Civic Intelligence

Simone Charitable Foundation Inc.

Plan context: Simone Charitable Foundation 401(K) Plan

EIN 82-3971316 • Scottsdale, AZ • 2 filings • 1 plans

8800 N. Gainey Center Dr.Suite 160Scottsdale, AZ 85258
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$240,497

2024 Contributions

$110,492

Historical Graphs

Total Assets Over Time

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

$240,497$120,249$020232024YearValue
$240,497Latest year 2024

Participants Over Time

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

32020232024YearValue
3Latest 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
202413$240,497$110,492$36,831iApproximate average salary by contribution assumption: employee only about $920,767 at 4% or $613,844 at 6%; with 50% employer match about $613,844 at 4% or $409,230 at 6%; with 100% employer match about $460,383 at 4% or $306,922 at 6%.
Simone Charitable Foundation 401(K) Plan-3$240,497$110,492$36,831iApproximate average salary by contribution assumption: employee only about $920,767 at 4% or $613,844 at 6%; with 50% employer match about $613,844 at 4% or $409,230 at 6%; with 100% employer match about $460,383 at 4% or $306,922 at 6%.
202313$110,805$103,756$34,585iApproximate average salary by contribution assumption: employee only about $864,633 at 4% or $576,422 at 6%; with 50% employer match about $576,422 at 4% or $384,281 at 6%; with 100% employer match about $432,317 at 4% or $288,211 at 6%.
Simone Charitable Foundation 401(K) Plan-3$110,805$103,756$34,585iApproximate average salary by contribution assumption: employee only about $864,633 at 4% or $576,422 at 6%; with 50% employer match about $576,422 at 4% or $384,281 at 6%; with 100% employer match about $432,317 at 4% or $288,211 at 6%.