Civic Intelligence

Simon Brecher & Company, L.P.

Plan context: Simon Brecher & Co. Profit Sharing Plan

EIN 83-2987384 • Lakewood, NJ • 12 filings • 2 plans

410 Monmouth AvenueSuite 401Lakewood, NJ 08701
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,953,156

2024 Contributions

$231,869

Historical Graphs

Total Assets Over Time

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

$4,369,392$2,184,696$0201920222024YearValue
$1,953,156Latest year 2024

Participants Over Time

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

1370201920222024YearValue
10Latest 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
2024210$1,953,156$231,869$23,187iApproximate average salary by contribution assumption: employee only about $579,673 at 4% or $386,448 at 6%; with 50% employer match about $386,448 at 4% or $257,632 at 6%; with 100% employer match about $289,836 at 4% or $193,224 at 6%.
Simon Brecher & Co. Profit Sharing Plan-10$1,171,145$87,429$8,743iApproximate average salary by contribution assumption: employee only about $218,573 at 4% or $145,715 at 6%; with 50% employer match about $145,715 at 4% or $97,143 at 6%; with 100% employer match about $109,286 at 4% or $72,858 at 6%.
Simon Brecher Cash Balance Plan-8$782,011$144,440$18,055iApproximate average salary by contribution assumption: employee only about $451,375 at 4% or $300,917 at 6%; with 50% employer match about $300,917 at 4% or $200,611 at 6%; with 100% employer match about $225,688 at 4% or $150,458 at 6%.
2023210$1,597,158$310,635$31,064iApproximate average salary by contribution assumption: employee only about $776,588 at 4% or $517,725 at 6%; with 50% employer match about $517,725 at 4% or $345,150 at 6%; with 100% employer match about $388,294 at 4% or $258,863 at 6%.
Simon Brecher & Co. Profit Sharing Plan-10$994,355$134,570$13,457iApproximate average salary by contribution assumption: employee only about $336,425 at 4% or $224,283 at 6%; with 50% employer match about $224,283 at 4% or $149,522 at 6%; with 100% employer match about $168,213 at 4% or $112,142 at 6%.
Simon Brecher Cash Balance Plan-8$602,803$176,065$22,008iApproximate average salary by contribution assumption: employee only about $550,203 at 4% or $366,802 at 6%; with 50% employer match about $366,802 at 4% or $244,535 at 6%; with 100% employer match about $275,102 at 4% or $183,401 at 6%.
2022210$1,175,173$328,144$32,814iApproximate average salary by contribution assumption: employee only about $820,360 at 4% or $546,907 at 6%; with 50% employer match about $546,907 at 4% or $364,604 at 6%; with 100% employer match about $410,180 at 4% or $273,453 at 6%.
Simon Brecher & Co. Profit Sharing Plan-10$769,704$128,272$12,827iApproximate average salary by contribution assumption: employee only about $320,680 at 4% or $213,787 at 6%; with 50% employer match about $213,787 at 4% or $142,524 at 6%; with 100% employer match about $160,340 at 4% or $106,893 at 6%.
Simon Brecher Cash Balance Plan-8$405,469$199,872$24,984iApproximate average salary by contribution assumption: employee only about $624,600 at 4% or $416,400 at 6%; with 50% employer match about $416,400 at 4% or $277,600 at 6%; with 100% employer match about $312,300 at 4% or $208,200 at 6%.
202129$3,483,704$241,526$26,836iApproximate average salary by contribution assumption: employee only about $670,906 at 4% or $447,270 at 6%; with 50% employer match about $447,270 at 4% or $298,180 at 6%; with 100% employer match about $335,453 at 4% or $223,635 at 6%.
Simon Brecher & Co. Profit Sharing Plan-9$3,260,337$92,209$10,245iApproximate average salary by contribution assumption: employee only about $256,136 at 4% or $170,757 at 6%; with 50% employer match about $170,757 at 4% or $113,838 at 6%; with 100% employer match about $128,068 at 4% or $85,379 at 6%.
Simon Brecher Cash Balance Plan-6$223,367$149,317$24,886iApproximate average salary by contribution assumption: employee only about $622,154 at 4% or $414,769 at 6%; with 50% employer match about $414,769 at 4% or $276,513 at 6%; with 100% employer match about $311,077 at 4% or $207,385 at 6%.
2020213$4,369,392$309,901$23,839iApproximate average salary by contribution assumption: employee only about $595,963 at 4% or $397,309 at 6%; with 50% employer match about $397,309 at 4% or $264,873 at 6%; with 100% employer match about $297,982 at 4% or $198,654 at 6%.
Simon Brecher & Co. Profit Sharing Plan-13$2,858,018$96,344$7,411iApproximate average salary by contribution assumption: employee only about $185,277 at 4% or $123,518 at 6%; with 50% employer match about $123,518 at 4% or $82,345 at 6%; with 100% employer match about $92,638 at 4% or $61,759 at 6%.
Simon Brecher Cash Balance Plan-8$1,511,374$213,557$26,695iApproximate average salary by contribution assumption: employee only about $667,366 at 4% or $444,910 at 6%; with 50% employer match about $444,910 at 4% or $296,607 at 6%; with 100% employer match about $333,683 at 4% or $222,455 at 6%.
2019213$3,730,948$239,585$18,430iApproximate average salary by contribution assumption: employee only about $460,740 at 4% or $307,160 at 6%; with 50% employer match about $307,160 at 4% or $204,774 at 6%; with 100% employer match about $230,370 at 4% or $153,580 at 6%.
Simon Brecher & Co. Profit Sharing Plan-13$2,475,544$94,303$7,254iApproximate average salary by contribution assumption: employee only about $181,352 at 4% or $120,901 at 6%; with 50% employer match about $120,901 at 4% or $80,601 at 6%; with 100% employer match about $90,676 at 4% or $60,451 at 6%.
Simon Brecher Cash Balance Plan-8$1,255,404$145,282$18,160iApproximate average salary by contribution assumption: employee only about $454,006 at 4% or $302,671 at 6%; with 50% employer match about $302,671 at 4% or $201,781 at 6%; with 100% employer match about $227,003 at 4% or $151,335 at 6%.