Civic Intelligence

John P. Simms CPA PC.

Plan context: John P. Simms, CPA PC. 401(K) Plan

EIN 85-0464075 • Albuquerque, NM • 17 filings • 2 plans

1438 Girard Boulevard NEAlbuquerque, NM 87106
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$1,569,722

2019 Contributions

$53,001

Historical Graphs

Total Assets Over Time

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

$1,648,136$824,068$0200320112018YearValue
$1,569,722Latest year 2018

Participants Over Time

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

530200320112018YearValue
3Latest year 2018

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
201910$0$0-
John P. Simms, CPA PC. 401(K) Plan-0$0--
201813$1,569,722$53,001$17,667iApproximate average salary by contribution assumption: employee only about $441,675 at 4% or $294,450 at 6%; with 50% employer match about $294,450 at 4% or $196,300 at 6%; with 100% employer match about $220,838 at 4% or $147,225 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$1,569,722$53,001$17,667iApproximate average salary by contribution assumption: employee only about $441,675 at 4% or $294,450 at 6%; with 50% employer match about $294,450 at 4% or $196,300 at 6%; with 100% employer match about $220,838 at 4% or $147,225 at 6%.
201713$1,648,136$85,013$28,338iApproximate average salary by contribution assumption: employee only about $708,442 at 4% or $472,294 at 6%; with 50% employer match about $472,294 at 4% or $314,863 at 6%; with 100% employer match about $354,221 at 4% or $236,147 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$1,648,136$85,013$28,338iApproximate average salary by contribution assumption: employee only about $708,442 at 4% or $472,294 at 6%; with 50% employer match about $472,294 at 4% or $314,863 at 6%; with 100% employer match about $354,221 at 4% or $236,147 at 6%.
201614$1,369,391$85,802$21,451iApproximate average salary by contribution assumption: employee only about $536,263 at 4% or $357,508 at 6%; with 50% employer match about $357,508 at 4% or $238,339 at 6%; with 100% employer match about $268,131 at 4% or $178,754 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$1,369,391$85,802$21,451iApproximate average salary by contribution assumption: employee only about $536,263 at 4% or $357,508 at 6%; with 50% employer match about $357,508 at 4% or $238,339 at 6%; with 100% employer match about $268,131 at 4% or $178,754 at 6%.
201513$1,184,806$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$1,184,806$75,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201414$1,212,099$74,715$18,679iApproximate average salary by contribution assumption: employee only about $466,969 at 4% or $311,313 at 6%; with 50% employer match about $311,313 at 4% or $207,542 at 6%; with 100% employer match about $233,484 at 4% or $155,656 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$1,212,099$74,715$18,679iApproximate average salary by contribution assumption: employee only about $466,969 at 4% or $311,313 at 6%; with 50% employer match about $311,313 at 4% or $207,542 at 6%; with 100% employer match about $233,484 at 4% or $155,656 at 6%.
201314$1,105,675$77,544$19,386iApproximate average salary by contribution assumption: employee only about $484,650 at 4% or $323,100 at 6%; with 50% employer match about $323,100 at 4% or $215,400 at 6%; with 100% employer match about $242,325 at 4% or $161,550 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$1,105,675$77,544$19,386iApproximate average salary by contribution assumption: employee only about $484,650 at 4% or $323,100 at 6%; with 50% employer match about $323,100 at 4% or $215,400 at 6%; with 100% employer match about $242,325 at 4% or $161,550 at 6%.
201214$901,511$87,335$21,834iApproximate average salary by contribution assumption: employee only about $545,844 at 4% or $363,896 at 6%; with 50% employer match about $363,896 at 4% or $242,597 at 6%; with 100% employer match about $272,922 at 4% or $181,948 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$901,511$87,335$21,834iApproximate average salary by contribution assumption: employee only about $545,844 at 4% or $363,896 at 6%; with 50% employer match about $363,896 at 4% or $242,597 at 6%; with 100% employer match about $272,922 at 4% or $181,948 at 6%.
201114$735,432$75,473$18,868iApproximate average salary by contribution assumption: employee only about $471,706 at 4% or $314,471 at 6%; with 50% employer match about $314,471 at 4% or $209,647 at 6%; with 100% employer match about $235,853 at 4% or $157,235 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$735,432$75,473$18,868iApproximate average salary by contribution assumption: employee only about $471,706 at 4% or $314,471 at 6%; with 50% employer match about $314,471 at 4% or $209,647 at 6%; with 100% employer match about $235,853 at 4% or $157,235 at 6%.
201014$681,662$75,971$18,993iApproximate average salary by contribution assumption: employee only about $474,819 at 4% or $316,546 at 6%; with 50% employer match about $316,546 at 4% or $211,031 at 6%; with 100% employer match about $237,409 at 4% or $158,273 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$681,662$75,971$18,993iApproximate average salary by contribution assumption: employee only about $474,819 at 4% or $316,546 at 6%; with 50% employer match about $316,546 at 4% or $211,031 at 6%; with 100% employer match about $237,409 at 4% or $158,273 at 6%.
200914$547,889$84,504$21,126iApproximate average salary by contribution assumption: employee only about $528,150 at 4% or $352,100 at 6%; with 50% employer match about $352,100 at 4% or $234,733 at 6%; with 100% employer match about $264,075 at 4% or $176,050 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$547,889$84,504$21,126iApproximate average salary by contribution assumption: employee only about $528,150 at 4% or $352,100 at 6%; with 50% employer match about $352,100 at 4% or $234,733 at 6%; with 100% employer match about $264,075 at 4% or $176,050 at 6%.
200813$366,318$87,151$29,050iApproximate average salary by contribution assumption: employee only about $726,258 at 4% or $484,172 at 6%; with 50% employer match about $484,172 at 4% or $322,781 at 6%; with 100% employer match about $363,129 at 4% or $242,086 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$366,318$87,151$29,050iApproximate average salary by contribution assumption: employee only about $726,258 at 4% or $484,172 at 6%; with 50% employer match about $484,172 at 4% or $322,781 at 6%; with 100% employer match about $363,129 at 4% or $242,086 at 6%.
200713$432,501$67,178$22,393iApproximate average salary by contribution assumption: employee only about $559,817 at 4% or $373,211 at 6%; with 50% employer match about $373,211 at 4% or $248,807 at 6%; with 100% employer match about $279,908 at 4% or $186,606 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$432,501$67,178$22,393iApproximate average salary by contribution assumption: employee only about $559,817 at 4% or $373,211 at 6%; with 50% employer match about $373,211 at 4% or $248,807 at 6%; with 100% employer match about $279,908 at 4% or $186,606 at 6%.
200613$338,345$77,450$25,817iApproximate average salary by contribution assumption: employee only about $645,417 at 4% or $430,278 at 6%; with 50% employer match about $430,278 at 4% or $286,852 at 6%; with 100% employer match about $322,708 at 4% or $215,139 at 6%.
John P. Simms, CPA PC. 401(K) Plan-3$338,345$77,450$25,817iApproximate average salary by contribution assumption: employee only about $645,417 at 4% or $430,278 at 6%; with 50% employer match about $430,278 at 4% or $286,852 at 6%; with 100% employer match about $322,708 at 4% or $215,139 at 6%.
200514$232,059$74,702$18,676iApproximate average salary by contribution assumption: employee only about $466,888 at 4% or $311,258 at 6%; with 50% employer match about $311,258 at 4% or $207,506 at 6%; with 100% employer match about $233,444 at 4% or $155,629 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$232,059$74,702$18,676iApproximate average salary by contribution assumption: employee only about $466,888 at 4% or $311,258 at 6%; with 50% employer match about $311,258 at 4% or $207,506 at 6%; with 100% employer match about $233,444 at 4% or $155,629 at 6%.
200414$141,223$75,441$18,860iApproximate average salary by contribution assumption: employee only about $471,506 at 4% or $314,338 at 6%; with 50% employer match about $314,338 at 4% or $209,558 at 6%; with 100% employer match about $235,753 at 4% or $157,169 at 6%.
John P. Simms, CPA PC. 401(K) Plan-4$141,223$75,441$18,860iApproximate average salary by contribution assumption: employee only about $471,506 at 4% or $314,338 at 6%; with 50% employer match about $314,338 at 4% or $209,558 at 6%; with 100% employer match about $235,753 at 4% or $157,169 at 6%.
200315$57,277$50,787$10,157iApproximate average salary by contribution assumption: employee only about $253,935 at 4% or $169,290 at 6%; with 50% employer match about $169,290 at 4% or $112,860 at 6%; with 100% employer match about $126,968 at 4% or $84,645 at 6%.
John P. Simms, CPA PC. 401(K) Plan-5$57,277$50,787$10,157iApproximate average salary by contribution assumption: employee only about $253,935 at 4% or $169,290 at 6%; with 50% employer match about $169,290 at 4% or $112,860 at 6%; with 100% employer match about $126,968 at 4% or $84,645 at 6%.