Civic Intelligence

J.E. Simmons & Co. PC.

Plan context: J.E. Simmons & Co. PC. Retirement Plan & Trust

EIN 75-2291994 • Dallas, TX • 29 filings • 6 plans

15770 N. Dallas Parkway, Ste. 150Dallas, TX 75248-6608
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,728,862

2024 Contributions

$170,306

Historical Graphs

Total Assets Over Time

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

$3,728,862$1,864,431$0199920132024YearValue
$3,728,862Latest year 2024

Participants Over Time

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

740199920122024YearValue
5Latest 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
202415$3,728,862$170,306$34,061iApproximate average salary by contribution assumption: employee only about $851,530 at 4% or $567,687 at 6%; with 50% employer match about $567,687 at 4% or $378,458 at 6%; with 100% employer match about $425,765 at 4% or $283,843 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$3,728,862$170,306$34,061iApproximate average salary by contribution assumption: employee only about $851,530 at 4% or $567,687 at 6%; with 50% employer match about $567,687 at 4% or $378,458 at 6%; with 100% employer match about $425,765 at 4% or $283,843 at 6%.
202317$3,357,068$117,885$16,841iApproximate average salary by contribution assumption: employee only about $421,018 at 4% or $280,679 at 6%; with 50% employer match about $280,679 at 4% or $187,119 at 6%; with 100% employer match about $210,509 at 4% or $140,339 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-7$3,357,068$117,885$16,841iApproximate average salary by contribution assumption: employee only about $421,018 at 4% or $280,679 at 6%; with 50% employer match about $280,679 at 4% or $187,119 at 6%; with 100% employer match about $210,509 at 4% or $140,339 at 6%.
202216$3,110,162$130,773$21,796iApproximate average salary by contribution assumption: employee only about $544,888 at 4% or $363,258 at 6%; with 50% employer match about $363,258 at 4% or $242,172 at 6%; with 100% employer match about $272,444 at 4% or $181,629 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$3,110,162$130,773$21,796iApproximate average salary by contribution assumption: employee only about $544,888 at 4% or $363,258 at 6%; with 50% employer match about $363,258 at 4% or $242,172 at 6%; with 100% employer match about $272,444 at 4% or $181,629 at 6%.
202115$3,343,307$142,888$28,578iApproximate average salary by contribution assumption: employee only about $714,440 at 4% or $476,293 at 6%; with 50% employer match about $476,293 at 4% or $317,529 at 6%; with 100% employer match about $357,220 at 4% or $238,147 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$3,343,307$142,888$28,578iApproximate average salary by contribution assumption: employee only about $714,440 at 4% or $476,293 at 6%; with 50% employer match about $476,293 at 4% or $317,529 at 6%; with 100% employer match about $357,220 at 4% or $238,147 at 6%.
202015$2,935,825$139,310$27,862iApproximate average salary by contribution assumption: employee only about $696,550 at 4% or $464,367 at 6%; with 50% employer match about $464,367 at 4% or $309,578 at 6%; with 100% employer match about $348,275 at 4% or $232,183 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$2,935,825$139,310$27,862iApproximate average salary by contribution assumption: employee only about $696,550 at 4% or $464,367 at 6%; with 50% employer match about $464,367 at 4% or $309,578 at 6%; with 100% employer match about $348,275 at 4% or $232,183 at 6%.
201917$2,816,449$131,272$18,753iApproximate average salary by contribution assumption: employee only about $468,829 at 4% or $312,552 at 6%; with 50% employer match about $312,552 at 4% or $208,368 at 6%; with 100% employer match about $234,414 at 4% or $156,276 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-7$2,816,449$131,272$18,753iApproximate average salary by contribution assumption: employee only about $468,829 at 4% or $312,552 at 6%; with 50% employer match about $312,552 at 4% or $208,368 at 6%; with 100% employer match about $234,414 at 4% or $156,276 at 6%.
201816$2,271,843$105,138$17,523iApproximate average salary by contribution assumption: employee only about $438,075 at 4% or $292,050 at 6%; with 50% employer match about $292,050 at 4% or $194,700 at 6%; with 100% employer match about $219,038 at 4% or $146,025 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$2,271,843$105,138$17,523iApproximate average salary by contribution assumption: employee only about $438,075 at 4% or $292,050 at 6%; with 50% employer match about $292,050 at 4% or $194,700 at 6%; with 100% employer match about $219,038 at 4% or $146,025 at 6%.
201716$2,265,831$84,331$14,055iApproximate average salary by contribution assumption: employee only about $351,379 at 4% or $234,253 at 6%; with 50% employer match about $234,253 at 4% or $156,169 at 6%; with 100% employer match about $175,690 at 4% or $117,126 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$2,265,831$84,331$14,055iApproximate average salary by contribution assumption: employee only about $351,379 at 4% or $234,253 at 6%; with 50% employer match about $234,253 at 4% or $156,169 at 6%; with 100% employer match about $175,690 at 4% or $117,126 at 6%.
201616$1,924,432$102,781$17,130iApproximate average salary by contribution assumption: employee only about $428,254 at 4% or $285,503 at 6%; with 50% employer match about $285,503 at 4% or $190,335 at 6%; with 100% employer match about $214,127 at 4% or $142,751 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$1,924,432$102,781$17,130iApproximate average salary by contribution assumption: employee only about $428,254 at 4% or $285,503 at 6%; with 50% employer match about $285,503 at 4% or $190,335 at 6%; with 100% employer match about $214,127 at 4% or $142,751 at 6%.
201515$1,681,720$100,523$20,105iApproximate average salary by contribution assumption: employee only about $502,615 at 4% or $335,077 at 6%; with 50% employer match about $335,077 at 4% or $223,384 at 6%; with 100% employer match about $251,307 at 4% or $167,538 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$1,681,720$100,523$20,105iApproximate average salary by contribution assumption: employee only about $502,615 at 4% or $335,077 at 6%; with 50% employer match about $335,077 at 4% or $223,384 at 6%; with 100% employer match about $251,307 at 4% or $167,538 at 6%.
201415$1,608,084$106,760$21,352iApproximate average salary by contribution assumption: employee only about $533,800 at 4% or $355,867 at 6%; with 50% employer match about $355,867 at 4% or $237,244 at 6%; with 100% employer match about $266,900 at 4% or $177,933 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$1,608,084$106,760$21,352iApproximate average salary by contribution assumption: employee only about $533,800 at 4% or $355,867 at 6%; with 50% employer match about $355,867 at 4% or $237,244 at 6%; with 100% employer match about $266,900 at 4% or $177,933 at 6%.
201316$1,366,731$102,170$17,028iApproximate average salary by contribution assumption: employee only about $425,708 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,854 at 4% or $141,903 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$1,366,731$102,170$17,028iApproximate average salary by contribution assumption: employee only about $425,708 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,854 at 4% or $141,903 at 6%.
201216$1,085,595$102,417$17,070iApproximate average salary by contribution assumption: employee only about $426,738 at 4% or $284,492 at 6%; with 50% employer match about $284,492 at 4% or $189,661 at 6%; with 100% employer match about $213,369 at 4% or $142,246 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$1,085,595$102,417$17,070iApproximate average salary by contribution assumption: employee only about $426,738 at 4% or $284,492 at 6%; with 50% employer match about $284,492 at 4% or $189,661 at 6%; with 100% employer match about $213,369 at 4% or $142,246 at 6%.
201116$874,579$81,214$13,536iApproximate average salary by contribution assumption: employee only about $338,392 at 4% or $225,594 at 6%; with 50% employer match about $225,594 at 4% or $150,396 at 6%; with 100% employer match about $169,196 at 4% or $112,797 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$874,579$81,214$13,536iApproximate average salary by contribution assumption: employee only about $338,392 at 4% or $225,594 at 6%; with 50% employer match about $225,594 at 4% or $150,396 at 6%; with 100% employer match about $169,196 at 4% or $112,797 at 6%.
201016$946,939$111,340$18,557iApproximate average salary by contribution assumption: employee only about $463,917 at 4% or $309,278 at 6%; with 50% employer match about $309,278 at 4% or $206,185 at 6%; with 100% employer match about $231,958 at 4% or $154,639 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-6$946,939$111,340$18,557iApproximate average salary by contribution assumption: employee only about $463,917 at 4% or $309,278 at 6%; with 50% employer match about $309,278 at 4% or $206,185 at 6%; with 100% employer match about $231,958 at 4% or $154,639 at 6%.
200915$750,666$94,412$18,882iApproximate average salary by contribution assumption: employee only about $472,060 at 4% or $314,707 at 6%; with 50% employer match about $314,707 at 4% or $209,804 at 6%; with 100% employer match about $236,030 at 4% or $157,353 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-5$750,666$94,412$18,882iApproximate average salary by contribution assumption: employee only about $472,060 at 4% or $314,707 at 6%; with 50% employer match about $314,707 at 4% or $209,804 at 6%; with 100% employer match about $236,030 at 4% or $157,353 at 6%.
200813$536,115$77,236$25,745iApproximate average salary by contribution assumption: employee only about $643,633 at 4% or $429,089 at 6%; with 50% employer match about $429,089 at 4% or $286,059 at 6%; with 100% employer match about $321,817 at 4% or $214,544 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-3$536,115$77,236$25,745iApproximate average salary by contribution assumption: employee only about $643,633 at 4% or $429,089 at 6%; with 50% employer match about $429,089 at 4% or $286,059 at 6%; with 100% employer match about $321,817 at 4% or $214,544 at 6%.
200713$0$0-
J.E. Simmons & Co. PC. Retirement Plan & Trust-3---
200614$699,762$81,237$20,309iApproximate average salary by contribution assumption: employee only about $507,731 at 4% or $338,488 at 6%; with 50% employer match about $338,488 at 4% or $225,658 at 6%; with 100% employer match about $253,866 at 4% or $169,244 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-4$699,762$81,237$20,309iApproximate average salary by contribution assumption: employee only about $507,731 at 4% or $338,488 at 6%; with 50% employer match about $338,488 at 4% or $225,658 at 6%; with 100% employer match about $253,866 at 4% or $169,244 at 6%.
200514$545,180$70,651$17,663iApproximate average salary by contribution assumption: employee only about $441,569 at 4% or $294,379 at 6%; with 50% employer match about $294,379 at 4% or $196,253 at 6%; with 100% employer match about $220,784 at 4% or $147,190 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-4$545,180$70,651$17,663iApproximate average salary by contribution assumption: employee only about $441,569 at 4% or $294,379 at 6%; with 50% employer match about $294,379 at 4% or $196,253 at 6%; with 100% employer match about $220,784 at 4% or $147,190 at 6%.
200414$444,903$68,456$17,114iApproximate average salary by contribution assumption: employee only about $427,850 at 4% or $285,233 at 6%; with 50% employer match about $285,233 at 4% or $190,156 at 6%; with 100% employer match about $213,925 at 4% or $142,617 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-4$444,903$68,456$17,114iApproximate average salary by contribution assumption: employee only about $427,850 at 4% or $285,233 at 6%; with 50% employer match about $285,233 at 4% or $190,156 at 6%; with 100% employer match about $213,925 at 4% or $142,617 at 6%.
200314$339,067$40,514$10,129iApproximate average salary by contribution assumption: employee only about $253,213 at 4% or $168,808 at 6%; with 50% employer match about $168,808 at 4% or $112,539 at 6%; with 100% employer match about $126,606 at 4% or $84,404 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-4$339,067$40,514$10,129iApproximate average salary by contribution assumption: employee only about $253,213 at 4% or $168,808 at 6%; with 50% employer match about $168,808 at 4% or $112,539 at 6%; with 100% employer match about $126,606 at 4% or $84,404 at 6%.
200214$235,163$36,648$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-4$235,163$36,648$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
200120$0$0-
J.E. Simmons & Co. PC. Retirement Plan & Trust-0---
J.E. Simmons & Co. PC. Profit Sharing Plan & Trust-0---
200021$90,604$16,367$16,367iApproximate average salary by contribution assumption: employee only about $409,175 at 4% or $272,783 at 6%; with 50% employer match about $272,783 at 4% or $181,856 at 6%; with 100% employer match about $204,588 at 4% or $136,392 at 6%.
J.E. Simmons & Co. PC. Profit Sharing Plan & Trust-1$90,604$16,367$16,367iApproximate average salary by contribution assumption: employee only about $409,175 at 4% or $272,783 at 6%; with 50% employer match about $272,783 at 4% or $181,856 at 6%; with 100% employer match about $204,588 at 4% or $136,392 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-1---
199921$152,681$16,607$16,607iApproximate average salary by contribution assumption: employee only about $415,175 at 4% or $276,783 at 6%; with 50% employer match about $276,783 at 4% or $184,522 at 6%; with 100% employer match about $207,588 at 4% or $138,392 at 6%.
J.E. Simmons & Co. PC. Retirement Plan & Trust-1$89,624$10,357$10,357iApproximate average salary by contribution assumption: employee only about $258,925 at 4% or $172,617 at 6%; with 50% employer match about $172,617 at 4% or $115,078 at 6%; with 100% employer match about $129,463 at 4% or $86,308 at 6%.
J.E. Simmons & Co. PC. Profit Sharing Plan & Trust-1$63,057$6,250$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.