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THE SIMON COMPANIES , L.P. RETIREMENT PLAN 401k Plan overview

Plan NameTHE SIMON COMPANIES , L.P. RETIREMENT PLAN
Plan identification number 002

THE SIMON COMPANIES , L.P. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SIMON COMPANIES, L.P. has sponsored the creation of one or more 401k plans.

Company Name:THE SIMON COMPANIES, L.P.
Employer identification number (EIN):043291855
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SIMON COMPANIES , L.P. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY LOU JACKSON
0022016-01-01MARYLOU JACKSON2017-06-15
0022015-01-01MARYLOU JACKSON2016-06-22
0022014-01-01MARYLOU JACKSON2015-07-10
0022013-01-01MARYLOU JACKSON2014-07-23
0022012-01-01MARYLOU JACKSON2013-06-27
0022011-01-01MARYLOU JACKSON2012-07-25
0022010-01-01MARYLOU JACKSON2011-07-27
0022009-01-01BRIAN MOYNIHAN

Plan Statistics for THE SIMON COMPANIES , L.P. RETIREMENT PLAN

401k plan membership statisitcs for THE SIMON COMPANIES , L.P. RETIREMENT PLAN

Measure Date Value
2022: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0143
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0154
Number of participants with account balances2022-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0154
Total number of active participants reported on line 7a of the Form 55002021-01-0141
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0143
Number of participants with account balances2021-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-0153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0154
Number of participants with account balances2020-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0147
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0160
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0147
Number of participants with account balances2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0149
Total number of active participants reported on line 7a of the Form 55002017-01-0144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0145
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0158
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0156
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SIMON COMPANIES , L.P. RETIREMENT PLAN

Measure Date Value
2022 : THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-208,085
Expenses. Total of all expenses incurred2022-12-31$69,474
Benefits paid (including direct rollovers)2022-12-31$47,425
Total plan assets at end of year2022-12-31$1,931,797
Total plan assets at beginning of year2022-12-31$2,209,356
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$136,861
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-370,946
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$10,485
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$26,000
Value of certain deemed distributions of participant loans2022-12-31$6,753
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$506,701
Expenses. Total of all expenses incurred2021-12-31$726,013
Benefits paid (including direct rollovers)2021-12-31$697,126
Total plan assets at end of year2021-12-31$2,209,356
Total plan assets at beginning of year2021-12-31$2,428,668
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$145,451
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$327,800
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$6,964
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$33,450
Value of certain deemed distributions of participant loans2021-12-31$9,531
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$439,826
Expenses. Total of all expenses incurred2020-12-31$150,264
Benefits paid (including direct rollovers)2020-12-31$130,300
Total plan assets at end of year2020-12-31$2,428,668
Total plan assets at beginning of year2020-12-31$2,139,106
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$133,836
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$1,260
Other income received2020-12-31$297,438
Noncash contributions received2020-12-31$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 loans2020-12-31$22,254
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$7,292
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$536,698
Expenses. Total of all expenses incurred2019-12-31$123,445
Benefits paid (including direct rollovers)2019-12-31$116,798
Total plan assets at end of year2019-12-31$2,139,106
Total plan assets at beginning of year2019-12-31$1,725,853
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$159,529
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$368,256
Noncash contributions received2019-12-31$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 loans2019-12-31$29,485
Total contributions received or receivable from employer(s)2019-12-31$8,913
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$66,271
Expenses. Total of all expenses incurred2018-12-31$150,865
Benefits paid (including direct rollovers)2018-12-31$137,854
Total plan assets at end of year2018-12-31$1,725,853
Total plan assets at beginning of year2018-12-31$1,810,447
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$169,341
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-112,171
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$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 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$9,101
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$384,855
Expenses. Total of all expenses incurred2017-12-31$31,371
Benefits paid (including direct rollovers)2017-12-31$29,641
Total plan assets at end of year2017-12-31$1,810,447
Total plan assets at beginning of year2017-12-31$1,456,963
Value of fidelity bond covering the plan2017-12-31$122,000
Total contributions received or receivable from participants2017-12-31$159,298
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$225,557
Noncash contributions received2017-12-31$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 loans2017-12-31$11,907
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SIMON COMPANIES , L.P. RETIREMENT PLAN

2022: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: THE SIMON COMPANIES , L.P. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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