Civic Intelligence

Siebert, Brandford, Shank & Co. LLC

Plan context: Siebert, Brandford, Shank & Co. LLC 401K Savings Plan

EIN 13-3932653 • Oakland, CA • 37 filings • 7 plans

1999 Harrison St., Suite 2720Oakland, CA 94612-3500
Current Snapshot

Latest Year

2024

2024 Participants

146

2024 Assets

$57,524,713

2024 Contributions

$4,446,812

Historical Graphs

Total Assets Over Time

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

$57,524,713$28,762,357$0199920132024YearValue
$57,524,713Latest year 2024

Participants Over Time

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

146730199920122024YearValue
146Latest 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
20241146$57,524,713$4,446,812$30,458iApproximate average salary by contribution assumption: employee only about $761,440 at 4% or $507,627 at 6%; with 50% employer match about $507,627 at 4% or $338,418 at 6%; with 100% employer match about $380,720 at 4% or $253,813 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-146$57,524,713$4,446,812$30,458iApproximate average salary by contribution assumption: employee only about $761,440 at 4% or $507,627 at 6%; with 50% employer match about $507,627 at 4% or $338,418 at 6%; with 100% employer match about $380,720 at 4% or $253,813 at 6%.
20231143$51,234,701$4,001,788$27,985iApproximate average salary by contribution assumption: employee only about $699,613 at 4% or $466,409 at 6%; with 50% employer match about $466,409 at 4% or $310,939 at 6%; with 100% employer match about $349,807 at 4% or $233,204 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-143$51,234,701$4,001,788$27,985iApproximate average salary by contribution assumption: employee only about $699,613 at 4% or $466,409 at 6%; with 50% employer match about $466,409 at 4% or $310,939 at 6%; with 100% employer match about $349,807 at 4% or $233,204 at 6%.
20221134$44,437,428$3,293,052$24,575iApproximate average salary by contribution assumption: employee only about $614,375 at 4% or $409,584 at 6%; with 50% employer match about $409,584 at 4% or $273,056 at 6%; with 100% employer match about $307,188 at 4% or $204,792 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-134$44,437,428$3,293,052$24,575iApproximate average salary by contribution assumption: employee only about $614,375 at 4% or $409,584 at 6%; with 50% employer match about $409,584 at 4% or $273,056 at 6%; with 100% employer match about $307,188 at 4% or $204,792 at 6%.
20211136$51,499,528$3,674,835$27,021iApproximate average salary by contribution assumption: employee only about $675,521 at 4% or $450,347 at 6%; with 50% employer match about $450,347 at 4% or $300,232 at 6%; with 100% employer match about $337,761 at 4% or $225,174 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-136$51,499,528$3,674,835$27,021iApproximate average salary by contribution assumption: employee only about $675,521 at 4% or $450,347 at 6%; with 50% employer match about $450,347 at 4% or $300,232 at 6%; with 100% employer match about $337,761 at 4% or $225,174 at 6%.
2020190$31,670,707$2,233,042$24,812iApproximate average salary by contribution assumption: employee only about $620,289 at 4% or $413,526 at 6%; with 50% employer match about $413,526 at 4% or $275,684 at 6%; with 100% employer match about $310,145 at 4% or $206,763 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-90$31,670,707$2,233,042$24,812iApproximate average salary by contribution assumption: employee only about $620,289 at 4% or $413,526 at 6%; with 50% employer match about $413,526 at 4% or $275,684 at 6%; with 100% employer match about $310,145 at 4% or $206,763 at 6%.
20191116$25,328,648$2,101,259$18,114iApproximate average salary by contribution assumption: employee only about $452,858 at 4% or $301,905 at 6%; with 50% employer match about $301,905 at 4% or $201,270 at 6%; with 100% employer match about $226,429 at 4% or $150,953 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-116$25,328,648$2,101,259$18,114iApproximate average salary by contribution assumption: employee only about $452,858 at 4% or $301,905 at 6%; with 50% employer match about $301,905 at 4% or $201,270 at 6%; with 100% employer match about $226,429 at 4% or $150,953 at 6%.
20181114$22,396,452$3,598,026$31,562iApproximate average salary by contribution assumption: employee only about $789,041 at 4% or $526,027 at 6%; with 50% employer match about $526,027 at 4% or $350,685 at 6%; with 100% employer match about $394,520 at 4% or $263,014 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-114$22,396,452$3,598,026$31,562iApproximate average salary by contribution assumption: employee only about $789,041 at 4% or $526,027 at 6%; with 50% employer match about $526,027 at 4% or $350,685 at 6%; with 100% employer match about $394,520 at 4% or $263,014 at 6%.
20171110$20,736,258$2,196,602$19,969iApproximate average salary by contribution assumption: employee only about $499,228 at 4% or $332,818 at 6%; with 50% employer match about $332,818 at 4% or $221,879 at 6%; with 100% employer match about $249,614 at 4% or $166,409 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-110$20,736,258$2,196,602$19,969iApproximate average salary by contribution assumption: employee only about $499,228 at 4% or $332,818 at 6%; with 50% employer match about $332,818 at 4% or $221,879 at 6%; with 100% employer match about $249,614 at 4% or $166,409 at 6%.
20161105$17,338,110$2,037,798$19,408iApproximate average salary by contribution assumption: employee only about $485,190 at 4% or $323,460 at 6%; with 50% employer match about $323,460 at 4% or $215,640 at 6%; with 100% employer match about $242,595 at 4% or $161,730 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-105$17,338,110$2,037,798$19,408iApproximate average salary by contribution assumption: employee only about $485,190 at 4% or $323,460 at 6%; with 50% employer match about $323,460 at 4% or $215,640 at 6%; with 100% employer match about $242,595 at 4% or $161,730 at 6%.
20151103$16,064,635$1,741,656$16,909iApproximate average salary by contribution assumption: employee only about $422,732 at 4% or $281,821 at 6%; with 50% employer match about $281,821 at 4% or $187,881 at 6%; with 100% employer match about $211,366 at 4% or $140,911 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-103$16,064,635$1,741,656$16,909iApproximate average salary by contribution assumption: employee only about $422,732 at 4% or $281,821 at 6%; with 50% employer match about $281,821 at 4% or $187,881 at 6%; with 100% employer match about $211,366 at 4% or $140,911 at 6%.
2014197$16,042,304$1,655,094$17,063iApproximate average salary by contribution assumption: employee only about $426,571 at 4% or $284,380 at 6%; with 50% employer match about $284,380 at 4% or $189,587 at 6%; with 100% employer match about $213,285 at 4% or $142,190 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-97$16,042,304$1,655,094$17,063iApproximate average salary by contribution assumption: employee only about $426,571 at 4% or $284,380 at 6%; with 50% employer match about $284,380 at 4% or $189,587 at 6%; with 100% employer match about $213,285 at 4% or $142,190 at 6%.
2013195$14,828,361$1,802,885$18,978iApproximate average salary by contribution assumption: employee only about $474,443 at 4% or $316,296 at 6%; with 50% employer match about $316,296 at 4% or $210,864 at 6%; with 100% employer match about $237,222 at 4% or $158,148 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-95$14,828,361$1,802,885$18,978iApproximate average salary by contribution assumption: employee only about $474,443 at 4% or $316,296 at 6%; with 50% employer match about $316,296 at 4% or $210,864 at 6%; with 100% employer match about $237,222 at 4% or $158,148 at 6%.
2012189$12,732,963$1,699,249$19,093iApproximate average salary by contribution assumption: employee only about $477,317 at 4% or $318,211 at 6%; with 50% employer match about $318,211 at 4% or $212,141 at 6%; with 100% employer match about $238,659 at 4% or $159,106 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-89$12,732,963$1,699,249$19,093iApproximate average salary by contribution assumption: employee only about $477,317 at 4% or $318,211 at 6%; with 50% employer match about $318,211 at 4% or $212,141 at 6%; with 100% employer match about $238,659 at 4% or $159,106 at 6%.
2011189$11,587,593$1,853,038$20,821iApproximate average salary by contribution assumption: employee only about $520,516 at 4% or $347,011 at 6%; with 50% employer match about $347,011 at 4% or $231,341 at 6%; with 100% employer match about $260,258 at 4% or $173,505 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-89$11,587,593$1,853,038$20,821iApproximate average salary by contribution assumption: employee only about $520,516 at 4% or $347,011 at 6%; with 50% employer match about $347,011 at 4% or $231,341 at 6%; with 100% employer match about $260,258 at 4% or $173,505 at 6%.
2010190$10,125,574$1,732,948$19,255iApproximate average salary by contribution assumption: employee only about $481,374 at 4% or $320,916 at 6%; with 50% employer match about $320,916 at 4% or $213,944 at 6%; with 100% employer match about $240,687 at 4% or $160,458 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-90$10,125,574$1,732,948$19,255iApproximate average salary by contribution assumption: employee only about $481,374 at 4% or $320,916 at 6%; with 50% employer match about $320,916 at 4% or $213,944 at 6%; with 100% employer match about $240,687 at 4% or $160,458 at 6%.
2009291$8,610,538$2,521,285$27,706iApproximate average salary by contribution assumption: employee only about $692,661 at 4% or $461,774 at 6%; with 50% employer match about $461,774 at 4% or $307,849 at 6%; with 100% employer match about $346,330 at 4% or $230,887 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-91$8,610,538$1,534,524$16,863iApproximate average salary by contribution assumption: employee only about $421,573 at 4% or $281,048 at 6%; with 50% employer match about $281,048 at 4% or $187,366 at 6%; with 100% employer match about $210,786 at 4% or $140,524 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-0-$986,761-
2008267$6,426,713$1,338,052$19,971iApproximate average salary by contribution assumption: employee only about $499,273 at 4% or $332,849 at 6%; with 50% employer match about $332,849 at 4% or $221,899 at 6%; with 100% employer match about $249,637 at 4% or $166,424 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-67$4,414,610$986,761$14,728iApproximate average salary by contribution assumption: employee only about $368,194 at 4% or $245,463 at 6%; with 50% employer match about $245,463 at 4% or $163,642 at 6%; with 100% employer match about $184,097 at 4% or $122,731 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-67$2,012,103$351,291$5,243iApproximate average salary by contribution assumption: employee only about $131,079 at 4% or $87,386 at 6%; with 50% employer match about $87,386 at 4% or $58,257 at 6%; with 100% employer match about $65,539 at 4% or $43,693 at 6%.
2007252$0$0-
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-52---
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-52---
2006247$5,255,358$1,046,606$22,268iApproximate average salary by contribution assumption: employee only about $556,705 at 4% or $371,137 at 6%; with 50% employer match about $371,137 at 4% or $247,425 at 6%; with 100% employer match about $278,353 at 4% or $185,568 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-47$3,577,381$752,315$16,007iApproximate average salary by contribution assumption: employee only about $400,168 at 4% or $266,778 at 6%; with 50% employer match about $266,778 at 4% or $177,852 at 6%; with 100% employer match about $200,084 at 4% or $133,389 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-47$1,677,977$294,291$6,262iApproximate average salary by contribution assumption: employee only about $156,538 at 4% or $104,359 at 6%; with 50% employer match about $104,359 at 4% or $69,572 at 6%; with 100% employer match about $78,269 at 4% or $52,179 at 6%.
2005250$3,877,374$905,670$18,113iApproximate average salary by contribution assumption: employee only about $452,835 at 4% or $301,890 at 6%; with 50% employer match about $301,890 at 4% or $201,260 at 6%; with 100% employer match about $226,418 at 4% or $150,945 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-50$2,610,925$654,860$13,097iApproximate average salary by contribution assumption: employee only about $327,430 at 4% or $218,287 at 6%; with 50% employer match about $218,287 at 4% or $145,524 at 6%; with 100% employer match about $163,715 at 4% or $109,143 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-50$1,266,449$250,810$5,016iApproximate average salary by contribution assumption: employee only about $125,405 at 4% or $83,603 at 6%; with 50% employer match about $83,603 at 4% or $55,736 at 6%; with 100% employer match about $62,703 at 4% or $41,802 at 6%.
2004249$2,956,352$674,167$13,759iApproximate average salary by contribution assumption: employee only about $343,963 at 4% or $229,309 at 6%; with 50% employer match about $229,309 at 4% or $152,872 at 6%; with 100% employer match about $171,981 at 4% or $114,654 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-49$1,962,417$497,206$10,147iApproximate average salary by contribution assumption: employee only about $253,677 at 4% or $169,118 at 6%; with 50% employer match about $169,118 at 4% or $112,745 at 6%; with 100% employer match about $126,838 at 4% or $84,559 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-49$993,935$176,961$3,611iApproximate average salary by contribution assumption: employee only about $90,286 at 4% or $60,191 at 6%; with 50% employer match about $60,191 at 4% or $40,127 at 6%; with 100% employer match about $45,143 at 4% or $30,095 at 6%.
2003241$2,215,354$587,090$14,319iApproximate average salary by contribution assumption: employee only about $357,982 at 4% or $238,654 at 6%; with 50% employer match about $238,654 at 4% or $159,103 at 6%; with 100% employer match about $178,991 at 4% or $119,327 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-41$1,448,939$423,795$10,336iApproximate average salary by contribution assumption: employee only about $258,412 at 4% or $172,274 at 6%; with 50% employer match about $172,274 at 4% or $114,850 at 6%; with 100% employer match about $129,206 at 4% or $86,137 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-41$766,415$163,295$3,983iApproximate average salary by contribution assumption: employee only about $99,570 at 4% or $66,380 at 6%; with 50% employer match about $66,380 at 4% or $44,253 at 6%; with 100% employer match about $49,785 at 4% or $33,190 at 6%.
2002236$1,449,587$528,828$14,690iApproximate average salary by contribution assumption: employee only about $367,242 at 4% or $244,828 at 6%; with 50% employer match about $244,828 at 4% or $163,219 at 6%; with 100% employer match about $183,621 at 4% or $122,414 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-36$919,942$370,704$10,297iApproximate average salary by contribution assumption: employee only about $257,433 at 4% or $171,622 at 6%; with 50% employer match about $171,622 at 4% or $114,415 at 6%; with 100% employer match about $128,717 at 4% or $85,811 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-36$529,645$158,124$4,392iApproximate average salary by contribution assumption: employee only about $109,808 at 4% or $73,206 at 6%; with 50% employer match about $73,206 at 4% or $48,804 at 6%; with 100% employer match about $54,904 at 4% or $36,603 at 6%.
2001231$0$0-
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-31---
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-31---
2000230$618,087$493,365$16,446iApproximate average salary by contribution assumption: employee only about $411,138 at 4% or $274,092 at 6%; with 50% employer match about $274,092 at 4% or $182,728 at 6%; with 100% employer match about $205,569 at 4% or $137,046 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-30$325,289$270,575$9,019iApproximate average salary by contribution assumption: employee only about $225,479 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,213 at 6%; with 100% employer match about $112,740 at 4% or $75,160 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-30$292,798$222,790$7,426iApproximate average salary by contribution assumption: employee only about $185,658 at 4% or $123,772 at 6%; with 50% employer match about $123,772 at 4% or $82,515 at 6%; with 100% employer match about $92,829 at 4% or $61,886 at 6%.
1999229$228,392$209,965$7,240iApproximate average salary by contribution assumption: employee only about $181,004 at 4% or $120,670 at 6%; with 50% employer match about $120,670 at 4% or $80,446 at 6%; with 100% employer match about $90,502 at 4% or $60,335 at 6%.
Siebert, Brandford, Shank & Co. LLC 401K Savings Plan-29$121,176$113,650$3,919iApproximate average salary by contribution assumption: employee only about $97,974 at 4% or $65,316 at 6%; with 50% employer match about $65,316 at 4% or $43,544 at 6%; with 100% employer match about $48,987 at 4% or $32,658 at 6%.
Siebert, Brandford, Shank & Co. LLC Money Purchase Pension Plan-29$107,216$96,315$3,321iApproximate average salary by contribution assumption: employee only about $83,030 at 4% or $55,353 at 6%; with 50% employer match about $55,353 at 4% or $36,902 at 6%; with 100% employer match about $41,515 at 4% or $27,677 at 6%.