Civic Intelligence

Simon Levi Company, Ltd.

Plan context: Simon Levi Company Ltd. 401K Profit Sharing Plan

EIN 95-0932970 • Santa Rosa, CA • 32 filings • 3 plans

3510 Unocal Place, Suite 212Santa Rosa, CA 95403
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,981,504

2024 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$4,095,214$2,047,607$0199920142024YearValue
$3,981,504Latest year 2024

Participants Over Time

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

1680199920122024YearValue
6Latest 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
202416$3,981,504$180,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,981,504$180,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202316$3,606,789$142,864$23,811iApproximate average salary by contribution assumption: employee only about $595,267 at 4% or $396,844 at 6%; with 50% employer match about $396,844 at 4% or $264,563 at 6%; with 100% employer match about $297,633 at 4% or $198,422 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,606,789$142,864$23,811iApproximate average salary by contribution assumption: employee only about $595,267 at 4% or $396,844 at 6%; with 50% employer match about $396,844 at 4% or $264,563 at 6%; with 100% employer match about $297,633 at 4% or $198,422 at 6%.
202216$3,178,603$136,513$22,752iApproximate average salary by contribution assumption: employee only about $568,804 at 4% or $379,203 at 6%; with 50% employer match about $379,203 at 4% or $252,802 at 6%; with 100% employer match about $284,402 at 4% or $189,601 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,178,603$136,513$22,752iApproximate average salary by contribution assumption: employee only about $568,804 at 4% or $379,203 at 6%; with 50% employer match about $379,203 at 4% or $252,802 at 6%; with 100% employer match about $284,402 at 4% or $189,601 at 6%.
202116$4,095,214$117,108$19,518iApproximate average salary by contribution assumption: employee only about $487,950 at 4% or $325,300 at 6%; with 50% employer match about $325,300 at 4% or $216,867 at 6%; with 100% employer match about $243,975 at 4% or $162,650 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$4,095,214$117,108$19,518iApproximate average salary by contribution assumption: employee only about $487,950 at 4% or $325,300 at 6%; with 50% employer match about $325,300 at 4% or $216,867 at 6%; with 100% employer match about $243,975 at 4% or $162,650 at 6%.
202016$3,531,884$78,438$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,531,884$78,438$13,073iApproximate average salary by contribution assumption: employee only about $326,825 at 4% or $217,883 at 6%; with 50% employer match about $217,883 at 4% or $145,256 at 6%; with 100% employer match about $163,413 at 4% or $108,942 at 6%.
201916$3,479,261$44,275$7,379iApproximate average salary by contribution assumption: employee only about $184,479 at 4% or $122,986 at 6%; with 50% employer match about $122,986 at 4% or $81,991 at 6%; with 100% employer match about $92,240 at 4% or $61,493 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,479,261$44,275$7,379iApproximate average salary by contribution assumption: employee only about $184,479 at 4% or $122,986 at 6%; with 50% employer match about $122,986 at 4% or $81,991 at 6%; with 100% employer match about $92,240 at 4% or $61,493 at 6%.
201816$3,055,715$54,941$9,157iApproximate average salary by contribution assumption: employee only about $228,921 at 4% or $152,614 at 6%; with 50% employer match about $152,614 at 4% or $101,743 at 6%; with 100% employer match about $114,460 at 4% or $76,307 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-6$3,055,715$54,941$9,157iApproximate average salary by contribution assumption: employee only about $228,921 at 4% or $152,614 at 6%; with 50% employer match about $152,614 at 4% or $101,743 at 6%; with 100% employer match about $114,460 at 4% or $76,307 at 6%.
201717$3,308,707$23,191$3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-7$3,308,707$23,191$3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%.
201618$3,193,150$25,733$3,217iApproximate average salary by contribution assumption: employee only about $80,416 at 4% or $53,610 at 6%; with 50% employer match about $53,610 at 4% or $35,740 at 6%; with 100% employer match about $40,208 at 4% or $26,805 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-8$3,193,150$25,733$3,217iApproximate average salary by contribution assumption: employee only about $80,416 at 4% or $53,610 at 6%; with 50% employer match about $53,610 at 4% or $35,740 at 6%; with 100% employer match about $40,208 at 4% or $26,805 at 6%.
201517$3,137,193$31,008$4,430iApproximate average salary by contribution assumption: employee only about $110,743 at 4% or $73,829 at 6%; with 50% employer match about $73,829 at 4% or $49,219 at 6%; with 100% employer match about $55,371 at 4% or $36,914 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-7$3,137,193$31,008$4,430iApproximate average salary by contribution assumption: employee only about $110,743 at 4% or $73,829 at 6%; with 50% employer match about $73,829 at 4% or $49,219 at 6%; with 100% employer match about $55,371 at 4% or $36,914 at 6%.
2014110$3,393,536$18,439$1,844iApproximate average salary by contribution assumption: employee only about $46,098 at 4% or $30,732 at 6%; with 50% employer match about $30,732 at 4% or $20,488 at 6%; with 100% employer match about $23,049 at 4% or $15,366 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,393,536$18,439$1,844iApproximate average salary by contribution assumption: employee only about $46,098 at 4% or $30,732 at 6%; with 50% employer match about $30,732 at 4% or $20,488 at 6%; with 100% employer match about $23,049 at 4% or $15,366 at 6%.
2013110$3,564,736$12,988$1,299iApproximate average salary by contribution assumption: employee only about $32,470 at 4% or $21,647 at 6%; with 50% employer match about $21,647 at 4% or $14,431 at 6%; with 100% employer match about $16,235 at 4% or $10,823 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,564,736$12,988$1,299iApproximate average salary by contribution assumption: employee only about $32,470 at 4% or $21,647 at 6%; with 50% employer match about $21,647 at 4% or $14,431 at 6%; with 100% employer match about $16,235 at 4% or $10,823 at 6%.
2012110$3,152,987$7,200$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,152,987$7,200$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
2011110$3,096,417$5,600$560iApproximate average salary by contribution assumption: employee only about $14,000 at 4% or $9,333 at 6%; with 50% employer match about $9,333 at 4% or $6,222 at 6%; with 100% employer match about $7,000 at 4% or $4,667 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,096,417$5,600$560iApproximate average salary by contribution assumption: employee only about $14,000 at 4% or $9,333 at 6%; with 50% employer match about $9,333 at 4% or $6,222 at 6%; with 100% employer match about $7,000 at 4% or $4,667 at 6%.
2010110$3,142,587$1,000$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,142,587$1,000$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
2009110$2,962,078$9,782$978iApproximate average salary by contribution assumption: employee only about $24,455 at 4% or $16,303 at 6%; with 50% employer match about $16,303 at 4% or $10,869 at 6%; with 100% employer match about $12,228 at 4% or $8,152 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$2,962,078$9,782$978iApproximate average salary by contribution assumption: employee only about $24,455 at 4% or $16,303 at 6%; with 50% employer match about $16,303 at 4% or $10,869 at 6%; with 100% employer match about $12,228 at 4% or $8,152 at 6%.
200816$0$0-
Simon Levi Company Ltd. 401K Profit Sharing Plan-6---
200717$0$0-
Simon Levi Company Ltd. 401K Profit Sharing Plan-7---
2006110$3,562,561$8,399$840iApproximate average salary by contribution assumption: employee only about $20,998 at 4% or $13,998 at 6%; with 50% employer match about $13,998 at 4% or $9,332 at 6%; with 100% employer match about $10,499 at 4% or $6,999 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$3,562,561$8,399$840iApproximate average salary by contribution assumption: employee only about $20,998 at 4% or $13,998 at 6%; with 50% employer match about $13,998 at 4% or $9,332 at 6%; with 100% employer match about $10,499 at 4% or $6,999 at 6%.
200517$3,246,480$18,463$2,638iApproximate average salary by contribution assumption: employee only about $65,939 at 4% or $43,960 at 6%; with 50% employer match about $43,960 at 4% or $29,306 at 6%; with 100% employer match about $32,970 at 4% or $21,980 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-7$3,246,480$18,463$2,638iApproximate average salary by contribution assumption: employee only about $65,939 at 4% or $43,960 at 6%; with 50% employer match about $43,960 at 4% or $29,306 at 6%; with 100% employer match about $32,970 at 4% or $21,980 at 6%.
200427$3,163,176$422,225$60,318iApproximate average salary by contribution assumption: employee only about $1,507,946 at 4% or $1,005,298 at 6%; with 50% employer match about $1,005,298 at 4% or $670,198 at 6%; with 100% employer match about $753,973 at 4% or $502,649 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-7$3,163,176$422,225$60,318iApproximate average salary by contribution assumption: employee only about $1,507,946 at 4% or $1,005,298 at 6%; with 50% employer match about $1,005,298 at 4% or $670,198 at 6%; with 100% employer match about $753,973 at 4% or $502,649 at 6%.
Simon Levi Company Ltd. Defined Benefit Pension Plan-0---
2003210$3,590,088$13,775$1,378iApproximate average salary by contribution assumption: employee only about $34,438 at 4% or $22,958 at 6%; with 50% employer match about $22,958 at 4% or $15,306 at 6%; with 100% employer match about $17,219 at 4% or $11,479 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-10$2,639,712$13,775$1,378iApproximate average salary by contribution assumption: employee only about $34,438 at 4% or $22,958 at 6%; with 50% employer match about $22,958 at 4% or $15,306 at 6%; with 100% employer match about $17,219 at 4% or $11,479 at 6%.
Simon Levi Company Ltd. Defined Benefit Pension Plan-10$950,376--
2002212$0$0-
Simon Levi Company Ltd. 401K Profit Sharing Plan-12---
Simon Levi Company Ltd. Defined Benefit Pension Plan-12---
2001214$0$0-
Simon Levi Company Ltd. 401K Profit Sharing Plan-14---
Simon Levi Company Ltd. Defined Benefit Pension Plan-12---
2000216$0$0-
Simon Levi Company Ltd. Defined Benefit Pension Plan-16---
Simon Levi Company Ltd. 401K Profit Sharing Plan-15---
1999215$3,709,489$68,189$4,546iApproximate average salary by contribution assumption: employee only about $113,648 at 4% or $75,766 at 6%; with 50% employer match about $75,766 at 4% or $50,510 at 6%; with 100% employer match about $56,824 at 4% or $37,883 at 6%.
Simon Levi Company Ltd. 401K Profit Sharing Plan-15$2,685,068$68,189$4,546iApproximate average salary by contribution assumption: employee only about $113,648 at 4% or $75,766 at 6%; with 50% employer match about $75,766 at 4% or $50,510 at 6%; with 100% employer match about $56,824 at 4% or $37,883 at 6%.
Simon Levi Company Ltd. Defined Benefit Pension Plan-13$1,024,421--