Simon, Peragine, Smith & Redfearn, L.L.P.
Plan context: Simon, Peragine, Smith & Redfearn Employee Benefit Plan
EIN 72-0859959 • New Orleans, LA • 48 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
38
2025 Assets
$14,925,873
2025 Contributions
$724,785
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 38 | $14,925,873 | $724,785 | $19,073iApproximate average salary by contribution assumption: employee only about $476,832 at 4% or $317,888 at 6%; with 50% employer match about $317,888 at 4% or $211,925 at 6%; with 100% employer match about $238,416 at 4% or $158,944 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 38 | $11,479,183 | $601,316 | $15,824iApproximate average salary by contribution assumption: employee only about $395,603 at 4% or $263,735 at 6%; with 50% employer match about $263,735 at 4% or $175,823 at 6%; with 100% employer match about $197,801 at 4% or $131,868 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 21 | $3,446,690 | $123,469 | $5,879iApproximate average salary by contribution assumption: employee only about $146,987 at 4% or $97,991 at 6%; with 50% employer match about $97,991 at 4% or $65,328 at 6%; with 100% employer match about $73,493 at 4% or $48,996 at 6%. |
| 2024 | 2 | 35 | $12,654,803 | $716,970 | $20,485iApproximate average salary by contribution assumption: employee only about $512,121 at 4% or $341,414 at 6%; with 50% employer match about $341,414 at 4% or $227,610 at 6%; with 100% employer match about $256,061 at 4% or $170,707 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 35 | $9,779,181 | $620,637 | $17,732iApproximate average salary by contribution assumption: employee only about $443,312 at 4% or $295,541 at 6%; with 50% employer match about $295,541 at 4% or $197,028 at 6%; with 100% employer match about $221,656 at 4% or $147,771 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 19 | $2,875,622 | $96,333 | $5,070iApproximate average salary by contribution assumption: employee only about $126,754 at 4% or $84,503 at 6%; with 50% employer match about $84,503 at 4% or $56,335 at 6%; with 100% employer match about $63,377 at 4% or $42,251 at 6%. |
| 2023 | 2 | 33 | $13,285,604 | $675,116 | $20,458iApproximate average salary by contribution assumption: employee only about $511,452 at 4% or $340,968 at 6%; with 50% employer match about $340,968 at 4% or $227,312 at 6%; with 100% employer match about $255,726 at 4% or $170,484 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 33 | $8,735,580 | $580,962 | $17,605iApproximate average salary by contribution assumption: employee only about $440,123 at 4% or $293,415 at 6%; with 50% employer match about $293,415 at 4% or $195,610 at 6%; with 100% employer match about $220,061 at 4% or $146,708 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 23 | $4,550,024 | $94,154 | $4,094iApproximate average salary by contribution assumption: employee only about $102,341 at 4% or $68,228 at 6%; with 50% employer match about $68,228 at 4% or $45,485 at 6%; with 100% employer match about $51,171 at 4% or $34,114 at 6%. |
| 2022 | 2 | 40 | $14,345,782 | $497,740 | $12,444iApproximate average salary by contribution assumption: employee only about $311,088 at 4% or $207,392 at 6%; with 50% employer match about $207,392 at 4% or $138,261 at 6%; with 100% employer match about $155,544 at 4% or $103,696 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 40 | $10,021,951 | $377,111 | $9,428iApproximate average salary by contribution assumption: employee only about $235,694 at 4% or $157,130 at 6%; with 50% employer match about $157,130 at 4% or $104,753 at 6%; with 100% employer match about $117,847 at 4% or $78,565 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 26 | $4,323,831 | $120,629 | $4,640iApproximate average salary by contribution assumption: employee only about $115,989 at 4% or $77,326 at 6%; with 50% employer match about $77,326 at 4% or $51,551 at 6%; with 100% employer match about $57,995 at 4% or $38,663 at 6%. |
| 2021 | 2 | 48 | $19,937,859 | $524,660 | $10,930iApproximate average salary by contribution assumption: employee only about $273,260 at 4% or $182,174 at 6%; with 50% employer match about $182,174 at 4% or $121,449 at 6%; with 100% employer match about $136,630 at 4% or $91,087 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 48 | $15,580,979 | $413,705 | $8,619iApproximate average salary by contribution assumption: employee only about $215,471 at 4% or $143,648 at 6%; with 50% employer match about $143,648 at 4% or $95,765 at 6%; with 100% employer match about $107,736 at 4% or $71,824 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 25 | $4,356,880 | $110,955 | $4,438iApproximate average salary by contribution assumption: employee only about $110,955 at 4% or $73,970 at 6%; with 50% employer match about $73,970 at 4% or $49,313 at 6%; with 100% employer match about $55,478 at 4% or $36,985 at 6%. |
| 2020 | 2 | 51 | $18,548,509 | $584,273 | $11,456iApproximate average salary by contribution assumption: employee only about $286,408 at 4% or $190,939 at 6%; with 50% employer match about $190,939 at 4% or $127,293 at 6%; with 100% employer match about $143,204 at 4% or $95,469 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 51 | $14,626,198 | $481,864 | $9,448iApproximate average salary by contribution assumption: employee only about $236,208 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 25 | $3,922,311 | $102,409 | $4,096iApproximate average salary by contribution assumption: employee only about $102,409 at 4% or $68,273 at 6%; with 50% employer match about $68,273 at 4% or $45,515 at 6%; with 100% employer match about $51,204 at 4% or $34,136 at 6%. |
| 2019 | 2 | 47 | $17,439,421 | $1,090,258 | $23,197iApproximate average salary by contribution assumption: employee only about $579,924 at 4% or $386,616 at 6%; with 50% employer match about $386,616 at 4% or $257,744 at 6%; with 100% employer match about $289,962 at 4% or $193,308 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 47 | $12,734,190 | $928,698 | $19,760iApproximate average salary by contribution assumption: employee only about $493,988 at 4% or $329,326 at 6%; with 50% employer match about $329,326 at 4% or $219,550 at 6%; with 100% employer match about $246,994 at 4% or $164,663 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 25 | $4,705,231 | $161,560 | $6,462iApproximate average salary by contribution assumption: employee only about $161,560 at 4% or $107,707 at 6%; with 50% employer match about $107,707 at 4% or $71,804 at 6%; with 100% employer match about $80,780 at 4% or $53,853 at 6%. |
| 2018 | 2 | 45 | $14,214,849 | $532,731 | $11,838iApproximate average salary by contribution assumption: employee only about $295,962 at 4% or $197,308 at 6%; with 50% employer match about $197,308 at 4% or $131,539 at 6%; with 100% employer match about $147,981 at 4% or $98,654 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 45 | $10,293,143 | $408,064 | $9,068iApproximate average salary by contribution assumption: employee only about $226,702 at 4% or $151,135 at 6%; with 50% employer match about $151,135 at 4% or $100,757 at 6%; with 100% employer match about $113,351 at 4% or $75,567 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 24 | $3,921,706 | $124,667 | $5,194iApproximate average salary by contribution assumption: employee only about $129,861 at 4% or $86,574 at 6%; with 50% employer match about $86,574 at 4% or $57,716 at 6%; with 100% employer match about $64,931 at 4% or $43,287 at 6%. |
| 2017 | 2 | 48 | $15,526,172 | $612,566 | $12,762iApproximate average salary by contribution assumption: employee only about $319,045 at 4% or $212,697 at 6%; with 50% employer match about $212,697 at 4% or $141,798 at 6%; with 100% employer match about $159,522 at 4% or $106,348 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 48 | $11,381,699 | $510,293 | $10,631iApproximate average salary by contribution assumption: employee only about $265,778 at 4% or $177,185 at 6%; with 50% employer match about $177,185 at 4% or $118,123 at 6%; with 100% employer match about $132,889 at 4% or $88,593 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 25 | $4,144,473 | $102,273 | $4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,137 at 4% or $34,091 at 6%. |
| 2016 | 2 | 49 | $14,213,909 | $597,335 | $12,191iApproximate average salary by contribution assumption: employee only about $304,763 at 4% or $203,175 at 6%; with 50% employer match about $203,175 at 4% or $135,450 at 6%; with 100% employer match about $152,381 at 4% or $101,588 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 49 | $11,476,077 | $510,484 | $10,418iApproximate average salary by contribution assumption: employee only about $260,451 at 4% or $173,634 at 6%; with 50% employer match about $173,634 at 4% or $115,756 at 6%; with 100% employer match about $130,226 at 4% or $86,817 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 20 | $2,737,832 | $86,851 | $4,343iApproximate average salary by contribution assumption: employee only about $108,564 at 4% or $72,376 at 6%; with 50% employer match about $72,376 at 4% or $48,251 at 6%; with 100% employer match about $54,282 at 4% or $36,188 at 6%. |
| 2015 | 2 | 49 | $14,656,732 | $573,841 | $11,711iApproximate average salary by contribution assumption: employee only about $292,776 at 4% or $195,184 at 6%; with 50% employer match about $195,184 at 4% or $130,123 at 6%; with 100% employer match about $146,388 at 4% or $97,592 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 49 | $12,173,367 | $499,255 | $10,189iApproximate average salary by contribution assumption: employee only about $254,722 at 4% or $169,815 at 6%; with 50% employer match about $169,815 at 4% or $113,210 at 6%; with 100% employer match about $127,361 at 4% or $84,907 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 18 | $2,483,365 | $74,586 | $4,144iApproximate average salary by contribution assumption: employee only about $103,592 at 4% or $69,061 at 6%; with 50% employer match about $69,061 at 4% or $46,041 at 6%; with 100% employer match about $51,796 at 4% or $34,531 at 6%. |
| 2014 | 2 | 50 | $14,724,716 | $732,746 | $14,655iApproximate average salary by contribution assumption: employee only about $366,373 at 4% or $244,249 at 6%; with 50% employer match about $244,249 at 4% or $162,832 at 6%; with 100% employer match about $183,187 at 4% or $122,124 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 50 | $12,230,964 | $478,837 | $9,577iApproximate average salary by contribution assumption: employee only about $239,419 at 4% or $159,612 at 6%; with 50% employer match about $159,612 at 4% or $106,408 at 6%; with 100% employer match about $119,709 at 4% or $79,806 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 16 | $2,493,752 | $253,909 | $15,869iApproximate average salary by contribution assumption: employee only about $396,733 at 4% or $264,489 at 6%; with 50% employer match about $264,489 at 4% or $176,326 at 6%; with 100% employer match about $198,366 at 4% or $132,244 at 6%. |
| 2013 | 2 | 49 | $15,287,840 | $588,344 | $12,007iApproximate average salary by contribution assumption: employee only about $300,176 at 4% or $200,117 at 6%; with 50% employer match about $200,117 at 4% or $133,411 at 6%; with 100% employer match about $150,088 at 4% or $100,059 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 49 | $12,826,099 | $500,025 | $10,205iApproximate average salary by contribution assumption: employee only about $255,115 at 4% or $170,077 at 6%; with 50% employer match about $170,077 at 4% or $113,384 at 6%; with 100% employer match about $127,557 at 4% or $85,038 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 15 | $2,461,741 | $88,319 | $5,888iApproximate average salary by contribution assumption: employee only about $147,198 at 4% or $98,132 at 6%; with 50% employer match about $98,132 at 4% or $65,421 at 6%; with 100% employer match about $73,599 at 4% or $49,066 at 6%. |
| 2012 | 2 | 52 | $14,327,364 | $792,063 | $15,232iApproximate average salary by contribution assumption: employee only about $380,800 at 4% or $253,866 at 6%; with 50% employer match about $253,866 at 4% or $169,244 at 6%; with 100% employer match about $190,400 at 4% or $126,933 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 52 | $12,289,352 | $722,422 | $13,893iApproximate average salary by contribution assumption: employee only about $347,318 at 4% or $231,546 at 6%; with 50% employer match about $231,546 at 4% or $154,364 at 6%; with 100% employer match about $173,659 at 4% or $115,773 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 14 | $2,038,012 | $69,641 | $4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,179 at 4% or $41,453 at 6%. |
| 2011 | 2 | 54 | $12,319,881 | $845,440 | $15,656iApproximate average salary by contribution assumption: employee only about $391,407 at 4% or $260,938 at 6%; with 50% employer match about $260,938 at 4% or $173,959 at 6%; with 100% employer match about $195,704 at 4% or $130,469 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 54 | $11,020,915 | $788,515 | $14,602iApproximate average salary by contribution assumption: employee only about $365,053 at 4% or $243,369 at 6%; with 50% employer match about $243,369 at 4% or $162,246 at 6%; with 100% employer match about $182,527 at 4% or $121,684 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 13 | $1,298,966 | $56,925 | $4,379iApproximate average salary by contribution assumption: employee only about $109,471 at 4% or $72,981 at 6%; with 50% employer match about $72,981 at 4% or $48,654 at 6%; with 100% employer match about $54,736 at 4% or $36,490 at 6%. |
| 2010 | 2 | 59 | $11,853,220 | $790,096 | $13,391iApproximate average salary by contribution assumption: employee only about $334,786 at 4% or $223,191 at 6%; with 50% employer match about $223,191 at 4% or $148,794 at 6%; with 100% employer match about $167,393 at 4% or $111,595 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 59 | $11,159,648 | $738,731 | $12,521iApproximate average salary by contribution assumption: employee only about $313,022 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,121 at 6%; with 100% employer match about $156,511 at 4% or $104,341 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 12 | $693,572 | $51,365 | $4,280iApproximate average salary by contribution assumption: employee only about $107,010 at 4% or $71,340 at 6%; with 50% employer match about $71,340 at 4% or $47,560 at 6%; with 100% employer match about $53,505 at 4% or $35,670 at 6%. |
| 2009 | 2 | 63 | $9,897,682 | $733,811 | $11,648iApproximate average salary by contribution assumption: employee only about $291,195 at 4% or $194,130 at 6%; with 50% employer match about $194,130 at 4% or $129,420 at 6%; with 100% employer match about $145,597 at 4% or $97,065 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 63 | $9,332,481 | $696,205 | $11,051iApproximate average salary by contribution assumption: employee only about $276,272 at 4% or $184,181 at 6%; with 50% employer match about $184,181 at 4% or $122,787 at 6%; with 100% employer match about $138,136 at 4% or $92,091 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | - | 11 | $565,201 | $37,606 | $3,419iApproximate average salary by contribution assumption: employee only about $85,468 at 4% or $56,979 at 6%; with 50% employer match about $56,979 at 4% or $37,986 at 6%; with 100% employer match about $42,734 at 4% or $28,489 at 6%. |
| 2008 | 2 | 51 | $0 | $0 | - |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401K PLAN | - | 27 | - | - | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 51 | - | - | - |
| 2007 | 2 | 46 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 46 | - | - | - |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401K PLAN | - | 33 | - | - | - |
| 2006 | 2 | 45 | $8,208,945 | $970,498 | $21,567iApproximate average salary by contribution assumption: employee only about $539,166 at 4% or $359,444 at 6%; with 50% employer match about $359,444 at 4% or $239,629 at 6%; with 100% employer match about $269,583 at 4% or $179,722 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 45 | $7,649,419 | $680,689 | $15,126iApproximate average salary by contribution assumption: employee only about $378,161 at 4% or $252,107 at 6%; with 50% employer match about $252,107 at 4% or $168,071 at 6%; with 100% employer match about $189,080 at 4% or $126,054 at 6%. |
| SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401K PLAN | - | 30 | $559,526 | $289,809 | $9,660iApproximate average salary by contribution assumption: employee only about $241,507 at 4% or $161,005 at 6%; with 50% employer match about $161,005 at 4% or $107,337 at 6%; with 100% employer match about $120,754 at 4% or $80,503 at 6%. |
| 2005 | 1 | 74 | $6,700,181 | $1,027,803 | $13,889iApproximate average salary by contribution assumption: employee only about $347,231 at 4% or $231,487 at 6%; with 50% employer match about $231,487 at 4% or $154,325 at 6%; with 100% employer match about $173,615 at 4% or $115,744 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 74 | $6,700,181 | $1,027,803 | $13,889iApproximate average salary by contribution assumption: employee only about $347,231 at 4% or $231,487 at 6%; with 50% employer match about $231,487 at 4% or $154,325 at 6%; with 100% employer match about $173,615 at 4% or $115,744 at 6%. |
| 2004 | 1 | 66 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 66 | - | - | - |
| 2003 | 2 | 63 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 63 | - | - | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 0 | - | - | - |
| 2002 | 1 | 69 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 69 | - | - | - |
| 2001 | 1 | 64 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 64 | - | - | - |
| 2000 | 1 | 40 | $0 | $0 | - |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 40 | - | - | - |
| 1999 | 1 | 41 | $4,761,250 | $169,077 | $4,124iApproximate average salary by contribution assumption: employee only about $103,096 at 4% or $68,730 at 6%; with 50% employer match about $68,730 at 4% or $45,820 at 6%; with 100% employer match about $51,548 at 4% or $34,365 at 6%. |
| Simon, Peragine, Smith & Redfearn Employee Benefit Plan | - | 41 | $4,761,250 | $169,077 | $4,124iApproximate average salary by contribution assumption: employee only about $103,096 at 4% or $68,730 at 6%; with 50% employer match about $68,730 at 4% or $45,820 at 6%; with 100% employer match about $51,548 at 4% or $34,365 at 6%. |