Civic Intelligence

Michael S. Elstein, P.A.

Plan context: Sim Investment Trust

EIN 65-1144283 • Wellington, FL • 31 filings • 2 plans

8401 Lake Worth Road, #107Wellington, FL 33467
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,337,430

2024 Contributions

$252,330

Historical Graphs

Total Assets Over Time

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

$4,595,633$2,297,817$0200420162024YearValue
$2,337,430Latest year 2024

Participants Over Time

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

320200420142024YearValue
3Latest 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
202423$2,337,430$252,330$84,110iApproximate average salary by contribution assumption: employee only about $2,102,750 at 4% or $1,401,833 at 6%; with 50% employer match about $1,401,833 at 4% or $934,556 at 6%; with 100% employer match about $1,051,375 at 4% or $700,917 at 6%.
Sim Investment Trust-3$2,337,430$112,330$37,443iApproximate average salary by contribution assumption: employee only about $936,083 at 4% or $624,056 at 6%; with 50% employer match about $624,056 at 4% or $416,037 at 6%; with 100% employer match about $468,042 at 4% or $312,028 at 6%.
S.I.M.Z. Investment Trust II-0$0$140,000-
202323$4,595,633$320,969$106,990iApproximate average salary by contribution assumption: employee only about $2,674,742 at 4% or $1,783,161 at 6%; with 50% employer match about $1,783,161 at 4% or $1,188,774 at 6%; with 100% employer match about $1,337,371 at 4% or $891,581 at 6%.
S.I.M.Z. Investment Trust II-3$2,638,107$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Sim Investment Trust-3$1,957,526$70,969$23,656iApproximate average salary by contribution assumption: employee only about $591,408 at 4% or $394,272 at 6%; with 50% employer match about $394,272 at 4% or $262,848 at 6%; with 100% employer match about $295,704 at 4% or $197,136 at 6%.
202223$3,915,943$368,200$122,733iApproximate average salary by contribution assumption: employee only about $3,068,333 at 4% or $2,045,556 at 6%; with 50% employer match about $2,045,556 at 4% or $1,363,704 at 6%; with 100% employer match about $1,534,167 at 4% or $1,022,778 at 6%.
S.I.M.Z. Investment Trust II-3$2,212,269$310,000$103,333iApproximate average salary by contribution assumption: employee only about $2,583,333 at 4% or $1,722,222 at 6%; with 50% employer match about $1,722,222 at 4% or $1,148,148 at 6%; with 100% employer match about $1,291,667 at 4% or $861,111 at 6%.
Sim Investment Trust-3$1,703,674$58,200$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
202123$3,850,794$370,976$123,659iApproximate average salary by contribution assumption: employee only about $3,091,467 at 4% or $2,060,978 at 6%; with 50% employer match about $2,060,978 at 4% or $1,373,985 at 6%; with 100% employer match about $1,545,733 at 4% or $1,030,489 at 6%.
S.I.M.Z. Investment Trust II-3$2,071,783$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Sim Investment Trust-3$1,779,011$70,976$23,659iApproximate average salary by contribution assumption: employee only about $591,467 at 4% or $394,311 at 6%; with 50% employer match about $394,311 at 4% or $262,874 at 6%; with 100% employer match about $295,733 at 4% or $197,156 at 6%.
202023$3,280,235$375,126$125,042iApproximate average salary by contribution assumption: employee only about $3,126,050 at 4% or $2,084,033 at 6%; with 50% employer match about $2,084,033 at 4% or $1,389,356 at 6%; with 100% employer match about $1,563,025 at 4% or $1,042,017 at 6%.
S.I.M.Z. Investment Trust II-3$1,744,039$305,000$101,667iApproximate average salary by contribution assumption: employee only about $2,541,667 at 4% or $1,694,444 at 6%; with 50% employer match about $1,694,444 at 4% or $1,129,630 at 6%; with 100% employer match about $1,270,833 at 4% or $847,222 at 6%.
Sim Investment Trust-3$1,536,196$70,126$23,375iApproximate average salary by contribution assumption: employee only about $584,383 at 4% or $389,589 at 6%; with 50% employer match about $389,589 at 4% or $259,726 at 6%; with 100% employer match about $292,192 at 4% or $194,794 at 6%.
201923$2,865,315$364,466$121,489iApproximate average salary by contribution assumption: employee only about $3,037,217 at 4% or $2,024,811 at 6%; with 50% employer match about $2,024,811 at 4% or $1,349,874 at 6%; with 100% employer match about $1,518,608 at 4% or $1,012,406 at 6%.
S.I.M.Z. Investment Trust II-3$1,437,255$305,000$101,667iApproximate average salary by contribution assumption: employee only about $2,541,667 at 4% or $1,694,444 at 6%; with 50% employer match about $1,694,444 at 4% or $1,129,630 at 6%; with 100% employer match about $1,270,833 at 4% or $847,222 at 6%.
Sim Investment Trust-3$1,428,060$59,466$19,822iApproximate average salary by contribution assumption: employee only about $495,550 at 4% or $330,367 at 6%; with 50% employer match about $330,367 at 4% or $220,244 at 6%; with 100% employer match about $247,775 at 4% or $165,183 at 6%.
201823$2,147,947$206,424$68,808iApproximate average salary by contribution assumption: employee only about $1,720,200 at 4% or $1,146,800 at 6%; with 50% employer match about $1,146,800 at 4% or $764,533 at 6%; with 100% employer match about $860,100 at 4% or $573,400 at 6%.
Sim Investment Trust-3$1,166,460$51,424$17,141iApproximate average salary by contribution assumption: employee only about $428,533 at 4% or $285,689 at 6%; with 50% employer match about $285,689 at 4% or $190,459 at 6%; with 100% employer match about $214,267 at 4% or $142,844 at 6%.
S.I.M.Z. Investment Trust II-3$981,487$155,000$51,667iApproximate average salary by contribution assumption: employee only about $1,291,667 at 4% or $861,111 at 6%; with 50% employer match about $861,111 at 4% or $574,074 at 6%; with 100% employer match about $645,833 at 4% or $430,556 at 6%.
201723$2,108,244$211,366$70,455iApproximate average salary by contribution assumption: employee only about $1,761,383 at 4% or $1,174,256 at 6%; with 50% employer match about $1,174,256 at 4% or $782,837 at 6%; with 100% employer match about $880,692 at 4% or $587,128 at 6%.
Sim Investment Trust-3$1,220,121$51,366$17,122iApproximate average salary by contribution assumption: employee only about $428,050 at 4% or $285,367 at 6%; with 50% employer match about $285,367 at 4% or $190,244 at 6%; with 100% employer match about $214,025 at 4% or $142,683 at 6%.
S.I.M.Z. Investment Trust II-3$888,123$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201623$1,580,208$224,866$74,955iApproximate average salary by contribution assumption: employee only about $1,873,883 at 4% or $1,249,256 at 6%; with 50% employer match about $1,249,256 at 4% or $832,837 at 6%; with 100% employer match about $936,942 at 4% or $624,628 at 6%.
Sim Investment Trust-3$955,816$4,866$1,622iApproximate average salary by contribution assumption: employee only about $40,550 at 4% or $27,033 at 6%; with 50% employer match about $27,033 at 4% or $18,022 at 6%; with 100% employer match about $20,275 at 4% or $13,517 at 6%.
S.I.M.Z. Investment Trust II-3$624,392$220,000$73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%.
201523$1,232,408$121,000$40,333iApproximate average salary by contribution assumption: employee only about $1,008,333 at 4% or $672,222 at 6%; with 50% employer match about $672,222 at 4% or $448,148 at 6%; with 100% employer match about $504,167 at 4% or $336,111 at 6%.
Sim Investment Trust-3$860,784$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
S.I.M.Z. Investment Trust II-3$371,624$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201413$814,403$49,862$16,621iApproximate average salary by contribution assumption: employee only about $415,517 at 4% or $277,011 at 6%; with 50% employer match about $277,011 at 4% or $184,674 at 6%; with 100% employer match about $207,758 at 4% or $138,506 at 6%.
Sim Investment Trust-3$814,403$49,862$16,621iApproximate average salary by contribution assumption: employee only about $415,517 at 4% or $277,011 at 6%; with 50% employer match about $277,011 at 4% or $184,674 at 6%; with 100% employer match about $207,758 at 4% or $138,506 at 6%.
201312$722,550$50,600$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
Sim Investment Trust-2$722,550$50,600$25,300iApproximate average salary by contribution assumption: employee only about $632,500 at 4% or $421,667 at 6%; with 50% employer match about $421,667 at 4% or $281,111 at 6%; with 100% employer match about $316,250 at 4% or $210,833 at 6%.
201213$588,893$76,450$25,483iApproximate average salary by contribution assumption: employee only about $637,083 at 4% or $424,722 at 6%; with 50% employer match about $424,722 at 4% or $283,148 at 6%; with 100% employer match about $318,542 at 4% or $212,361 at 6%.
Sim Investment Trust-3$588,893$76,450$25,483iApproximate average salary by contribution assumption: employee only about $637,083 at 4% or $424,722 at 6%; with 50% employer match about $424,722 at 4% or $283,148 at 6%; with 100% employer match about $318,542 at 4% or $212,361 at 6%.
201113$486,683$45,972$15,324iApproximate average salary by contribution assumption: employee only about $383,100 at 4% or $255,400 at 6%; with 50% employer match about $255,400 at 4% or $170,267 at 6%; with 100% employer match about $191,550 at 4% or $127,700 at 6%.
Sim Investment Trust-3$486,683$45,972$15,324iApproximate average salary by contribution assumption: employee only about $383,100 at 4% or $255,400 at 6%; with 50% employer match about $255,400 at 4% or $170,267 at 6%; with 100% employer match about $191,550 at 4% or $127,700 at 6%.
201013$446,649$72,668$24,223iApproximate average salary by contribution assumption: employee only about $605,567 at 4% or $403,711 at 6%; with 50% employer match about $403,711 at 4% or $269,141 at 6%; with 100% employer match about $302,783 at 4% or $201,856 at 6%.
Sim Investment Trust-3$446,649$72,668$24,223iApproximate average salary by contribution assumption: employee only about $605,567 at 4% or $403,711 at 6%; with 50% employer match about $403,711 at 4% or $269,141 at 6%; with 100% employer match about $302,783 at 4% or $201,856 at 6%.
200912$376,192$71,523$35,762iApproximate average salary by contribution assumption: employee only about $894,038 at 4% or $596,025 at 6%; with 50% employer match about $596,025 at 4% or $397,350 at 6%; with 100% employer match about $447,019 at 4% or $298,013 at 6%.
Sim Investment Trust-2$376,192$71,523$35,762iApproximate average salary by contribution assumption: employee only about $894,038 at 4% or $596,025 at 6%; with 50% employer match about $596,025 at 4% or $397,350 at 6%; with 100% employer match about $447,019 at 4% or $298,013 at 6%.
200812$0$0-
Sim Investment Trust-2---
200712$0$0-
Sim Investment Trust-2---
200612$160,949$61,877$30,939iApproximate average salary by contribution assumption: employee only about $773,463 at 4% or $515,642 at 6%; with 50% employer match about $515,642 at 4% or $343,761 at 6%; with 100% employer match about $386,731 at 4% or $257,821 at 6%.
Sim Investment Trust-2$160,949$61,877$30,939iApproximate average salary by contribution assumption: employee only about $773,463 at 4% or $515,642 at 6%; with 50% employer match about $515,642 at 4% or $343,761 at 6%; with 100% employer match about $386,731 at 4% or $257,821 at 6%.
200512$0$0-
Sim Investment Trust-2---
200411$37,500$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Sim Investment Trust-1$37,500$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.