Loan Simple
Plan context: Loan Simple 401(K) Profit Sharing Plan & Trust
EIN 84-1412422 • Englewood, CO • 24 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
84
2024 Assets
$4,396,438
2024 Contributions
$677,067
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 84 | $4,396,438 | $677,067 | $8,060iApproximate average salary by contribution assumption: employee only about $201,508 at 4% or $134,339 at 6%; with 50% employer match about $134,339 at 4% or $89,559 at 6%; with 100% employer match about $100,754 at 4% or $67,169 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 84 | $4,396,438 | $677,067 | $8,060iApproximate average salary by contribution assumption: employee only about $201,508 at 4% or $134,339 at 6%; with 50% employer match about $134,339 at 4% or $89,559 at 6%; with 100% employer match about $100,754 at 4% or $67,169 at 6%. |
| 2023 | 1 | 69 | $4,032,087 | $447,821 | $6,490iApproximate average salary by contribution assumption: employee only about $162,254 at 4% or $108,169 at 6%; with 50% employer match about $108,169 at 4% or $72,113 at 6%; with 100% employer match about $81,127 at 4% or $54,085 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 69 | $4,032,087 | $447,821 | $6,490iApproximate average salary by contribution assumption: employee only about $162,254 at 4% or $108,169 at 6%; with 50% employer match about $108,169 at 4% or $72,113 at 6%; with 100% employer match about $81,127 at 4% or $54,085 at 6%. |
| 2022 | 2 | 103 | $3,918,300 | $1,140,565 | $11,073iApproximate average salary by contribution assumption: employee only about $276,836 at 4% or $184,557 at 6%; with 50% employer match about $184,557 at 4% or $123,038 at 6%; with 100% employer match about $138,418 at 4% or $92,279 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 87 | $3,918,300 | $1,140,565 | $13,110iApproximate average salary by contribution assumption: employee only about $327,749 at 4% or $218,499 at 6%; with 50% employer match about $218,499 at 4% or $145,666 at 6%; with 100% employer match about $163,874 at 4% or $109,250 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 103 | - | - | - |
| 2021 | 2 | 220 | $6,326,496 | $1,769,975 | $8,045iApproximate average salary by contribution assumption: employee only about $201,134 at 4% or $134,089 at 6%; with 50% employer match about $134,089 at 4% or $89,393 at 6%; with 100% employer match about $100,567 at 4% or $67,045 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 220 | $6,326,496 | $1,769,975 | $8,045iApproximate average salary by contribution assumption: employee only about $201,134 at 4% or $134,089 at 6%; with 50% employer match about $134,089 at 4% or $89,393 at 6%; with 100% employer match about $100,567 at 4% or $67,045 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 148 | - | - | - |
| 2020 | 2 | 220 | $4,641,781 | $1,267,501 | $5,761iApproximate average salary by contribution assumption: employee only about $144,034 at 4% or $96,023 at 6%; with 50% employer match about $96,023 at 4% or $64,015 at 6%; with 100% employer match about $72,017 at 4% or $48,011 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 220 | $4,641,781 | $1,267,501 | $5,761iApproximate average salary by contribution assumption: employee only about $144,034 at 4% or $96,023 at 6%; with 50% employer match about $96,023 at 4% or $64,015 at 6%; with 100% employer match about $72,017 at 4% or $48,011 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 141 | - | - | - |
| 2019 | 2 | 145 | $3,758,667 | $884,354 | $6,099iApproximate average salary by contribution assumption: employee only about $152,475 at 4% or $101,650 at 6%; with 50% employer match about $101,650 at 4% or $67,767 at 6%; with 100% employer match about $76,237 at 4% or $50,825 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 145 | $3,758,667 | $884,354 | $6,099iApproximate average salary by contribution assumption: employee only about $152,475 at 4% or $101,650 at 6%; with 50% employer match about $101,650 at 4% or $67,767 at 6%; with 100% employer match about $76,237 at 4% or $50,825 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 119 | - | - | - |
| 2018 | 2 | 141 | $3,007,583 | $905,710 | $6,423iApproximate average salary by contribution assumption: employee only about $160,587 at 4% or $107,058 at 6%; with 50% employer match about $107,058 at 4% or $71,372 at 6%; with 100% employer match about $80,293 at 4% or $53,529 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 121 | $3,007,583 | $905,710 | $7,485iApproximate average salary by contribution assumption: employee only about $187,130 at 4% or $124,753 at 6%; with 50% employer match about $124,753 at 4% or $83,169 at 6%; with 100% employer match about $93,565 at 4% or $62,377 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 141 | - | - | - |
| 2017 | 3 | 345 | $2,748,135 | $1,255,222 | $3,638iApproximate average salary by contribution assumption: employee only about $90,958 at 4% or $60,639 at 6%; with 50% employer match about $60,639 at 4% or $40,426 at 6%; with 100% employer match about $45,479 at 4% or $30,319 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 345 | $2,748,135 | $1,255,222 | $3,638iApproximate average salary by contribution assumption: employee only about $90,958 at 4% or $60,639 at 6%; with 50% employer match about $60,639 at 4% or $40,426 at 6%; with 100% employer match about $45,479 at 4% or $30,319 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 76 | - | - | - |
| LOAN SIMPLE DENTAL PLAN | - | 79 | - | - | - |
| 2016 | 2 | 372 | $1,675,033 | $935,202 | $2,514iApproximate average salary by contribution assumption: employee only about $62,850 at 4% or $41,900 at 6%; with 50% employer match about $41,900 at 4% or $27,933 at 6%; with 100% employer match about $31,425 at 4% or $20,950 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 372 | $1,675,033 | $935,202 | $2,514iApproximate average salary by contribution assumption: employee only about $62,850 at 4% or $41,900 at 6%; with 50% employer match about $41,900 at 4% or $27,933 at 6%; with 100% employer match about $31,425 at 4% or $20,950 at 6%. |
| Loan Simple Welfare Benefit Plan | - | 102 | - | - | - |
| 2015 | 1 | 400 | $932,182 | $560,891 | $1,402iApproximate average salary by contribution assumption: employee only about $35,056 at 4% or $23,370 at 6%; with 50% employer match about $23,370 at 4% or $15,580 at 6%; with 100% employer match about $17,528 at 4% or $11,685 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 400 | $932,182 | $560,891 | $1,402iApproximate average salary by contribution assumption: employee only about $35,056 at 4% or $23,370 at 6%; with 50% employer match about $23,370 at 4% or $15,580 at 6%; with 100% employer match about $17,528 at 4% or $11,685 at 6%. |
| 2014 | 3 | 1,449 | $917,289 | $310,502 | $214iApproximate average salary by contribution assumption: employee only about $5,357 at 4% or $3,571 at 6%; with 50% employer match about $3,571 at 4% or $2,381 at 6%; with 100% employer match about $2,679 at 4% or $1,786 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 453 | $514,310 | $225,208 | $497iApproximate average salary by contribution assumption: employee only about $12,429 at 4% or $8,286 at 6%; with 50% employer match about $8,286 at 4% or $5,524 at 6%; with 100% employer match about $6,214 at 4% or $4,143 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 1,449 | $259,640 | $3,268 | $2iApproximate average salary by contribution assumption: employee only about $56 at 4% or $38 at 6%; with 50% employer match about $38 at 4% or $25 at 6%; with 100% employer match about $28 at 4% or $19 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 25 | $143,339 | $82,026 | $3,281iApproximate average salary by contribution assumption: employee only about $82,026 at 4% or $54,684 at 6%; with 50% employer match about $54,684 at 4% or $36,456 at 6%; with 100% employer match about $41,013 at 4% or $27,342 at 6%. |
| 2013 | 1 | 368 | $310,967 | $91,601 | $249iApproximate average salary by contribution assumption: employee only about $6,223 at 4% or $4,149 at 6%; with 50% employer match about $4,149 at 4% or $2,766 at 6%; with 100% employer match about $3,111 at 4% or $2,074 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 368 | $310,967 | $91,601 | $249iApproximate average salary by contribution assumption: employee only about $6,223 at 4% or $4,149 at 6%; with 50% employer match about $4,149 at 4% or $2,766 at 6%; with 100% employer match about $3,111 at 4% or $2,074 at 6%. |
| 2012 | 1 | 363 | $271,201 | $63,161 | $174iApproximate average salary by contribution assumption: employee only about $4,350 at 4% or $2,900 at 6%; with 50% employer match about $2,900 at 4% or $1,933 at 6%; with 100% employer match about $2,175 at 4% or $1,450 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 363 | $271,201 | $63,161 | $174iApproximate average salary by contribution assumption: employee only about $4,350 at 4% or $2,900 at 6%; with 50% employer match about $2,900 at 4% or $1,933 at 6%; with 100% employer match about $2,175 at 4% or $1,450 at 6%. |
| 2011 | 1 | 174 | $219,900 | $14,188 | $82iApproximate average salary by contribution assumption: employee only about $2,039 at 4% or $1,359 at 6%; with 50% employer match about $1,359 at 4% or $906 at 6%; with 100% employer match about $1,019 at 4% or $680 at 6%. |
| Loan Simple 401(K) Profit Sharing Plan & Trust | - | 174 | $219,900 | $14,188 | $82iApproximate average salary by contribution assumption: employee only about $2,039 at 4% or $1,359 at 6%; with 50% employer match about $1,359 at 4% or $906 at 6%; with 100% employer match about $1,019 at 4% or $680 at 6%. |