Civic Intelligence

Paul Simon Co.

Plan context: Paul Simon Co. 401K Profit Sharing Plan

EIN 56-0596209 • Charlotte, NC • 26 filings • 2 plans

The Village At Southpark4310 Sharon Rd, Ste X25Charlotte, NC 28211
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,742,692

2024 Contributions

$144,912

Historical Graphs

Total Assets Over Time

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

$3,031,172$1,515,586$0199920122024YearValue
$2,742,692Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest 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
2024125$2,742,692$144,912$5,796iApproximate average salary by contribution assumption: employee only about $144,912 at 4% or $96,608 at 6%; with 50% employer match about $96,608 at 4% or $64,405 at 6%; with 100% employer match about $72,456 at 4% or $48,304 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-25$2,742,692$144,912$5,796iApproximate average salary by contribution assumption: employee only about $144,912 at 4% or $96,608 at 6%; with 50% employer match about $96,608 at 4% or $64,405 at 6%; with 100% employer match about $72,456 at 4% or $48,304 at 6%.
2023123$2,201,088$131,455$5,715iApproximate average salary by contribution assumption: employee only about $142,886 at 4% or $95,257 at 6%; with 50% employer match about $95,257 at 4% or $63,505 at 6%; with 100% employer match about $71,443 at 4% or $47,629 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-23$2,201,088$131,455$5,715iApproximate average salary by contribution assumption: employee only about $142,886 at 4% or $95,257 at 6%; with 50% employer match about $95,257 at 4% or $63,505 at 6%; with 100% employer match about $71,443 at 4% or $47,629 at 6%.
2022124$1,690,023$139,437$5,810iApproximate average salary by contribution assumption: employee only about $145,247 at 4% or $96,831 at 6%; with 50% employer match about $96,831 at 4% or $64,554 at 6%; with 100% employer match about $72,623 at 4% or $48,416 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-24$1,690,023$139,437$5,810iApproximate average salary by contribution assumption: employee only about $145,247 at 4% or $96,831 at 6%; with 50% employer match about $96,831 at 4% or $64,554 at 6%; with 100% employer match about $72,623 at 4% or $48,416 at 6%.
2021125$3,031,172$133,936$5,357iApproximate average salary by contribution assumption: employee only about $133,936 at 4% or $89,291 at 6%; with 50% employer match about $89,291 at 4% or $59,527 at 6%; with 100% employer match about $66,968 at 4% or $44,645 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-25$3,031,172$133,936$5,357iApproximate average salary by contribution assumption: employee only about $133,936 at 4% or $89,291 at 6%; with 50% employer match about $89,291 at 4% or $59,527 at 6%; with 100% employer match about $66,968 at 4% or $44,645 at 6%.
2020122$2,508,246$50,017$2,274iApproximate average salary by contribution assumption: employee only about $56,838 at 4% or $37,892 at 6%; with 50% employer match about $37,892 at 4% or $25,261 at 6%; with 100% employer match about $28,419 at 4% or $18,946 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-22$2,508,246$50,017$2,274iApproximate average salary by contribution assumption: employee only about $56,838 at 4% or $37,892 at 6%; with 50% employer match about $37,892 at 4% or $25,261 at 6%; with 100% employer match about $28,419 at 4% or $18,946 at 6%.
2019124$2,020,082$182,298$7,596iApproximate average salary by contribution assumption: employee only about $189,894 at 4% or $126,596 at 6%; with 50% employer match about $126,596 at 4% or $84,397 at 6%; with 100% employer match about $94,947 at 4% or $63,298 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-24$2,020,082$182,298$7,596iApproximate average salary by contribution assumption: employee only about $189,894 at 4% or $126,596 at 6%; with 50% employer match about $126,596 at 4% or $84,397 at 6%; with 100% employer match about $94,947 at 4% or $63,298 at 6%.
2018122$1,474,890$151,102$6,868iApproximate average salary by contribution assumption: employee only about $171,707 at 4% or $114,471 at 6%; with 50% employer match about $114,471 at 4% or $76,314 at 6%; with 100% employer match about $85,853 at 4% or $57,236 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-22$1,474,890$151,102$6,868iApproximate average salary by contribution assumption: employee only about $171,707 at 4% or $114,471 at 6%; with 50% employer match about $114,471 at 4% or $76,314 at 6%; with 100% employer match about $85,853 at 4% or $57,236 at 6%.
2017120$1,425,134$60,253$3,013iApproximate average salary by contribution assumption: employee only about $75,316 at 4% or $50,211 at 6%; with 50% employer match about $50,211 at 4% or $33,474 at 6%; with 100% employer match about $37,658 at 4% or $25,105 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-20$1,425,134$60,253$3,013iApproximate average salary by contribution assumption: employee only about $75,316 at 4% or $50,211 at 6%; with 50% employer match about $50,211 at 4% or $33,474 at 6%; with 100% employer match about $37,658 at 4% or $25,105 at 6%.
2016119$1,172,109$76,664$4,035iApproximate average salary by contribution assumption: employee only about $100,874 at 4% or $67,249 at 6%; with 50% employer match about $67,249 at 4% or $44,833 at 6%; with 100% employer match about $50,437 at 4% or $33,625 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-19$1,172,109$76,664$4,035iApproximate average salary by contribution assumption: employee only about $100,874 at 4% or $67,249 at 6%; with 50% employer match about $67,249 at 4% or $44,833 at 6%; with 100% employer match about $50,437 at 4% or $33,625 at 6%.
2015119$1,172,098$47,427$2,496iApproximate average salary by contribution assumption: employee only about $62,404 at 4% or $41,603 at 6%; with 50% employer match about $41,603 at 4% or $27,735 at 6%; with 100% employer match about $31,202 at 4% or $20,801 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-19$1,172,098$47,427$2,496iApproximate average salary by contribution assumption: employee only about $62,404 at 4% or $41,603 at 6%; with 50% employer match about $41,603 at 4% or $27,735 at 6%; with 100% employer match about $31,202 at 4% or $20,801 at 6%.
2014119$2,177,783$94,690$4,984iApproximate average salary by contribution assumption: employee only about $124,592 at 4% or $83,061 at 6%; with 50% employer match about $83,061 at 4% or $55,374 at 6%; with 100% employer match about $62,296 at 4% or $41,531 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-19$2,177,783$94,690$4,984iApproximate average salary by contribution assumption: employee only about $124,592 at 4% or $83,061 at 6%; with 50% employer match about $83,061 at 4% or $55,374 at 6%; with 100% employer match about $62,296 at 4% or $41,531 at 6%.
2013117$1,985,479$77,515$4,560iApproximate average salary by contribution assumption: employee only about $113,993 at 4% or $75,995 at 6%; with 50% employer match about $75,995 at 4% or $50,663 at 6%; with 100% employer match about $56,996 at 4% or $37,998 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$1,985,479$77,515$4,560iApproximate average salary by contribution assumption: employee only about $113,993 at 4% or $75,995 at 6%; with 50% employer match about $75,995 at 4% or $50,663 at 6%; with 100% employer match about $56,996 at 4% or $37,998 at 6%.
2012117$1,550,445$73,933$4,349iApproximate average salary by contribution assumption: employee only about $108,725 at 4% or $72,483 at 6%; with 50% employer match about $72,483 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$1,550,445$73,933$4,349iApproximate average salary by contribution assumption: employee only about $108,725 at 4% or $72,483 at 6%; with 50% employer match about $72,483 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
2011118$1,484,992$73,805$4,100iApproximate average salary by contribution assumption: employee only about $102,507 at 4% or $68,338 at 6%; with 50% employer match about $68,338 at 4% or $45,559 at 6%; with 100% employer match about $51,253 at 4% or $34,169 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-18$1,484,992$73,805$4,100iApproximate average salary by contribution assumption: employee only about $102,507 at 4% or $68,338 at 6%; with 50% employer match about $68,338 at 4% or $45,559 at 6%; with 100% employer match about $51,253 at 4% or $34,169 at 6%.
2010121$1,544,358$64,088$3,052iApproximate average salary by contribution assumption: employee only about $76,295 at 4% or $50,863 at 6%; with 50% employer match about $50,863 at 4% or $33,909 at 6%; with 100% employer match about $38,148 at 4% or $25,432 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-21$1,544,358$64,088$3,052iApproximate average salary by contribution assumption: employee only about $76,295 at 4% or $50,863 at 6%; with 50% employer match about $50,863 at 4% or $33,909 at 6%; with 100% employer match about $38,148 at 4% or $25,432 at 6%.
2009121$1,363,791$42,404$2,019iApproximate average salary by contribution assumption: employee only about $50,481 at 4% or $33,654 at 6%; with 50% employer match about $33,654 at 4% or $22,436 at 6%; with 100% employer match about $25,240 at 4% or $16,827 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-21$1,363,791$42,404$2,019iApproximate average salary by contribution assumption: employee only about $50,481 at 4% or $33,654 at 6%; with 50% employer match about $33,654 at 4% or $22,436 at 6%; with 100% employer match about $25,240 at 4% or $16,827 at 6%.
2008121$991,951$61,274$2,918iApproximate average salary by contribution assumption: employee only about $72,945 at 4% or $48,630 at 6%; with 50% employer match about $48,630 at 4% or $32,420 at 6%; with 100% employer match about $36,473 at 4% or $24,315 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-21$991,951$61,274$2,918iApproximate average salary by contribution assumption: employee only about $72,945 at 4% or $48,630 at 6%; with 50% employer match about $48,630 at 4% or $32,420 at 6%; with 100% employer match about $36,473 at 4% or $24,315 at 6%.
2007119$1,574,382$87,593$4,610iApproximate average salary by contribution assumption: employee only about $115,254 at 4% or $76,836 at 6%; with 50% employer match about $76,836 at 4% or $51,224 at 6%; with 100% employer match about $57,627 at 4% or $38,418 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-19$1,574,382$87,593$4,610iApproximate average salary by contribution assumption: employee only about $115,254 at 4% or $76,836 at 6%; with 50% employer match about $76,836 at 4% or $51,224 at 6%; with 100% employer match about $57,627 at 4% or $38,418 at 6%.
2006117$1,345,189$113,259$6,662iApproximate average salary by contribution assumption: employee only about $166,557 at 4% or $111,038 at 6%; with 50% employer match about $111,038 at 4% or $74,025 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$1,345,189$113,259$6,662iApproximate average salary by contribution assumption: employee only about $166,557 at 4% or $111,038 at 6%; with 50% employer match about $111,038 at 4% or $74,025 at 6%; with 100% employer match about $83,279 at 4% or $55,519 at 6%.
2005117$1,187,590$89,611$5,271iApproximate average salary by contribution assumption: employee only about $131,781 at 4% or $87,854 at 6%; with 50% employer match about $87,854 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$1,187,590$89,611$5,271iApproximate average salary by contribution assumption: employee only about $131,781 at 4% or $87,854 at 6%; with 50% employer match about $87,854 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,927 at 6%.
2004116$1,022,531$54,221$3,389iApproximate average salary by contribution assumption: employee only about $84,720 at 4% or $56,480 at 6%; with 50% employer match about $56,480 at 4% or $37,653 at 6%; with 100% employer match about $42,360 at 4% or $28,240 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-16$1,022,531$54,221$3,389iApproximate average salary by contribution assumption: employee only about $84,720 at 4% or $56,480 at 6%; with 50% employer match about $56,480 at 4% or $37,653 at 6%; with 100% employer match about $42,360 at 4% or $28,240 at 6%.
2003114$857,741$74,315$5,308iApproximate average salary by contribution assumption: employee only about $132,705 at 4% or $88,470 at 6%; with 50% employer match about $88,470 at 4% or $58,980 at 6%; with 100% employer match about $66,353 at 4% or $44,235 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-14$857,741$74,315$5,308iApproximate average salary by contribution assumption: employee only about $132,705 at 4% or $88,470 at 6%; with 50% employer match about $88,470 at 4% or $58,980 at 6%; with 100% employer match about $66,353 at 4% or $44,235 at 6%.
2002115$657,323$51,840$3,456iApproximate average salary by contribution assumption: employee only about $86,400 at 4% or $57,600 at 6%; with 50% employer match about $57,600 at 4% or $38,400 at 6%; with 100% employer match about $43,200 at 4% or $28,800 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-15$657,323$51,840$3,456iApproximate average salary by contribution assumption: employee only about $86,400 at 4% or $57,600 at 6%; with 50% employer match about $57,600 at 4% or $38,400 at 6%; with 100% employer match about $43,200 at 4% or $28,800 at 6%.
2001118$811,106$58,723$3,262iApproximate average salary by contribution assumption: employee only about $81,560 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-18$811,106$58,723$3,262iApproximate average salary by contribution assumption: employee only about $81,560 at 4% or $54,373 at 6%; with 50% employer match about $54,373 at 4% or $36,249 at 6%; with 100% employer match about $40,780 at 4% or $27,187 at 6%.
2000117$987,246$90,141$5,302iApproximate average salary by contribution assumption: employee only about $132,560 at 4% or $88,374 at 6%; with 50% employer match about $88,374 at 4% or $58,916 at 6%; with 100% employer match about $66,280 at 4% or $44,187 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$987,246$90,141$5,302iApproximate average salary by contribution assumption: employee only about $132,560 at 4% or $88,374 at 6%; with 50% employer match about $88,374 at 4% or $58,916 at 6%; with 100% employer match about $66,280 at 4% or $44,187 at 6%.
1999117$1,026,197$76,275$4,487iApproximate average salary by contribution assumption: employee only about $112,169 at 4% or $74,779 at 6%; with 50% employer match about $74,779 at 4% or $49,853 at 6%; with 100% employer match about $56,085 at 4% or $37,390 at 6%.
Paul Simon Co. 401K Profit Sharing Plan-17$1,026,197$76,275$4,487iApproximate average salary by contribution assumption: employee only about $112,169 at 4% or $74,779 at 6%; with 50% employer match about $74,779 at 4% or $49,853 at 6%; with 100% employer match about $56,085 at 4% or $37,390 at 6%.