Civic Intelligence

Robert E Simon MD a Professional Co

Plan context: Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust

EIN 95-3477240 • Mission Viejo, CA • 20 filings • 4 plans

25851 Jamon LaneMission Viejo, CA 92691
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$3,713,048

2019 Contributions

$16,800

Historical Graphs

Total Assets Over Time

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

$3,713,048$1,856,524$0199920122018YearValue
$3,713,048Latest year 2018

Participants Over Time

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

630199920092018YearValue
1Latest 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-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-0---
201811$3,713,048$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,713,048--
201711$3,605,061$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,605,061--
201611$3,558,179$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,558,179--
201511$3,441,227$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,441,227--
201411$3,126,448$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,126,448--
201311$3,130,816$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$3,130,816--
201211$2,826,147$16,800$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$2,826,147$16,800$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
201111$2,433,743$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$2,433,743$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201011$2,016,856$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$2,016,856--
200911$2,013,490$12,250$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$2,013,490$12,250$12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%.
200811$0$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1---
200711$0$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1---
200611$2,121,522$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-1$2,121,522$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
200514$1,973,217$4,167$1,042iApproximate average salary by contribution assumption: employee only about $26,044 at 4% or $17,363 at 6%; with 50% employer match about $17,363 at 4% or $11,575 at 6%; with 100% employer match about $13,022 at 4% or $8,681 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-4$1,973,217$4,167$1,042iApproximate average salary by contribution assumption: employee only about $26,044 at 4% or $17,363 at 6%; with 50% employer match about $17,363 at 4% or $11,575 at 6%; with 100% employer match about $13,022 at 4% or $8,681 at 6%.
200314$1,586,222$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-4$1,586,222$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200214$0$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-4---
200115$0$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-5---
200016$0$0-
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-6---
199916$1,741,808$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.
Robert E Simon MD a Professional Corporation Profit Sharing Plan Trust-6$1,741,808$5,000$833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%.