Civic Intelligence

Willie L. Brown, Jr. Inc.

Plan context: Willie L. Brown, Jr. Inc. 401(K) Plan

EIN 20-0499300 • San Francisco, CA • 22 filings • 3 plans

135 Main Street, Suite 1300San Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,809,098

2024 Contributions

$19,874

Historical Graphs

Total Assets Over Time

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

$1,809,098$904,549$0200620162024YearValue
$1,809,098Latest year 2024

Participants Over Time

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

740200620152024YearValue
7Latest 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
202417$1,809,098$19,874$2,839iApproximate average salary by contribution assumption: employee only about $70,979 at 4% or $47,319 at 6%; with 50% employer match about $47,319 at 4% or $31,546 at 6%; with 100% employer match about $35,489 at 4% or $23,660 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-7$1,809,098$19,874$2,839iApproximate average salary by contribution assumption: employee only about $70,979 at 4% or $47,319 at 6%; with 50% employer match about $47,319 at 4% or $31,546 at 6%; with 100% employer match about $35,489 at 4% or $23,660 at 6%.
202317$1,404,438$110,367$15,767iApproximate average salary by contribution assumption: employee only about $394,168 at 4% or $262,779 at 6%; with 50% employer match about $262,779 at 4% or $175,186 at 6%; with 100% employer match about $197,084 at 4% or $131,389 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-7$1,404,438$110,367$15,767iApproximate average salary by contribution assumption: employee only about $394,168 at 4% or $262,779 at 6%; with 50% employer match about $262,779 at 4% or $175,186 at 6%; with 100% employer match about $197,084 at 4% or $131,389 at 6%.
202217$1,076,164$106,053$15,150iApproximate average salary by contribution assumption: employee only about $378,761 at 4% or $252,507 at 6%; with 50% employer match about $252,507 at 4% or $168,338 at 6%; with 100% employer match about $189,380 at 4% or $126,254 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-7$1,076,164$106,053$15,150iApproximate average salary by contribution assumption: employee only about $378,761 at 4% or $252,507 at 6%; with 50% employer match about $252,507 at 4% or $168,338 at 6%; with 100% employer match about $189,380 at 4% or $126,254 at 6%.
202117$1,260,835$86,495$12,356iApproximate average salary by contribution assumption: employee only about $308,911 at 4% or $205,940 at 6%; with 50% employer match about $205,940 at 4% or $137,294 at 6%; with 100% employer match about $154,455 at 4% or $102,970 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-7$1,260,835$86,495$12,356iApproximate average salary by contribution assumption: employee only about $308,911 at 4% or $205,940 at 6%; with 50% employer match about $205,940 at 4% or $137,294 at 6%; with 100% employer match about $154,455 at 4% or $102,970 at 6%.
202015$1,101,448$71,488$14,298iApproximate average salary by contribution assumption: employee only about $357,440 at 4% or $238,293 at 6%; with 50% employer match about $238,293 at 4% or $158,862 at 6%; with 100% employer match about $178,720 at 4% or $119,147 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-5$1,101,448$71,488$14,298iApproximate average salary by contribution assumption: employee only about $357,440 at 4% or $238,293 at 6%; with 50% employer match about $238,293 at 4% or $158,862 at 6%; with 100% employer match about $178,720 at 4% or $119,147 at 6%.
201915$943,233$70,303$14,061iApproximate average salary by contribution assumption: employee only about $351,515 at 4% or $234,343 at 6%; with 50% employer match about $234,343 at 4% or $156,229 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-5$943,233$70,303$14,061iApproximate average salary by contribution assumption: employee only about $351,515 at 4% or $234,343 at 6%; with 50% employer match about $234,343 at 4% or $156,229 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.
201815$777,435$68,384$13,677iApproximate average salary by contribution assumption: employee only about $341,920 at 4% or $227,947 at 6%; with 50% employer match about $227,947 at 4% or $151,964 at 6%; with 100% employer match about $170,960 at 4% or $113,973 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-5$777,435$68,384$13,677iApproximate average salary by contribution assumption: employee only about $341,920 at 4% or $227,947 at 6%; with 50% employer match about $227,947 at 4% or $151,964 at 6%; with 100% employer match about $170,960 at 4% or $113,973 at 6%.
201715$832,936$68,129$13,626iApproximate average salary by contribution assumption: employee only about $340,645 at 4% or $227,097 at 6%; with 50% employer match about $227,097 at 4% or $151,398 at 6%; with 100% employer match about $170,323 at 4% or $113,548 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-5$832,936$68,129$13,626iApproximate average salary by contribution assumption: employee only about $340,645 at 4% or $227,097 at 6%; with 50% employer match about $227,097 at 4% or $151,398 at 6%; with 100% employer match about $170,323 at 4% or $113,548 at 6%.
201616$808,549$73,712$12,285iApproximate average salary by contribution assumption: employee only about $307,133 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-6$808,549$73,712$12,285iApproximate average salary by contribution assumption: employee only about $307,133 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%.
201526$758,661$629,693$104,949iApproximate average salary by contribution assumption: employee only about $2,623,721 at 4% or $1,749,147 at 6%; with 50% employer match about $1,749,147 at 4% or $1,166,098 at 6%; with 100% employer match about $1,311,860 at 4% or $874,574 at 6%.
Willie L. Brown, Jr. Inc. 401(K) Plan-6$758,661$629,693$104,949iApproximate average salary by contribution assumption: employee only about $2,623,721 at 4% or $1,749,147 at 6%; with 50% employer match about $1,749,147 at 4% or $1,166,098 at 6%; with 100% employer match about $1,311,860 at 4% or $874,574 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-0---
201426$829,090$71,962$11,994iApproximate average salary by contribution assumption: employee only about $299,842 at 4% or $199,894 at 6%; with 50% employer match about $199,894 at 4% or $133,263 at 6%; with 100% employer match about $149,921 at 4% or $99,947 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-6$692,682--
Willie L. Brown, Jr. Inc. 401(K) Plan-6$136,408$71,962$11,994iApproximate average salary by contribution assumption: employee only about $299,842 at 4% or $199,894 at 6%; with 50% employer match about $199,894 at 4% or $133,263 at 6%; with 100% employer match about $149,921 at 4% or $99,947 at 6%.
201326$824,396$65,198$10,866iApproximate average salary by contribution assumption: employee only about $271,658 at 4% or $181,106 at 6%; with 50% employer match about $181,106 at 4% or $120,737 at 6%; with 100% employer match about $135,829 at 4% or $90,553 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-6$759,198--
Willie L. Brown, Jr. Inc. 401(K) Plan-5$65,198$65,198$13,040iApproximate average salary by contribution assumption: employee only about $325,990 at 4% or $217,327 at 6%; with 50% employer match about $217,327 at 4% or $144,884 at 6%; with 100% employer match about $162,995 at 4% or $108,663 at 6%.
201215$727,759$170,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-5$727,759$170,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201115$596,527$247,028$49,406iApproximate average salary by contribution assumption: employee only about $1,235,140 at 4% or $823,427 at 6%; with 50% employer match about $823,427 at 4% or $548,951 at 6%; with 100% employer match about $617,570 at 4% or $411,713 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-5$596,527$247,028$49,406iApproximate average salary by contribution assumption: employee only about $1,235,140 at 4% or $823,427 at 6%; with 50% employer match about $823,427 at 4% or $548,951 at 6%; with 100% employer match about $617,570 at 4% or $411,713 at 6%.
201014$385,713$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-4$385,713$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200914$410,941$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-4$410,941$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200814$781,263$428,193$107,048iApproximate average salary by contribution assumption: employee only about $2,676,206 at 4% or $1,784,138 at 6%; with 50% employer match about $1,784,138 at 4% or $1,189,425 at 6%; with 100% employer match about $1,338,103 at 4% or $892,069 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-4$781,263$428,193$107,048iApproximate average salary by contribution assumption: employee only about $2,676,206 at 4% or $1,784,138 at 6%; with 50% employer match about $1,784,138 at 4% or $1,189,425 at 6%; with 100% employer match about $1,338,103 at 4% or $892,069 at 6%.
200714$0$0-
Willie L. Brown, Jr. Inc. Cash Balance Plan-4---
200614$220,838$220,838$55,210iApproximate average salary by contribution assumption: employee only about $1,380,238 at 4% or $920,158 at 6%; with 50% employer match about $920,158 at 4% or $613,439 at 6%; with 100% employer match about $690,119 at 4% or $460,079 at 6%.
Willie L. Brown, Jr. Inc. Cash Balance Plan-4$220,838$220,838$55,210iApproximate average salary by contribution assumption: employee only about $1,380,238 at 4% or $920,158 at 6%; with 50% employer match about $920,158 at 4% or $613,439 at 6%; with 100% employer match about $690,119 at 4% or $460,079 at 6%.