Civic Intelligence

Simone, Roberts, & Weiss P.A.

Plan context: Simone, Roberts, & Weiss P.A. Profit Sharing Plan

EIN 85-0400902 • Albuquerque, NM • 19 filings • 4 plans

1700 Louisiana NESuite 240Albuquerque, NM 87110
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$4,875,285

2017 Contributions

$413,067

Historical Graphs

Total Assets Over Time

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

$6,415,304$3,207,652$0199920082016YearValue
$4,875,285Latest year 2016

Participants Over Time

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

1680199920082016YearValue
10Latest year 2016

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
201710$0$0-
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-0$0$0-
2016110$4,875,285$413,067$41,307iApproximate average salary by contribution assumption: employee only about $1,032,667 at 4% or $688,445 at 6%; with 50% employer match about $688,445 at 4% or $458,963 at 6%; with 100% employer match about $516,334 at 4% or $344,223 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-10$4,875,285$413,067$41,307iApproximate average salary by contribution assumption: employee only about $1,032,667 at 4% or $688,445 at 6%; with 50% employer match about $688,445 at 4% or $458,963 at 6%; with 100% employer match about $516,334 at 4% or $344,223 at 6%.
201519$5,316,924$248,341$27,593iApproximate average salary by contribution assumption: employee only about $689,836 at 4% or $459,891 at 6%; with 50% employer match about $459,891 at 4% or $306,594 at 6%; with 100% employer match about $344,918 at 4% or $229,945 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-9$5,316,924$248,341$27,593iApproximate average salary by contribution assumption: employee only about $689,836 at 4% or $459,891 at 6%; with 50% employer match about $459,891 at 4% or $306,594 at 6%; with 100% employer match about $344,918 at 4% or $229,945 at 6%.
2014114$5,586,240$234,453$16,747iApproximate average salary by contribution assumption: employee only about $418,666 at 4% or $279,111 at 6%; with 50% employer match about $279,111 at 4% or $186,074 at 6%; with 100% employer match about $209,333 at 4% or $139,555 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-14$5,586,240$234,453$16,747iApproximate average salary by contribution assumption: employee only about $418,666 at 4% or $279,111 at 6%; with 50% employer match about $279,111 at 4% or $186,074 at 6%; with 100% employer match about $209,333 at 4% or $139,555 at 6%.
2013116$6,415,304$338,942$21,184iApproximate average salary by contribution assumption: employee only about $529,597 at 4% or $353,065 at 6%; with 50% employer match about $353,065 at 4% or $235,376 at 6%; with 100% employer match about $264,798 at 4% or $176,532 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-16$6,415,304$338,942$21,184iApproximate average salary by contribution assumption: employee only about $529,597 at 4% or $353,065 at 6%; with 50% employer match about $353,065 at 4% or $235,376 at 6%; with 100% employer match about $264,798 at 4% or $176,532 at 6%.
2012114$4,998,621$356,721$25,480iApproximate average salary by contribution assumption: employee only about $637,002 at 4% or $424,668 at 6%; with 50% employer match about $424,668 at 4% or $283,112 at 6%; with 100% employer match about $318,501 at 4% or $212,334 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-14$4,998,621$356,721$25,480iApproximate average salary by contribution assumption: employee only about $637,002 at 4% or $424,668 at 6%; with 50% employer match about $424,668 at 4% or $283,112 at 6%; with 100% employer match about $318,501 at 4% or $212,334 at 6%.
2011112$4,251,995$335,441$27,953iApproximate average salary by contribution assumption: employee only about $698,835 at 4% or $465,890 at 6%; with 50% employer match about $465,890 at 4% or $310,594 at 6%; with 100% employer match about $349,418 at 4% or $232,945 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$4,251,995$335,441$27,953iApproximate average salary by contribution assumption: employee only about $698,835 at 4% or $465,890 at 6%; with 50% employer match about $465,890 at 4% or $310,594 at 6%; with 100% employer match about $349,418 at 4% or $232,945 at 6%.
2010113$4,028,125$330,458$25,420iApproximate average salary by contribution assumption: employee only about $635,496 at 4% or $423,664 at 6%; with 50% employer match about $423,664 at 4% or $282,443 at 6%; with 100% employer match about $317,748 at 4% or $211,832 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-13$4,028,125$330,458$25,420iApproximate average salary by contribution assumption: employee only about $635,496 at 4% or $423,664 at 6%; with 50% employer match about $423,664 at 4% or $282,443 at 6%; with 100% employer match about $317,748 at 4% or $211,832 at 6%.
2009114$3,227,531$332,642$23,760iApproximate average salary by contribution assumption: employee only about $594,004 at 4% or $396,002 at 6%; with 50% employer match about $396,002 at 4% or $264,002 at 6%; with 100% employer match about $297,002 at 4% or $198,001 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-14$3,227,531$332,642$23,760iApproximate average salary by contribution assumption: employee only about $594,004 at 4% or $396,002 at 6%; with 50% employer match about $396,002 at 4% or $264,002 at 6%; with 100% employer match about $297,002 at 4% or $198,001 at 6%.
2008112$2,290,473$293,134$24,428iApproximate average salary by contribution assumption: employee only about $610,696 at 4% or $407,131 at 6%; with 50% employer match about $407,131 at 4% or $271,420 at 6%; with 100% employer match about $305,348 at 4% or $203,565 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$2,290,473$293,134$24,428iApproximate average salary by contribution assumption: employee only about $610,696 at 4% or $407,131 at 6%; with 50% employer match about $407,131 at 4% or $271,420 at 6%; with 100% employer match about $305,348 at 4% or $203,565 at 6%.
2007111$3,286,285$255,000$23,182iApproximate average salary by contribution assumption: employee only about $579,545 at 4% or $386,364 at 6%; with 50% employer match about $386,364 at 4% or $257,576 at 6%; with 100% employer match about $289,773 at 4% or $193,182 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-11$3,286,285$255,000$23,182iApproximate average salary by contribution assumption: employee only about $579,545 at 4% or $386,364 at 6%; with 50% employer match about $386,364 at 4% or $257,576 at 6%; with 100% employer match about $289,773 at 4% or $193,182 at 6%.
2006112$2,755,473$299,990$24,999iApproximate average salary by contribution assumption: employee only about $624,979 at 4% or $416,653 at 6%; with 50% employer match about $416,653 at 4% or $277,769 at 6%; with 100% employer match about $312,490 at 4% or $208,326 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$2,755,473$299,990$24,999iApproximate average salary by contribution assumption: employee only about $624,979 at 4% or $416,653 at 6%; with 50% employer match about $416,653 at 4% or $277,769 at 6%; with 100% employer match about $312,490 at 4% or $208,326 at 6%.
2005114$2,206,471$270,638$19,331iApproximate average salary by contribution assumption: employee only about $483,282 at 4% or $322,188 at 6%; with 50% employer match about $322,188 at 4% or $214,792 at 6%; with 100% employer match about $241,641 at 4% or $161,094 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-14$2,206,471$270,638$19,331iApproximate average salary by contribution assumption: employee only about $483,282 at 4% or $322,188 at 6%; with 50% employer match about $322,188 at 4% or $214,792 at 6%; with 100% employer match about $241,641 at 4% or $161,094 at 6%.
2004112$1,866,872$245,780$20,482iApproximate average salary by contribution assumption: employee only about $512,042 at 4% or $341,361 at 6%; with 50% employer match about $341,361 at 4% or $227,574 at 6%; with 100% employer match about $256,021 at 4% or $170,681 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$1,866,872$245,780$20,482iApproximate average salary by contribution assumption: employee only about $512,042 at 4% or $341,361 at 6%; with 50% employer match about $341,361 at 4% or $227,574 at 6%; with 100% employer match about $256,021 at 4% or $170,681 at 6%.
2003112$1,504,836$239,329$19,944iApproximate average salary by contribution assumption: employee only about $498,602 at 4% or $332,401 at 6%; with 50% employer match about $332,401 at 4% or $221,601 at 6%; with 100% employer match about $249,301 at 4% or $166,201 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$1,504,836$239,329$19,944iApproximate average salary by contribution assumption: employee only about $498,602 at 4% or $332,401 at 6%; with 50% employer match about $332,401 at 4% or $221,601 at 6%; with 100% employer match about $249,301 at 4% or $166,201 at 6%.
2002116$1,043,781$130,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-16$1,043,781$130,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
2001112$1,199,927$93,942$7,829iApproximate average salary by contribution assumption: employee only about $195,713 at 4% or $130,475 at 6%; with 50% employer match about $130,475 at 4% or $86,983 at 6%; with 100% employer match about $97,856 at 4% or $65,238 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-12$1,199,927$93,942$7,829iApproximate average salary by contribution assumption: employee only about $195,713 at 4% or $130,475 at 6%; with 50% employer match about $130,475 at 4% or $86,983 at 6%; with 100% employer match about $97,856 at 4% or $65,238 at 6%.
2000110$0$0-
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-10---
1999110$1,704,877$104,943$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,905 at 6%; with 50% employer match about $174,905 at 4% or $116,603 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
Simone, Roberts, & Weiss P.A. Profit Sharing Plan-10$1,704,877$104,943$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,905 at 6%; with 50% employer match about $174,905 at 4% or $116,603 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.