Civic Intelligence

David F. Simons, A.A.L., A.L.C.

Plan context: David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan

EIN 99-0215667 • Honolulu, HI • 25 filings • 5 plans

707 Richards Street, Suite 526Honolulu, HI 96813
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$4,981,086

2021 Contributions

$21,400

Historical Graphs

Total Assets Over Time

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

$5,198,012$2,599,006$0200020112020YearValue
$4,981,086Latest year 2020

Participants Over Time

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

630200020112020YearValue
4Latest 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
202120$0$0-
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-0$0$0-
DAVID F. SIMONS, A.A.L., A.L.C. CASH BALANCE PENSION PLAN-0$0$0-
202014$4,981,086$21,400$5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,444 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$4,981,086$21,400$5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,444 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%.
201914$5,198,012$69,484$17,371iApproximate average salary by contribution assumption: employee only about $434,275 at 4% or $289,517 at 6%; with 50% employer match about $289,517 at 4% or $193,011 at 6%; with 100% employer match about $217,138 at 4% or $144,758 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$5,198,012$69,484$17,371iApproximate average salary by contribution assumption: employee only about $434,275 at 4% or $289,517 at 6%; with 50% employer match about $289,517 at 4% or $193,011 at 6%; with 100% employer match about $217,138 at 4% or $144,758 at 6%.
201814$4,206,307$66,940$16,735iApproximate average salary by contribution assumption: employee only about $418,375 at 4% or $278,917 at 6%; with 50% employer match about $278,917 at 4% or $185,944 at 6%; with 100% employer match about $209,188 at 4% or $139,458 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$4,206,307$66,940$16,735iApproximate average salary by contribution assumption: employee only about $418,375 at 4% or $278,917 at 6%; with 50% employer match about $278,917 at 4% or $185,944 at 6%; with 100% employer match about $209,188 at 4% or $139,458 at 6%.
201714$4,375,505$59,164$14,791iApproximate average salary by contribution assumption: employee only about $369,775 at 4% or $246,517 at 6%; with 50% employer match about $246,517 at 4% or $164,344 at 6%; with 100% employer match about $184,888 at 4% or $123,258 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$4,375,505$59,164$14,791iApproximate average salary by contribution assumption: employee only about $369,775 at 4% or $246,517 at 6%; with 50% employer match about $246,517 at 4% or $164,344 at 6%; with 100% employer match about $184,888 at 4% or $123,258 at 6%.
201614$3,689,597$76,294$19,074iApproximate average salary by contribution assumption: employee only about $476,838 at 4% or $317,892 at 6%; with 50% employer match about $317,892 at 4% or $211,928 at 6%; with 100% employer match about $238,419 at 4% or $158,946 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$3,689,597$76,294$19,074iApproximate average salary by contribution assumption: employee only about $476,838 at 4% or $317,892 at 6%; with 50% employer match about $317,892 at 4% or $211,928 at 6%; with 100% employer match about $238,419 at 4% or $158,946 at 6%.
201515$3,312,254$131,586$26,317iApproximate average salary by contribution assumption: employee only about $657,930 at 4% or $438,620 at 6%; with 50% employer match about $438,620 at 4% or $292,413 at 6%; with 100% employer match about $328,965 at 4% or $219,310 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$3,312,254$131,586$26,317iApproximate average salary by contribution assumption: employee only about $657,930 at 4% or $438,620 at 6%; with 50% employer match about $438,620 at 4% or $292,413 at 6%; with 100% employer match about $328,965 at 4% or $219,310 at 6%.
201415$3,674,789$135,132$27,026iApproximate average salary by contribution assumption: employee only about $675,660 at 4% or $450,440 at 6%; with 50% employer match about $450,440 at 4% or $300,293 at 6%; with 100% employer match about $337,830 at 4% or $225,220 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$3,674,789$135,132$27,026iApproximate average salary by contribution assumption: employee only about $675,660 at 4% or $450,440 at 6%; with 50% employer match about $450,440 at 4% or $300,293 at 6%; with 100% employer match about $337,830 at 4% or $225,220 at 6%.
201315$3,268,184$132,460$26,492iApproximate average salary by contribution assumption: employee only about $662,300 at 4% or $441,533 at 6%; with 50% employer match about $441,533 at 4% or $294,356 at 6%; with 100% employer match about $331,150 at 4% or $220,767 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$3,268,184$132,460$26,492iApproximate average salary by contribution assumption: employee only about $662,300 at 4% or $441,533 at 6%; with 50% employer match about $441,533 at 4% or $294,356 at 6%; with 100% employer match about $331,150 at 4% or $220,767 at 6%.
201215$2,719,991$131,617$26,323iApproximate average salary by contribution assumption: employee only about $658,085 at 4% or $438,723 at 6%; with 50% employer match about $438,723 at 4% or $292,482 at 6%; with 100% employer match about $329,043 at 4% or $219,362 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$2,719,991$131,617$26,323iApproximate average salary by contribution assumption: employee only about $658,085 at 4% or $438,723 at 6%; with 50% employer match about $438,723 at 4% or $292,482 at 6%; with 100% employer match about $329,043 at 4% or $219,362 at 6%.
201115$2,356,247$134,902$26,980iApproximate average salary by contribution assumption: employee only about $674,510 at 4% or $449,673 at 6%; with 50% employer match about $449,673 at 4% or $299,782 at 6%; with 100% employer match about $337,255 at 4% or $224,837 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$2,356,247$134,902$26,980iApproximate average salary by contribution assumption: employee only about $674,510 at 4% or $449,673 at 6%; with 50% employer match about $449,673 at 4% or $299,782 at 6%; with 100% employer match about $337,255 at 4% or $224,837 at 6%.
201015$2,218,072$89,306$17,861iApproximate average salary by contribution assumption: employee only about $446,530 at 4% or $297,687 at 6%; with 50% employer match about $297,687 at 4% or $198,458 at 6%; with 100% employer match about $223,265 at 4% or $148,843 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$2,218,072$89,306$17,861iApproximate average salary by contribution assumption: employee only about $446,530 at 4% or $297,687 at 6%; with 50% employer match about $297,687 at 4% or $198,458 at 6%; with 100% employer match about $223,265 at 4% or $148,843 at 6%.
200915$1,930,671$141,826$28,365iApproximate average salary by contribution assumption: employee only about $709,130 at 4% or $472,753 at 6%; with 50% employer match about $472,753 at 4% or $315,169 at 6%; with 100% employer match about $354,565 at 4% or $236,377 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$1,930,671$141,826$28,365iApproximate average salary by contribution assumption: employee only about $709,130 at 4% or $472,753 at 6%; with 50% employer match about $472,753 at 4% or $315,169 at 6%; with 100% employer match about $354,565 at 4% or $236,377 at 6%.
200815$1,535,699$136,213$27,243iApproximate average salary by contribution assumption: employee only about $681,065 at 4% or $454,043 at 6%; with 50% employer match about $454,043 at 4% or $302,696 at 6%; with 100% employer match about $340,533 at 4% or $227,022 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$1,535,699$136,213$27,243iApproximate average salary by contribution assumption: employee only about $681,065 at 4% or $454,043 at 6%; with 50% employer match about $454,043 at 4% or $302,696 at 6%; with 100% employer match about $340,533 at 4% or $227,022 at 6%.
200715$1,820,239$128,739$25,748iApproximate average salary by contribution assumption: employee only about $643,695 at 4% or $429,130 at 6%; with 50% employer match about $429,130 at 4% or $286,087 at 6%; with 100% employer match about $321,848 at 4% or $214,565 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$1,820,239$128,739$25,748iApproximate average salary by contribution assumption: employee only about $643,695 at 4% or $429,130 at 6%; with 50% employer match about $429,130 at 4% or $286,087 at 6%; with 100% employer match about $321,848 at 4% or $214,565 at 6%.
200615$1,618,643$113,717$22,743iApproximate average salary by contribution assumption: employee only about $568,585 at 4% or $379,057 at 6%; with 50% employer match about $379,057 at 4% or $252,704 at 6%; with 100% employer match about $284,293 at 4% or $189,528 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$1,618,643$113,717$22,743iApproximate average salary by contribution assumption: employee only about $568,585 at 4% or $379,057 at 6%; with 50% employer match about $379,057 at 4% or $252,704 at 6%; with 100% employer match about $284,293 at 4% or $189,528 at 6%.
200515$1,358,257$101,639$20,328iApproximate average salary by contribution assumption: employee only about $508,195 at 4% or $338,797 at 6%; with 50% employer match about $338,797 at 4% or $225,864 at 6%; with 100% employer match about $254,098 at 4% or $169,398 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-5$1,358,257$101,639$20,328iApproximate average salary by contribution assumption: employee only about $508,195 at 4% or $338,797 at 6%; with 50% employer match about $338,797 at 4% or $225,864 at 6%; with 100% employer match about $254,098 at 4% or $169,398 at 6%.
200414$1,185,763$96,877$24,219iApproximate average salary by contribution assumption: employee only about $605,481 at 4% or $403,654 at 6%; with 50% employer match about $403,654 at 4% or $269,103 at 6%; with 100% employer match about $302,741 at 4% or $201,827 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$1,185,763$96,877$24,219iApproximate average salary by contribution assumption: employee only about $605,481 at 4% or $403,654 at 6%; with 50% employer match about $403,654 at 4% or $269,103 at 6%; with 100% employer match about $302,741 at 4% or $201,827 at 6%.
200324$1,054,662$96,258$24,065iApproximate average salary by contribution assumption: employee only about $601,613 at 4% or $401,075 at 6%; with 50% employer match about $401,075 at 4% or $267,383 at 6%; with 100% employer match about $300,806 at 4% or $200,538 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-4$1,054,662$57,995$14,499iApproximate average salary by contribution assumption: employee only about $362,469 at 4% or $241,646 at 6%; with 50% employer match about $241,646 at 4% or $161,097 at 6%; with 100% employer match about $181,234 at 4% or $120,823 at 6%.
DAVID F. SIMONS, A.A.L., A.L.C. MONEY PURCHASE PENSION PLAN-0-$38,263-
200226$828,867$79,101$13,184iApproximate average salary by contribution assumption: employee only about $329,588 at 4% or $219,725 at 6%; with 50% employer match about $219,725 at 4% or $146,483 at 6%; with 100% employer match about $164,794 at 4% or $109,863 at 6%.
DAVID F. SIMONS, A.A.L., A.L.C. MONEY PURCHASE PENSION PLAN-6$507,937$53,712$8,952iApproximate average salary by contribution assumption: employee only about $223,800 at 4% or $149,200 at 6%; with 50% employer match about $149,200 at 4% or $99,467 at 6%; with 100% employer match about $111,900 at 4% or $74,600 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-6$320,930$25,389$4,232iApproximate average salary by contribution assumption: employee only about $105,788 at 4% or $70,525 at 6%; with 50% employer match about $70,525 at 4% or $47,017 at 6%; with 100% employer match about $52,894 at 4% or $35,263 at 6%.
200026$1,041,342$118,155$19,693iApproximate average salary by contribution assumption: employee only about $492,313 at 4% or $328,208 at 6%; with 50% employer match about $328,208 at 4% or $218,806 at 6%; with 100% employer match about $246,156 at 4% or $164,104 at 6%.
DAVID F. SIMONS, A.A.L., A.L.C. MONEY PURCHASE PENSION PLAN-6$640,335$53,706$8,951iApproximate average salary by contribution assumption: employee only about $223,775 at 4% or $149,183 at 6%; with 50% employer match about $149,183 at 4% or $99,456 at 6%; with 100% employer match about $111,888 at 4% or $74,592 at 6%.
David F. Simons, A.A.L., A.L.C. 401K Retirement Savings Plan-6$401,007$64,449$10,742iApproximate average salary by contribution assumption: employee only about $268,538 at 4% or $179,025 at 6%; with 50% employer match about $179,025 at 4% or $119,350 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%.