Civic Intelligence

Jeff Malmuth & Company Inc.

Plan context: 401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company

EIN 06-1675459 • Berkeley, CA • 36 filings • 8 plans

1831 Solano Avenue #7107Berkeley, CA 94707
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,966,963

2025 Contributions

$86,466

Historical Graphs

Total Assets Over Time

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

$4,658,710$2,329,355$0200320152025YearValue
$1,966,963Latest year 2025

Participants Over Time

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

32160200320142025YearValue
3Latest year 2025

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
202513$1,966,963$86,466$28,822iApproximate average salary by contribution assumption: employee only about $720,550 at 4% or $480,367 at 6%; with 50% employer match about $480,367 at 4% or $320,244 at 6%; with 100% employer match about $360,275 at 4% or $240,183 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-3$1,966,963$86,466$28,822iApproximate average salary by contribution assumption: employee only about $720,550 at 4% or $480,367 at 6%; with 50% employer match about $480,367 at 4% or $320,244 at 6%; with 100% employer match about $360,275 at 4% or $240,183 at 6%.
202414$1,831,249$87,307$21,827iApproximate average salary by contribution assumption: employee only about $545,669 at 4% or $363,779 at 6%; with 50% employer match about $363,779 at 4% or $242,519 at 6%; with 100% employer match about $272,834 at 4% or $181,890 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-4$1,831,249$87,307$21,827iApproximate average salary by contribution assumption: employee only about $545,669 at 4% or $363,779 at 6%; with 50% employer match about $363,779 at 4% or $242,519 at 6%; with 100% employer match about $272,834 at 4% or $181,890 at 6%.
202314$1,667,884$88,009$22,002iApproximate average salary by contribution assumption: employee only about $550,056 at 4% or $366,704 at 6%; with 50% employer match about $366,704 at 4% or $244,469 at 6%; with 100% employer match about $275,028 at 4% or $183,352 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-4$1,667,884$88,009$22,002iApproximate average salary by contribution assumption: employee only about $550,056 at 4% or $366,704 at 6%; with 50% employer match about $366,704 at 4% or $244,469 at 6%; with 100% employer match about $275,028 at 4% or $183,352 at 6%.
202225$1,525,307$28,863$5,773iApproximate average salary by contribution assumption: employee only about $144,315 at 4% or $96,210 at 6%; with 50% employer match about $96,210 at 4% or $64,140 at 6%; with 100% employer match about $72,158 at 4% or $48,105 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-5$1,525,307$28,863$5,773iApproximate average salary by contribution assumption: employee only about $144,315 at 4% or $96,210 at 6%; with 50% employer match about $96,210 at 4% or $64,140 at 6%; with 100% employer match about $72,158 at 4% or $48,105 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-0$0$0-
2021215$4,629,980$274,071$18,271iApproximate average salary by contribution assumption: employee only about $456,785 at 4% or $304,523 at 6%; with 50% employer match about $304,523 at 4% or $203,016 at 6%; with 100% employer match about $228,393 at 4% or $152,262 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-15$3,062,476$259,671$17,311iApproximate average salary by contribution assumption: employee only about $432,785 at 4% or $288,523 at 6%; with 50% employer match about $288,523 at 4% or $192,349 at 6%; with 100% employer match about $216,393 at 4% or $144,262 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-10$1,567,504$14,400$1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%.
2020228$4,658,710$85,318$3,047iApproximate average salary by contribution assumption: employee only about $76,177 at 4% or $50,785 at 6%; with 50% employer match about $50,785 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-28$2,938,971$0-
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-24$1,719,739$85,318$3,555iApproximate average salary by contribution assumption: employee only about $88,873 at 4% or $59,249 at 6%; with 50% employer match about $59,249 at 4% or $39,499 at 6%; with 100% employer match about $44,436 at 4% or $29,624 at 6%.
2019230$4,565,268$400,578$13,353iApproximate average salary by contribution assumption: employee only about $333,815 at 4% or $222,543 at 6%; with 50% employer match about $222,543 at 4% or $148,362 at 6%; with 100% employer match about $166,908 at 4% or $111,272 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-30$2,926,158$271,774$9,059iApproximate average salary by contribution assumption: employee only about $226,478 at 4% or $150,986 at 6%; with 50% employer match about $150,986 at 4% or $100,657 at 6%; with 100% employer match about $113,239 at 4% or $75,493 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-21$1,639,110$128,804$6,134iApproximate average salary by contribution assumption: employee only about $153,338 at 4% or $102,225 at 6%; with 50% employer match about $102,225 at 4% or $68,150 at 6%; with 100% employer match about $76,669 at 4% or $51,113 at 6%.
2018232$4,120,638$609,673$19,052iApproximate average salary by contribution assumption: employee only about $476,307 at 4% or $317,538 at 6%; with 50% employer match about $317,538 at 4% or $211,692 at 6%; with 100% employer match about $238,154 at 4% or $158,769 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-31$2,608,354$435,295$14,042iApproximate average salary by contribution assumption: employee only about $351,044 at 4% or $234,030 at 6%; with 50% employer match about $234,030 at 4% or $156,020 at 6%; with 100% employer match about $175,522 at 4% or $117,015 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-32$1,512,284$174,378$5,449iApproximate average salary by contribution assumption: employee only about $136,233 at 4% or $90,822 at 6%; with 50% employer match about $90,822 at 4% or $60,548 at 6%; with 100% employer match about $68,116 at 4% or $45,411 at 6%.
2017230$3,500,256$786,202$26,207iApproximate average salary by contribution assumption: employee only about $655,168 at 4% or $436,779 at 6%; with 50% employer match about $436,779 at 4% or $291,186 at 6%; with 100% employer match about $327,584 at 4% or $218,389 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-30$2,165,680$609,957$20,332iApproximate average salary by contribution assumption: employee only about $508,298 at 4% or $338,865 at 6%; with 50% employer match about $338,865 at 4% or $225,910 at 6%; with 100% employer match about $254,149 at 4% or $169,433 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-30$1,334,576$176,245$5,875iApproximate average salary by contribution assumption: employee only about $146,871 at 4% or $97,914 at 6%; with 50% employer match about $97,914 at 4% or $65,276 at 6%; with 100% employer match about $73,435 at 4% or $48,957 at 6%.
2016231$2,724,892$678,716$21,894iApproximate average salary by contribution assumption: employee only about $547,352 at 4% or $364,901 at 6%; with 50% employer match about $364,901 at 4% or $243,267 at 6%; with 100% employer match about $273,676 at 4% or $182,451 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-30$1,557,462$510,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-31$1,167,430$168,716$5,442iApproximate average salary by contribution assumption: employee only about $136,061 at 4% or $90,708 at 6%; with 50% employer match about $90,708 at 4% or $60,472 at 6%; with 100% employer match about $68,031 at 4% or $45,354 at 6%.
2015229$2,260,258$459,000$15,828iApproximate average salary by contribution assumption: employee only about $395,690 at 4% or $263,793 at 6%; with 50% employer match about $263,793 at 4% or $175,862 at 6%; with 100% employer match about $197,845 at 4% or $131,897 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-29$1,211,987$103,004$3,552iApproximate average salary by contribution assumption: employee only about $88,797 at 4% or $59,198 at 6%; with 50% employer match about $59,198 at 4% or $39,465 at 6%; with 100% employer match about $44,398 at 4% or $29,599 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-27$1,048,271$355,996$13,185iApproximate average salary by contribution assumption: employee only about $329,626 at 4% or $219,751 at 6%; with 50% employer match about $219,751 at 4% or $146,500 at 6%; with 100% employer match about $164,813 at 4% or $109,875 at 6%.
2014228$1,801,756$382,484$13,660iApproximate average salary by contribution assumption: employee only about $341,504 at 4% or $227,669 at 6%; with 50% employer match about $227,669 at 4% or $151,779 at 6%; with 100% employer match about $170,752 at 4% or $113,835 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-28$1,109,595$167,695$5,989iApproximate average salary by contribution assumption: employee only about $149,728 at 4% or $99,818 at 6%; with 50% employer match about $99,818 at 4% or $66,546 at 6%; with 100% employer match about $74,864 at 4% or $49,909 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-26$692,161$214,789$8,261iApproximate average salary by contribution assumption: employee only about $206,528 at 4% or $137,685 at 6%; with 50% employer match about $137,685 at 4% or $91,790 at 6%; with 100% employer match about $103,264 at 4% or $68,843 at 6%.
2013220$1,407,053$269,107$13,455iApproximate average salary by contribution assumption: employee only about $336,384 at 4% or $224,256 at 6%; with 50% employer match about $224,256 at 4% or $149,504 at 6%; with 100% employer match about $168,192 at 4% or $112,128 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-20$929,779$137,661$6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,718 at 6%; with 50% employer match about $114,718 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-16$477,274$131,446$8,215iApproximate average salary by contribution assumption: employee only about $205,384 at 4% or $136,923 at 6%; with 50% employer match about $136,923 at 4% or $91,282 at 6%; with 100% employer match about $102,692 at 4% or $68,461 at 6%.
2012222$1,099,877$286,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-22$754,229$132,693$6,032iApproximate average salary by contribution assumption: employee only about $150,788 at 4% or $100,525 at 6%; with 50% employer match about $100,525 at 4% or $67,017 at 6%; with 100% employer match about $75,394 at 4% or $50,263 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-12$345,648$153,307$12,776iApproximate average salary by contribution assumption: employee only about $319,390 at 4% or $212,926 at 6%; with 50% employer match about $212,926 at 4% or $141,951 at 6%; with 100% employer match about $159,695 at 4% or $106,463 at 6%.
2011210$800,738$236,024$23,602iApproximate average salary by contribution assumption: employee only about $590,060 at 4% or $393,373 at 6%; with 50% employer match about $393,373 at 4% or $262,249 at 6%; with 100% employer match about $295,030 at 4% or $196,687 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-10$608,405$43,691$4,369iApproximate average salary by contribution assumption: employee only about $109,228 at 4% or $72,818 at 6%; with 50% employer match about $72,818 at 4% or $48,546 at 6%; with 100% employer match about $54,614 at 4% or $36,409 at 6%.
DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY-7$192,333$192,333$27,476iApproximate average salary by contribution assumption: employee only about $686,904 at 4% or $457,936 at 6%; with 50% employer match about $457,936 at 4% or $305,290 at 6%; with 100% employer match about $343,452 at 4% or $228,968 at 6%.
201015$580,746$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-5$580,746$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
200915$555,552$11,792$2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-5$555,552$11,792$2,358iApproximate average salary by contribution assumption: employee only about $58,960 at 4% or $39,307 at 6%; with 50% employer match about $39,307 at 4% or $26,204 at 6%; with 100% employer match about $29,480 at 4% or $19,653 at 6%.
200819$637,594$30,140$3,349iApproximate average salary by contribution assumption: employee only about $83,722 at 4% or $55,815 at 6%; with 50% employer match about $55,815 at 4% or $37,210 at 6%; with 100% employer match about $41,861 at 4% or $27,907 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-9$637,594$30,140$3,349iApproximate average salary by contribution assumption: employee only about $83,722 at 4% or $55,815 at 6%; with 50% employer match about $55,815 at 4% or $37,210 at 6%; with 100% employer match about $41,861 at 4% or $27,907 at 6%.
200729$0$0-
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-9---
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-9---
200619$608,537$42,804$4,756iApproximate average salary by contribution assumption: employee only about $118,900 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,844 at 6%; with 100% employer match about $59,450 at 4% or $39,633 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-9$608,537$42,804$4,756iApproximate average salary by contribution assumption: employee only about $118,900 at 4% or $79,267 at 6%; with 50% employer match about $79,267 at 4% or $52,844 at 6%; with 100% employer match about $59,450 at 4% or $39,633 at 6%.
2005113$604,578$43,592$3,353iApproximate average salary by contribution assumption: employee only about $83,831 at 4% or $55,887 at 6%; with 50% employer match about $55,887 at 4% or $37,258 at 6%; with 100% employer match about $41,915 at 4% or $27,944 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-13$604,578$43,592$3,353iApproximate average salary by contribution assumption: employee only about $83,831 at 4% or $55,887 at 6%; with 50% employer match about $55,887 at 4% or $37,258 at 6%; with 100% employer match about $41,915 at 4% or $27,944 at 6%.
2004115$566,292$49,904$3,327iApproximate average salary by contribution assumption: employee only about $83,173 at 4% or $55,449 at 6%; with 50% employer match about $55,449 at 4% or $36,966 at 6%; with 100% employer match about $41,587 at 4% or $27,724 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-15$566,292$49,904$3,327iApproximate average salary by contribution assumption: employee only about $83,173 at 4% or $55,449 at 6%; with 50% employer match about $55,449 at 4% or $36,966 at 6%; with 100% employer match about $41,587 at 4% or $27,724 at 6%.
2003114$554,213$72,316$5,165iApproximate average salary by contribution assumption: employee only about $129,136 at 4% or $86,090 at 6%; with 50% employer match about $86,090 at 4% or $57,394 at 6%; with 100% employer match about $64,568 at 4% or $43,045 at 6%.
401(K) Profit Sharing Plan and Trust of Jeff Malmuth & Company-14$554,213$72,316$5,165iApproximate average salary by contribution assumption: employee only about $129,136 at 4% or $86,090 at 6%; with 50% employer match about $86,090 at 4% or $57,394 at 6%; with 100% employer match about $64,568 at 4% or $43,045 at 6%.