Civic Intelligence

Beer Simon & Associates

Plan context: Beer Simon & Associates Profit Sharing Plan

EIN 63-1057247 • Florence, AL • 40 filings • 4 plans

216 South Marengo Street, Suite FFlorence, AL 35630
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$8,006,417

2024 Contributions

$342,748

Historical Graphs

Total Assets Over Time

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

$10,534,303$5,267,152$0200420152024YearValue
$8,006,417Latest year 2024

Participants Over Time

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

840200420142024YearValue
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$8,006,417$342,748$85,687iApproximate average salary by contribution assumption: employee only about $2,142,175 at 4% or $1,428,117 at 6%; with 50% employer match about $1,428,117 at 4% or $952,078 at 6%; with 100% employer match about $1,071,088 at 4% or $714,058 at 6%.
Beer Simon & Associates Profit Sharing Plan-4$5,782,811$228,787$57,197iApproximate average salary by contribution assumption: employee only about $1,429,919 at 4% or $953,279 at 6%; with 50% employer match about $953,279 at 4% or $635,519 at 6%; with 100% employer match about $714,959 at 4% or $476,640 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,223,606$113,961$37,987iApproximate average salary by contribution assumption: employee only about $949,675 at 4% or $633,117 at 6%; with 50% employer match about $633,117 at 4% or $422,078 at 6%; with 100% employer match about $474,838 at 4% or $316,558 at 6%.
202325$6,961,009$393,573$78,715iApproximate average salary by contribution assumption: employee only about $1,967,865 at 4% or $1,311,910 at 6%; with 50% employer match about $1,311,910 at 4% or $874,607 at 6%; with 100% employer match about $983,933 at 4% or $655,955 at 6%.
Beer Simon & Associates Profit Sharing Plan-5$4,928,493$275,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,032,516$118,573$39,524iApproximate average salary by contribution assumption: employee only about $988,108 at 4% or $658,739 at 6%; with 50% employer match about $658,739 at 4% or $439,159 at 6%; with 100% employer match about $494,054 at 4% or $329,369 at 6%.
202225$5,967,767$434,250$86,850iApproximate average salary by contribution assumption: employee only about $2,171,250 at 4% or $1,447,500 at 6%; with 50% employer match about $1,447,500 at 4% or $965,000 at 6%; with 100% employer match about $1,085,625 at 4% or $723,750 at 6%.
Beer Simon & Associates Profit Sharing Plan-5$4,121,295$311,713$62,343iApproximate average salary by contribution assumption: employee only about $1,558,565 at 4% or $1,039,043 at 6%; with 50% employer match about $1,039,043 at 4% or $692,696 at 6%; with 100% employer match about $779,283 at 4% or $519,522 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,846,472$122,537$40,846iApproximate average salary by contribution assumption: employee only about $1,021,142 at 4% or $680,761 at 6%; with 50% employer match about $680,761 at 4% or $453,841 at 6%; with 100% employer match about $510,571 at 4% or $340,381 at 6%.
202127$6,770,022$448,766$64,109iApproximate average salary by contribution assumption: employee only about $1,602,736 at 4% or $1,068,490 at 6%; with 50% employer match about $1,068,490 at 4% or $712,327 at 6%; with 100% employer match about $801,368 at 4% or $534,245 at 6%.
Beer Simon & Associates Profit Sharing Plan-7$5,105,970$324,183$46,312iApproximate average salary by contribution assumption: employee only about $1,157,796 at 4% or $771,864 at 6%; with 50% employer match about $771,864 at 4% or $514,576 at 6%; with 100% employer match about $578,898 at 4% or $385,932 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,664,052$124,583$41,528iApproximate average salary by contribution assumption: employee only about $1,038,192 at 4% or $692,128 at 6%; with 50% employer match about $692,128 at 4% or $461,419 at 6%; with 100% employer match about $519,096 at 4% or $346,064 at 6%.
202027$10,534,303$555,911$79,416iApproximate average salary by contribution assumption: employee only about $1,985,396 at 4% or $1,323,598 at 6%; with 50% employer match about $1,323,598 at 4% or $882,398 at 6%; with 100% employer match about $992,698 at 4% or $661,799 at 6%.
Beer Simon & Associates Profit Sharing Plan-7$7,052,750$336,287$48,041iApproximate average salary by contribution assumption: employee only about $1,201,025 at 4% or $800,683 at 6%; with 50% employer match about $800,683 at 4% or $533,789 at 6%; with 100% employer match about $600,513 at 4% or $400,342 at 6%.
Beer Simon and Associates Defined Benefit Plan-4$3,481,553$219,624$54,906iApproximate average salary by contribution assumption: employee only about $1,372,650 at 4% or $915,100 at 6%; with 50% employer match about $915,100 at 4% or $610,067 at 6%; with 100% employer match about $686,325 at 4% or $457,550 at 6%.
201927$9,484,379$547,496$78,214iApproximate average salary by contribution assumption: employee only about $1,955,343 at 4% or $1,303,562 at 6%; with 50% employer match about $1,303,562 at 4% or $869,041 at 6%; with 100% employer match about $977,671 at 4% or $651,781 at 6%.
Beer Simon & Associates Profit Sharing Plan-7$6,347,279$335,000$47,857iApproximate average salary by contribution assumption: employee only about $1,196,429 at 4% or $797,619 at 6%; with 50% employer match about $797,619 at 4% or $531,746 at 6%; with 100% employer match about $598,214 at 4% or $398,810 at 6%.
Beer Simon and Associates Defined Benefit Plan-4$3,137,100$212,496$53,124iApproximate average salary by contribution assumption: employee only about $1,328,100 at 4% or $885,400 at 6%; with 50% employer match about $885,400 at 4% or $590,267 at 6%; with 100% employer match about $664,050 at 4% or $442,700 at 6%.
201828$8,139,700$1,461,428$182,679iApproximate average salary by contribution assumption: employee only about $4,566,963 at 4% or $3,044,642 at 6%; with 50% employer match about $3,044,642 at 4% or $2,029,761 at 6%; with 100% employer match about $2,283,481 at 4% or $1,522,321 at 6%.
Beer Simon & Associates Profit Sharing Plan-8$5,328,951$1,295,266$161,908iApproximate average salary by contribution assumption: employee only about $4,047,706 at 4% or $2,698,471 at 6%; with 50% employer match about $2,698,471 at 4% or $1,798,981 at 6%; with 100% employer match about $2,023,853 at 4% or $1,349,235 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,810,749$166,162$55,387iApproximate average salary by contribution assumption: employee only about $1,384,683 at 4% or $923,122 at 6%; with 50% employer match about $923,122 at 4% or $615,415 at 6%; with 100% employer match about $692,342 at 4% or $461,561 at 6%.
201727$6,635,042$493,726$70,532iApproximate average salary by contribution assumption: employee only about $1,763,307 at 4% or $1,175,538 at 6%; with 50% employer match about $1,175,538 at 4% or $783,692 at 6%; with 100% employer match about $881,654 at 4% or $587,769 at 6%.
Beer Simon & Associates Profit Sharing Plan-7$4,092,596$324,000$46,286iApproximate average salary by contribution assumption: employee only about $1,157,143 at 4% or $771,429 at 6%; with 50% employer match about $771,429 at 4% or $514,286 at 6%; with 100% employer match about $578,571 at 4% or $385,714 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,542,446$169,726$56,575iApproximate average salary by contribution assumption: employee only about $1,414,383 at 4% or $942,922 at 6%; with 50% employer match about $942,922 at 4% or $628,615 at 6%; with 100% employer match about $707,192 at 4% or $471,461 at 6%.
201626$5,703,406$520,716$86,786iApproximate average salary by contribution assumption: employee only about $2,169,650 at 4% or $1,446,433 at 6%; with 50% employer match about $1,446,433 at 4% or $964,289 at 6%; with 100% employer match about $1,084,825 at 4% or $723,217 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$3,425,540$351,628$58,605iApproximate average salary by contribution assumption: employee only about $1,465,117 at 4% or $976,744 at 6%; with 50% employer match about $976,744 at 4% or $651,163 at 6%; with 100% employer match about $732,558 at 4% or $488,372 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,277,866$169,088$56,363iApproximate average salary by contribution assumption: employee only about $1,409,067 at 4% or $939,378 at 6%; with 50% employer match about $939,378 at 4% or $626,252 at 6%; with 100% employer match about $704,533 at 4% or $469,689 at 6%.
201526$4,724,710$437,945$72,991iApproximate average salary by contribution assumption: employee only about $1,824,771 at 4% or $1,216,514 at 6%; with 50% employer match about $1,216,514 at 4% or $811,009 at 6%; with 100% employer match about $912,385 at 4% or $608,257 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$2,699,251$265,000$44,167iApproximate average salary by contribution assumption: employee only about $1,104,167 at 4% or $736,111 at 6%; with 50% employer match about $736,111 at 4% or $490,741 at 6%; with 100% employer match about $552,083 at 4% or $368,056 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$2,025,459$172,945$57,648iApproximate average salary by contribution assumption: employee only about $1,441,208 at 4% or $960,806 at 6%; with 50% employer match about $960,806 at 4% or $640,537 at 6%; with 100% employer match about $720,604 at 4% or $480,403 at 6%.
201426$4,638,552$433,581$72,264iApproximate average salary by contribution assumption: employee only about $1,806,588 at 4% or $1,204,392 at 6%; with 50% employer match about $1,204,392 at 4% or $802,928 at 6%; with 100% employer match about $903,294 at 4% or $602,196 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$2,861,256$260,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,777,296$173,581$57,860iApproximate average salary by contribution assumption: employee only about $1,446,508 at 4% or $964,339 at 6%; with 50% employer match about $964,339 at 4% or $642,893 at 6%; with 100% employer match about $723,254 at 4% or $482,169 at 6%.
201326$4,165,720$426,727$71,121iApproximate average salary by contribution assumption: employee only about $1,778,029 at 4% or $1,185,353 at 6%; with 50% employer match about $1,185,353 at 4% or $790,235 at 6%; with 100% employer match about $889,015 at 4% or $592,676 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$2,631,822$255,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,533,898$171,727$57,242iApproximate average salary by contribution assumption: employee only about $1,431,058 at 4% or $954,039 at 6%; with 50% employer match about $954,039 at 4% or $636,026 at 6%; with 100% employer match about $715,529 at 4% or $477,019 at 6%.
201226$3,445,636$423,334$70,556iApproximate average salary by contribution assumption: employee only about $1,763,892 at 4% or $1,175,928 at 6%; with 50% employer match about $1,175,928 at 4% or $783,952 at 6%; with 100% employer match about $881,946 at 4% or $587,964 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$2,144,639$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,300,997$173,334$57,778iApproximate average salary by contribution assumption: employee only about $1,444,450 at 4% or $962,967 at 6%; with 50% employer match about $962,967 at 4% or $641,978 at 6%; with 100% employer match about $722,225 at 4% or $481,483 at 6%.
201126$2,832,099$423,668$70,611iApproximate average salary by contribution assumption: employee only about $1,765,283 at 4% or $1,176,856 at 6%; with 50% employer match about $1,176,856 at 4% or $784,570 at 6%; with 100% employer match about $882,642 at 4% or $588,428 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$1,753,464$245,000$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$1,078,635$178,668$59,556iApproximate average salary by contribution assumption: employee only about $1,488,900 at 4% or $992,600 at 6%; with 50% employer match about $992,600 at 4% or $661,733 at 6%; with 100% employer match about $744,450 at 4% or $496,300 at 6%.
201026$2,437,638$402,307$67,051iApproximate average salary by contribution assumption: employee only about $1,676,279 at 4% or $1,117,519 at 6%; with 50% employer match about $1,117,519 at 4% or $745,013 at 6%; with 100% employer match about $838,140 at 4% or $558,760 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$1,576,439$245,000$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$861,199$157,307$52,436iApproximate average salary by contribution assumption: employee only about $1,310,892 at 4% or $873,928 at 6%; with 50% employer match about $873,928 at 4% or $582,619 at 6%; with 100% employer match about $655,446 at 4% or $436,964 at 6%.
200926$1,845,573$405,127$67,521iApproximate average salary by contribution assumption: employee only about $1,688,029 at 4% or $1,125,353 at 6%; with 50% employer match about $1,125,353 at 4% or $750,235 at 6%; with 100% employer match about $844,015 at 4% or $562,676 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$1,171,927$245,000$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$673,646$160,127$53,376iApproximate average salary by contribution assumption: employee only about $1,334,392 at 4% or $889,594 at 6%; with 50% employer match about $889,594 at 4% or $593,063 at 6%; with 100% employer match about $667,196 at 4% or $444,797 at 6%.
200826$1,331,761$427,319$71,220iApproximate average salary by contribution assumption: employee only about $1,780,496 at 4% or $1,186,997 at 6%; with 50% employer match about $1,186,997 at 4% or $791,331 at 6%; with 100% employer match about $890,248 at 4% or $593,499 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$837,554$261,810$43,635iApproximate average salary by contribution assumption: employee only about $1,090,875 at 4% or $727,250 at 6%; with 50% employer match about $727,250 at 4% or $484,833 at 6%; with 100% employer match about $545,438 at 4% or $363,625 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$494,207$165,509$55,170iApproximate average salary by contribution assumption: employee only about $1,379,242 at 4% or $919,494 at 6%; with 50% employer match about $919,494 at 4% or $612,996 at 6%; with 100% employer match about $689,621 at 4% or $459,747 at 6%.
200726$0$0-
Beer Simon and Associates Defined Benefit Plan-3---
Beer Simon & Associates Profit Sharing Plan-6---
200626$762,241$390,464$65,077iApproximate average salary by contribution assumption: employee only about $1,626,933 at 4% or $1,084,622 at 6%; with 50% employer match about $1,084,622 at 4% or $723,081 at 6%; with 100% employer match about $813,467 at 4% or $542,311 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$617,252$245,475$40,913iApproximate average salary by contribution assumption: employee only about $1,022,813 at 4% or $681,875 at 6%; with 50% employer match about $681,875 at 4% or $454,583 at 6%; with 100% employer match about $511,406 at 4% or $340,938 at 6%.
Beer Simon and Associates Defined Benefit Plan-3$144,989$144,989$48,330iApproximate average salary by contribution assumption: employee only about $1,208,242 at 4% or $805,494 at 6%; with 50% employer match about $805,494 at 4% or $536,996 at 6%; with 100% employer match about $604,121 at 4% or $402,747 at 6%.
200516$310,604$238,049$39,675iApproximate average salary by contribution assumption: employee only about $991,871 at 4% or $661,247 at 6%; with 50% employer match about $661,247 at 4% or $440,831 at 6%; with 100% employer match about $495,935 at 4% or $330,624 at 6%.
Beer Simon & Associates Profit Sharing Plan-6$310,604$238,049$39,675iApproximate average salary by contribution assumption: employee only about $991,871 at 4% or $661,247 at 6%; with 50% employer match about $661,247 at 4% or $440,831 at 6%; with 100% employer match about $495,935 at 4% or $330,624 at 6%.
200412$85,202$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Beer Simon & Associates Profit Sharing Plan-2$85,202$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.