Civic Intelligence

William F. Sima, M.D. Inc.

Plan context: William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan

EIN 77-0525240 • Templeton, CA • 28 filings • 4 plans

322 Posada Lane, Suite ATempleton, CA 93465
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,841,306

2024 Contributions

$56,066

Historical Graphs

Total Assets Over Time

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

$2,841,306$1,420,653$0200020142024YearValue
$2,841,306Latest year 2024

Participants Over Time

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

31160200020122024YearValue
17Latest 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
2024117$2,841,306$56,066$3,298iApproximate average salary by contribution assumption: employee only about $82,450 at 4% or $54,967 at 6%; with 50% employer match about $54,967 at 4% or $36,644 at 6%; with 100% employer match about $41,225 at 4% or $27,483 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-17$2,841,306$56,066$3,298iApproximate average salary by contribution assumption: employee only about $82,450 at 4% or $54,967 at 6%; with 50% employer match about $54,967 at 4% or $36,644 at 6%; with 100% employer match about $41,225 at 4% or $27,483 at 6%.
2023120$2,613,469$91,763$4,588iApproximate average salary by contribution assumption: employee only about $114,704 at 4% or $76,469 at 6%; with 50% employer match about $76,469 at 4% or $50,979 at 6%; with 100% employer match about $57,352 at 4% or $38,235 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-20$2,613,469$91,763$4,588iApproximate average salary by contribution assumption: employee only about $114,704 at 4% or $76,469 at 6%; with 50% employer match about $76,469 at 4% or $50,979 at 6%; with 100% employer match about $57,352 at 4% or $38,235 at 6%.
2022119$2,381,032$89,936$4,733iApproximate average salary by contribution assumption: employee only about $118,337 at 4% or $78,891 at 6%; with 50% employer match about $78,891 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,446 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-19$2,381,032$89,936$4,733iApproximate average salary by contribution assumption: employee only about $118,337 at 4% or $78,891 at 6%; with 50% employer match about $78,891 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,446 at 6%.
2021119$2,714,430$99,150$5,218iApproximate average salary by contribution assumption: employee only about $130,461 at 4% or $86,974 at 6%; with 50% employer match about $86,974 at 4% or $57,982 at 6%; with 100% employer match about $65,230 at 4% or $43,487 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-19$2,714,430$99,150$5,218iApproximate average salary by contribution assumption: employee only about $130,461 at 4% or $86,974 at 6%; with 50% employer match about $86,974 at 4% or $57,982 at 6%; with 100% employer match about $65,230 at 4% or $43,487 at 6%.
2020117$2,330,082$117,186$6,893iApproximate average salary by contribution assumption: employee only about $172,332 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-17$2,330,082$117,186$6,893iApproximate average salary by contribution assumption: employee only about $172,332 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
2019116$1,989,449$111,576$6,974iApproximate average salary by contribution assumption: employee only about $174,338 at 4% or $116,225 at 6%; with 50% employer match about $116,225 at 4% or $77,483 at 6%; with 100% employer match about $87,169 at 4% or $58,113 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-16$1,989,449$111,576$6,974iApproximate average salary by contribution assumption: employee only about $174,338 at 4% or $116,225 at 6%; with 50% employer match about $116,225 at 4% or $77,483 at 6%; with 100% employer match about $87,169 at 4% or $58,113 at 6%.
2018131$1,553,590$127,698$4,119iApproximate average salary by contribution assumption: employee only about $102,982 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,327 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-31$1,553,590$127,698$4,119iApproximate average salary by contribution assumption: employee only about $102,982 at 4% or $68,655 at 6%; with 50% employer match about $68,655 at 4% or $45,770 at 6%; with 100% employer match about $51,491 at 4% or $34,327 at 6%.
2017115$1,863,463$192,330$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-15$1,863,463$192,330$12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%.
2016111$1,468,142$113,681$10,335iApproximate average salary by contribution assumption: employee only about $258,366 at 4% or $172,244 at 6%; with 50% employer match about $172,244 at 4% or $114,829 at 6%; with 100% employer match about $129,183 at 4% or $86,122 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-11$1,468,142$113,681$10,335iApproximate average salary by contribution assumption: employee only about $258,366 at 4% or $172,244 at 6%; with 50% employer match about $172,244 at 4% or $114,829 at 6%; with 100% employer match about $129,183 at 4% or $86,122 at 6%.
2015110$1,274,485$94,390$9,439iApproximate average salary by contribution assumption: employee only about $235,975 at 4% or $157,317 at 6%; with 50% employer match about $157,317 at 4% or $104,878 at 6%; with 100% employer match about $117,988 at 4% or $78,658 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-10$1,274,485$94,390$9,439iApproximate average salary by contribution assumption: employee only about $235,975 at 4% or $157,317 at 6%; with 50% employer match about $157,317 at 4% or $104,878 at 6%; with 100% employer match about $117,988 at 4% or $78,658 at 6%.
201417$1,216,936$93,709$13,387iApproximate average salary by contribution assumption: employee only about $334,675 at 4% or $223,117 at 6%; with 50% employer match about $223,117 at 4% or $148,744 at 6%; with 100% employer match about $167,338 at 4% or $111,558 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$1,216,936$93,709$13,387iApproximate average salary by contribution assumption: employee only about $334,675 at 4% or $223,117 at 6%; with 50% employer match about $223,117 at 4% or $148,744 at 6%; with 100% employer match about $167,338 at 4% or $111,558 at 6%.
201315$1,154,845$38,908$7,782iApproximate average salary by contribution assumption: employee only about $194,540 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,847 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-5$1,154,845$38,908$7,782iApproximate average salary by contribution assumption: employee only about $194,540 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,847 at 6%.
201216$1,123,368$50,791$8,465iApproximate average salary by contribution assumption: employee only about $211,629 at 4% or $141,086 at 6%; with 50% employer match about $141,086 at 4% or $94,057 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-6$1,123,368$50,791$8,465iApproximate average salary by contribution assumption: employee only about $211,629 at 4% or $141,086 at 6%; with 50% employer match about $141,086 at 4% or $94,057 at 6%; with 100% employer match about $105,815 at 4% or $70,543 at 6%.
201117$1,029,362$55,705$7,958iApproximate average salary by contribution assumption: employee only about $198,946 at 4% or $132,631 at 6%; with 50% employer match about $132,631 at 4% or $88,421 at 6%; with 100% employer match about $99,473 at 4% or $66,315 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$1,029,362$55,705$7,958iApproximate average salary by contribution assumption: employee only about $198,946 at 4% or $132,631 at 6%; with 50% employer match about $132,631 at 4% or $88,421 at 6%; with 100% employer match about $99,473 at 4% or $66,315 at 6%.
201017$981,136$64,463$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$981,136$64,463$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
200917$915,573$50,020$7,146iApproximate average salary by contribution assumption: employee only about $178,643 at 4% or $119,095 at 6%; with 50% employer match about $119,095 at 4% or $79,397 at 6%; with 100% employer match about $89,321 at 4% or $59,548 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$915,573$50,020$7,146iApproximate average salary by contribution assumption: employee only about $178,643 at 4% or $119,095 at 6%; with 50% employer match about $119,095 at 4% or $79,397 at 6%; with 100% employer match about $89,321 at 4% or $59,548 at 6%.
200817$0$0-
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7---
200717$0$0-
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7---
200616$0$0-
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-6---
200517$647,052$93,044$13,292iApproximate average salary by contribution assumption: employee only about $332,300 at 4% or $221,533 at 6%; with 50% employer match about $221,533 at 4% or $147,689 at 6%; with 100% employer match about $166,150 at 4% or $110,767 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$647,052$93,044$13,292iApproximate average salary by contribution assumption: employee only about $332,300 at 4% or $221,533 at 6%; with 50% employer match about $221,533 at 4% or $147,689 at 6%; with 100% employer match about $166,150 at 4% or $110,767 at 6%.
200418$553,017$96,602$12,075iApproximate average salary by contribution assumption: employee only about $301,881 at 4% or $201,254 at 6%; with 50% employer match about $201,254 at 4% or $134,169 at 6%; with 100% employer match about $150,941 at 4% or $100,627 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-8$553,017$96,602$12,075iApproximate average salary by contribution assumption: employee only about $301,881 at 4% or $201,254 at 6%; with 50% employer match about $201,254 at 4% or $134,169 at 6%; with 100% employer match about $150,941 at 4% or $100,627 at 6%.
200317$413,390$80,929$11,561iApproximate average salary by contribution assumption: employee only about $289,032 at 4% or $192,688 at 6%; with 50% employer match about $192,688 at 4% or $128,459 at 6%; with 100% employer match about $144,516 at 4% or $96,344 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-7$413,390$80,929$11,561iApproximate average salary by contribution assumption: employee only about $289,032 at 4% or $192,688 at 6%; with 50% employer match about $192,688 at 4% or $128,459 at 6%; with 100% employer match about $144,516 at 4% or $96,344 at 6%.
200228$308,366$101,534$12,692iApproximate average salary by contribution assumption: employee only about $317,294 at 4% or $211,529 at 6%; with 50% employer match about $211,529 at 4% or $141,019 at 6%; with 100% employer match about $158,647 at 4% or $105,765 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-8$308,366$101,534$12,692iApproximate average salary by contribution assumption: employee only about $317,294 at 4% or $211,529 at 6%; with 50% employer match about $211,529 at 4% or $141,019 at 6%; with 100% employer match about $158,647 at 4% or $105,765 at 6%.
William F. Sima, M.D. Inc. Money Purchase Pension Plan-0---
200125$0$0-
William F. Sima, M.D. Inc. Money Purchase Pension Plan-4---
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-5---
200025$316,203$35,021$7,004iApproximate average salary by contribution assumption: employee only about $175,105 at 4% or $116,737 at 6%; with 50% employer match about $116,737 at 4% or $77,824 at 6%; with 100% employer match about $87,553 at 4% or $58,368 at 6%.
William F. Sima, M.D. Inc. 401(K) Profit Sharing Plan-5$266,546$35,021$7,004iApproximate average salary by contribution assumption: employee only about $175,105 at 4% or $116,737 at 6%; with 50% employer match about $116,737 at 4% or $77,824 at 6%; with 100% employer match about $87,553 at 4% or $58,368 at 6%.
William F. Sima, M.D. Inc. Money Purchase Pension Plan-5$49,657--