The Simpson Organization
Plan context: The Simpson Organization 401(K) Plan and Trust
EIN 58-1816702 • Atlanta, GA • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
71
2024 Assets
$8,466,174
2024 Contributions
$851,311
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 71 | $8,466,174 | $851,311 | $11,990iApproximate average salary by contribution assumption: employee only about $299,757 at 4% or $199,838 at 6%; with 50% employer match about $199,838 at 4% or $133,226 at 6%; with 100% employer match about $149,879 at 4% or $99,919 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 71 | $8,466,174 | $851,311 | $11,990iApproximate average salary by contribution assumption: employee only about $299,757 at 4% or $199,838 at 6%; with 50% employer match about $199,838 at 4% or $133,226 at 6%; with 100% employer match about $149,879 at 4% or $99,919 at 6%. |
| 2023 | 1 | 59 | $7,594,187 | $783,041 | $13,272iApproximate average salary by contribution assumption: employee only about $331,797 at 4% or $221,198 at 6%; with 50% employer match about $221,198 at 4% or $147,465 at 6%; with 100% employer match about $165,899 at 4% or $110,599 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 59 | $7,594,187 | $783,041 | $13,272iApproximate average salary by contribution assumption: employee only about $331,797 at 4% or $221,198 at 6%; with 50% employer match about $221,198 at 4% or $147,465 at 6%; with 100% employer match about $165,899 at 4% or $110,599 at 6%. |
| 2022 | 1 | 65 | $6,433,918 | $724,004 | $11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,232 at 4% or $92,821 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 65 | $6,433,918 | $724,004 | $11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,232 at 4% or $92,821 at 6%. |
| 2021 | 1 | 59 | $7,482,964 | $691,856 | $11,726iApproximate average salary by contribution assumption: employee only about $293,159 at 4% or $195,440 at 6%; with 50% employer match about $195,440 at 4% or $130,293 at 6%; with 100% employer match about $146,580 at 4% or $97,720 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 59 | $7,482,964 | $691,856 | $11,726iApproximate average salary by contribution assumption: employee only about $293,159 at 4% or $195,440 at 6%; with 50% employer match about $195,440 at 4% or $130,293 at 6%; with 100% employer match about $146,580 at 4% or $97,720 at 6%. |
| 2020 | 1 | 59 | $6,332,316 | $627,177 | $10,630iApproximate average salary by contribution assumption: employee only about $265,753 at 4% or $177,169 at 6%; with 50% employer match about $177,169 at 4% or $118,112 at 6%; with 100% employer match about $132,876 at 4% or $88,584 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 59 | $6,332,316 | $627,177 | $10,630iApproximate average salary by contribution assumption: employee only about $265,753 at 4% or $177,169 at 6%; with 50% employer match about $177,169 at 4% or $118,112 at 6%; with 100% employer match about $132,876 at 4% or $88,584 at 6%. |
| 2019 | 1 | 53 | $4,647,118 | $551,122 | $10,399iApproximate average salary by contribution assumption: employee only about $259,963 at 4% or $173,309 at 6%; with 50% employer match about $173,309 at 4% or $115,539 at 6%; with 100% employer match about $129,982 at 4% or $86,654 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 53 | $4,647,118 | $551,122 | $10,399iApproximate average salary by contribution assumption: employee only about $259,963 at 4% or $173,309 at 6%; with 50% employer match about $173,309 at 4% or $115,539 at 6%; with 100% employer match about $129,982 at 4% or $86,654 at 6%. |
| 2018 | 1 | 51 | $3,585,617 | $459,514 | $9,010iApproximate average salary by contribution assumption: employee only about $225,252 at 4% or $150,168 at 6%; with 50% employer match about $150,168 at 4% or $100,112 at 6%; with 100% employer match about $112,626 at 4% or $75,084 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 51 | $3,585,617 | $459,514 | $9,010iApproximate average salary by contribution assumption: employee only about $225,252 at 4% or $150,168 at 6%; with 50% employer match about $150,168 at 4% or $100,112 at 6%; with 100% employer match about $112,626 at 4% or $75,084 at 6%. |
| 2017 | 1 | 43 | $3,427,089 | $383,999 | $8,930iApproximate average salary by contribution assumption: employee only about $223,255 at 4% or $148,837 at 6%; with 50% employer match about $148,837 at 4% or $99,225 at 6%; with 100% employer match about $111,628 at 4% or $74,418 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 43 | $3,427,089 | $383,999 | $8,930iApproximate average salary by contribution assumption: employee only about $223,255 at 4% or $148,837 at 6%; with 50% employer match about $148,837 at 4% or $99,225 at 6%; with 100% employer match about $111,628 at 4% or $74,418 at 6%. |
| 2016 | 1 | 34 | $2,551,901 | $300,293 | $8,832iApproximate average salary by contribution assumption: employee only about $220,804 at 4% or $147,202 at 6%; with 50% employer match about $147,202 at 4% or $98,135 at 6%; with 100% employer match about $110,402 at 4% or $73,601 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 34 | $2,551,901 | $300,293 | $8,832iApproximate average salary by contribution assumption: employee only about $220,804 at 4% or $147,202 at 6%; with 50% employer match about $147,202 at 4% or $98,135 at 6%; with 100% employer match about $110,402 at 4% or $73,601 at 6%. |
| 2015 | 1 | 35 | $2,258,165 | $263,699 | $7,534iApproximate average salary by contribution assumption: employee only about $188,356 at 4% or $125,571 at 6%; with 50% employer match about $125,571 at 4% or $83,714 at 6%; with 100% employer match about $94,178 at 4% or $62,785 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 35 | $2,258,165 | $263,699 | $7,534iApproximate average salary by contribution assumption: employee only about $188,356 at 4% or $125,571 at 6%; with 50% employer match about $125,571 at 4% or $83,714 at 6%; with 100% employer match about $94,178 at 4% or $62,785 at 6%. |
| 2014 | 1 | 27 | $2,152,928 | $231,523 | $8,575iApproximate average salary by contribution assumption: employee only about $214,373 at 4% or $142,915 at 6%; with 50% employer match about $142,915 at 4% or $95,277 at 6%; with 100% employer match about $107,187 at 4% or $71,458 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 27 | $2,152,928 | $231,523 | $8,575iApproximate average salary by contribution assumption: employee only about $214,373 at 4% or $142,915 at 6%; with 50% employer match about $142,915 at 4% or $95,277 at 6%; with 100% employer match about $107,187 at 4% or $71,458 at 6%. |
| 2013 | 1 | 29 | $1,853,712 | $199,204 | $6,869iApproximate average salary by contribution assumption: employee only about $171,728 at 4% or $114,485 at 6%; with 50% employer match about $114,485 at 4% or $76,323 at 6%; with 100% employer match about $85,864 at 4% or $57,243 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 29 | $1,853,712 | $199,204 | $6,869iApproximate average salary by contribution assumption: employee only about $171,728 at 4% or $114,485 at 6%; with 50% employer match about $114,485 at 4% or $76,323 at 6%; with 100% employer match about $85,864 at 4% or $57,243 at 6%. |
| 2012 | 1 | 26 | $1,414,806 | $168,080 | $6,465iApproximate average salary by contribution assumption: employee only about $161,615 at 4% or $107,744 at 6%; with 50% employer match about $107,744 at 4% or $71,829 at 6%; with 100% employer match about $80,808 at 4% or $53,872 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 26 | $1,414,806 | $168,080 | $6,465iApproximate average salary by contribution assumption: employee only about $161,615 at 4% or $107,744 at 6%; with 50% employer match about $107,744 at 4% or $71,829 at 6%; with 100% employer match about $80,808 at 4% or $53,872 at 6%. |
| 2011 | 1 | 34 | $1,476,405 | $190,338 | $5,598iApproximate average salary by contribution assumption: employee only about $139,954 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,651 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 34 | $1,476,405 | $190,338 | $5,598iApproximate average salary by contribution assumption: employee only about $139,954 at 4% or $93,303 at 6%; with 50% employer match about $93,303 at 4% or $62,202 at 6%; with 100% employer match about $69,977 at 4% or $46,651 at 6%. |
| 2010 | 1 | 32 | $1,534,514 | $213,346 | $6,667iApproximate average salary by contribution assumption: employee only about $166,677 at 4% or $111,118 at 6%; with 50% employer match about $111,118 at 4% or $74,078 at 6%; with 100% employer match about $83,338 at 4% or $55,559 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 32 | $1,534,514 | $213,346 | $6,667iApproximate average salary by contribution assumption: employee only about $166,677 at 4% or $111,118 at 6%; with 50% employer match about $111,118 at 4% or $74,078 at 6%; with 100% employer match about $83,338 at 4% or $55,559 at 6%. |
| 2009 | 1 | 34 | $1,419,859 | $263,703 | $7,756iApproximate average salary by contribution assumption: employee only about $193,899 at 4% or $129,266 at 6%; with 50% employer match about $129,266 at 4% or $86,177 at 6%; with 100% employer match about $96,950 at 4% or $64,633 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 34 | $1,419,859 | $263,703 | $7,756iApproximate average salary by contribution assumption: employee only about $193,899 at 4% or $129,266 at 6%; with 50% employer match about $129,266 at 4% or $86,177 at 6%; with 100% employer match about $96,950 at 4% or $64,633 at 6%. |
| 2008 | 1 | 26 | $933,744 | $226,070 | $8,695iApproximate average salary by contribution assumption: employee only about $217,375 at 4% or $144,917 at 6%; with 50% employer match about $144,917 at 4% or $96,611 at 6%; with 100% employer match about $108,688 at 4% or $72,458 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 26 | $933,744 | $226,070 | $8,695iApproximate average salary by contribution assumption: employee only about $217,375 at 4% or $144,917 at 6%; with 50% employer match about $144,917 at 4% or $96,611 at 6%; with 100% employer match about $108,688 at 4% or $72,458 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| The Simpson Organization 401(K) Plan and Trust | - | 20 | - | - | - |
| 2006 | 1 | 15 | $984,727 | $153,074 | $10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,562 at 4% or $85,041 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 15 | $984,727 | $153,074 | $10,205iApproximate average salary by contribution assumption: employee only about $255,123 at 4% or $170,082 at 6%; with 50% employer match about $170,082 at 4% or $113,388 at 6%; with 100% employer match about $127,562 at 4% or $85,041 at 6%. |
| 2005 | 1 | 13 | $726,130 | $140,368 | $10,798iApproximate average salary by contribution assumption: employee only about $269,938 at 4% or $179,959 at 6%; with 50% employer match about $179,959 at 4% or $119,973 at 6%; with 100% employer match about $134,969 at 4% or $89,979 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 13 | $726,130 | $140,368 | $10,798iApproximate average salary by contribution assumption: employee only about $269,938 at 4% or $179,959 at 6%; with 50% employer match about $179,959 at 4% or $119,973 at 6%; with 100% employer match about $134,969 at 4% or $89,979 at 6%. |
| 2004 | 1 | 15 | $533,681 | $491,550 | $32,770iApproximate average salary by contribution assumption: employee only about $819,250 at 4% or $546,167 at 6%; with 50% employer match about $546,167 at 4% or $364,111 at 6%; with 100% employer match about $409,625 at 4% or $273,083 at 6%. |
| The Simpson Organization 401(K) Plan and Trust | - | 15 | $533,681 | $491,550 | $32,770iApproximate average salary by contribution assumption: employee only about $819,250 at 4% or $546,167 at 6%; with 50% employer match about $546,167 at 4% or $364,111 at 6%; with 100% employer match about $409,625 at 4% or $273,083 at 6%. |