Civic Intelligence

SIMES & ROSCH LLC

Plan context: SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 59-3541165 • Jacksonville, FL • 8 filings • 2 plans

7411 Fullerton St Ste 250Jacksonville, FL 32256-0001
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,115,150

2025 Contributions

$124,615

Historical Graphs

Total Assets Over Time

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

$1,115,150$557,575$0201820222025YearValue
$1,115,150Latest year 2025

Participants Over Time

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

1470201820222025YearValue
13Latest year 2025

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
2025113$1,115,150$124,615$9,586iApproximate average salary by contribution assumption: employee only about $239,644 at 4% or $159,763 at 6%; with 50% employer match about $159,763 at 4% or $106,509 at 6%; with 100% employer match about $119,822 at 4% or $79,881 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-13$1,115,150$124,615$9,586iApproximate average salary by contribution assumption: employee only about $239,644 at 4% or $159,763 at 6%; with 50% employer match about $159,763 at 4% or $106,509 at 6%; with 100% employer match about $119,822 at 4% or $79,881 at 6%.
2024112$857,503$146,891$12,241iApproximate average salary by contribution assumption: employee only about $306,023 at 4% or $204,015 at 6%; with 50% employer match about $204,015 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,008 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-12$857,503$146,891$12,241iApproximate average salary by contribution assumption: employee only about $306,023 at 4% or $204,015 at 6%; with 50% employer match about $204,015 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,008 at 6%.
2023113$665,025$115,536$8,887iApproximate average salary by contribution assumption: employee only about $222,185 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,749 at 6%; with 100% employer match about $111,092 at 4% or $74,062 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-13$665,025$115,536$8,887iApproximate average salary by contribution assumption: employee only about $222,185 at 4% or $148,123 at 6%; with 50% employer match about $148,123 at 4% or $98,749 at 6%; with 100% employer match about $111,092 at 4% or $74,062 at 6%.
2022114$474,288$102,083$7,292iApproximate average salary by contribution assumption: employee only about $182,291 at 4% or $121,527 at 6%; with 50% employer match about $121,527 at 4% or $81,018 at 6%; with 100% employer match about $91,146 at 4% or $60,764 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-14$474,288$102,083$7,292iApproximate average salary by contribution assumption: employee only about $182,291 at 4% or $121,527 at 6%; with 50% employer match about $121,527 at 4% or $81,018 at 6%; with 100% employer match about $91,146 at 4% or $60,764 at 6%.
2021112$448,789$99,286$8,274iApproximate average salary by contribution assumption: employee only about $206,846 at 4% or $137,897 at 6%; with 50% employer match about $137,897 at 4% or $91,931 at 6%; with 100% employer match about $103,423 at 4% or $68,949 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-12$448,789$99,286$8,274iApproximate average salary by contribution assumption: employee only about $206,846 at 4% or $137,897 at 6%; with 50% employer match about $137,897 at 4% or $91,931 at 6%; with 100% employer match about $103,423 at 4% or $68,949 at 6%.
2020113$379,292$145,888$11,222iApproximate average salary by contribution assumption: employee only about $280,554 at 4% or $187,036 at 6%; with 50% employer match about $187,036 at 4% or $124,691 at 6%; with 100% employer match about $140,277 at 4% or $93,518 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-13$379,292$145,888$11,222iApproximate average salary by contribution assumption: employee only about $280,554 at 4% or $187,036 at 6%; with 50% employer match about $187,036 at 4% or $124,691 at 6%; with 100% employer match about $140,277 at 4% or $93,518 at 6%.
201919$190,118$94,627$10,514iApproximate average salary by contribution assumption: employee only about $262,853 at 4% or $175,235 at 6%; with 50% employer match about $175,235 at 4% or $116,823 at 6%; with 100% employer match about $131,426 at 4% or $87,618 at 6%.
SIMES & ROSCH LLC 401(K) PROFIT SHARING PLAN & TRUST-9$190,118$94,627$10,514iApproximate average salary by contribution assumption: employee only about $262,853 at 4% or $175,235 at 6%; with 50% employer match about $175,235 at 4% or $116,823 at 6%; with 100% employer match about $131,426 at 4% or $87,618 at 6%.
201819$76,315$81,375$9,042iApproximate average salary by contribution assumption: employee only about $226,042 at 4% or $150,694 at 6%; with 50% employer match about $150,694 at 4% or $100,463 at 6%; with 100% employer match about $113,021 at 4% or $75,347 at 6%.
SIMES ROSCH LLC 401 K PROFIT SHARING PLAN TRUST-9$76,315$81,375$9,042iApproximate average salary by contribution assumption: employee only about $226,042 at 4% or $150,694 at 6%; with 50% employer match about $150,694 at 4% or $100,463 at 6%; with 100% employer match about $113,021 at 4% or $75,347 at 6%.