Simple Management Group Inc
Plan context: Simple Management Group Inc. 401(K) Plan
EIN 85-3924667 • Maitland, FL • 8 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
252
2024 Assets
$3,225,770
2024 Contributions
$1,092,071
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 | 2 | 252 | $3,225,770 | $1,092,071 | $4,334iApproximate average salary by contribution assumption: employee only about $108,340 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,151 at 6%; with 100% employer match about $54,170 at 4% or $36,113 at 6%. |
| Simple Management Group Inc. 401(K) Plan | - | 252 | $3,225,770 | $1,092,071 | $4,334iApproximate average salary by contribution assumption: employee only about $108,340 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,151 at 6%; with 100% employer match about $54,170 at 4% or $36,113 at 6%. |
| Simple Management Group Inc Health and Welfare Plan | - | 225 | - | - | - |
| 2023 | 3 | 264 | $4,313,252 | $1,611,154 | $6,103iApproximate average salary by contribution assumption: employee only about $152,571 at 4% or $101,714 at 6%; with 50% employer match about $101,714 at 4% or $67,810 at 6%; with 100% employer match about $76,286 at 4% or $50,857 at 6%. |
| Simple Management Group Inc. 401(K) Plan | - | 264 | $2,156,626 | $805,577 | $3,051iApproximate average salary by contribution assumption: employee only about $76,286 at 4% or $50,857 at 6%; with 50% employer match about $50,857 at 4% or $33,905 at 6%; with 100% employer match about $38,143 at 4% or $25,429 at 6%. |
| Simple Management Group Inc. 401(K) Plan | - | 264 | $2,156,626 | $805,577 | $3,051iApproximate average salary by contribution assumption: employee only about $76,286 at 4% or $50,857 at 6%; with 50% employer match about $50,857 at 4% or $33,905 at 6%; with 100% employer match about $38,143 at 4% or $25,429 at 6%. |
| Simple Management Group Inc Health and Welfare Plan | - | 210 | - | - | - |
| 2022 | 2 | 162 | $155,978 | $166,831 | $1,030iApproximate average salary by contribution assumption: employee only about $25,746 at 4% or $17,164 at 6%; with 50% employer match about $17,164 at 4% or $11,442 at 6%; with 100% employer match about $12,873 at 4% or $8,582 at 6%. |
| Simple Management Group Inc. 401(K) Plan | - | 8 | $155,978 | $166,831 | $20,854iApproximate average salary by contribution assumption: employee only about $521,347 at 4% or $347,565 at 6%; with 50% employer match about $347,565 at 4% or $231,710 at 6%; with 100% employer match about $260,673 at 4% or $173,782 at 6%. |
| Simple Management Group Inc Health and Welfare Plan | - | 162 | - | - | - |
| 2021 | 1 | 1 | $662 | $654 | $654iApproximate average salary by contribution assumption: employee only about $16,350 at 4% or $10,900 at 6%; with 50% employer match about $10,900 at 4% or $7,267 at 6%; with 100% employer match about $8,175 at 4% or $5,450 at 6%. |
| Simple Management Group Inc. 401(K) Plan | - | 1 | $662 | $654 | $654iApproximate average salary by contribution assumption: employee only about $16,350 at 4% or $10,900 at 6%; with 50% employer match about $10,900 at 4% or $7,267 at 6%; with 100% employer match about $8,175 at 4% or $5,450 at 6%. |