Civic Intelligence

Simon-Williamson Clinic PC.

Plan context: Simon-Williamson Clinic PC. 401K Profit Sharing Plan

EIN 63-0693892 • Birmingham, AL • 39 filings • 7 plans

832 Princeton SW AveBirmingham, AL 35211-1323
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$3,866,430

2024 Contributions

$10,687

Historical Graphs

Total Assets Over Time

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

$26,383,848$13,191,924$0199920132024YearValue
$3,866,430Latest year 2024

Participants Over Time

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

3891950199920122024YearValue
42Latest 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
2024142$3,866,430$0-
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-42$3,866,430--
2023150$6,090,199$0-
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-50$6,090,199--
202212$6,687,176$10,687$5,344iApproximate average salary by contribution assumption: employee only about $133,588 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,794 at 4% or $44,529 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-2$6,687,176$10,687$5,344iApproximate average salary by contribution assumption: employee only about $133,588 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,794 at 4% or $44,529 at 6%.
20212129$23,165,600$1,035,232$8,025iApproximate average salary by contribution assumption: employee only about $200,626 at 4% or $133,751 at 6%; with 50% employer match about $133,751 at 4% or $89,167 at 6%; with 100% employer match about $100,313 at 4% or $66,875 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-85$23,165,600$1,035,232$12,179iApproximate average salary by contribution assumption: employee only about $304,480 at 4% or $202,987 at 6%; with 50% employer match about $202,987 at 4% or $135,324 at 6%; with 100% employer match about $152,240 at 4% or $101,493 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-129---
20202136$20,349,583$818,762$6,020iApproximate average salary by contribution assumption: employee only about $150,508 at 4% or $100,338 at 6%; with 50% employer match about $100,338 at 4% or $66,892 at 6%; with 100% employer match about $75,254 at 4% or $50,169 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-91$20,349,583$818,762$8,997iApproximate average salary by contribution assumption: employee only about $224,935 at 4% or $149,956 at 6%; with 50% employer match about $149,956 at 4% or $99,971 at 6%; with 100% employer match about $112,467 at 4% or $74,978 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-136---
20192244$20,264,135$995,931$4,082iApproximate average salary by contribution assumption: employee only about $102,042 at 4% or $68,028 at 6%; with 50% employer match about $68,028 at 4% or $45,352 at 6%; with 100% employer match about $51,021 at 4% or $34,014 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-97$20,264,135$995,931$10,267iApproximate average salary by contribution assumption: employee only about $256,683 at 4% or $171,122 at 6%; with 50% employer match about $171,122 at 4% or $114,081 at 6%; with 100% employer match about $128,342 at 4% or $85,561 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-244---
20182286$19,752,504$1,917,586$6,705iApproximate average salary by contribution assumption: employee only about $167,621 at 4% or $111,747 at 6%; with 50% employer match about $111,747 at 4% or $74,498 at 6%; with 100% employer match about $83,811 at 4% or $55,874 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-121$19,752,504$1,917,586$15,848iApproximate average salary by contribution assumption: employee only about $396,195 at 4% or $264,130 at 6%; with 50% employer match about $264,130 at 4% or $176,087 at 6%; with 100% employer match about $198,098 at 4% or $132,065 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-286---
20173357$23,744,929$1,156,288$3,239iApproximate average salary by contribution assumption: employee only about $80,973 at 4% or $53,982 at 6%; with 50% employer match about $53,982 at 4% or $35,988 at 6%; with 100% employer match about $40,486 at 4% or $26,991 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-138$23,744,929$1,156,288$8,379iApproximate average salary by contribution assumption: employee only about $209,472 at 4% or $139,648 at 6%; with 50% employer match about $139,648 at 4% or $93,099 at 6%; with 100% employer match about $104,736 at 4% or $69,824 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-357---
SIMON WILLIAMSON CLINIC SUPPLEMENTAL MEDICAL HEALTH PLAN-142---
20162389$26,383,848$1,233,902$3,172iApproximate average salary by contribution assumption: employee only about $79,300 at 4% or $52,866 at 6%; with 50% employer match about $52,866 at 4% or $35,244 at 6%; with 100% employer match about $39,650 at 4% or $26,433 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-128$26,383,848$1,233,902$9,640iApproximate average salary by contribution assumption: employee only about $240,996 at 4% or $160,664 at 6%; with 50% employer match about $160,664 at 4% or $107,110 at 6%; with 100% employer match about $120,498 at 4% or $80,332 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-389---
20152376$24,050,783$1,059,226$2,817iApproximate average salary by contribution assumption: employee only about $70,427 at 4% or $46,952 at 6%; with 50% employer match about $46,952 at 4% or $31,301 at 6%; with 100% employer match about $35,214 at 4% or $23,476 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-124$24,050,783$1,059,226$8,542iApproximate average salary by contribution assumption: employee only about $213,554 at 4% or $142,369 at 6%; with 50% employer match about $142,369 at 4% or $94,913 at 6%; with 100% employer match about $106,777 at 4% or $71,185 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-376---
20142383$24,071,059$981,456$2,563iApproximate average salary by contribution assumption: employee only about $64,064 at 4% or $42,709 at 6%; with 50% employer match about $42,709 at 4% or $28,473 at 6%; with 100% employer match about $32,032 at 4% or $21,355 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-118$24,071,059$981,456$8,317iApproximate average salary by contribution assumption: employee only about $207,936 at 4% or $138,624 at 6%; with 50% employer match about $138,624 at 4% or $92,416 at 6%; with 100% employer match about $103,968 at 4% or $69,312 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-383---
20132184$23,234,681$1,001,162$5,441iApproximate average salary by contribution assumption: employee only about $136,027 at 4% or $90,685 at 6%; with 50% employer match about $90,685 at 4% or $60,457 at 6%; with 100% employer match about $68,014 at 4% or $45,342 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-118$23,234,681$1,001,162$8,484iApproximate average salary by contribution assumption: employee only about $212,111 at 4% or $141,407 at 6%; with 50% employer match about $141,407 at 4% or $94,271 at 6%; with 100% employer match about $106,055 at 4% or $70,704 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-184---
20122185$23,043,537$1,008,808$5,453iApproximate average salary by contribution assumption: employee only about $136,325 at 4% or $90,884 at 6%; with 50% employer match about $90,884 at 4% or $60,589 at 6%; with 100% employer match about $68,163 at 4% or $45,442 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-122$23,043,537$1,008,808$8,269iApproximate average salary by contribution assumption: employee only about $206,723 at 4% or $137,815 at 6%; with 50% employer match about $137,815 at 4% or $91,877 at 6%; with 100% employer match about $103,361 at 4% or $68,908 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-185---
20112220$21,540,387$1,115,623$5,071iApproximate average salary by contribution assumption: employee only about $126,775 at 4% or $84,517 at 6%; with 50% employer match about $84,517 at 4% or $56,345 at 6%; with 100% employer match about $63,388 at 4% or $42,258 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-137$21,540,387$1,115,623$8,143iApproximate average salary by contribution assumption: employee only about $203,581 at 4% or $135,721 at 6%; with 50% employer match about $135,721 at 4% or $90,480 at 6%; with 100% employer match about $101,790 at 4% or $67,860 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-220---
20102206$23,139,543$1,149,049$5,578iApproximate average salary by contribution assumption: employee only about $139,448 at 4% or $92,965 at 6%; with 50% employer match about $92,965 at 4% or $61,977 at 6%; with 100% employer match about $69,724 at 4% or $46,483 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-141$23,139,543$1,149,049$8,149iApproximate average salary by contribution assumption: employee only about $203,732 at 4% or $135,821 at 6%; with 50% employer match about $135,821 at 4% or $90,548 at 6%; with 100% employer match about $101,866 at 4% or $67,911 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-206---
20092172$20,346,759$1,118,322$6,502iApproximate average salary by contribution assumption: employee only about $162,547 at 4% or $108,365 at 6%; with 50% employer match about $108,365 at 4% or $72,243 at 6%; with 100% employer match about $81,273 at 4% or $54,182 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-139$20,346,759$1,118,322$8,045iApproximate average salary by contribution assumption: employee only about $201,137 at 4% or $134,091 at 6%; with 50% employer match about $134,091 at 4% or $89,394 at 6%; with 100% employer match about $100,569 at 4% or $67,046 at 6%.
Simon-Williamson Clinic PC. Group Health and Welfare Benefits Plan-172---
20081138$15,844,079$980,185$7,103iApproximate average salary by contribution assumption: employee only about $177,570 at 4% or $118,380 at 6%; with 50% employer match about $118,380 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-138$15,844,079$980,185$7,103iApproximate average salary by contribution assumption: employee only about $177,570 at 4% or $118,380 at 6%; with 50% employer match about $118,380 at 4% or $78,920 at 6%; with 100% employer match about $88,785 at 4% or $59,190 at 6%.
20071141$20,937,359$1,005,672$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-141$20,937,359$1,005,672$7,132iApproximate average salary by contribution assumption: employee only about $178,311 at 4% or $118,874 at 6%; with 50% employer match about $118,874 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
20061147$20,542,036$928,960$6,319iApproximate average salary by contribution assumption: employee only about $157,986 at 4% or $105,324 at 6%; with 50% employer match about $105,324 at 4% or $70,216 at 6%; with 100% employer match about $78,993 at 4% or $52,662 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-147$20,542,036$928,960$6,319iApproximate average salary by contribution assumption: employee only about $157,986 at 4% or $105,324 at 6%; with 50% employer match about $105,324 at 4% or $70,216 at 6%; with 100% employer match about $78,993 at 4% or $52,662 at 6%.
20051152$17,458,032$805,031$5,296iApproximate average salary by contribution assumption: employee only about $132,406 at 4% or $88,271 at 6%; with 50% employer match about $88,271 at 4% or $58,847 at 6%; with 100% employer match about $66,203 at 4% or $44,135 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-152$17,458,032$805,031$5,296iApproximate average salary by contribution assumption: employee only about $132,406 at 4% or $88,271 at 6%; with 50% employer match about $88,271 at 4% or $58,847 at 6%; with 100% employer match about $66,203 at 4% or $44,135 at 6%.
20031193$13,663,559$679,589$3,521iApproximate average salary by contribution assumption: employee only about $88,030 at 4% or $58,686 at 6%; with 50% employer match about $58,686 at 4% or $39,124 at 6%; with 100% employer match about $44,015 at 4% or $29,343 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-193$13,663,559$679,589$3,521iApproximate average salary by contribution assumption: employee only about $88,030 at 4% or $58,686 at 6%; with 50% employer match about $58,686 at 4% or $39,124 at 6%; with 100% employer match about $44,015 at 4% or $29,343 at 6%.
20021211$0$0-
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-211---
20011162$12,355,499$555,662$3,430iApproximate average salary by contribution assumption: employee only about $85,750 at 4% or $57,167 at 6%; with 50% employer match about $57,167 at 4% or $38,111 at 6%; with 100% employer match about $42,875 at 4% or $28,583 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-162$12,355,499$555,662$3,430iApproximate average salary by contribution assumption: employee only about $85,750 at 4% or $57,167 at 6%; with 50% employer match about $57,167 at 4% or $38,111 at 6%; with 100% employer match about $42,875 at 4% or $28,583 at 6%.
20001180$0$0-
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-180---
19991145$11,259,170$294,481$2,031iApproximate average salary by contribution assumption: employee only about $50,773 at 4% or $33,848 at 6%; with 50% employer match about $33,848 at 4% or $22,566 at 6%; with 100% employer match about $25,386 at 4% or $16,924 at 6%.
Simon-Williamson Clinic PC. 401K Profit Sharing Plan-145$11,259,170$294,481$2,031iApproximate average salary by contribution assumption: employee only about $50,773 at 4% or $33,848 at 6%; with 50% employer match about $33,848 at 4% or $22,566 at 6%; with 100% employer match about $25,386 at 4% or $16,924 at 6%.