Civic Intelligence

Simbionte Investment Group Inc.

Plan context: Simbionte Investment Group Inc. Retirement Plan

EIN 82-5148227 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$539,191

2024 Contributions

$42,858

Historical Graphs

Total Assets Over Time

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

$1,300,003$650,002$0201820212024YearValue
$539,191Latest year 2024

Participants Over Time

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

320201820212024YearValue
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$539,191$0-
Simbionte Investment Group Inc. Retirement Plan-3$539,191--
202312$1,259,098$0-
Simbionte Investment Group Inc. Retirement Plan-2$1,259,098--
202213$1,300,003$0-
Simbionte Investment Group Inc. Retirement Plan-3$1,300,003--
202113$941,029$0-
Simbionte Investment Group Inc. Retirement Plan-3$941,029--
202013$774,021$42,858$14,286iApproximate average salary by contribution assumption: employee only about $357,150 at 4% or $238,100 at 6%; with 50% employer match about $238,100 at 4% or $158,733 at 6%; with 100% employer match about $178,575 at 4% or $119,050 at 6%.
Simbionte Investment Group Inc. Retirement Plan-3$774,021$42,858$14,286iApproximate average salary by contribution assumption: employee only about $357,150 at 4% or $238,100 at 6%; with 50% employer match about $238,100 at 4% or $158,733 at 6%; with 100% employer match about $178,575 at 4% or $119,050 at 6%.
201911$10,020$337,505$337,505iApproximate average salary by contribution assumption: employee only about $8,437,625 at 4% or $5,625,083 at 6%; with 50% employer match about $5,625,083 at 4% or $3,750,056 at 6%; with 100% employer match about $4,218,813 at 4% or $2,812,542 at 6%.
Simbionte Investment Group Inc. Retirement Plan-1$10,020$337,505$337,505iApproximate average salary by contribution assumption: employee only about $8,437,625 at 4% or $5,625,083 at 6%; with 50% employer match about $5,625,083 at 4% or $3,750,056 at 6%; with 100% employer match about $4,218,813 at 4% or $2,812,542 at 6%.
201811$178,166$394,185$394,185iApproximate average salary by contribution assumption: employee only about $9,854,625 at 4% or $6,569,750 at 6%; with 50% employer match about $6,569,750 at 4% or $4,379,833 at 6%; with 100% employer match about $4,927,313 at 4% or $3,284,875 at 6%.
Simbionte Investment Group Inc. Retirement Plan-1$178,166$394,185$394,185iApproximate average salary by contribution assumption: employee only about $9,854,625 at 4% or $6,569,750 at 6%; with 50% employer match about $6,569,750 at 4% or $4,379,833 at 6%; with 100% employer match about $4,927,313 at 4% or $3,284,875 at 6%.