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SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 401k Plan overview

Plan NameSIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN
Plan identification number 002

SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SIMON PROPERTY GROUP, L.P.
Employer identification number (EIN):341755769
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAREN THOMPSON
0022016-01-01TONI PIERSON
0022015-01-01TONI PIERSON
0022014-01-01JOHN YAHWAK
0022014-01-01JOHN YAHWAK
0022013-01-01JOHN YAHWAK
0022012-01-01JOHN YAHWAK
0022011-01-01JOHN YAHWAK
0022009-01-01JOHN YAHWAK, VP COMP, BENEFITS JOHN YAHWAK, VP COMP, BENEFITS2010-07-09
0022009-01-01JOHN YAHWAK, VP COMP, BENEFITS JOHN YAHWAK, VP COMP, BENEFITS2010-07-09

Plan Statistics for SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

401k plan membership statisitcs for SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

Measure Date Value
2023: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,644
Total number of active participants reported on line 7a of the Form 55002023-01-013,474
Number of retired or separated participants receiving benefits2023-01-0147
Number of other retired or separated participants entitled to future benefits2023-01-011,102
Total of all active and inactive participants2023-01-014,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-014,630
Number of participants with account balances2023-01-013,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01215
2022: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,593
Total number of active participants reported on line 7a of the Form 55002022-01-013,390
Number of retired or separated participants receiving benefits2022-01-0151
Number of other retired or separated participants entitled to future benefits2022-01-011,196
Total of all active and inactive participants2022-01-014,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-014,644
Number of participants with account balances2022-01-014,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01197
2021: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,447
Total number of active participants reported on line 7a of the Form 55002021-01-013,271
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-011,257
Total of all active and inactive participants2021-01-014,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-014,593
Number of participants with account balances2021-01-014,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01233
2020: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,371
Total number of active participants reported on line 7a of the Form 55002020-01-014,124
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-011,291
Total of all active and inactive participants2020-01-015,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-015,447
Number of participants with account balances2020-01-014,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01459
2019: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,782
Total number of active participants reported on line 7a of the Form 55002019-01-015,020
Number of retired or separated participants receiving benefits2019-01-0150
Number of other retired or separated participants entitled to future benefits2019-01-011,293
Total of all active and inactive participants2019-01-016,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-016,371
Number of participants with account balances2019-01-015,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01319
2018: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,372
Total number of active participants reported on line 7a of the Form 55002018-01-015,535
Number of retired or separated participants receiving benefits2018-01-0153
Number of other retired or separated participants entitled to future benefits2018-01-011,188
Total of all active and inactive participants2018-01-016,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-016,782
Number of participants with account balances2018-01-015,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01314
2017: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,891
Total number of active participants reported on line 7a of the Form 55002017-01-015,202
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-011,130
Total of all active and inactive participants2017-01-016,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-016,372
Number of participants with account balances2017-01-014,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01374
2016: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,550
Total number of active participants reported on line 7a of the Form 55002016-01-015,836
Number of retired or separated participants receiving benefits2016-01-0134
Number of other retired or separated participants entitled to future benefits2016-01-011,018
Total of all active and inactive participants2016-01-016,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-016,891
Number of participants with account balances2016-01-014,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01479
2015: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,206
Total number of active participants reported on line 7a of the Form 55002015-01-016,568
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01952
Total of all active and inactive participants2015-01-017,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-017,550
Number of participants with account balances2015-01-015,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01421
2014: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,582
Total number of active participants reported on line 7a of the Form 55002014-01-016,299
Number of retired or separated participants receiving benefits2014-01-0129
Number of other retired or separated participants entitled to future benefits2014-01-01875
Total of all active and inactive participants2014-01-017,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-017,206
Number of participants with account balances2014-01-015,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01389
2013: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,345
Total number of active participants reported on line 7a of the Form 55002013-01-015,708
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-01848
Total of all active and inactive participants2013-01-016,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-016,584
Number of participants with account balances2013-01-014,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01367
2012: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,404
Total number of active participants reported on line 7a of the Form 55002012-01-015,022
Number of retired or separated participants receiving benefits2012-01-0143
Number of other retired or separated participants entitled to future benefits2012-01-01848
Total of all active and inactive participants2012-01-015,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-015,915
Number of participants with account balances2012-01-014,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01144
2011: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,358
Total number of active participants reported on line 7a of the Form 55002011-01-015,808
Number of retired or separated participants receiving benefits2011-01-0162
Number of other retired or separated participants entitled to future benefits2011-01-01791
Total of all active and inactive participants2011-01-016,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-016,671
Number of participants with account balances2011-01-014,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01117
2009: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,045
Total number of active participants reported on line 7a of the Form 55002009-01-016,085
Number of retired or separated participants receiving benefits2009-01-0143
Number of other retired or separated participants entitled to future benefits2009-01-01733
Total of all active and inactive participants2009-01-016,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-016,869
Number of participants with account balances2009-01-014,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01124

Financial Data on SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

Measure Date Value
2023 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$5,266,566
Total unrealized appreciation/depreciation of assets2023-12-31$5,266,566
Total transfer of assets from this plan2023-12-31$1,311,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$117,308,278
Total loss/gain on sale of assets2023-12-31$17,792
Total of all expenses incurred2023-12-31$49,111,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$48,449,481
Expenses. Certain deemed distributions of participant loans2023-12-31$17,217
Value of total corrective distributions2023-12-31$1,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$35,755,411
Value of total assets at end of year2023-12-31$542,909,021
Value of total assets at beginning of year2023-12-31$476,023,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$642,714
Total interest from all sources2023-12-31$264,185
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,552,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$21,869,300
Participant contributions at end of year2023-12-31$4,718,907
Participant contributions at beginning of year2023-12-31$4,631,704
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,725,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$48,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$185,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$68,197,039
Value of net assets at end of year (total assets less liabilities)2023-12-31$542,909,021
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$476,023,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$145,762
Interest on participant loans2023-12-31$264,185
Value of interest in common/collective trusts at end of year2023-12-31$508,533,809
Value of interest in common/collective trusts at beginning of year2023-12-31$446,680,481
Net investment gain or loss from common/collective trusts2023-12-31$74,451,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$29,607,450
Assets. Invements in employer securities at beginning of year2023-12-31$24,711,059
Contributions received in cash from employer2023-12-31$12,161,041
Income. Dividends from common stock2023-12-31$1,552,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$48,449,481
Contract administrator fees2023-12-31$1,800
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$3,607,025
Aggregate carrying amount (costs) on sale of assets2023-12-31$3,589,233
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
2022 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,979,432
Total unrealized appreciation/depreciation of assets2022-12-31$-6,979,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-63,061,741
Total loss/gain on sale of assets2022-12-31$-913,374
Total of all expenses incurred2022-12-31$45,944,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,107,627
Expenses. Certain deemed distributions of participant loans2022-12-31$7,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,236,168
Value of total assets at end of year2022-12-31$476,023,244
Value of total assets at beginning of year2022-12-31$585,029,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$830,205
Total interest from all sources2022-12-31$224,401
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,381,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$57,215
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$20,351,267
Participant contributions at end of year2022-12-31$4,631,704
Participant contributions at beginning of year2022-12-31$5,033,811
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,731,119
Administrative expenses (other) incurred2022-12-31$282,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-109,006,646
Value of net assets at end of year (total assets less liabilities)2022-12-31$476,023,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$585,029,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$490,470
Interest on participant loans2022-12-31$224,401
Value of interest in common/collective trusts at end of year2022-12-31$446,680,481
Value of interest in common/collective trusts at beginning of year2022-12-31$549,108,598
Net investment gain or loss from common/collective trusts2022-12-31$-90,011,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$24,711,059
Assets. Invements in employer securities at beginning of year2022-12-31$30,887,481
Contributions received in cash from employer2022-12-31$11,153,782
Income. Dividends from common stock2022-12-31$1,381,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,107,627
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,715,985
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,629,359
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$12,728,377
Total unrealized appreciation/depreciation of assets2021-12-31$12,728,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$125,586,680
Total loss/gain on sale of assets2021-12-31$1,930,117
Total of all expenses incurred2021-12-31$41,312,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,781,568
Expenses. Certain deemed distributions of participant loans2021-12-31$26,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,079,524
Value of total assets at end of year2021-12-31$585,029,890
Value of total assets at beginning of year2021-12-31$500,755,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,504,965
Total interest from all sources2021-12-31$316,465
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,416,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$55,314
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$18,739,126
Participant contributions at end of year2021-12-31$5,033,811
Participant contributions at beginning of year2021-12-31$5,447,086
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,731,005
Other income not declared elsewhere2021-12-31$631,509
Administrative expenses (other) incurred2021-12-31$929,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$84,274,126
Value of net assets at end of year (total assets less liabilities)2021-12-31$585,029,890
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$500,755,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$520,190
Interest on participant loans2021-12-31$316,465
Value of interest in common/collective trusts at end of year2021-12-31$549,108,598
Value of interest in common/collective trusts at beginning of year2021-12-31$478,869,096
Net investment gain or loss from common/collective trusts2021-12-31$77,484,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$30,887,481
Assets. Invements in employer securities at beginning of year2021-12-31$16,439,582
Contributions received in cash from employer2021-12-31$10,609,393
Income. Dividends from common stock2021-12-31$1,416,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,781,568
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$5,638,641
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,708,524
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,796,060
Total unrealized appreciation/depreciation of assets2020-12-31$3,796,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$86,150,760
Total loss/gain on sale of assets2020-12-31$-3,977,278
Total of all expenses incurred2020-12-31$61,107,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$60,201,110
Expenses. Certain deemed distributions of participant loans2020-12-31$29,698
Value of total corrective distributions2020-12-31$781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,126,906
Value of total assets at end of year2020-12-31$500,755,764
Value of total assets at beginning of year2020-12-31$475,712,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$876,237
Total interest from all sources2020-12-31$246,075
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$817,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$54,068
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,221,566
Participant contributions at end of year2020-12-31$5,447,086
Participant contributions at beginning of year2020-12-31$5,453,680
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,133,046
Other income not declared elsewhere2020-12-31$3,065
Administrative expenses (other) incurred2020-12-31$352,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$25,042,934
Value of net assets at end of year (total assets less liabilities)2020-12-31$500,755,764
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$475,712,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$469,569
Interest on participant loans2020-12-31$246,075
Value of interest in common/collective trusts at end of year2020-12-31$478,869,096
Value of interest in common/collective trusts at beginning of year2020-12-31$448,354,769
Net investment gain or loss from common/collective trusts2020-12-31$55,138,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$16,439,582
Assets. Invements in employer securities at beginning of year2020-12-31$21,904,381
Contributions received in cash from employer2020-12-31$9,772,294
Income. Dividends from common stock2020-12-31$817,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$60,201,110
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$4,139,066
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,116,344
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-2,685,485
Total unrealized appreciation/depreciation of assets2019-12-31$-2,685,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,917
Total income from all sources (including contributions)2019-12-31$115,674,501
Total loss/gain on sale of assets2019-12-31$-195,258
Total of all expenses incurred2019-12-31$43,065,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,859,806
Expenses. Certain deemed distributions of participant loans2019-12-31$3,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,922,512
Value of total assets at end of year2019-12-31$475,712,830
Value of total assets at beginning of year2019-12-31$403,138,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$201,799
Total interest from all sources2019-12-31$305,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,611,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,385,199
Administrative expenses professional fees incurred2019-12-31$59,495
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,093,577
Participant contributions at end of year2019-12-31$5,453,680
Participant contributions at beginning of year2019-12-31$5,495,735
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,886,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$58,603
Other income not declared elsewhere2019-12-31$325,000
Administrative expenses (other) incurred2019-12-31$31,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$72,609,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$475,712,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$403,103,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$110,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$344,911,999
Interest on participant loans2019-12-31$288,712
Value of interest in common/collective trusts at end of year2019-12-31$448,354,769
Value of interest in common/collective trusts at beginning of year2019-12-31$27,168,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$888,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$888,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,803,580
Net investment gain or loss from common/collective trusts2019-12-31$32,586,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$21,904,381
Assets. Invements in employer securities at beginning of year2019-12-31$24,420,567
Contributions received in cash from employer2019-12-31$11,942,546
Income. Dividends from common stock2019-12-31$1,226,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,859,806
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$194,390
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$34,917
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,675,562
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,870,820
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-543,333
Total unrealized appreciation/depreciation of assets2018-12-31$-543,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,384
Total income from all sources (including contributions)2018-12-31$8,515,349
Total loss/gain on sale of assets2018-12-31$-100,273
Total of all expenses incurred2018-12-31$33,748,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,498,944
Expenses. Certain deemed distributions of participant loans2018-12-31$8,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,549,271
Value of total assets at end of year2018-12-31$403,138,438
Value of total assets at beginning of year2018-12-31$428,343,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$240,591
Total interest from all sources2018-12-31$288,671
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,176,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$33,031,075
Administrative expenses professional fees incurred2018-12-31$56,601
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,174,784
Participant contributions at end of year2018-12-31$5,495,735
Participant contributions at beginning of year2018-12-31$5,423,223
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,215,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$58,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$38,628
Other income not declared elsewhere2018-12-31$268,750
Administrative expenses (other) incurred2018-12-31$30,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,233,027
Value of net assets at end of year (total assets less liabilities)2018-12-31$403,103,521
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$428,336,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$153,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$344,911,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$371,482,154
Interest on participant loans2018-12-31$272,301
Value of interest in common/collective trusts at end of year2018-12-31$27,168,440
Value of interest in common/collective trusts at beginning of year2018-12-31$25,308,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$888,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$687,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$687,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-58,615,608
Net investment gain or loss from common/collective trusts2018-12-31$491,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$24,420,567
Assets. Invements in employer securities at beginning of year2018-12-31$25,075,092
Contributions received in cash from employer2018-12-31$12,159,282
Income. Dividends from common stock2018-12-31$1,145,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,498,944
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$194,390
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$328,042
Liabilities. Value of benefit claims payable at end of year2018-12-31$34,917
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,384
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,879,415
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,979,688
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-797,571
Total unrealized appreciation/depreciation of assets2017-12-31$-797,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,173
Total income from all sources (including contributions)2017-12-31$88,910,844
Total loss/gain on sale of assets2017-12-31$-309,993
Total of all expenses incurred2017-12-31$35,271,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,074,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,982,510
Value of total assets at end of year2017-12-31$428,343,932
Value of total assets at beginning of year2017-12-31$374,714,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$196,785
Total interest from all sources2017-12-31$226,203
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,282,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$26,201,850
Administrative expenses professional fees incurred2017-12-31$36,543
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$17,723,188
Participant contributions at end of year2017-12-31$5,423,223
Participant contributions at beginning of year2017-12-31$5,058,223
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,403,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$38,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$72,964
Other income not declared elsewhere2017-12-31$193,750
Administrative expenses (other) incurred2017-12-31$29,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$53,639,275
Value of net assets at end of year (total assets less liabilities)2017-12-31$428,336,548
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$374,697,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$130,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$371,482,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$313,808,024
Interest on participant loans2017-12-31$220,010
Value of interest in common/collective trusts at end of year2017-12-31$25,308,874
Value of interest in common/collective trusts at beginning of year2017-12-31$26,802,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$687,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$566,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$566,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,938,365
Net investment gain or loss from common/collective trusts2017-12-31$394,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$25,075,092
Assets. Invements in employer securities at beginning of year2017-12-31$27,828,703
Contributions received in cash from employer2017-12-31$10,856,052
Income. Dividends from common stock2017-12-31$1,080,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,074,784
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$328,042
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$577,815
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,384
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$17,173
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,927,211
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,237,204
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,699,900
Total unrealized appreciation/depreciation of assets2016-12-31$-2,699,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,450
Total income from all sources (including contributions)2016-12-31$51,874,481
Total loss/gain on sale of assets2016-12-31$71,129
Total of all expenses incurred2016-12-31$37,230,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,035,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,729,884
Value of total assets at end of year2016-12-31$374,714,446
Value of total assets at beginning of year2016-12-31$360,070,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$194,686
Total interest from all sources2016-12-31$192,232
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,094,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,037,532
Administrative expenses professional fees incurred2016-12-31$67,048
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,706,667
Participant contributions at end of year2016-12-31$5,058,223
Participant contributions at beginning of year2016-12-31$4,594,395
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$980,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$72,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$126,394
Other income not declared elsewhere2016-12-31$175,000
Administrative expenses (other) incurred2016-12-31$23,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,644,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$374,697,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$360,053,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$103,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$313,808,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$295,601,924
Interest on participant loans2016-12-31$189,477
Value of interest in common/collective trusts at end of year2016-12-31$26,802,541
Value of interest in common/collective trusts at beginning of year2016-12-31$26,411,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$566,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$230,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$230,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,106,165
Net investment gain or loss from common/collective trusts2016-12-31$205,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$27,828,703
Assets. Invements in employer securities at beginning of year2016-12-31$32,439,662
Contributions received in cash from employer2016-12-31$10,042,620
Income. Dividends from common stock2016-12-31$1,056,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,035,735
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$577,815
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$666,978
Liabilities. Value of benefit claims payable at end of year2016-12-31$17,173
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$17,450
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,391,583
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,320,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,955,989
Total unrealized appreciation/depreciation of assets2015-12-31$2,955,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$72,713
Total income from all sources (including contributions)2015-12-31$31,011,545
Total loss/gain on sale of assets2015-12-31$-1,295,074
Total of all expenses incurred2015-12-31$27,501,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,301,247
Expenses. Certain deemed distributions of participant loans2015-12-31$14,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,792,482
Value of total assets at end of year2015-12-31$360,070,663
Value of total assets at beginning of year2015-12-31$356,616,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$186,224
Total interest from all sources2015-12-31$192,238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,110,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,090,876
Administrative expenses professional fees incurred2015-12-31$50,818
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$17,184,966
Participant contributions at end of year2015-12-31$4,594,395
Participant contributions at beginning of year2015-12-31$4,656,842
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,081,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$126,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$199,917
Other income not declared elsewhere2015-12-31$148,750
Administrative expenses (other) incurred2015-12-31$45,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,509,752
Value of net assets at end of year (total assets less liabilities)2015-12-31$360,053,213
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$356,543,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$89,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$295,601,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$292,461,001
Interest on participant loans2015-12-31$190,914
Value of interest in common/collective trusts at end of year2015-12-31$26,411,041
Value of interest in common/collective trusts at beginning of year2015-12-31$27,666,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$230,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,564,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,564,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,057,486
Net investment gain or loss from common/collective trusts2015-12-31$164,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$32,439,662
Assets. Invements in employer securities at beginning of year2015-12-31$28,815,155
Contributions received in cash from employer2015-12-31$10,525,856
Income. Dividends from common stock2015-12-31$1,019,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,301,247
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$666,978
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,251,808
Liabilities. Value of benefit claims payable at end of year2015-12-31$17,450
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$72,713
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$32,294,026
Aggregate carrying amount (costs) on sale of assets2015-12-31$33,589,100
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,804,478
Total unrealized appreciation/depreciation of assets2014-12-31$5,804,478
Total transfer of assets from this plan2014-12-31$6,544,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$72,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,411
Total income from all sources (including contributions)2014-12-31$54,958,265
Total loss/gain on sale of assets2014-12-31$265,540
Total of all expenses incurred2014-12-31$30,518,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,386,849
Expenses. Certain deemed distributions of participant loans2014-12-31$10,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$27,696,733
Value of total assets at end of year2014-12-31$356,616,174
Value of total assets at beginning of year2014-12-31$338,684,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,495
Total interest from all sources2014-12-31$202,461
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$20,221,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$19,377,474
Administrative expenses professional fees incurred2014-12-31$28,729
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,226,875
Participant contributions at end of year2014-12-31$4,656,842
Participant contributions at beginning of year2014-12-31$4,640,861
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,361,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$199,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$30,869
Administrative expenses (other) incurred2014-12-31$27,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$24,439,555
Value of net assets at end of year (total assets less liabilities)2014-12-31$356,543,461
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$338,648,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$64,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$292,461,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$280,216,196
Interest on participant loans2014-12-31$201,715
Value of interest in common/collective trusts at end of year2014-12-31$27,666,686
Value of interest in common/collective trusts at beginning of year2014-12-31$28,013,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,564,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,245,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,245,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$447,620
Net investment gain or loss from common/collective trusts2014-12-31$319,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$28,815,155
Assets. Invements in employer securities at beginning of year2014-12-31$24,537,534
Contributions received in cash from employer2014-12-31$10,108,039
Income. Dividends from common stock2014-12-31$844,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,386,849
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,251,808
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$72,713
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$36,411
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,608,849
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,343,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-934,365
Total unrealized appreciation/depreciation of assets2013-12-31$-934,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,633
Total income from all sources (including contributions)2013-12-31$75,444,456
Total loss/gain on sale of assets2013-12-31$44,396
Total of all expenses incurred2013-12-31$27,040,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,917,340
Expenses. Certain deemed distributions of participant loans2013-12-31$17,067
Value of total corrective distributions2013-12-31$632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,927,148
Value of total assets at end of year2013-12-31$338,684,551
Value of total assets at beginning of year2013-12-31$290,276,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,649
Total interest from all sources2013-12-31$177,913
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,299,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,543,364
Administrative expenses professional fees incurred2013-12-31$24,869
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,898,013
Participant contributions at end of year2013-12-31$4,640,861
Participant contributions at beginning of year2013-12-31$4,185,945
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,661,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$30,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$34,292
Administrative expenses (other) incurred2013-12-31$5,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$48,403,768
Value of net assets at end of year (total assets less liabilities)2013-12-31$338,648,140
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$290,244,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$75,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$280,216,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$228,617,822
Interest on participant loans2013-12-31$176,634
Value of interest in common/collective trusts at end of year2013-12-31$28,013,629
Value of interest in common/collective trusts at beginning of year2013-12-31$29,965,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,245,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,670,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,670,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$39,041,014
Net investment gain or loss from common/collective trusts2013-12-31$-111,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$24,537,534
Assets. Invements in employer securities at beginning of year2013-12-31$25,802,090
Contributions received in cash from employer2013-12-31$9,367,219
Income. Dividends from common stock2013-12-31$756,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,917,340
Liabilities. Value of benefit claims payable at end of year2013-12-31$36,411
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$31,633
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,895,544
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,851,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,480,292
Total unrealized appreciation/depreciation of assets2012-12-31$4,480,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$419
Total income from all sources (including contributions)2012-12-31$59,339,619
Total loss/gain on sale of assets2012-12-31$104,080
Total of all expenses incurred2012-12-31$19,232,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,117,724
Expenses. Certain deemed distributions of participant loans2012-12-31$4,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,400,156
Value of total assets at end of year2012-12-31$290,276,005
Value of total assets at beginning of year2012-12-31$250,137,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$110,112
Total interest from all sources2012-12-31$167,505
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,477,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,824,236
Administrative expenses professional fees incurred2012-12-31$23,741
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$14,229,314
Participant contributions at end of year2012-12-31$4,185,945
Participant contributions at beginning of year2012-12-31$3,941,975
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,282,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$34,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$39,605
Administrative expenses (other) incurred2012-12-31$28,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$40,107,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$290,244,372
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$250,137,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$58,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$228,617,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$196,967,035
Interest on participant loans2012-12-31$164,785
Value of interest in common/collective trusts at end of year2012-12-31$29,965,011
Value of interest in common/collective trusts at beginning of year2012-12-31$28,275,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,670,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,106,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,106,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,231,794
Net investment gain or loss from common/collective trusts2012-12-31$478,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$25,802,090
Assets. Invements in employer securities at beginning of year2012-12-31$19,807,169
Contributions received in cash from employer2012-12-31$8,888,161
Income. Dividends from common stock2012-12-31$653,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,117,724
Liabilities. Value of benefit claims payable at end of year2012-12-31$31,633
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$419
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$916,829
Aggregate carrying amount (costs) on sale of assets2012-12-31$812,749
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,221,810
Total unrealized appreciation/depreciation of assets2011-12-31$4,221,810
Total transfer of assets to this plan2011-12-31$10,661,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,634
Total income from all sources (including contributions)2011-12-31$28,335,932
Total loss/gain on sale of assets2011-12-31$178,554
Total of all expenses incurred2011-12-31$13,232,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,037,080
Expenses. Certain deemed distributions of participant loans2011-12-31$2,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,370,099
Value of total assets at end of year2011-12-31$250,137,702
Value of total assets at beginning of year2011-12-31$224,419,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$192,975
Total interest from all sources2011-12-31$156,761
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,658,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,142,032
Administrative expenses professional fees incurred2011-12-31$38,850
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,052,221
Participant contributions at end of year2011-12-31$3,941,975
Participant contributions at beginning of year2011-12-31$3,284,849
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,006,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$39,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$46,617
Administrative expenses (other) incurred2011-12-31$95,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$15,103,835
Value of net assets at end of year (total assets less liabilities)2011-12-31$250,137,283
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$224,371,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$58,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$196,967,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$178,025,154
Interest on participant loans2011-12-31$154,775
Value of interest in common/collective trusts at end of year2011-12-31$28,275,616
Value of interest in common/collective trusts at beginning of year2011-12-31$27,372,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,106,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,279,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,279,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,086,708
Net investment gain or loss from common/collective trusts2011-12-31$837,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$19,807,169
Assets. Invements in employer securities at beginning of year2011-12-31$14,411,166
Contributions received in cash from employer2011-12-31$8,311,878
Income. Dividends from common stock2011-12-31$516,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,037,080
Liabilities. Value of benefit claims payable at end of year2011-12-31$419
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$47,634
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,516,062
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,337,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,735,923
Total unrealized appreciation/depreciation of assets2010-12-31$2,735,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,340
Total income from all sources (including contributions)2010-12-31$46,388,314
Total loss/gain on sale of assets2010-12-31$153,773
Total of all expenses incurred2010-12-31$13,191,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,947,469
Expenses. Certain deemed distributions of participant loans2010-12-31$30,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,105,836
Value of total assets at end of year2010-12-31$224,419,281
Value of total assets at beginning of year2010-12-31$191,197,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$213,908
Total interest from all sources2010-12-31$159,674
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,584,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,205,571
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,534,270
Participant contributions at end of year2010-12-31$3,284,849
Participant contributions at beginning of year2010-12-31$2,951,859
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$896,835
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$46,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$44,827
Administrative expenses (other) incurred2010-12-31$213,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$33,196,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$224,371,647
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$191,175,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$178,025,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$149,299,290
Interest on participant loans2010-12-31$157,112
Value of interest in common/collective trusts at end of year2010-12-31$27,372,033
Value of interest in common/collective trusts at beginning of year2010-12-31$26,574,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,279,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$859,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$859,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,581,445
Net investment gain or loss from common/collective trusts2010-12-31$1,067,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$14,411,166
Assets. Invements in employer securities at beginning of year2010-12-31$11,467,451
Contributions received in cash from employer2010-12-31$7,674,731
Income. Dividends from common stock2010-12-31$378,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,947,469
Liabilities. Value of benefit claims payable at end of year2010-12-31$47,634
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$22,340
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,544,462
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,390,689
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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 SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN

2023: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS 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
2016: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SIMON PROPERTY GROUP AND ADOPTING ENTITIES MATCHING SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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