Civic Intelligence

Sheldon D Simon

Plan context: Sheldon D Simon Profit Sharing Keogh

EIN 61-0723388 • Owensboro, KY • 51 filings • 6 plans

1640 Forrest LnOwensboro, KY 42301-6832
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,770,586

2024 Contributions

$4,828

Historical Graphs

Total Assets Over Time

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

$2,770,586$1,385,293$0199920142024YearValue
$2,770,586Latest year 2024

Participants Over Time

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

420199920122024YearValue
4Latest 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
202424$2,770,586$4,828$1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$2,770,586$4,828$1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
202324$2,483,007$6,650$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$2,483,007$6,650$1,663iApproximate average salary by contribution assumption: employee only about $41,563 at 4% or $27,708 at 6%; with 50% employer match about $27,708 at 4% or $18,472 at 6%; with 100% employer match about $20,781 at 4% or $13,854 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
202224$2,109,224$6,720$1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$2,109,224$6,720$1,680iApproximate average salary by contribution assumption: employee only about $42,000 at 4% or $28,000 at 6%; with 50% employer match about $28,000 at 4% or $18,667 at 6%; with 100% employer match about $21,000 at 4% or $14,000 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
202124$2,416,536$4,373$1,093iApproximate average salary by contribution assumption: employee only about $27,331 at 4% or $18,221 at 6%; with 50% employer match about $18,221 at 4% or $12,147 at 6%; with 100% employer match about $13,666 at 4% or $9,110 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$2,416,536$4,373$1,093iApproximate average salary by contribution assumption: employee only about $27,331 at 4% or $18,221 at 6%; with 50% employer match about $18,221 at 4% or $12,147 at 6%; with 100% employer match about $13,666 at 4% or $9,110 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
202024$1,979,798$4,370$1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$1,979,798$4,370$1,093iApproximate average salary by contribution assumption: employee only about $27,313 at 4% or $18,208 at 6%; with 50% employer match about $18,208 at 4% or $12,139 at 6%; with 100% employer match about $13,656 at 4% or $9,104 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201924$1,880,604$4,241$1,060iApproximate average salary by contribution assumption: employee only about $26,506 at 4% or $17,671 at 6%; with 50% employer match about $17,671 at 4% or $11,781 at 6%; with 100% employer match about $13,253 at 4% or $8,835 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$1,880,604$4,241$1,060iApproximate average salary by contribution assumption: employee only about $26,506 at 4% or $17,671 at 6%; with 50% employer match about $17,671 at 4% or $11,781 at 6%; with 100% employer match about $13,253 at 4% or $8,835 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201824$1,512,216$0-
Sheldon D Simon Profit Sharing Keogh-4$1,512,216$0-
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201724$1,740,262$0-
Sheldon D Simon Profit Sharing Keogh-4$1,740,262$0-
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201624$1,506,235$0-
Sheldon D Simon Profit Sharing Keogh-4$1,506,235--
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201524$1,360,775$5,775$1,444iApproximate average salary by contribution assumption: employee only about $36,094 at 4% or $24,063 at 6%; with 50% employer match about $24,063 at 4% or $16,042 at 6%; with 100% employer match about $18,047 at 4% or $12,031 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$1,360,775$5,775$1,444iApproximate average salary by contribution assumption: employee only about $36,094 at 4% or $24,063 at 6%; with 50% employer match about $24,063 at 4% or $16,042 at 6%; with 100% employer match about $18,047 at 4% or $12,031 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201424$1,503,913$21,263$5,316iApproximate average salary by contribution assumption: employee only about $132,894 at 4% or $88,596 at 6%; with 50% employer match about $88,596 at 4% or $59,064 at 6%; with 100% employer match about $66,447 at 4% or $44,298 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$1,503,913$21,263$5,316iApproximate average salary by contribution assumption: employee only about $132,894 at 4% or $88,596 at 6%; with 50% employer match about $88,596 at 4% or $59,064 at 6%; with 100% employer match about $66,447 at 4% or $44,298 at 6%.
Sheldon D Simon Self Employed Profit Sharing-0$0$0-
201324$1,362,622$12,127$3,032iApproximate average salary by contribution assumption: employee only about $75,794 at 4% or $50,529 at 6%; with 50% employer match about $50,529 at 4% or $33,686 at 6%; with 100% employer match about $37,897 at 4% or $25,265 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$1,362,622$12,127$3,032iApproximate average salary by contribution assumption: employee only about $75,794 at 4% or $50,529 at 6%; with 50% employer match about $50,529 at 4% or $33,686 at 6%; with 100% employer match about $37,897 at 4% or $25,265 at 6%.
Sheldon D Simon Self Employed Profit Sharing-1$0$0-
201223$1,157,042$19,283$6,428iApproximate average salary by contribution assumption: employee only about $160,692 at 4% or $107,128 at 6%; with 50% employer match about $107,128 at 4% or $71,419 at 6%; with 100% employer match about $80,346 at 4% or $53,564 at 6%.
Sheldon D Simon Profit Sharing Keogh-3$1,157,042$19,283$6,428iApproximate average salary by contribution assumption: employee only about $160,692 at 4% or $107,128 at 6%; with 50% employer match about $107,128 at 4% or $71,419 at 6%; with 100% employer match about $80,346 at 4% or $53,564 at 6%.
Sheldon D Simon Self Employed Profit Sharing-1$0$0-
201122$1,041,797$13,496$6,748iApproximate average salary by contribution assumption: employee only about $168,700 at 4% or $112,467 at 6%; with 50% employer match about $112,467 at 4% or $74,978 at 6%; with 100% employer match about $84,350 at 4% or $56,233 at 6%.
Sheldon D Simon Profit Sharing Keogh-2$1,041,797$13,496$6,748iApproximate average salary by contribution assumption: employee only about $168,700 at 4% or $112,467 at 6%; with 50% employer match about $112,467 at 4% or $74,978 at 6%; with 100% employer match about $84,350 at 4% or $56,233 at 6%.
Sheldon D Simon Self Employed Profit Sharing-1$0$0-
201021$1,018,493$14,342$14,342iApproximate average salary by contribution assumption: employee only about $358,550 at 4% or $239,033 at 6%; with 50% employer match about $239,033 at 4% or $159,356 at 6%; with 100% employer match about $179,275 at 4% or $119,517 at 6%.
Sheldon D Simon Profit Sharing Keogh-1$1,018,493$14,342$14,342iApproximate average salary by contribution assumption: employee only about $358,550 at 4% or $239,033 at 6%; with 50% employer match about $239,033 at 4% or $159,356 at 6%; with 100% employer match about $179,275 at 4% or $119,517 at 6%.
Sheldon D Simon Self Employed Profit Sharing-1$0--
200921$865,721$3,919$3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%.
Sheldon D Simon Profit Sharing Keogh-1$865,721$3,919$3,919iApproximate average salary by contribution assumption: employee only about $97,975 at 4% or $65,317 at 6%; with 50% employer match about $65,317 at 4% or $43,544 at 6%; with 100% employer match about $48,988 at 4% or $32,658 at 6%.
Sheldon D Simon Self Employed Profit Sharing-1$0$0-
200821$0$0-
Sheldon D Simon Profit Sharing Keogh-1---
Sheldon D Simon Self Employed Profit Sharing-1---
200722$0$0-
Sheldon D Simon Self Employed Profit Sharing-2---
Sheldon D Simon Profit Sharing Keogh-2---
200623$857,351$29,945$9,982iApproximate average salary by contribution assumption: employee only about $249,542 at 4% or $166,361 at 6%; with 50% employer match about $166,361 at 4% or $110,907 at 6%; with 100% employer match about $124,771 at 4% or $83,181 at 6%.
Sheldon D Simon Profit Sharing Keogh-3$857,351$29,945$9,982iApproximate average salary by contribution assumption: employee only about $249,542 at 4% or $166,361 at 6%; with 50% employer match about $166,361 at 4% or $110,907 at 6%; with 100% employer match about $124,771 at 4% or $83,181 at 6%.
Sheldon D Simon Self Employed Profit Sharing-3---
200523$719,542$33,029$11,010iApproximate average salary by contribution assumption: employee only about $275,242 at 4% or $183,494 at 6%; with 50% employer match about $183,494 at 4% or $122,330 at 6%; with 100% employer match about $137,621 at 4% or $91,747 at 6%.
Sheldon D Simon Profit Sharing Keogh-3$719,542$33,029$11,010iApproximate average salary by contribution assumption: employee only about $275,242 at 4% or $183,494 at 6%; with 50% employer match about $183,494 at 4% or $122,330 at 6%; with 100% employer match about $137,621 at 4% or $91,747 at 6%.
Sheldon D Simon Self Employed Profit Sharing-3---
200423$640,330$31,898$10,633iApproximate average salary by contribution assumption: employee only about $265,817 at 4% or $177,211 at 6%; with 50% employer match about $177,211 at 4% or $118,141 at 6%; with 100% employer match about $132,908 at 4% or $88,606 at 6%.
Sheldon D Simon Profit Sharing Keogh-3$640,330$31,898$10,633iApproximate average salary by contribution assumption: employee only about $265,817 at 4% or $177,211 at 6%; with 50% employer match about $177,211 at 4% or $118,141 at 6%; with 100% employer match about $132,908 at 4% or $88,606 at 6%.
Sheldon D Simon Self Employed Profit Sharing-3---
200324$601,145$31,898$7,975iApproximate average salary by contribution assumption: employee only about $199,363 at 4% or $132,908 at 6%; with 50% employer match about $132,908 at 4% or $88,606 at 6%; with 100% employer match about $99,681 at 4% or $66,454 at 6%.
Sheldon D Simon Profit Sharing Keogh-4$601,145$31,898$7,975iApproximate average salary by contribution assumption: employee only about $199,363 at 4% or $132,908 at 6%; with 50% employer match about $132,908 at 4% or $88,606 at 6%; with 100% employer match about $99,681 at 4% or $66,454 at 6%.
Sheldon D Simon Self Employed Profit Sharing-4---
200224$0$0-
Sheldon D Simon Self Employed Profit Sharing-4---
Sheldon D Simon Self Employed Profit Sharing-4---
200123$0$0-
Sheldon D Simon Profit Sharing Keogh-3---
Sheldon D Simon Self Employed Profit Sharing-3---
200023$0$0-
Sheldon D Simon Profit Sharing Keogh-3---
Sheldon D Simon Self Employed Profit Sharing-3---
199913$772,578$6,935$2,312iApproximate average salary by contribution assumption: employee only about $57,792 at 4% or $38,528 at 6%; with 50% employer match about $38,528 at 4% or $25,685 at 6%; with 100% employer match about $28,896 at 4% or $19,264 at 6%.
Sheldon D Simon Profit Sharing Keogh-3$772,578$6,935$2,312iApproximate average salary by contribution assumption: employee only about $57,792 at 4% or $38,528 at 6%; with 50% employer match about $38,528 at 4% or $25,685 at 6%; with 100% employer match about $28,896 at 4% or $19,264 at 6%.