Civic Intelligence

The Simons Firm, LLP

Plan context: Simons Firm LLP, the 401(K) Profit Sharing Plan

EIN 85-0475122 • Santa Fe, NM • 24 filings • 6 plans

1660 Old Pecos Trail, Suite AP.O. Box 5333Santa Fe, NM 87502-5333
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,344,112

2024 Contributions

$20,695

Historical Graphs

Total Assets Over Time

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

$3,979,524$1,989,762$0200120132024YearValue
$2,344,112Latest year 2024

Participants Over Time

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

20100200120132024YearValue
9Latest 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
202419$2,344,112$20,695$2,299iApproximate average salary by contribution assumption: employee only about $57,486 at 4% or $38,324 at 6%; with 50% employer match about $38,324 at 4% or $25,549 at 6%; with 100% employer match about $28,743 at 4% or $19,162 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-9$2,344,112$20,695$2,299iApproximate average salary by contribution assumption: employee only about $57,486 at 4% or $38,324 at 6%; with 50% employer match about $38,324 at 4% or $25,549 at 6%; with 100% employer match about $28,743 at 4% or $19,162 at 6%.
2023112$2,301,237$19,599$1,633iApproximate average salary by contribution assumption: employee only about $40,831 at 4% or $27,221 at 6%; with 50% employer match about $27,221 at 4% or $18,147 at 6%; with 100% employer match about $20,416 at 4% or $13,610 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$2,301,237$19,599$1,633iApproximate average salary by contribution assumption: employee only about $40,831 at 4% or $27,221 at 6%; with 50% employer match about $27,221 at 4% or $18,147 at 6%; with 100% employer match about $20,416 at 4% or $13,610 at 6%.
2022111$2,213,525$36,152$3,287iApproximate average salary by contribution assumption: employee only about $82,164 at 4% or $54,776 at 6%; with 50% employer match about $54,776 at 4% or $36,517 at 6%; with 100% employer match about $41,082 at 4% or $27,388 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-11$2,213,525$36,152$3,287iApproximate average salary by contribution assumption: employee only about $82,164 at 4% or $54,776 at 6%; with 50% employer match about $54,776 at 4% or $36,517 at 6%; with 100% employer match about $41,082 at 4% or $27,388 at 6%.
2021115$2,907,901$61,297$4,086iApproximate average salary by contribution assumption: employee only about $102,162 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,405 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-15$2,907,901$61,297$4,086iApproximate average salary by contribution assumption: employee only about $102,162 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,405 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%.
2020113$2,910,361$30,201$2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,039 at 4% or $19,360 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-13$2,910,361$30,201$2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,039 at 4% or $19,360 at 6%.
2019113$3,188,602$40,198$3,092iApproximate average salary by contribution assumption: employee only about $77,304 at 4% or $51,536 at 6%; with 50% employer match about $51,536 at 4% or $34,357 at 6%; with 100% employer match about $38,652 at 4% or $25,768 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-13$3,188,602$40,198$3,092iApproximate average salary by contribution assumption: employee only about $77,304 at 4% or $51,536 at 6%; with 50% employer match about $51,536 at 4% or $34,357 at 6%; with 100% employer match about $38,652 at 4% or $25,768 at 6%.
2018113$2,895,639$32,050$2,465iApproximate average salary by contribution assumption: employee only about $61,635 at 4% or $41,090 at 6%; with 50% employer match about $41,090 at 4% or $27,393 at 6%; with 100% employer match about $30,817 at 4% or $20,545 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-13$2,895,639$32,050$2,465iApproximate average salary by contribution assumption: employee only about $61,635 at 4% or $41,090 at 6%; with 50% employer match about $41,090 at 4% or $27,393 at 6%; with 100% employer match about $30,817 at 4% or $20,545 at 6%.
2017114$3,057,317$56,480$4,034iApproximate average salary by contribution assumption: employee only about $100,857 at 4% or $67,238 at 6%; with 50% employer match about $67,238 at 4% or $44,825 at 6%; with 100% employer match about $50,429 at 4% or $33,619 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-14$3,057,317$56,480$4,034iApproximate average salary by contribution assumption: employee only about $100,857 at 4% or $67,238 at 6%; with 50% employer match about $67,238 at 4% or $44,825 at 6%; with 100% employer match about $50,429 at 4% or $33,619 at 6%.
2016114$2,855,242$63,080$4,506iApproximate average salary by contribution assumption: employee only about $112,643 at 4% or $75,095 at 6%; with 50% employer match about $75,095 at 4% or $50,063 at 6%; with 100% employer match about $56,321 at 4% or $37,548 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-14$2,855,242$63,080$4,506iApproximate average salary by contribution assumption: employee only about $112,643 at 4% or $75,095 at 6%; with 50% employer match about $75,095 at 4% or $50,063 at 6%; with 100% employer match about $56,321 at 4% or $37,548 at 6%.
201518$2,755,130$70,791$8,849iApproximate average salary by contribution assumption: employee only about $221,222 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,741 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-8$2,755,130$70,791$8,849iApproximate average salary by contribution assumption: employee only about $221,222 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,741 at 6%.
2014110$2,815,772$100,334$10,033iApproximate average salary by contribution assumption: employee only about $250,835 at 4% or $167,223 at 6%; with 50% employer match about $167,223 at 4% or $111,482 at 6%; with 100% employer match about $125,418 at 4% or $83,612 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-10$2,815,772$100,334$10,033iApproximate average salary by contribution assumption: employee only about $250,835 at 4% or $167,223 at 6%; with 50% employer match about $167,223 at 4% or $111,482 at 6%; with 100% employer match about $125,418 at 4% or $83,612 at 6%.
2013110$2,624,405$88,867$8,887iApproximate average salary by contribution assumption: employee only about $222,168 at 4% or $148,112 at 6%; with 50% employer match about $148,112 at 4% or $98,741 at 6%; with 100% employer match about $111,084 at 4% or $74,056 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-10$2,624,405$88,867$8,887iApproximate average salary by contribution assumption: employee only about $222,168 at 4% or $148,112 at 6%; with 50% employer match about $148,112 at 4% or $98,741 at 6%; with 100% employer match about $111,084 at 4% or $74,056 at 6%.
2012112$2,553,561$165,420$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$2,553,561$165,420$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
2011112$2,385,453$157,670$13,139iApproximate average salary by contribution assumption: employee only about $328,479 at 4% or $218,986 at 6%; with 50% employer match about $218,986 at 4% or $145,991 at 6%; with 100% employer match about $164,240 at 4% or $109,493 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$2,385,453$157,670$13,139iApproximate average salary by contribution assumption: employee only about $328,479 at 4% or $218,986 at 6%; with 50% employer match about $218,986 at 4% or $145,991 at 6%; with 100% employer match about $164,240 at 4% or $109,493 at 6%.
2010112$3,979,524$151,439$12,620iApproximate average salary by contribution assumption: employee only about $315,498 at 4% or $210,332 at 6%; with 50% employer match about $210,332 at 4% or $140,221 at 6%; with 100% employer match about $157,749 at 4% or $105,166 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$3,979,524$151,439$12,620iApproximate average salary by contribution assumption: employee only about $315,498 at 4% or $210,332 at 6%; with 50% employer match about $210,332 at 4% or $140,221 at 6%; with 100% employer match about $157,749 at 4% or $105,166 at 6%.
2009112$3,565,784$148,967$12,414iApproximate average salary by contribution assumption: employee only about $310,348 at 4% or $206,899 at 6%; with 50% employer match about $206,899 at 4% or $137,932 at 6%; with 100% employer match about $155,174 at 4% or $103,449 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$3,565,784$148,967$12,414iApproximate average salary by contribution assumption: employee only about $310,348 at 4% or $206,899 at 6%; with 50% employer match about $206,899 at 4% or $137,932 at 6%; with 100% employer match about $155,174 at 4% or $103,449 at 6%.
2008117$3,227,496$170,754$10,044iApproximate average salary by contribution assumption: employee only about $251,109 at 4% or $167,406 at 6%; with 50% employer match about $167,406 at 4% or $111,604 at 6%; with 100% employer match about $125,554 at 4% or $83,703 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-17$3,227,496$170,754$10,044iApproximate average salary by contribution assumption: employee only about $251,109 at 4% or $167,406 at 6%; with 50% employer match about $167,406 at 4% or $111,604 at 6%; with 100% employer match about $125,554 at 4% or $83,703 at 6%.
2007119$3,653,563$216,510$11,395iApproximate average salary by contribution assumption: employee only about $284,882 at 4% or $189,921 at 6%; with 50% employer match about $189,921 at 4% or $126,614 at 6%; with 100% employer match about $142,441 at 4% or $94,961 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-19$3,653,563$216,510$11,395iApproximate average salary by contribution assumption: employee only about $284,882 at 4% or $189,921 at 6%; with 50% employer match about $189,921 at 4% or $126,614 at 6%; with 100% employer match about $142,441 at 4% or $94,961 at 6%.
2006118$3,212,330$202,387$11,244iApproximate average salary by contribution assumption: employee only about $281,093 at 4% or $187,395 at 6%; with 50% employer match about $187,395 at 4% or $124,930 at 6%; with 100% employer match about $140,547 at 4% or $93,698 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-18$3,212,330$202,387$11,244iApproximate average salary by contribution assumption: employee only about $281,093 at 4% or $187,395 at 6%; with 50% employer match about $187,395 at 4% or $124,930 at 6%; with 100% employer match about $140,547 at 4% or $93,698 at 6%.
2005116$2,742,958$198,134$12,383iApproximate average salary by contribution assumption: employee only about $309,584 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,593 at 6%; with 100% employer match about $154,792 at 4% or $103,195 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-16$2,742,958$198,134$12,383iApproximate average salary by contribution assumption: employee only about $309,584 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,593 at 6%; with 100% employer match about $154,792 at 4% or $103,195 at 6%.
2004120$2,407,958$187,760$9,388iApproximate average salary by contribution assumption: employee only about $234,700 at 4% or $156,467 at 6%; with 50% employer match about $156,467 at 4% or $104,311 at 6%; with 100% employer match about $117,350 at 4% or $78,233 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-20$2,407,958$187,760$9,388iApproximate average salary by contribution assumption: employee only about $234,700 at 4% or $156,467 at 6%; with 50% employer match about $156,467 at 4% or $104,311 at 6%; with 100% employer match about $117,350 at 4% or $78,233 at 6%.
200319$2,239,350$76,361$8,485iApproximate average salary by contribution assumption: employee only about $212,114 at 4% or $141,409 at 6%; with 50% employer match about $141,409 at 4% or $94,273 at 6%; with 100% employer match about $106,057 at 4% or $70,705 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-9$2,239,350$76,361$8,485iApproximate average salary by contribution assumption: employee only about $212,114 at 4% or $141,409 at 6%; with 50% employer match about $141,409 at 4% or $94,273 at 6%; with 100% employer match about $106,057 at 4% or $70,705 at 6%.
2002110$1,919,432$83,911$8,391iApproximate average salary by contribution assumption: employee only about $209,778 at 4% or $139,852 at 6%; with 50% employer match about $139,852 at 4% or $93,234 at 6%; with 100% employer match about $104,889 at 4% or $69,926 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-10$1,919,432$83,911$8,391iApproximate average salary by contribution assumption: employee only about $209,778 at 4% or $139,852 at 6%; with 50% employer match about $139,852 at 4% or $93,234 at 6%; with 100% employer match about $104,889 at 4% or $69,926 at 6%.
2001112$2,065,167$77,831$6,486iApproximate average salary by contribution assumption: employee only about $162,148 at 4% or $108,099 at 6%; with 50% employer match about $108,099 at 4% or $72,066 at 6%; with 100% employer match about $81,074 at 4% or $54,049 at 6%.
Simons Firm LLP, the 401(K) Profit Sharing Plan-12$2,065,167$77,831$6,486iApproximate average salary by contribution assumption: employee only about $162,148 at 4% or $108,099 at 6%; with 50% employer match about $108,099 at 4% or $72,066 at 6%; with 100% employer match about $81,074 at 4% or $54,049 at 6%.