Civic Intelligence

Rolando G. Simeon, M.D.

Plan context: Rolando G. Simeon, M.D. Profit Sharing Keogh Plan

EIN 68-0101179 • Lodi, CA • 26 filings • 4 plans

120 South School Street Unit 2539Lodi, CA 95241-0000
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,462,973

2024 Contributions

$111,755

Historical Graphs

Total Assets Over Time

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

$3,462,973$1,731,487$0199920132023YearValue
$3,462,973Latest year 2023

Participants Over Time

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

530199920112023YearValue
3Latest year 2023

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
202410$0$0-
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-0$0--
202313$3,462,973$111,755$37,252iApproximate average salary by contribution assumption: employee only about $931,292 at 4% or $620,861 at 6%; with 50% employer match about $620,861 at 4% or $413,907 at 6%; with 100% employer match about $465,646 at 4% or $310,431 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$3,462,973$111,755$37,252iApproximate average salary by contribution assumption: employee only about $931,292 at 4% or $620,861 at 6%; with 50% employer match about $620,861 at 4% or $413,907 at 6%; with 100% employer match about $465,646 at 4% or $310,431 at 6%.
202213$2,625,302$109,895$36,632iApproximate average salary by contribution assumption: employee only about $915,792 at 4% or $610,528 at 6%; with 50% employer match about $610,528 at 4% or $407,019 at 6%; with 100% employer match about $457,896 at 4% or $305,264 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$2,625,302$109,895$36,632iApproximate average salary by contribution assumption: employee only about $915,792 at 4% or $610,528 at 6%; with 50% employer match about $610,528 at 4% or $407,019 at 6%; with 100% employer match about $457,896 at 4% or $305,264 at 6%.
202115$3,437,761$103,913$20,783iApproximate average salary by contribution assumption: employee only about $519,565 at 4% or $346,377 at 6%; with 50% employer match about $346,377 at 4% or $230,918 at 6%; with 100% employer match about $259,782 at 4% or $173,188 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-5$3,437,761$103,913$20,783iApproximate average salary by contribution assumption: employee only about $519,565 at 4% or $346,377 at 6%; with 50% employer match about $346,377 at 4% or $230,918 at 6%; with 100% employer match about $259,782 at 4% or $173,188 at 6%.
202014$2,861,919$101,907$25,477iApproximate average salary by contribution assumption: employee only about $636,919 at 4% or $424,613 at 6%; with 50% employer match about $424,613 at 4% or $283,075 at 6%; with 100% employer match about $318,459 at 4% or $212,306 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-4$2,861,919$101,907$25,477iApproximate average salary by contribution assumption: employee only about $636,919 at 4% or $424,613 at 6%; with 50% employer match about $424,613 at 4% or $283,075 at 6%; with 100% employer match about $318,459 at 4% or $212,306 at 6%.
201914$2,175,210$104,336$26,084iApproximate average salary by contribution assumption: employee only about $652,100 at 4% or $434,733 at 6%; with 50% employer match about $434,733 at 4% or $289,822 at 6%; with 100% employer match about $326,050 at 4% or $217,367 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-4$2,175,210$104,336$26,084iApproximate average salary by contribution assumption: employee only about $652,100 at 4% or $434,733 at 6%; with 50% employer match about $434,733 at 4% or $289,822 at 6%; with 100% employer match about $326,050 at 4% or $217,367 at 6%.
201814$1,433,278$102,025$25,506iApproximate average salary by contribution assumption: employee only about $637,656 at 4% or $425,104 at 6%; with 50% employer match about $425,104 at 4% or $283,403 at 6%; with 100% employer match about $318,828 at 4% or $212,552 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-4$1,433,278$102,025$25,506iApproximate average salary by contribution assumption: employee only about $637,656 at 4% or $425,104 at 6%; with 50% employer match about $425,104 at 4% or $283,403 at 6%; with 100% employer match about $318,828 at 4% or $212,552 at 6%.
201713$1,674,584$89,323$29,774iApproximate average salary by contribution assumption: employee only about $744,358 at 4% or $496,239 at 6%; with 50% employer match about $496,239 at 4% or $330,826 at 6%; with 100% employer match about $372,179 at 4% or $248,119 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,674,584$89,323$29,774iApproximate average salary by contribution assumption: employee only about $744,358 at 4% or $496,239 at 6%; with 50% employer match about $496,239 at 4% or $330,826 at 6%; with 100% employer match about $372,179 at 4% or $248,119 at 6%.
201613$1,665,644$89,763$29,921iApproximate average salary by contribution assumption: employee only about $748,025 at 4% or $498,683 at 6%; with 50% employer match about $498,683 at 4% or $332,456 at 6%; with 100% employer match about $374,013 at 4% or $249,342 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,665,644$89,763$29,921iApproximate average salary by contribution assumption: employee only about $748,025 at 4% or $498,683 at 6%; with 50% employer match about $498,683 at 4% or $332,456 at 6%; with 100% employer match about $374,013 at 4% or $249,342 at 6%.
201513$1,480,805$88,927$29,642iApproximate average salary by contribution assumption: employee only about $741,058 at 4% or $494,039 at 6%; with 50% employer match about $494,039 at 4% or $329,359 at 6%; with 100% employer match about $370,529 at 4% or $247,019 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,480,805$88,927$29,642iApproximate average salary by contribution assumption: employee only about $741,058 at 4% or $494,039 at 6%; with 50% employer match about $494,039 at 4% or $329,359 at 6%; with 100% employer match about $370,529 at 4% or $247,019 at 6%.
201413$1,432,615$85,116$28,372iApproximate average salary by contribution assumption: employee only about $709,300 at 4% or $472,867 at 6%; with 50% employer match about $472,867 at 4% or $315,244 at 6%; with 100% employer match about $354,650 at 4% or $236,433 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,432,615$85,116$28,372iApproximate average salary by contribution assumption: employee only about $709,300 at 4% or $472,867 at 6%; with 50% employer match about $472,867 at 4% or $315,244 at 6%; with 100% employer match about $354,650 at 4% or $236,433 at 6%.
201313$1,278,427$84,663$28,221iApproximate average salary by contribution assumption: employee only about $705,525 at 4% or $470,350 at 6%; with 50% employer match about $470,350 at 4% or $313,567 at 6%; with 100% employer match about $352,763 at 4% or $235,175 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,278,427$84,663$28,221iApproximate average salary by contribution assumption: employee only about $705,525 at 4% or $470,350 at 6%; with 50% employer match about $470,350 at 4% or $313,567 at 6%; with 100% employer match about $352,763 at 4% or $235,175 at 6%.
201213$1,103,563$82,291$27,430iApproximate average salary by contribution assumption: employee only about $685,758 at 4% or $457,172 at 6%; with 50% employer match about $457,172 at 4% or $304,781 at 6%; with 100% employer match about $342,879 at 4% or $228,586 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$1,103,563$82,291$27,430iApproximate average salary by contribution assumption: employee only about $685,758 at 4% or $457,172 at 6%; with 50% employer match about $457,172 at 4% or $304,781 at 6%; with 100% employer match about $342,879 at 4% or $228,586 at 6%.
201112$958,175$52,618$26,309iApproximate average salary by contribution assumption: employee only about $657,725 at 4% or $438,483 at 6%; with 50% employer match about $438,483 at 4% or $292,322 at 6%; with 100% employer match about $328,863 at 4% or $219,242 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2$958,175$52,618$26,309iApproximate average salary by contribution assumption: employee only about $657,725 at 4% or $438,483 at 6%; with 50% employer match about $438,483 at 4% or $292,322 at 6%; with 100% employer match about $328,863 at 4% or $219,242 at 6%.
201012$916,853$53,131$26,566iApproximate average salary by contribution assumption: employee only about $664,138 at 4% or $442,758 at 6%; with 50% employer match about $442,758 at 4% or $295,172 at 6%; with 100% employer match about $332,069 at 4% or $221,379 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2$916,853$53,131$26,566iApproximate average salary by contribution assumption: employee only about $664,138 at 4% or $442,758 at 6%; with 50% employer match about $442,758 at 4% or $295,172 at 6%; with 100% employer match about $332,069 at 4% or $221,379 at 6%.
200913$767,746$52,907$17,636iApproximate average salary by contribution assumption: employee only about $440,892 at 4% or $293,928 at 6%; with 50% employer match about $293,928 at 4% or $195,952 at 6%; with 100% employer match about $220,446 at 4% or $146,964 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$767,746$52,907$17,636iApproximate average salary by contribution assumption: employee only about $440,892 at 4% or $293,928 at 6%; with 50% employer match about $293,928 at 4% or $195,952 at 6%; with 100% employer match about $220,446 at 4% or $146,964 at 6%.
200812$574,047$49,756$24,878iApproximate average salary by contribution assumption: employee only about $621,950 at 4% or $414,633 at 6%; with 50% employer match about $414,633 at 4% or $276,422 at 6%; with 100% employer match about $310,975 at 4% or $207,317 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2$574,047$49,756$24,878iApproximate average salary by contribution assumption: employee only about $621,950 at 4% or $414,633 at 6%; with 50% employer match about $414,633 at 4% or $276,422 at 6%; with 100% employer match about $310,975 at 4% or $207,317 at 6%.
200713$0$0-
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3---
200611$640,210$42,171$42,171iApproximate average salary by contribution assumption: employee only about $1,054,275 at 4% or $702,850 at 6%; with 50% employer match about $702,850 at 4% or $468,567 at 6%; with 100% employer match about $527,138 at 4% or $351,425 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-1$640,210$42,171$42,171iApproximate average salary by contribution assumption: employee only about $1,054,275 at 4% or $702,850 at 6%; with 50% employer match about $702,850 at 4% or $468,567 at 6%; with 100% employer match about $527,138 at 4% or $351,425 at 6%.
200511$532,977$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-1$532,977$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$461,126$41,193$20,597iApproximate average salary by contribution assumption: employee only about $514,913 at 4% or $343,275 at 6%; with 50% employer match about $343,275 at 4% or $228,850 at 6%; with 100% employer match about $257,456 at 4% or $171,638 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2$461,126$41,193$20,597iApproximate average salary by contribution assumption: employee only about $514,913 at 4% or $343,275 at 6%; with 50% employer match about $343,275 at 4% or $228,850 at 6%; with 100% employer match about $257,456 at 4% or $171,638 at 6%.
200312$389,990$40,161$20,081iApproximate average salary by contribution assumption: employee only about $502,013 at 4% or $334,675 at 6%; with 50% employer match about $334,675 at 4% or $223,117 at 6%; with 100% employer match about $251,006 at 4% or $167,338 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2$389,990$40,161$20,081iApproximate average salary by contribution assumption: employee only about $502,013 at 4% or $334,675 at 6%; with 50% employer match about $334,675 at 4% or $223,117 at 6%; with 100% employer match about $251,006 at 4% or $167,338 at 6%.
200213$275,447$40,247$13,416iApproximate average salary by contribution assumption: employee only about $335,392 at 4% or $223,594 at 6%; with 50% employer match about $223,594 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,797 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$275,447$40,247$13,416iApproximate average salary by contribution assumption: employee only about $335,392 at 4% or $223,594 at 6%; with 50% employer match about $223,594 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,797 at 6%.
200114$0$0-
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-4---
200012$0$0-
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-2---
199913$454,764$26,253$8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%.
Rolando G. Simeon, M.D. Profit Sharing Keogh Plan-3$454,764$26,253$8,751iApproximate average salary by contribution assumption: employee only about $218,775 at 4% or $145,850 at 6%; with 50% employer match about $145,850 at 4% or $97,233 at 6%; with 100% employer match about $109,388 at 4% or $72,925 at 6%.