Civic Intelligence

Backstrom Mccarley Berry & Co. LLC

Plan context: Backstrom Mccarley Berry & Co. LLC 401(K) Plan

EIN 01-0704006 • San Francisco, CA • 26 filings • 3 plans

130 Battery Street, Suite 560San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,768,626

2024 Contributions

$123,691

Historical Graphs

Total Assets Over Time

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

$4,768,626$2,384,313$0201120182024YearValue
$4,768,626Latest year 2024

Participants Over Time

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

1260201120182024YearValue
10Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024210$4,768,626$123,691$12,369iApproximate average salary by contribution assumption: employee only about $309,228 at 4% or $206,152 at 6%; with 50% employer match about $206,152 at 4% or $137,434 at 6%; with 100% employer match about $154,614 at 4% or $103,076 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$2,563,930$123,691$12,369iApproximate average salary by contribution assumption: employee only about $309,228 at 4% or $206,152 at 6%; with 50% employer match about $206,152 at 4% or $137,434 at 6%; with 100% employer match about $154,614 at 4% or $103,076 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-6$2,204,696--
2023210$4,630,674$364,735$36,474iApproximate average salary by contribution assumption: employee only about $911,838 at 4% or $607,892 at 6%; with 50% employer match about $607,892 at 4% or $405,261 at 6%; with 100% employer match about $455,919 at 4% or $303,946 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$2,534,300$329,735$32,974iApproximate average salary by contribution assumption: employee only about $824,338 at 4% or $549,558 at 6%; with 50% employer match about $549,558 at 4% or $366,372 at 6%; with 100% employer match about $412,169 at 4% or $274,779 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-6$2,096,374$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
2022210$4,724,922$488,068$48,807iApproximate average salary by contribution assumption: employee only about $1,220,170 at 4% or $813,447 at 6%; with 50% employer match about $813,447 at 4% or $542,298 at 6%; with 100% employer match about $610,085 at 4% or $406,723 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-7$2,548,209$373,494$53,356iApproximate average salary by contribution assumption: employee only about $1,333,907 at 4% or $889,271 at 6%; with 50% employer match about $889,271 at 4% or $592,848 at 6%; with 100% employer match about $666,954 at 4% or $444,636 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$2,176,713$114,574$11,457iApproximate average salary by contribution assumption: employee only about $286,435 at 4% or $190,957 at 6%; with 50% employer match about $190,957 at 4% or $127,304 at 6%; with 100% employer match about $143,218 at 4% or $95,478 at 6%.
2021210$4,634,188$505,387$50,539iApproximate average salary by contribution assumption: employee only about $1,263,468 at 4% or $842,312 at 6%; with 50% employer match about $842,312 at 4% or $561,541 at 6%; with 100% employer match about $631,734 at 4% or $421,156 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$2,456,949$161,878$16,188iApproximate average salary by contribution assumption: employee only about $404,695 at 4% or $269,797 at 6%; with 50% employer match about $269,797 at 4% or $179,864 at 6%; with 100% employer match about $202,348 at 4% or $134,898 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-9$2,177,239$343,509$38,168iApproximate average salary by contribution assumption: employee only about $954,192 at 4% or $636,128 at 6%; with 50% employer match about $636,128 at 4% or $424,085 at 6%; with 100% employer match about $477,096 at 4% or $318,064 at 6%.
2020210$3,883,493$479,472$47,947iApproximate average salary by contribution assumption: employee only about $1,198,680 at 4% or $799,120 at 6%; with 50% employer match about $799,120 at 4% or $532,747 at 6%; with 100% employer match about $599,340 at 4% or $399,560 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$2,025,037$162,330$16,233iApproximate average salary by contribution assumption: employee only about $405,825 at 4% or $270,550 at 6%; with 50% employer match about $270,550 at 4% or $180,367 at 6%; with 100% employer match about $202,913 at 4% or $135,275 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-10$1,858,456$317,142$31,714iApproximate average salary by contribution assumption: employee only about $792,855 at 4% or $528,570 at 6%; with 50% employer match about $528,570 at 4% or $352,380 at 6%; with 100% employer match about $396,428 at 4% or $264,285 at 6%.
2019211$3,413,927$424,488$38,590iApproximate average salary by contribution assumption: employee only about $964,745 at 4% or $643,164 at 6%; with 50% employer match about $643,164 at 4% or $428,776 at 6%; with 100% employer match about $482,373 at 4% or $321,582 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-11$1,855,400$239,648$21,786iApproximate average salary by contribution assumption: employee only about $544,655 at 4% or $363,103 at 6%; with 50% employer match about $363,103 at 4% or $242,069 at 6%; with 100% employer match about $272,327 at 4% or $181,552 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-9$1,558,527$184,840$20,538iApproximate average salary by contribution assumption: employee only about $513,444 at 4% or $342,296 at 6%; with 50% employer match about $342,296 at 4% or $228,198 at 6%; with 100% employer match about $256,722 at 4% or $171,148 at 6%.
2018211$2,772,614$657,420$59,765iApproximate average salary by contribution assumption: employee only about $1,494,136 at 4% or $996,091 at 6%; with 50% employer match about $996,091 at 4% or $664,061 at 6%; with 100% employer match about $747,068 at 4% or $498,045 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-11$1,400,608$265,449$24,132iApproximate average salary by contribution assumption: employee only about $603,293 at 4% or $402,195 at 6%; with 50% employer match about $402,195 at 4% or $268,130 at 6%; with 100% employer match about $301,647 at 4% or $201,098 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-10$1,372,006$391,971$39,197iApproximate average salary by contribution assumption: employee only about $979,928 at 4% or $653,285 at 6%; with 50% employer match about $653,285 at 4% or $435,523 at 6%; with 100% employer match about $489,964 at 4% or $326,643 at 6%.
2017212$2,544,828$682,061$56,838iApproximate average salary by contribution assumption: employee only about $1,420,960 at 4% or $947,307 at 6%; with 50% employer match about $947,307 at 4% or $631,538 at 6%; with 100% employer match about $710,480 at 4% or $473,653 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-12$1,563,235$329,196$27,433iApproximate average salary by contribution assumption: employee only about $685,825 at 4% or $457,217 at 6%; with 50% employer match about $457,217 at 4% or $304,811 at 6%; with 100% employer match about $342,913 at 4% or $228,608 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-11$981,593$352,865$32,079iApproximate average salary by contribution assumption: employee only about $801,966 at 4% or $534,644 at 6%; with 50% employer match about $534,644 at 4% or $356,429 at 6%; with 100% employer match about $400,983 at 4% or $267,322 at 6%.
2016211$1,765,959$529,405$48,128iApproximate average salary by contribution assumption: employee only about $1,203,193 at 4% or $802,129 at 6%; with 50% employer match about $802,129 at 4% or $534,753 at 6%; with 100% employer match about $601,597 at 4% or $401,064 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-11$1,128,131$248,313$22,574iApproximate average salary by contribution assumption: employee only about $564,348 at 4% or $376,232 at 6%; with 50% employer match about $376,232 at 4% or $250,821 at 6%; with 100% employer match about $282,174 at 4% or $188,116 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-10$637,828$281,092$28,109iApproximate average salary by contribution assumption: employee only about $702,730 at 4% or $468,487 at 6%; with 50% employer match about $468,487 at 4% or $312,324 at 6%; with 100% employer match about $351,365 at 4% or $234,243 at 6%.
2015210$1,259,684$306,047$30,605iApproximate average salary by contribution assumption: employee only about $765,118 at 4% or $510,078 at 6%; with 50% employer match about $510,078 at 4% or $340,052 at 6%; with 100% employer match about $382,559 at 4% or $255,039 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-10$898,186$219,725$21,973iApproximate average salary by contribution assumption: employee only about $549,313 at 4% or $366,208 at 6%; with 50% employer match about $366,208 at 4% or $244,139 at 6%; with 100% employer match about $274,656 at 4% or $183,104 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-9$361,498$86,322$9,591iApproximate average salary by contribution assumption: employee only about $239,783 at 4% or $159,856 at 6%; with 50% employer match about $159,856 at 4% or $106,570 at 6%; with 100% employer match about $119,892 at 4% or $79,928 at 6%.
201429$1,020,078$346,924$38,547iApproximate average salary by contribution assumption: employee only about $963,678 at 4% or $642,452 at 6%; with 50% employer match about $642,452 at 4% or $428,301 at 6%; with 100% employer match about $481,839 at 4% or $321,226 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-9$741,555$266,140$29,571iApproximate average salary by contribution assumption: employee only about $739,278 at 4% or $492,852 at 6%; with 50% employer match about $492,852 at 4% or $328,568 at 6%; with 100% employer match about $369,639 at 4% or $246,426 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-9$278,523$80,784$8,976iApproximate average salary by contribution assumption: employee only about $224,400 at 4% or $149,600 at 6%; with 50% employer match about $149,600 at 4% or $99,733 at 6%; with 100% employer match about $112,200 at 4% or $74,800 at 6%.
201329$643,493$344,519$38,280iApproximate average salary by contribution assumption: employee only about $956,997 at 4% or $637,998 at 6%; with 50% employer match about $637,998 at 4% or $425,332 at 6%; with 100% employer match about $478,499 at 4% or $318,999 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-9$445,768$146,794$16,310iApproximate average salary by contribution assumption: employee only about $407,761 at 4% or $271,841 at 6%; with 50% employer match about $271,841 at 4% or $181,227 at 6%; with 100% employer match about $203,881 at 4% or $135,920 at 6%.
Backstrom Mccarley Berry & Co. LLC Cash Balance Pension Plan-9$197,725$197,725$21,969iApproximate average salary by contribution assumption: employee only about $549,236 at 4% or $366,157 at 6%; with 50% employer match about $366,157 at 4% or $244,105 at 6%; with 100% employer match about $274,618 at 4% or $183,079 at 6%.
201219$269,005$274,510$30,501iApproximate average salary by contribution assumption: employee only about $762,528 at 4% or $508,352 at 6%; with 50% employer match about $508,352 at 4% or $338,901 at 6%; with 100% employer match about $381,264 at 4% or $254,176 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-9$269,005$274,510$30,501iApproximate average salary by contribution assumption: employee only about $762,528 at 4% or $508,352 at 6%; with 50% employer match about $508,352 at 4% or $338,901 at 6%; with 100% employer match about $381,264 at 4% or $254,176 at 6%.
201117$4,424$4,444$635iApproximate average salary by contribution assumption: employee only about $15,871 at 4% or $10,581 at 6%; with 50% employer match about $10,581 at 4% or $7,054 at 6%; with 100% employer match about $7,936 at 4% or $5,290 at 6%.
Backstrom Mccarley Berry & Co. LLC 401(K) Plan-7$4,424$4,444$635iApproximate average salary by contribution assumption: employee only about $15,871 at 4% or $10,581 at 6%; with 50% employer match about $10,581 at 4% or $7,054 at 6%; with 100% employer match about $7,936 at 4% or $5,290 at 6%.