MICHAEL J SIMON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J SIMON 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for MICHAEL J SIMON 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : MICHAEL J SIMON 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 120 |
| Net assets as of the end of the plan year | 2025-07-31 | 815244 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 655478 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 65548 |
| Participant contributions to plan in this plan year | 2025-07-31 | 24238 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 117597 |
| Plan net income in this plan year | 2025-07-31 | 159766 |
| Net assets as of the end of the plan year | 2025-07-31 | 815244 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 655478 |
| Employer contributions to plan in this plan year | 2025-07-31 | 18051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 120 |
| 2024 : MICHAEL J SIMON 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 120 |
| Net assets as of the end of the plan year | 2024-07-31 | 655478 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 513565 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 51357 |
| Participant contributions to plan in this plan year | 2024-07-31 | 23712 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 106952 |
| Plan net income in this plan year | 2024-07-31 | 141913 |
| Net assets as of the end of the plan year | 2024-07-31 | 655478 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 513565 |
| Employer contributions to plan in this plan year | 2024-07-31 | 11369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 120 |
| 2022 : MICHAEL J SIMON 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 120 |
| Net assets as of the end of the plan year | 2022-08-01 | 615538 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 498540 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 49854 |
| Participant contributions to plan in this plan year | 2022-08-01 | 32364 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 80454 |
| Plan net income in this plan year | 2022-08-01 | 116998 |
| Net assets as of the end of the plan year | 2022-08-01 | 615538 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 498540 |
| Employer contributions to plan in this plan year | 2022-08-01 | 4300 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 120 |
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