Civic Intelligence

Simmons, Ungar, Helbush, Steinberg

Plan context: Simmons & Ungar 401(K) Profit Sharing Plan

EIN 94-1311282 • San Francisco, CA • 22 filings • 7 plans

351 California Street, Suite 1300San Francisco, CA 94104
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$710,421

2021 Contributions

$15,900

Historical Graphs

Total Assets Over Time

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

$2,705,635$1,352,818$0199920102020YearValue
$710,421Latest year 2020

Participants Over Time

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

30150199920092020YearValue
7Latest year 2020

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
202110$0$0-
Simmons & Ungar 401(K) Profit Sharing Plan-0$0--
202017$710,421$0-
Simmons & Ungar 401(K) Profit Sharing Plan-7$710,421--
201919$736,466$0-
Simmons & Ungar 401(K) Profit Sharing Plan-9$736,466--
2017119$881,199$15,900$837iApproximate average salary by contribution assumption: employee only about $20,921 at 4% or $13,947 at 6%; with 50% employer match about $13,947 at 4% or $9,298 at 6%; with 100% employer match about $10,461 at 4% or $6,974 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-19$881,199$15,900$837iApproximate average salary by contribution assumption: employee only about $20,921 at 4% or $13,947 at 6%; with 50% employer match about $13,947 at 4% or $9,298 at 6%; with 100% employer match about $10,461 at 4% or $6,974 at 6%.
2016121$802,723$39,740$1,892iApproximate average salary by contribution assumption: employee only about $47,310 at 4% or $31,540 at 6%; with 50% employer match about $31,540 at 4% or $21,026 at 6%; with 100% employer match about $23,655 at 4% or $15,770 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-21$802,723$39,740$1,892iApproximate average salary by contribution assumption: employee only about $47,310 at 4% or $31,540 at 6%; with 50% employer match about $31,540 at 4% or $21,026 at 6%; with 100% employer match about $23,655 at 4% or $15,770 at 6%.
2015120$1,474,574$79,986$3,999iApproximate average salary by contribution assumption: employee only about $99,983 at 4% or $66,655 at 6%; with 50% employer match about $66,655 at 4% or $44,437 at 6%; with 100% employer match about $49,991 at 4% or $33,328 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-20$1,474,574$79,986$3,999iApproximate average salary by contribution assumption: employee only about $99,983 at 4% or $66,655 at 6%; with 50% employer match about $66,655 at 4% or $44,437 at 6%; with 100% employer match about $49,991 at 4% or $33,328 at 6%.
2014124$1,500,480$78,985$3,291iApproximate average salary by contribution assumption: employee only about $82,276 at 4% or $54,851 at 6%; with 50% employer match about $54,851 at 4% or $36,567 at 6%; with 100% employer match about $41,138 at 4% or $27,425 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-24$1,500,480$78,985$3,291iApproximate average salary by contribution assumption: employee only about $82,276 at 4% or $54,851 at 6%; with 50% employer match about $54,851 at 4% or $36,567 at 6%; with 100% employer match about $41,138 at 4% or $27,425 at 6%.
2013121$1,594,933$72,519$3,453iApproximate average salary by contribution assumption: employee only about $86,332 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-21$1,594,933$72,519$3,453iApproximate average salary by contribution assumption: employee only about $86,332 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%.
2012127$1,570,272$105,016$3,889iApproximate average salary by contribution assumption: employee only about $97,237 at 4% or $64,825 at 6%; with 50% employer match about $64,825 at 4% or $43,216 at 6%; with 100% employer match about $48,619 at 4% or $32,412 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-27$1,570,272$105,016$3,889iApproximate average salary by contribution assumption: employee only about $97,237 at 4% or $64,825 at 6%; with 50% employer match about $64,825 at 4% or $43,216 at 6%; with 100% employer match about $48,619 at 4% or $32,412 at 6%.
2011124$2,037,104$129,020$5,376iApproximate average salary by contribution assumption: employee only about $134,396 at 4% or $89,597 at 6%; with 50% employer match about $89,597 at 4% or $59,731 at 6%; with 100% employer match about $67,198 at 4% or $44,799 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-24$2,037,104$129,020$5,376iApproximate average salary by contribution assumption: employee only about $134,396 at 4% or $89,597 at 6%; with 50% employer match about $89,597 at 4% or $59,731 at 6%; with 100% employer match about $67,198 at 4% or $44,799 at 6%.
2010127$1,969,792$104,899$3,885iApproximate average salary by contribution assumption: employee only about $97,129 at 4% or $64,752 at 6%; with 50% employer match about $64,752 at 4% or $43,168 at 6%; with 100% employer match about $48,564 at 4% or $32,376 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-27$1,969,792$104,899$3,885iApproximate average salary by contribution assumption: employee only about $97,129 at 4% or $64,752 at 6%; with 50% employer match about $64,752 at 4% or $43,168 at 6%; with 100% employer match about $48,564 at 4% or $32,376 at 6%.
2009126$2,182,859$147,627$5,678iApproximate average salary by contribution assumption: employee only about $141,949 at 4% or $94,633 at 6%; with 50% employer match about $94,633 at 4% or $63,088 at 6%; with 100% employer match about $70,975 at 4% or $47,316 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-26$2,182,859$147,627$5,678iApproximate average salary by contribution assumption: employee only about $141,949 at 4% or $94,633 at 6%; with 50% employer match about $94,633 at 4% or $63,088 at 6%; with 100% employer match about $70,975 at 4% or $47,316 at 6%.
2008130$2,184,797$283,226$9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-30$2,184,797$283,226$9,441iApproximate average salary by contribution assumption: employee only about $236,022 at 4% or $157,348 at 6%; with 50% employer match about $157,348 at 4% or $104,899 at 6%; with 100% employer match about $118,011 at 4% or $78,674 at 6%.
2007121$0$0-
Simmons & Ungar 401(K) Profit Sharing Plan-21---
2006126$2,705,635$177,301$6,819iApproximate average salary by contribution assumption: employee only about $170,482 at 4% or $113,654 at 6%; with 50% employer match about $113,654 at 4% or $75,770 at 6%; with 100% employer match about $85,241 at 4% or $56,827 at 6%.
Simmons & Ungar 401(K) Profit Sharing Plan-26$2,705,635$177,301$6,819iApproximate average salary by contribution assumption: employee only about $170,482 at 4% or $113,654 at 6%; with 50% employer match about $113,654 at 4% or $75,770 at 6%; with 100% employer match about $85,241 at 4% or $56,827 at 6%.
2005125$2,225,839$262,103$10,484iApproximate average salary by contribution assumption: employee only about $262,103 at 4% or $174,735 at 6%; with 50% employer match about $174,735 at 4% or $116,490 at 6%; with 100% employer match about $131,052 at 4% or $87,368 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-25$2,225,839$262,103$10,484iApproximate average salary by contribution assumption: employee only about $262,103 at 4% or $174,735 at 6%; with 50% employer match about $174,735 at 4% or $116,490 at 6%; with 100% employer match about $131,052 at 4% or $87,368 at 6%.
2004121$1,855,894$230,435$10,973iApproximate average salary by contribution assumption: employee only about $274,327 at 4% or $182,885 at 6%; with 50% employer match about $182,885 at 4% or $121,923 at 6%; with 100% employer match about $137,164 at 4% or $91,442 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-21$1,855,894$230,435$10,973iApproximate average salary by contribution assumption: employee only about $274,327 at 4% or $182,885 at 6%; with 50% employer match about $182,885 at 4% or $121,923 at 6%; with 100% employer match about $137,164 at 4% or $91,442 at 6%.
2003121$1,541,046$209,095$9,957iApproximate average salary by contribution assumption: employee only about $248,923 at 4% or $165,948 at 6%; with 50% employer match about $165,948 at 4% or $110,632 at 6%; with 100% employer match about $124,461 at 4% or $82,974 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-21$1,541,046$209,095$9,957iApproximate average salary by contribution assumption: employee only about $248,923 at 4% or $165,948 at 6%; with 50% employer match about $165,948 at 4% or $110,632 at 6%; with 100% employer match about $124,461 at 4% or $82,974 at 6%.
2002120$1,102,054$183,799$9,190iApproximate average salary by contribution assumption: employee only about $229,749 at 4% or $153,166 at 6%; with 50% employer match about $153,166 at 4% or $102,111 at 6%; with 100% employer match about $114,874 at 4% or $76,583 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-20$1,102,054$183,799$9,190iApproximate average salary by contribution assumption: employee only about $229,749 at 4% or $153,166 at 6%; with 50% employer match about $153,166 at 4% or $102,111 at 6%; with 100% employer match about $114,874 at 4% or $76,583 at 6%.
2001118$0$0-
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-18---
2000114$1,369,098$134,145$9,582iApproximate average salary by contribution assumption: employee only about $239,545 at 4% or $159,696 at 6%; with 50% employer match about $159,696 at 4% or $106,464 at 6%; with 100% employer match about $119,772 at 4% or $79,848 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-14$1,369,098$134,145$9,582iApproximate average salary by contribution assumption: employee only about $239,545 at 4% or $159,696 at 6%; with 50% employer match about $159,696 at 4% or $106,464 at 6%; with 100% employer match about $119,772 at 4% or $79,848 at 6%.
1999113$1,564,878$147,630$11,356iApproximate average salary by contribution assumption: employee only about $283,904 at 4% or $189,269 at 6%; with 50% employer match about $189,269 at 4% or $126,179 at 6%; with 100% employer match about $141,952 at 4% or $94,635 at 6%.
Simmons, Ungar, Helbush & Steinberg 401K Profit Sharing Plan-13$1,564,878$147,630$11,356iApproximate average salary by contribution assumption: employee only about $283,904 at 4% or $189,269 at 6%; with 50% employer match about $189,269 at 4% or $126,179 at 6%; with 100% employer match about $141,952 at 4% or $94,635 at 6%.