Simons & Woodard Inc.
Plan context: Simons & Woodard Inc. 401(K) Plan
EIN 94-2508936 • Santa Rosa, CA • 15 filings • 3 plans
Current Snapshot
Latest Year
2016
2016 Participants
14
2016 Assets
$1,530,107
2016 Contributions
$122,394
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $122,394 | - |
| Simons & Woodard Inc. 401(K) Plan | - | 0 | $0 | $122,394 | - |
| 2015 | 1 | 14 | $1,530,107 | $83,781 | $5,984iApproximate average salary by contribution assumption: employee only about $149,609 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,804 at 4% or $49,870 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 14 | $1,530,107 | $83,781 | $5,984iApproximate average salary by contribution assumption: employee only about $149,609 at 4% or $99,739 at 6%; with 50% employer match about $99,739 at 4% or $66,493 at 6%; with 100% employer match about $74,804 at 4% or $49,870 at 6%. |
| 2014 | 1 | 13 | $1,522,440 | $48,832 | $3,756iApproximate average salary by contribution assumption: employee only about $93,908 at 4% or $62,605 at 6%; with 50% employer match about $62,605 at 4% or $41,737 at 6%; with 100% employer match about $46,954 at 4% or $31,303 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 13 | $1,522,440 | $48,832 | $3,756iApproximate average salary by contribution assumption: employee only about $93,908 at 4% or $62,605 at 6%; with 50% employer match about $62,605 at 4% or $41,737 at 6%; with 100% employer match about $46,954 at 4% or $31,303 at 6%. |
| 2013 | 1 | 14 | $1,443,128 | $113,803 | $8,129iApproximate average salary by contribution assumption: employee only about $203,220 at 4% or $135,480 at 6%; with 50% employer match about $135,480 at 4% or $90,320 at 6%; with 100% employer match about $101,610 at 4% or $67,740 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 14 | $1,443,128 | $113,803 | $8,129iApproximate average salary by contribution assumption: employee only about $203,220 at 4% or $135,480 at 6%; with 50% employer match about $135,480 at 4% or $90,320 at 6%; with 100% employer match about $101,610 at 4% or $67,740 at 6%. |
| 2012 | 1 | 14 | $1,312,334 | $105,890 | $7,564iApproximate average salary by contribution assumption: employee only about $189,089 at 4% or $126,060 at 6%; with 50% employer match about $126,060 at 4% or $84,040 at 6%; with 100% employer match about $94,545 at 4% or $63,030 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 14 | $1,312,334 | $105,890 | $7,564iApproximate average salary by contribution assumption: employee only about $189,089 at 4% or $126,060 at 6%; with 50% employer match about $126,060 at 4% or $84,040 at 6%; with 100% employer match about $94,545 at 4% or $63,030 at 6%. |
| 2011 | 1 | 15 | $1,144,788 | $108,404 | $7,227iApproximate average salary by contribution assumption: employee only about $180,673 at 4% or $120,449 at 6%; with 50% employer match about $120,449 at 4% or $80,299 at 6%; with 100% employer match about $90,337 at 4% or $60,224 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 15 | $1,144,788 | $108,404 | $7,227iApproximate average salary by contribution assumption: employee only about $180,673 at 4% or $120,449 at 6%; with 50% employer match about $120,449 at 4% or $80,299 at 6%; with 100% employer match about $90,337 at 4% or $60,224 at 6%. |
| 2010 | 1 | 13 | $1,119,566 | $23,694 | $1,823iApproximate average salary by contribution assumption: employee only about $45,565 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,251 at 6%; with 100% employer match about $22,783 at 4% or $15,188 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 13 | $1,119,566 | $23,694 | $1,823iApproximate average salary by contribution assumption: employee only about $45,565 at 4% or $30,377 at 6%; with 50% employer match about $30,377 at 4% or $20,251 at 6%; with 100% employer match about $22,783 at 4% or $15,188 at 6%. |
| 2009 | 1 | 14 | $1,031,617 | $19,669 | $1,405iApproximate average salary by contribution assumption: employee only about $35,123 at 4% or $23,415 at 6%; with 50% employer match about $23,415 at 4% or $15,610 at 6%; with 100% employer match about $17,562 at 4% or $11,708 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 14 | $1,031,617 | $19,669 | $1,405iApproximate average salary by contribution assumption: employee only about $35,123 at 4% or $23,415 at 6%; with 50% employer match about $23,415 at 4% or $15,610 at 6%; with 100% employer match about $17,562 at 4% or $11,708 at 6%. |
| 2008 | 1 | 13 | $961,013 | $119,026 | $9,156iApproximate average salary by contribution assumption: employee only about $228,896 at 4% or $152,597 at 6%; with 50% employer match about $152,597 at 4% or $101,732 at 6%; with 100% employer match about $114,448 at 4% or $76,299 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 13 | $961,013 | $119,026 | $9,156iApproximate average salary by contribution assumption: employee only about $228,896 at 4% or $152,597 at 6%; with 50% employer match about $152,597 at 4% or $101,732 at 6%; with 100% employer match about $114,448 at 4% or $76,299 at 6%. |
| 2007 | 1 | 17 | $1,218,771 | $134,661 | $7,921iApproximate average salary by contribution assumption: employee only about $198,031 at 4% or $132,021 at 6%; with 50% employer match about $132,021 at 4% or $88,014 at 6%; with 100% employer match about $99,015 at 4% or $66,010 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 17 | $1,218,771 | $134,661 | $7,921iApproximate average salary by contribution assumption: employee only about $198,031 at 4% or $132,021 at 6%; with 50% employer match about $132,021 at 4% or $88,014 at 6%; with 100% employer match about $99,015 at 4% or $66,010 at 6%. |
| 2006 | 1 | 16 | $1,046,697 | $93,406 | $5,838iApproximate average salary by contribution assumption: employee only about $145,947 at 4% or $97,298 at 6%; with 50% employer match about $97,298 at 4% or $64,865 at 6%; with 100% employer match about $72,973 at 4% or $48,649 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 16 | $1,046,697 | $93,406 | $5,838iApproximate average salary by contribution assumption: employee only about $145,947 at 4% or $97,298 at 6%; with 50% employer match about $97,298 at 4% or $64,865 at 6%; with 100% employer match about $72,973 at 4% or $48,649 at 6%. |
| 2005 | 1 | 15 | $887,333 | $151,750 | $10,117iApproximate average salary by contribution assumption: employee only about $252,917 at 4% or $168,611 at 6%; with 50% employer match about $168,611 at 4% or $112,407 at 6%; with 100% employer match about $126,458 at 4% or $84,306 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 15 | $887,333 | $151,750 | $10,117iApproximate average salary by contribution assumption: employee only about $252,917 at 4% or $168,611 at 6%; with 50% employer match about $168,611 at 4% or $112,407 at 6%; with 100% employer match about $126,458 at 4% or $84,306 at 6%. |
| 2004 | 1 | 17 | $638,933 | $233,427 | $13,731iApproximate average salary by contribution assumption: employee only about $343,275 at 4% or $228,850 at 6%; with 50% employer match about $228,850 at 4% or $152,567 at 6%; with 100% employer match about $171,638 at 4% or $114,425 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 17 | $638,933 | $233,427 | $13,731iApproximate average salary by contribution assumption: employee only about $343,275 at 4% or $228,850 at 6%; with 50% employer match about $228,850 at 4% or $152,567 at 6%; with 100% employer match about $171,638 at 4% or $114,425 at 6%. |
| 2003 | 1 | 17 | $389,180 | $108,917 | $6,407iApproximate average salary by contribution assumption: employee only about $160,172 at 4% or $106,781 at 6%; with 50% employer match about $106,781 at 4% or $71,188 at 6%; with 100% employer match about $80,086 at 4% or $53,391 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 17 | $389,180 | $108,917 | $6,407iApproximate average salary by contribution assumption: employee only about $160,172 at 4% or $106,781 at 6%; with 50% employer match about $106,781 at 4% or $71,188 at 6%; with 100% employer match about $80,086 at 4% or $53,391 at 6%. |
| 2002 | 1 | 16 | $218,599 | $134,900 | $8,431iApproximate average salary by contribution assumption: employee only about $210,781 at 4% or $140,521 at 6%; with 50% employer match about $140,521 at 4% or $93,681 at 6%; with 100% employer match about $105,391 at 4% or $70,260 at 6%. |
| Simons & Woodard Inc. 401(K) Plan | - | 16 | $218,599 | $134,900 | $8,431iApproximate average salary by contribution assumption: employee only about $210,781 at 4% or $140,521 at 6%; with 50% employer match about $140,521 at 4% or $93,681 at 6%; with 100% employer match about $105,391 at 4% or $70,260 at 6%. |