Civic Intelligence

Insight Wealth Solutions LLC

Plan context: Ted Simonsen & Associates 401(K) Plan

EIN 81-5149880 • Houghton, MI • 8 filings • 1 plans

1224 Military RdHoughton, MI 49931
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$3,769,073

2025 Contributions

$518,252

Historical Graphs

Total Assets Over Time

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

$3,769,073$1,884,537$0201820222025YearValue
$3,769,073Latest year 2025

Participants Over Time

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

1790201820222025YearValue
17Latest year 2025

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
2025117$3,769,073$518,252$30,485iApproximate average salary by contribution assumption: employee only about $762,135 at 4% or $508,090 at 6%; with 50% employer match about $508,090 at 4% or $338,727 at 6%; with 100% employer match about $381,068 at 4% or $254,045 at 6%.
Ted Simonsen & Associates 401(K) Plan-17$3,769,073$518,252$30,485iApproximate average salary by contribution assumption: employee only about $762,135 at 4% or $508,090 at 6%; with 50% employer match about $508,090 at 4% or $338,727 at 6%; with 100% employer match about $381,068 at 4% or $254,045 at 6%.
2024115$2,748,660$531,719$35,448iApproximate average salary by contribution assumption: employee only about $886,198 at 4% or $590,799 at 6%; with 50% employer match about $590,799 at 4% or $393,866 at 6%; with 100% employer match about $443,099 at 4% or $295,399 at 6%.
Ted Simonsen & Associates 401(K) Plan-15$2,748,660$531,719$35,448iApproximate average salary by contribution assumption: employee only about $886,198 at 4% or $590,799 at 6%; with 50% employer match about $590,799 at 4% or $393,866 at 6%; with 100% employer match about $443,099 at 4% or $295,399 at 6%.
2023112$1,873,373$250,364$20,864iApproximate average salary by contribution assumption: employee only about $521,592 at 4% or $347,728 at 6%; with 50% employer match about $347,728 at 4% or $231,819 at 6%; with 100% employer match about $260,796 at 4% or $173,864 at 6%.
Ted Simonsen & Associates 401(K) Plan-12$1,873,373$250,364$20,864iApproximate average salary by contribution assumption: employee only about $521,592 at 4% or $347,728 at 6%; with 50% employer match about $347,728 at 4% or $231,819 at 6%; with 100% employer match about $260,796 at 4% or $173,864 at 6%.
2022113$1,401,065$208,493$16,038iApproximate average salary by contribution assumption: employee only about $400,948 at 4% or $267,299 at 6%; with 50% employer match about $267,299 at 4% or $178,199 at 6%; with 100% employer match about $200,474 at 4% or $133,649 at 6%.
Ted Simonsen & Associates 401(K) Plan-13$1,401,065$208,493$16,038iApproximate average salary by contribution assumption: employee only about $400,948 at 4% or $267,299 at 6%; with 50% employer match about $267,299 at 4% or $178,199 at 6%; with 100% employer match about $200,474 at 4% or $133,649 at 6%.
2021113$1,488,041$171,510$13,193iApproximate average salary by contribution assumption: employee only about $329,827 at 4% or $219,885 at 6%; with 50% employer match about $219,885 at 4% or $146,590 at 6%; with 100% employer match about $164,913 at 4% or $109,942 at 6%.
Ted Simonsen & Associates 401(K) Plan-13$1,488,041$171,510$13,193iApproximate average salary by contribution assumption: employee only about $329,827 at 4% or $219,885 at 6%; with 50% employer match about $219,885 at 4% or $146,590 at 6%; with 100% employer match about $164,913 at 4% or $109,942 at 6%.
2020110$1,105,398$129,285$12,929iApproximate average salary by contribution assumption: employee only about $323,213 at 4% or $215,475 at 6%; with 50% employer match about $215,475 at 4% or $143,650 at 6%; with 100% employer match about $161,606 at 4% or $107,738 at 6%.
Ted Simonsen & Associates 401(K) Plan-10$1,105,398$129,285$12,929iApproximate average salary by contribution assumption: employee only about $323,213 at 4% or $215,475 at 6%; with 50% employer match about $215,475 at 4% or $143,650 at 6%; with 100% employer match about $161,606 at 4% or $107,738 at 6%.
2019110$809,981$172,654$17,265iApproximate average salary by contribution assumption: employee only about $431,635 at 4% or $287,757 at 6%; with 50% employer match about $287,757 at 4% or $191,838 at 6%; with 100% employer match about $215,818 at 4% or $143,878 at 6%.
Ted Simonsen & Associates 401(K) Plan-10$809,981$172,654$17,265iApproximate average salary by contribution assumption: employee only about $431,635 at 4% or $287,757 at 6%; with 50% employer match about $287,757 at 4% or $191,838 at 6%; with 100% employer match about $215,818 at 4% or $143,878 at 6%.
201816$517,132$211,771$35,295iApproximate average salary by contribution assumption: employee only about $882,379 at 4% or $588,253 at 6%; with 50% employer match about $588,253 at 4% or $392,169 at 6%; with 100% employer match about $441,190 at 4% or $294,126 at 6%.
Ted Simonsen & Associates 401(K) Plan-6$517,132$211,771$35,295iApproximate average salary by contribution assumption: employee only about $882,379 at 4% or $588,253 at 6%; with 50% employer match about $588,253 at 4% or $392,169 at 6%; with 100% employer match about $441,190 at 4% or $294,126 at 6%.