Civic Intelligence

Simon & Associates Inc.

Plan context: Simon & Associates Inc. Employee Stock Ownership and Savings Plan

EIN 54-1387642 • 19 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

12

2018 Assets

$565,214

2018 Contributions

$15,330

Historical Graphs

Total Assets Over Time

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

$2,747,917$1,373,959$0200220102017YearValue
$565,214Latest year 2017

Participants Over Time

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

24120200020082016YearValue
12Latest year 2016

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
201810$0$0-
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-0---
201710$565,214$15,330-
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-0$565,214$15,330-
2016112$1,004,832$100,361$8,363iApproximate average salary by contribution assumption: employee only about $209,085 at 4% or $139,390 at 6%; with 50% employer match about $139,390 at 4% or $92,927 at 6%; with 100% employer match about $104,543 at 4% or $69,695 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-12$1,004,832$100,361$8,363iApproximate average salary by contribution assumption: employee only about $209,085 at 4% or $139,390 at 6%; with 50% employer match about $139,390 at 4% or $92,927 at 6%; with 100% employer match about $104,543 at 4% or $69,695 at 6%.
2015113$1,465,295$179,238$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,195 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-13$1,465,295$179,238$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,195 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
2014113$1,812,153$192,032$14,772iApproximate average salary by contribution assumption: employee only about $369,292 at 4% or $246,195 at 6%; with 50% employer match about $246,195 at 4% or $164,130 at 6%; with 100% employer match about $184,646 at 4% or $123,097 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-13$1,812,153$192,032$14,772iApproximate average salary by contribution assumption: employee only about $369,292 at 4% or $246,195 at 6%; with 50% employer match about $246,195 at 4% or $164,130 at 6%; with 100% employer match about $184,646 at 4% or $123,097 at 6%.
2013112$2,066,170$235,547$19,629iApproximate average salary by contribution assumption: employee only about $490,723 at 4% or $327,149 at 6%; with 50% employer match about $327,149 at 4% or $218,099 at 6%; with 100% employer match about $245,361 at 4% or $163,574 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-12$2,066,170$235,547$19,629iApproximate average salary by contribution assumption: employee only about $490,723 at 4% or $327,149 at 6%; with 50% employer match about $327,149 at 4% or $218,099 at 6%; with 100% employer match about $245,361 at 4% or $163,574 at 6%.
2012114$1,906,578$211,939$15,139iApproximate average salary by contribution assumption: employee only about $378,463 at 4% or $252,308 at 6%; with 50% employer match about $252,308 at 4% or $168,206 at 6%; with 100% employer match about $189,231 at 4% or $126,154 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-14$1,906,578$211,939$15,139iApproximate average salary by contribution assumption: employee only about $378,463 at 4% or $252,308 at 6%; with 50% employer match about $252,308 at 4% or $168,206 at 6%; with 100% employer match about $189,231 at 4% or $126,154 at 6%.
2011116$2,108,859$223,387$13,962iApproximate average salary by contribution assumption: employee only about $349,042 at 4% or $232,695 at 6%; with 50% employer match about $232,695 at 4% or $155,130 at 6%; with 100% employer match about $174,521 at 4% or $116,347 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-16$2,108,859$223,387$13,962iApproximate average salary by contribution assumption: employee only about $349,042 at 4% or $232,695 at 6%; with 50% employer match about $232,695 at 4% or $155,130 at 6%; with 100% employer match about $174,521 at 4% or $116,347 at 6%.
2010119$2,401,616$263,590$13,873iApproximate average salary by contribution assumption: employee only about $346,829 at 4% or $231,219 at 6%; with 50% employer match about $231,219 at 4% or $154,146 at 6%; with 100% employer match about $173,414 at 4% or $115,610 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-19$2,401,616$263,590$13,873iApproximate average salary by contribution assumption: employee only about $346,829 at 4% or $231,219 at 6%; with 50% employer match about $231,219 at 4% or $154,146 at 6%; with 100% employer match about $173,414 at 4% or $115,610 at 6%.
2009119$2,381,411$283,978$14,946iApproximate average salary by contribution assumption: employee only about $373,655 at 4% or $249,104 at 6%; with 50% employer match about $249,104 at 4% or $166,069 at 6%; with 100% employer match about $186,828 at 4% or $124,552 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-19$2,381,411$283,978$14,946iApproximate average salary by contribution assumption: employee only about $373,655 at 4% or $249,104 at 6%; with 50% employer match about $249,104 at 4% or $166,069 at 6%; with 100% employer match about $186,828 at 4% or $124,552 at 6%.
2008115$2,747,917$286,571$19,105iApproximate average salary by contribution assumption: employee only about $477,618 at 4% or $318,412 at 6%; with 50% employer match about $318,412 at 4% or $212,275 at 6%; with 100% employer match about $238,809 at 4% or $159,206 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-15$2,747,917$286,571$19,105iApproximate average salary by contribution assumption: employee only about $477,618 at 4% or $318,412 at 6%; with 50% employer match about $318,412 at 4% or $212,275 at 6%; with 100% employer match about $238,809 at 4% or $159,206 at 6%.
2007120$0$0-
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-20---
2006121$1,263,549$247,848$11,802iApproximate average salary by contribution assumption: employee only about $295,057 at 4% or $196,705 at 6%; with 50% employer match about $196,705 at 4% or $131,137 at 6%; with 100% employer match about $147,529 at 4% or $98,352 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-21$1,263,549$247,848$11,802iApproximate average salary by contribution assumption: employee only about $295,057 at 4% or $196,705 at 6%; with 50% employer match about $196,705 at 4% or $131,137 at 6%; with 100% employer match about $147,529 at 4% or $98,352 at 6%.
2005124$1,534,047$247,848$10,327iApproximate average salary by contribution assumption: employee only about $258,175 at 4% or $172,117 at 6%; with 50% employer match about $172,117 at 4% or $114,744 at 6%; with 100% employer match about $129,088 at 4% or $86,058 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-24$1,534,047$247,848$10,327iApproximate average salary by contribution assumption: employee only about $258,175 at 4% or $172,117 at 6%; with 50% employer match about $172,117 at 4% or $114,744 at 6%; with 100% employer match about $129,088 at 4% or $86,058 at 6%.
2004120$1,632,467$247,848$12,392iApproximate average salary by contribution assumption: employee only about $309,810 at 4% or $206,540 at 6%; with 50% employer match about $206,540 at 4% or $137,693 at 6%; with 100% employer match about $154,905 at 4% or $103,270 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-20$1,632,467$247,848$12,392iApproximate average salary by contribution assumption: employee only about $309,810 at 4% or $206,540 at 6%; with 50% employer match about $206,540 at 4% or $137,693 at 6%; with 100% employer match about $154,905 at 4% or $103,270 at 6%.
2003115$2,106,577$247,848$16,523iApproximate average salary by contribution assumption: employee only about $413,080 at 4% or $275,387 at 6%; with 50% employer match about $275,387 at 4% or $183,591 at 6%; with 100% employer match about $206,540 at 4% or $137,693 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-15$2,106,577$247,848$16,523iApproximate average salary by contribution assumption: employee only about $413,080 at 4% or $275,387 at 6%; with 50% employer match about $275,387 at 4% or $183,591 at 6%; with 100% employer match about $206,540 at 4% or $137,693 at 6%.
2002118$647,564$260,344$14,464iApproximate average salary by contribution assumption: employee only about $361,589 at 4% or $241,059 at 6%; with 50% employer match about $241,059 at 4% or $160,706 at 6%; with 100% employer match about $180,794 at 4% or $120,530 at 6%.
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-18$647,564$260,344$14,464iApproximate average salary by contribution assumption: employee only about $361,589 at 4% or $241,059 at 6%; with 50% employer match about $241,059 at 4% or $160,706 at 6%; with 100% employer match about $180,794 at 4% or $120,530 at 6%.
2001115$0$0-
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-15---
2000118$0$0-
Simon & Associates Inc. Employee Stock Ownership and Savings Plan-18---