Civic Intelligence

Paul a. Simon, D.D.S. Inc.

Plan context: PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN

EIN 94-2348611 • Sacramento, CA • 23 filings • 5 plans

1832 AvondaleSacramento, CA 95825
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$15,556

2019 Contributions

$26,268

Historical Graphs

Total Assets Over Time

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

$2,023,468$1,011,734$0199920112018YearValue
$15,556Latest year 2018

Participants Over Time

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

320199920092018YearValue
2Latest 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-
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-0$0--
201812$15,556$26,268$13,134iApproximate average salary by contribution assumption: employee only about $328,350 at 4% or $218,900 at 6%; with 50% employer match about $218,900 at 4% or $145,933 at 6%; with 100% employer match about $164,175 at 4% or $109,450 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$15,556$26,268$13,134iApproximate average salary by contribution assumption: employee only about $328,350 at 4% or $218,900 at 6%; with 50% employer match about $218,900 at 4% or $145,933 at 6%; with 100% employer match about $164,175 at 4% or $109,450 at 6%.
201712$1,837,657$25,400$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$1,837,657$25,400$12,700iApproximate average salary by contribution assumption: employee only about $317,500 at 4% or $211,667 at 6%; with 50% employer match about $211,667 at 4% or $141,111 at 6%; with 100% employer match about $158,750 at 4% or $105,833 at 6%.
201612$1,982,122$25,431$12,716iApproximate average salary by contribution assumption: employee only about $317,888 at 4% or $211,925 at 6%; with 50% employer match about $211,925 at 4% or $141,283 at 6%; with 100% employer match about $158,944 at 4% or $105,963 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$1,982,122$25,431$12,716iApproximate average salary by contribution assumption: employee only about $317,888 at 4% or $211,925 at 6%; with 50% employer match about $211,925 at 4% or $141,283 at 6%; with 100% employer match about $158,944 at 4% or $105,963 at 6%.
201512$1,992,117$25,200$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$1,992,117$25,200$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
201412$2,023,468$26,260$13,130iApproximate average salary by contribution assumption: employee only about $328,250 at 4% or $218,833 at 6%; with 50% employer match about $218,833 at 4% or $145,889 at 6%; with 100% employer match about $164,125 at 4% or $109,417 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-2$2,023,468$26,260$13,130iApproximate average salary by contribution assumption: employee only about $328,250 at 4% or $218,833 at 6%; with 50% employer match about $218,833 at 4% or $145,889 at 6%; with 100% employer match about $164,125 at 4% or $109,417 at 6%.
201313$1,979,832$25,266$8,422iApproximate average salary by contribution assumption: employee only about $210,550 at 4% or $140,367 at 6%; with 50% employer match about $140,367 at 4% or $93,578 at 6%; with 100% employer match about $105,275 at 4% or $70,183 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-3$1,979,832$25,266$8,422iApproximate average salary by contribution assumption: employee only about $210,550 at 4% or $140,367 at 6%; with 50% employer match about $140,367 at 4% or $93,578 at 6%; with 100% employer match about $105,275 at 4% or $70,183 at 6%.
201213$1,901,929$25,370$8,457iApproximate average salary by contribution assumption: employee only about $211,417 at 4% or $140,944 at 6%; with 50% employer match about $140,944 at 4% or $93,963 at 6%; with 100% employer match about $105,708 at 4% or $70,472 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-3$1,901,929$25,370$8,457iApproximate average salary by contribution assumption: employee only about $211,417 at 4% or $140,944 at 6%; with 50% employer match about $140,944 at 4% or $93,963 at 6%; with 100% employer match about $105,708 at 4% or $70,472 at 6%.
201113$1,846,727$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-3$1,846,727$24,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201013$1,776,139$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-3$1,776,139$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200913$1,714,953$25,202$8,401iApproximate average salary by contribution assumption: employee only about $210,017 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,008 at 4% or $70,006 at 6%.
PAUL A. SIMON, D.D.S., INC. 401(K) PROFIT SHARING PLAN-3$1,714,953$25,202$8,401iApproximate average salary by contribution assumption: employee only about $210,017 at 4% or $140,011 at 6%; with 50% employer match about $140,011 at 4% or $93,341 at 6%; with 100% employer match about $105,008 at 4% or $70,006 at 6%.
200813$0$0-
PAUL A. SIMON, D.D.S., INC. 401K PROFIT SHARING PLAN-3---
200713$0$0-
PAUL A. SIMON, D.D.S., INC. 401K PROFIT SHARING PLAN-3---
200613$1,582,746$0-
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3$1,582,746--
200513$1,486,013$0-
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3$1,486,013--
200413$1,453,259$0-
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3$1,453,259--
200313$1,422,327$0-
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3$1,422,327--
200213$0$0-
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3---
200123$0$0-
Paul a. Simon, D.D.S. Inc. Money Purchase Pension Plan-0---
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3---
200023$0$0-
Paul a. Simon, D.D.S. Inc. Money Purchase Pension Plan-3---
PAUL A. SIMON, D.D.S., INC. PROFIT SHARING PLAN-3---
199913$866,406$20,086$6,695iApproximate average salary by contribution assumption: employee only about $167,383 at 4% or $111,589 at 6%; with 50% employer match about $111,589 at 4% or $74,393 at 6%; with 100% employer match about $83,692 at 4% or $55,794 at 6%.
Paul a. Simon, D.D.S. Inc. Money Purchase Pension Plan-3$866,406$20,086$6,695iApproximate average salary by contribution assumption: employee only about $167,383 at 4% or $111,589 at 6%; with 50% employer match about $111,589 at 4% or $74,393 at 6%; with 100% employer match about $83,692 at 4% or $55,794 at 6%.