THE SIMON COMPANIES, L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SIMON COMPANIES , L.P. RETIREMENT PLAN
401k plan membership statisitcs for THE SIMON COMPANIES , L.P. RETIREMENT PLAN
Measure | Date | Value |
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2022: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 54 |
Number of participants with account balances | 2022-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 43 |
Number of participants with account balances | 2021-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 54 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 60 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 47 |
Number of participants with account balances | 2018-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 45 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2009: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 56 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-208,085 |
Expenses. Total of all expenses incurred | 2022-12-31 | $69,474 |
Benefits paid (including direct rollovers) | 2022-12-31 | $47,425 |
Total plan assets at end of year | 2022-12-31 | $1,931,797 |
Total plan assets at beginning of year | 2022-12-31 | $2,209,356 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $136,861 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-370,946 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-277,559 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,931,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,209,356 |
Assets. Value of participant loans | 2022-12-31 | $10,485 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $26,000 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $6,753 |
Value of corrective distributions | 2022-12-31 | $14,133 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,163 |
2021 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $506,701 |
Expenses. Total of all expenses incurred | 2021-12-31 | $726,013 |
Benefits paid (including direct rollovers) | 2021-12-31 | $697,126 |
Total plan assets at end of year | 2021-12-31 | $2,209,356 |
Total plan assets at beginning of year | 2021-12-31 | $2,428,668 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $145,451 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $327,800 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-219,312 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,209,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,428,668 |
Assets. Value of participant loans | 2021-12-31 | $6,964 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $33,450 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $9,531 |
Value of corrective distributions | 2021-12-31 | $18,218 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,138 |
2020 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $439,826 |
Expenses. Total of all expenses incurred | 2020-12-31 | $150,264 |
Benefits paid (including direct rollovers) | 2020-12-31 | $130,300 |
Total plan assets at end of year | 2020-12-31 | $2,428,668 |
Total plan assets at beginning of year | 2020-12-31 | $2,139,106 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $133,836 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,260 |
Other income received | 2020-12-31 | $297,438 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $289,562 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,428,668 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,139,106 |
Assets. Value of participant loans | 2020-12-31 | $22,254 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $7,292 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $18,873 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,091 |
2019 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $536,698 |
Expenses. Total of all expenses incurred | 2019-12-31 | $123,445 |
Benefits paid (including direct rollovers) | 2019-12-31 | $116,798 |
Total plan assets at end of year | 2019-12-31 | $2,139,106 |
Total plan assets at beginning of year | 2019-12-31 | $1,725,853 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $159,529 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $368,256 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $413,253 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,139,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,725,853 |
Assets. Value of participant loans | 2019-12-31 | $29,485 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $8,913 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $5,357 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,290 |
2018 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $66,271 |
Expenses. Total of all expenses incurred | 2018-12-31 | $150,865 |
Benefits paid (including direct rollovers) | 2018-12-31 | $137,854 |
Total plan assets at end of year | 2018-12-31 | $1,725,853 |
Total plan assets at beginning of year | 2018-12-31 | $1,810,447 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $169,341 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-112,171 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-84,594 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,725,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,810,447 |
Assets. Value of participant loans | 2018-12-31 | $30,713 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $9,101 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $5,569 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,442 |
2017 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $384,855 |
Expenses. Total of all expenses incurred | 2017-12-31 | $31,371 |
Benefits paid (including direct rollovers) | 2017-12-31 | $29,641 |
Total plan assets at end of year | 2017-12-31 | $1,810,447 |
Total plan assets at beginning of year | 2017-12-31 | $1,456,963 |
Value of fidelity bond covering the plan | 2017-12-31 | $122,000 |
Total contributions received or receivable from participants | 2017-12-31 | $159,298 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $225,557 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $353,484 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,810,447 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,456,963 |
Assets. Value of participant loans | 2017-12-31 | $11,907 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $308 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,422 |
2009 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |