Civic Intelligence

Atkinson, Simms & Kermode PLLC

Plan context: Atkinson, Simms & Kermode PLLC Retirement Savings Plan

EIN 61-1381175 • Lexington, KY • 23 filings • 2 plans

1608 Harrodsburg Rd.Lexington, KY 40504-3706
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,073,675

2024 Contributions

$95,142

Historical Graphs

Total Assets Over Time

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

$3,073,675$1,536,838$0200220142024YearValue
$3,073,675Latest year 2024

Participants Over Time

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

950200220132024YearValue
6Latest 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
202416$3,073,675$95,142$15,857iApproximate average salary by contribution assumption: employee only about $396,425 at 4% or $264,283 at 6%; with 50% employer match about $264,283 at 4% or $176,189 at 6%; with 100% employer match about $198,213 at 4% or $132,142 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-6$3,073,675$95,142$15,857iApproximate average salary by contribution assumption: employee only about $396,425 at 4% or $264,283 at 6%; with 50% employer match about $264,283 at 4% or $176,189 at 6%; with 100% employer match about $198,213 at 4% or $132,142 at 6%.
202316$2,610,228$98,709$16,452iApproximate average salary by contribution assumption: employee only about $411,288 at 4% or $274,192 at 6%; with 50% employer match about $274,192 at 4% or $182,794 at 6%; with 100% employer match about $205,644 at 4% or $137,096 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-6$2,610,228$98,709$16,452iApproximate average salary by contribution assumption: employee only about $411,288 at 4% or $274,192 at 6%; with 50% employer match about $274,192 at 4% or $182,794 at 6%; with 100% employer match about $205,644 at 4% or $137,096 at 6%.
202216$2,084,995$90,737$15,123iApproximate average salary by contribution assumption: employee only about $378,071 at 4% or $252,047 at 6%; with 50% employer match about $252,047 at 4% or $168,031 at 6%; with 100% employer match about $189,035 at 4% or $126,024 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-6$2,084,995$90,737$15,123iApproximate average salary by contribution assumption: employee only about $378,071 at 4% or $252,047 at 6%; with 50% employer match about $252,047 at 4% or $168,031 at 6%; with 100% employer match about $189,035 at 4% or $126,024 at 6%.
202117$2,441,197$72,289$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%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-7$2,441,197$72,289$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%.
202017$2,051,765$66,736$9,534iApproximate average salary by contribution assumption: employee only about $238,343 at 4% or $158,895 at 6%; with 50% employer match about $158,895 at 4% or $105,930 at 6%; with 100% employer match about $119,171 at 4% or $79,448 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-7$2,051,765$66,736$9,534iApproximate average salary by contribution assumption: employee only about $238,343 at 4% or $158,895 at 6%; with 50% employer match about $158,895 at 4% or $105,930 at 6%; with 100% employer match about $119,171 at 4% or $79,448 at 6%.
201919$1,751,209$65,381$7,265iApproximate average salary by contribution assumption: employee only about $181,614 at 4% or $121,076 at 6%; with 50% employer match about $121,076 at 4% or $80,717 at 6%; with 100% employer match about $90,807 at 4% or $60,538 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-9$1,751,209$65,381$7,265iApproximate average salary by contribution assumption: employee only about $181,614 at 4% or $121,076 at 6%; with 50% employer match about $121,076 at 4% or $80,717 at 6%; with 100% employer match about $90,807 at 4% or $60,538 at 6%.
201819$1,367,934$65,911$7,323iApproximate average salary by contribution assumption: employee only about $183,086 at 4% or $122,057 at 6%; with 50% employer match about $122,057 at 4% or $81,372 at 6%; with 100% employer match about $91,543 at 4% or $61,029 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-9$1,367,934$65,911$7,323iApproximate average salary by contribution assumption: employee only about $183,086 at 4% or $122,057 at 6%; with 50% employer match about $122,057 at 4% or $81,372 at 6%; with 100% employer match about $91,543 at 4% or $61,029 at 6%.
201718$1,415,378$64,358$8,045iApproximate average salary by contribution assumption: employee only about $201,119 at 4% or $134,079 at 6%; with 50% employer match about $134,079 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,040 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$1,415,378$64,358$8,045iApproximate average salary by contribution assumption: employee only about $201,119 at 4% or $134,079 at 6%; with 50% employer match about $134,079 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,040 at 6%.
201618$1,081,819$63,929$7,991iApproximate average salary by contribution assumption: employee only about $199,778 at 4% or $133,185 at 6%; with 50% employer match about $133,185 at 4% or $88,790 at 6%; with 100% employer match about $99,889 at 4% or $66,593 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$1,081,819$63,929$7,991iApproximate average salary by contribution assumption: employee only about $199,778 at 4% or $133,185 at 6%; with 50% employer match about $133,185 at 4% or $88,790 at 6%; with 100% employer match about $99,889 at 4% or $66,593 at 6%.
201518$989,271$71,182$8,898iApproximate average salary by contribution assumption: employee only about $222,444 at 4% or $148,296 at 6%; with 50% employer match about $148,296 at 4% or $98,864 at 6%; with 100% employer match about $111,222 at 4% or $74,148 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$989,271$71,182$8,898iApproximate average salary by contribution assumption: employee only about $222,444 at 4% or $148,296 at 6%; with 50% employer match about $148,296 at 4% or $98,864 at 6%; with 100% employer match about $111,222 at 4% or $74,148 at 6%.
201418$939,497$42,081$5,260iApproximate average salary by contribution assumption: employee only about $131,503 at 4% or $87,669 at 6%; with 50% employer match about $87,669 at 4% or $58,446 at 6%; with 100% employer match about $65,752 at 4% or $43,834 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$939,497$42,081$5,260iApproximate average salary by contribution assumption: employee only about $131,503 at 4% or $87,669 at 6%; with 50% employer match about $87,669 at 4% or $58,446 at 6%; with 100% employer match about $65,752 at 4% or $43,834 at 6%.
201318$881,452$32,253$4,032iApproximate average salary by contribution assumption: employee only about $100,791 at 4% or $67,194 at 6%; with 50% employer match about $67,194 at 4% or $44,796 at 6%; with 100% employer match about $50,395 at 4% or $33,597 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$881,452$32,253$4,032iApproximate average salary by contribution assumption: employee only about $100,791 at 4% or $67,194 at 6%; with 50% employer match about $67,194 at 4% or $44,796 at 6%; with 100% employer match about $50,395 at 4% or $33,597 at 6%.
201218$722,345$40,327$5,041iApproximate average salary by contribution assumption: employee only about $126,022 at 4% or $84,015 at 6%; with 50% employer match about $84,015 at 4% or $56,010 at 6%; with 100% employer match about $63,011 at 4% or $42,007 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$722,345$40,327$5,041iApproximate average salary by contribution assumption: employee only about $126,022 at 4% or $84,015 at 6%; with 50% employer match about $84,015 at 4% or $56,010 at 6%; with 100% employer match about $63,011 at 4% or $42,007 at 6%.
201118$676,933$89,224$11,153iApproximate average salary by contribution assumption: employee only about $278,825 at 4% or $185,883 at 6%; with 50% employer match about $185,883 at 4% or $123,922 at 6%; with 100% employer match about $139,413 at 4% or $92,942 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-8$676,933$89,224$11,153iApproximate average salary by contribution assumption: employee only about $278,825 at 4% or $185,883 at 6%; with 50% employer match about $185,883 at 4% or $123,922 at 6%; with 100% employer match about $139,413 at 4% or $92,942 at 6%.
201016$648,779$101,000$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-6$648,779$101,000$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
200915$486,855$114,000$22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-5$486,855$114,000$22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%.
200814$311,328$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-4$311,328$130,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200713$0$0-
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-3---
200614$204,086$38,298$9,575iApproximate average salary by contribution assumption: employee only about $239,363 at 4% or $159,575 at 6%; with 50% employer match about $159,575 at 4% or $106,383 at 6%; with 100% employer match about $119,681 at 4% or $79,788 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-4$204,086$38,298$9,575iApproximate average salary by contribution assumption: employee only about $239,363 at 4% or $159,575 at 6%; with 50% employer match about $159,575 at 4% or $106,383 at 6%; with 100% employer match about $119,681 at 4% or $79,788 at 6%.
200513$143,562$39,001$13,000iApproximate average salary by contribution assumption: employee only about $325,008 at 4% or $216,672 at 6%; with 50% employer match about $216,672 at 4% or $144,448 at 6%; with 100% employer match about $162,504 at 4% or $108,336 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-3$143,562$39,001$13,000iApproximate average salary by contribution assumption: employee only about $325,008 at 4% or $216,672 at 6%; with 50% employer match about $216,672 at 4% or $144,448 at 6%; with 100% employer match about $162,504 at 4% or $108,336 at 6%.
200414$97,158$51,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-4$97,158$51,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
200313$38,900$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-3$38,900$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200213$15,000$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Atkinson, Simms & Kermode PLLC Retirement Savings Plan-3$15,000$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.