Civic Intelligence

Dr. George Simons, Pa

Plan context: Dr. George Simons, Pa 401(K) Profit Sharing Plan

EIN 76-0688503 • Dubuque, IA • 6 filings • 2 plans

Atsb, PO Box 938Dubuque, IA 52004-0938
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$754,931

2016 Contributions

$1,150

Historical Graphs

Total Assets Over Time

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

$754,931$377,466$0201120132015YearValue
$754,931Latest year 2015

Participants Over Time

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

210201120132015YearValue
2Latest year 2015

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
201610$0$1,150-
Dr. George Simons, Pa 401(K) Profit Sharing Plan-0$0$1,150-
201512$754,931$37,180$18,590iApproximate average salary by contribution assumption: employee only about $464,750 at 4% or $309,833 at 6%; with 50% employer match about $309,833 at 4% or $206,556 at 6%; with 100% employer match about $232,375 at 4% or $154,917 at 6%.
Dr. George Simons, Pa 401(K) Profit Sharing Plan-2$754,931$37,180$18,590iApproximate average salary by contribution assumption: employee only about $464,750 at 4% or $309,833 at 6%; with 50% employer match about $309,833 at 4% or $206,556 at 6%; with 100% employer match about $232,375 at 4% or $154,917 at 6%.
201412$734,564$47,375$23,688iApproximate average salary by contribution assumption: employee only about $592,188 at 4% or $394,792 at 6%; with 50% employer match about $394,792 at 4% or $263,194 at 6%; with 100% employer match about $296,094 at 4% or $197,396 at 6%.
Dr. George Simons, Pa 401(K) Profit Sharing Plan-2$734,564$47,375$23,688iApproximate average salary by contribution assumption: employee only about $592,188 at 4% or $394,792 at 6%; with 50% employer match about $394,792 at 4% or $263,194 at 6%; with 100% employer match about $296,094 at 4% or $197,396 at 6%.
201312$669,107$58,525$29,263iApproximate average salary by contribution assumption: employee only about $731,563 at 4% or $487,708 at 6%; with 50% employer match about $487,708 at 4% or $325,139 at 6%; with 100% employer match about $365,781 at 4% or $243,854 at 6%.
Dr. George Simons, Pa 401(K) Profit Sharing Plan-2$669,107$58,525$29,263iApproximate average salary by contribution assumption: employee only about $731,563 at 4% or $487,708 at 6%; with 50% employer match about $487,708 at 4% or $325,139 at 6%; with 100% employer match about $365,781 at 4% or $243,854 at 6%.
201212$518,907$81,900$40,950iApproximate average salary by contribution assumption: employee only about $1,023,750 at 4% or $682,500 at 6%; with 50% employer match about $682,500 at 4% or $455,000 at 6%; with 100% employer match about $511,875 at 4% or $341,250 at 6%.
Dr. George Simons, Pa 401(K) Profit Sharing Plan-2$518,907$81,900$40,950iApproximate average salary by contribution assumption: employee only about $1,023,750 at 4% or $682,500 at 6%; with 50% employer match about $682,500 at 4% or $455,000 at 6%; with 100% employer match about $511,875 at 4% or $341,250 at 6%.
201112$381,030$92,333$46,167iApproximate average salary by contribution assumption: employee only about $1,154,163 at 4% or $769,442 at 6%; with 50% employer match about $769,442 at 4% or $512,961 at 6%; with 100% employer match about $577,081 at 4% or $384,721 at 6%.
Dr. George Simons, Pa 401(K) Profit Sharing Plan-2$381,030$92,333$46,167iApproximate average salary by contribution assumption: employee only about $1,154,163 at 4% or $769,442 at 6%; with 50% employer match about $769,442 at 4% or $512,961 at 6%; with 100% employer match about $577,081 at 4% or $384,721 at 6%.