76,353$15,271iApproximate average salary by contribution assumption: employee only about $381,765 at 4% or $254,510 at 6%; with 50% employer match about $254,510 at 4% or $169,673 at 6%; with 100% employer match about $190,883 at 4% or $127,255 at 6%.
201418$1,155,647$56,671$7,084iApproximate average salary by contribution assumption: employee only about $177,097 at 4% or $118,065 at 6%; with 50% employer match about $118,065 at 4% or $78,710 at 6%; with 100% employer match about $88,548 at 4% or $59,032 at 6%.
J. Stephen Simms PC. Retirement Plan-8$1,155,647$56,671$7,084iApproximate average salary by contribution assumption: employee only about $177,097 at 4% or $118,065 at 6%; with 50% employer match about $118,065 at 4% or $78,710 at 6%; with 100% employer match about $88,548 at 4% or $59,032 at 6%.
201319$1,056,568$63,548$7,061iApproximate average salary by contribution assumption: employee only about $176,522 at 4% or $117,681 at 6%; with 50% employer match about $117,681 at 4% or $78,454 at 6%; with 100% employer match about $88,261 at 4% or $58,841 at 6%.
J. Stephen Simms PC. Retirement Plan-9$1,056,568$63,548$7,061iApproximate average salary by contribution assumption: employee only about $176,522 at 4% or $117,681 at 6%; with 50% employer match about $117,681 at 4% or $78,454 at 6%; with 100% employer match about $88,261 at 4% or $58,841 at 6%.
201219$819,921$61,828$6,870iApproximate average salary by contribution assumption: employee only about $171,744 at 4% or $114,496 at 6%; with 50% employer match about $114,496 at 4% or $76,331 at 6%; with 100% employer match about $85,872 at 4% or $57,248 at 6%.
J. Stephen Simms PC. Retirement Plan-9$819,921$61,828$6,870iApproximate average salary by contribution assumption: employee only about $171,744 at 4% or $114,496 at 6%; with 50% employer match about $114,496 at 4% or $76,331 at 6%; with 100% employer match about $85,872 at 4% or $57,248 at 6%.
201119$690,065$70,995$7,888iApproximate average salary by contribution assumption: employee only about $197,208 at 4% or $131,472 at 6%; with 50% employer match about $131,472 at 4% or $87,648 at 6%; with 100% employer match about $98,604 at 4% or $65,736 at 6%.
J. Stephen Simms PC. Retirement Plan-9$690,065$70,995$7,888iApproximate average salary by contribution assumption: employee only about $197,208 at 4% or $131,472 at 6%; with 50% employer match about $131,472 at 4% or $87,648 at 6%; with 100% employer match about $98,604 at 4% or $65,736 at 6%.
201019$617,858$105,874$11,764iApproximate average salary by contribution assumption: employee only about $294,094 at 4% or $196,063 at 6%; with 50% employer match about $196,063 at 4% or $130,709 at 6%; with 100% employer match about $147,047 at 4% or $98,031 at 6%.
J. Stephen Simms PC. Retirement Plan-9$617,858$105,874$11,764iApproximate average salary by contribution assumption: employee only about $294,094 at 4% or $196,063 at 6%; with 50% employer match about $196,063 at 4% or $130,709 at 6%; with 100% employer match about $147,047 at 4% or $98,031 at 6%.
2009112$826,973$97,310$8,109iApproximate average salary by contribution assumption: employee only about $202,729 at 4% or $135,153 at 6%; with 50% employer match about $135,153 at 4% or $90,102 at 6%; with 100% employer match about $101,365 at 4% or $67,576 at 6%.
J. Stephen Simms PC. Retirement Plan-12$826,973$97,310$8,109iApproximate average salary by contribution assumption: employee only about $202,729 at 4% or $135,153 at 6%; with 50% employer match about $135,153 at 4% or $90,102 at 6%; with 100% employer match about $101,365 at 4% or $67,576 at 6%.
200817$0$0-
J. Stephen Simms PC. Retirement Plan-7---
200718$738,915$107,790$13,474iApproximate average salary by contribution assumption: employee only about $336,844 at 4% or $224,563 at 6%; with 50% employer match about $224,563 at 4% or $149,708 at 6%; with 100% employer match about $168,422 at 4% or $112,281 at 6%.
J. Stephen Simms PC. Retirement Plan-8$738,915$107,790$13,474iApproximate average salary by contribution assumption: employee only about $336,844 at 4% or $224,563 at 6%; with 50% employer match about $224,563 at 4% or $149,708 at 6%; with 100% employer match about $168,422 at 4% or $112,281 at 6%.
200616$595,597$145,371$24,229iApproximate average salary by contribution assumption: employee only about $605,713 at 4% or $403,808 at 6%; with 50% employer match about $403,808 at 4% or $269,206 at 6%; with 100% employer match about $302,856 at 4% or $201,904 at 6%.
J. Stephen Simms PC. Retirement Plan-6$595,597$145,371$24,229iApproximate average salary by contribution assumption: employee only about $605,713 at 4% or $403,808 at 6%; with 50% employer match about $403,808 at 4% or $269,206 at 6%; with 100% employer match about $302,856 at 4% or $201,904 at 6%.
200517$403,034$194,680$27,811iApproximate average salary by contribution assumption: employee only about $695,286 at 4% or $463,524 at 6%; with 50% employer match about $463,524 at 4% or $309,016 at 6%; with 100% employer match about $347,643 at 4% or $231,762 at 6%.
J. Stephen Simms PC. Retirement Plan-7$403,034$194,680$27,811iApproximate average salary by contribution assumption: employee only about $695,286 at 4% or $463,524 at 6%; with 50% employer match about $463,524 at 4% or $309,016 at 6%; with 100% employer match about $347,643 at 4% or $231,762 at 6%.
200415$283,514$108,650$21,730iApproximate average salary by contribution assumption: employee only about $543,250 at 4% or $362,167 at 6%; with 50% employer match about $362,167 at 4% or $241,444 at 6%; with 100% employer match about $271,625 at 4% or $181,083 at 6%.
J. Stephen Simms PC. Retirement Plan-5$283,514$108,650$21,730iApproximate average salary by contribution assumption: employee only about $543,250 at 4% or $362,167 at 6%; with 50% employer match about $362,167 at 4% or $241,444 at 6%; with 100% employer match about $271,625 at 4% or $181,083 at 6%.
200315$169,016$58,484$11,697iApproximate average salary by contribution assumption: employee only about $292,420 at 4% or $194,947 at 6%; with 50% employer match about $194,947 at 4% or $129,964 at 6%; with 100% employer match about $146,210 at 4% or $97,473 at 6%.
J. Stephen Simms PC. Retirement Plan-5$169,016$58,484$11,697iApproximate average salary by contribution assumption: employee only about $292,420 at 4% or $194,947 at 6%; with 50% employer match about $194,947 at 4% or $129,964 at 6%; with 100% employer match about $146,210 at 4% or $97,473 at 6%.
200217$84,310$53,342$7,620iApproximate average salary by contribution assumption: employee only about $190,507 at 4% or $127,005 at 6%; with 50% employer match about $127,005 at 4% or $84,670 at 6%; with 100% employer match about $95,254 at 4% or $63,502 at 6%.
J. Stephen Simms PC. Retirement Plan-7$84,310$53,342$7,620iApproximate average salary by contribution assumption: employee only about $190,507 at 4% or $127,005 at 6%; with 50% employer match about $127,005 at 4% or $84,670 at 6%; with 100% employer match about $95,254 at 4% or $63,502 at 6%.
200117$0$0-
J. Stephen Simms PC. Retirement Plan-7---
200014$24,995$13,197$3,299iApproximate average salary by contribution assumption: employee only about $82,481 at 4% or $54,988 at 6%; with 50% employer match about $54,988 at 4% or $36,658 at 6%; with 100% employer match about $41,241 at 4% or $27,494 at 6%.
J. Stephen Simms PC. Retirement Plan-4$24,995$13,197$3,299iApproximate average salary by contribution assumption: employee only about $82,481 at 4% or $54,988 at 6%; with 50% employer match about $54,988 at 4% or $36,658 at 6%; with 100% employer match about $41,241 at 4% or $27,494 at 6%.
199913$14,214$12,264$4,088iApproximate average salary by contribution assumption: employee only about $102,200 at 4% or $68,133 at 6%; with 50% employer match about $68,133 at 4% or $45,422 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%.
J. Stephen Simms PC. Retirement Plan-3$14,214$12,264$4,088iApproximate average salary by contribution assumption: employee only about $102,200 at 4% or $68,133 at 6%; with 50% employer match about $68,133 at 4% or $45,422 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%.