Civic Intelligence

Parkinson Phinney LLP

Plan context: Parkinson Phinney LLP Retirement Plan

EIN 20-2715461 • Sacramento, CA • 29 filings • 3 plans

3600 American River Drive,Suite 145Sacramento, CA 95864
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$3,227,439

2023 Contributions

$2,161

Historical Graphs

Total Assets Over Time

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

$4,071,683$2,035,842$0200520152022YearValue
$3,227,439Latest year 2022

Participants Over Time

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

630200520142022YearValue
3Latest year 2022

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
202310$0$2,161-
Parkinson Phinney LLP Retirement Plan-0$0$2,161-
202213$3,227,439$34,482$11,494iApproximate average salary by contribution assumption: employee only about $287,350 at 4% or $191,567 at 6%; with 50% employer match about $191,567 at 4% or $127,711 at 6%; with 100% employer match about $143,675 at 4% or $95,783 at 6%.
Parkinson Phinney LLP Retirement Plan-3$3,227,439$34,482$11,494iApproximate average salary by contribution assumption: employee only about $287,350 at 4% or $191,567 at 6%; with 50% employer match about $191,567 at 4% or $127,711 at 6%; with 100% employer match about $143,675 at 4% or $95,783 at 6%.
202113$4,071,683$42,411$14,137iApproximate average salary by contribution assumption: employee only about $353,425 at 4% or $235,617 at 6%; with 50% employer match about $235,617 at 4% or $157,078 at 6%; with 100% employer match about $176,713 at 4% or $117,808 at 6%.
Parkinson Phinney LLP Retirement Plan-3$4,071,683$42,411$14,137iApproximate average salary by contribution assumption: employee only about $353,425 at 4% or $235,617 at 6%; with 50% employer match about $235,617 at 4% or $157,078 at 6%; with 100% employer match about $176,713 at 4% or $117,808 at 6%.
202013$3,636,322$88,955$29,652iApproximate average salary by contribution assumption: employee only about $741,292 at 4% or $494,194 at 6%; with 50% employer match about $494,194 at 4% or $329,463 at 6%; with 100% employer match about $370,646 at 4% or $247,097 at 6%.
Parkinson Phinney LLP Retirement Plan-3$3,636,322$88,955$29,652iApproximate average salary by contribution assumption: employee only about $741,292 at 4% or $494,194 at 6%; with 50% employer match about $494,194 at 4% or $329,463 at 6%; with 100% employer match about $370,646 at 4% or $247,097 at 6%.
201913$3,024,810$74,299$24,766iApproximate average salary by contribution assumption: employee only about $619,158 at 4% or $412,772 at 6%; with 50% employer match about $412,772 at 4% or $275,181 at 6%; with 100% employer match about $309,579 at 4% or $206,386 at 6%.
Parkinson Phinney LLP Retirement Plan-3$3,024,810$74,299$24,766iApproximate average salary by contribution assumption: employee only about $619,158 at 4% or $412,772 at 6%; with 50% employer match about $412,772 at 4% or $275,181 at 6%; with 100% employer match about $309,579 at 4% or $206,386 at 6%.
201813$2,504,704$139,432$46,477iApproximate average salary by contribution assumption: employee only about $1,161,933 at 4% or $774,622 at 6%; with 50% employer match about $774,622 at 4% or $516,415 at 6%; with 100% employer match about $580,967 at 4% or $387,311 at 6%.
Parkinson Phinney LLP Retirement Plan-3$2,504,704$139,432$46,477iApproximate average salary by contribution assumption: employee only about $1,161,933 at 4% or $774,622 at 6%; with 50% employer match about $774,622 at 4% or $516,415 at 6%; with 100% employer match about $580,967 at 4% or $387,311 at 6%.
201724$2,521,056$1,972,343$493,086iApproximate average salary by contribution assumption: employee only about $12,327,144 at 4% or $8,218,096 at 6%; with 50% employer match about $8,218,096 at 4% or $5,478,731 at 6%; with 100% employer match about $6,163,572 at 4% or $4,109,048 at 6%.
Parkinson Phinney LLP Retirement Plan-4$2,521,056$1,972,343$493,086iApproximate average salary by contribution assumption: employee only about $12,327,144 at 4% or $8,218,096 at 6%; with 50% employer match about $8,218,096 at 4% or $5,478,731 at 6%; with 100% employer match about $6,163,572 at 4% or $4,109,048 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-0$0$0-
201624$2,133,274$91,299$22,825iApproximate average salary by contribution assumption: employee only about $570,619 at 4% or $380,413 at 6%; with 50% employer match about $380,413 at 4% or $253,608 at 6%; with 100% employer match about $285,309 at 4% or $190,206 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-2$1,718,185$0-
Parkinson Phinney LLP Retirement Plan-4$415,089$91,299$22,825iApproximate average salary by contribution assumption: employee only about $570,619 at 4% or $380,413 at 6%; with 50% employer match about $380,413 at 4% or $253,608 at 6%; with 100% employer match about $285,309 at 4% or $190,206 at 6%.
201524$1,991,163$137,141$34,285iApproximate average salary by contribution assumption: employee only about $857,131 at 4% or $571,421 at 6%; with 50% employer match about $571,421 at 4% or $380,947 at 6%; with 100% employer match about $428,566 at 4% or $285,710 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$1,492,624$70,088$23,363iApproximate average salary by contribution assumption: employee only about $584,067 at 4% or $389,378 at 6%; with 50% employer match about $389,378 at 4% or $259,585 at 6%; with 100% employer match about $292,033 at 4% or $194,689 at 6%.
Parkinson Phinney LLP Retirement Plan-4$498,539$67,053$16,763iApproximate average salary by contribution assumption: employee only about $419,081 at 4% or $279,388 at 6%; with 50% employer match about $279,388 at 4% or $186,258 at 6%; with 100% employer match about $209,541 at 4% or $139,694 at 6%.
201424$1,887,750$290,409$72,602iApproximate average salary by contribution assumption: employee only about $1,815,056 at 4% or $1,210,038 at 6%; with 50% employer match about $1,210,038 at 4% or $806,692 at 6%; with 100% employer match about $907,528 at 4% or $605,019 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$1,461,819$101,892$33,964iApproximate average salary by contribution assumption: employee only about $849,100 at 4% or $566,067 at 6%; with 50% employer match about $566,067 at 4% or $377,378 at 6%; with 100% employer match about $424,550 at 4% or $283,033 at 6%.
Parkinson Phinney LLP Retirement Plan-4$425,931$188,517$47,129iApproximate average salary by contribution assumption: employee only about $1,178,231 at 4% or $785,488 at 6%; with 50% employer match about $785,488 at 4% or $523,658 at 6%; with 100% employer match about $589,116 at 4% or $392,744 at 6%.
201324$1,526,156$199,575$49,894iApproximate average salary by contribution assumption: employee only about $1,247,344 at 4% or $831,563 at 6%; with 50% employer match about $831,563 at 4% or $554,375 at 6%; with 100% employer match about $623,672 at 4% or $415,781 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$1,304,706$130,515$43,505iApproximate average salary by contribution assumption: employee only about $1,087,625 at 4% or $725,083 at 6%; with 50% employer match about $725,083 at 4% or $483,389 at 6%; with 100% employer match about $543,813 at 4% or $362,542 at 6%.
Parkinson Phinney LLP Retirement Plan-4$221,450$69,060$17,265iApproximate average salary by contribution assumption: employee only about $431,625 at 4% or $287,750 at 6%; with 50% employer match about $287,750 at 4% or $191,833 at 6%; with 100% employer match about $215,813 at 4% or $143,875 at 6%.
201226$1,638,754$279,345$46,558iApproximate average salary by contribution assumption: employee only about $1,163,938 at 4% or $775,958 at 6%; with 50% employer match about $775,958 at 4% or $517,306 at 6%; with 100% employer match about $581,969 at 4% or $387,979 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-4$1,101,754$202,726$50,682iApproximate average salary by contribution assumption: employee only about $1,267,038 at 4% or $844,692 at 6%; with 50% employer match about $844,692 at 4% or $563,128 at 6%; with 100% employer match about $633,519 at 4% or $422,346 at 6%.
Parkinson Phinney LLP Retirement Plan-6$537,000$76,619$12,770iApproximate average salary by contribution assumption: employee only about $319,246 at 4% or $212,831 at 6%; with 50% employer match about $212,831 at 4% or $141,887 at 6%; with 100% employer match about $159,623 at 4% or $106,415 at 6%.
201125$1,256,348$319,226$63,845iApproximate average salary by contribution assumption: employee only about $1,596,130 at 4% or $1,064,087 at 6%; with 50% employer match about $1,064,087 at 4% or $709,391 at 6%; with 100% employer match about $798,065 at 4% or $532,043 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$857,576$240,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Parkinson Phinney LLP Retirement Plan-5$398,772$79,226$15,845iApproximate average salary by contribution assumption: employee only about $396,130 at 4% or $264,087 at 6%; with 50% employer match about $264,087 at 4% or $176,058 at 6%; with 100% employer match about $198,065 at 4% or $132,043 at 6%.
201024$959,234$390,692$97,673iApproximate average salary by contribution assumption: employee only about $2,441,825 at 4% or $1,627,883 at 6%; with 50% employer match about $1,627,883 at 4% or $1,085,256 at 6%; with 100% employer match about $1,220,913 at 4% or $813,942 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$637,899$307,193$102,398iApproximate average salary by contribution assumption: employee only about $2,559,942 at 4% or $1,706,628 at 6%; with 50% employer match about $1,706,628 at 4% or $1,137,752 at 6%; with 100% employer match about $1,279,971 at 4% or $853,314 at 6%.
Parkinson Phinney LLP Retirement Plan-4$321,335$83,499$20,875iApproximate average salary by contribution assumption: employee only about $521,869 at 4% or $347,913 at 6%; with 50% employer match about $347,913 at 4% or $231,942 at 6%; with 100% employer match about $260,934 at 4% or $173,956 at 6%.
200923$568,542$249,482$83,161iApproximate average salary by contribution assumption: employee only about $2,079,017 at 4% or $1,386,011 at 6%; with 50% employer match about $1,386,011 at 4% or $924,007 at 6%; with 100% employer match about $1,039,508 at 4% or $693,006 at 6%.
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3$330,706$195,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Parkinson Phinney LLP Retirement Plan-3$237,836$54,482$18,161iApproximate average salary by contribution assumption: employee only about $454,017 at 4% or $302,678 at 6%; with 50% employer match about $302,678 at 4% or $201,785 at 6%; with 100% employer match about $227,008 at 4% or $151,339 at 6%.
200823$0$0-
PARKINSON PHINNEY, LLP CASH BALANCE PENSION PLAN-3---
Parkinson Phinney LLP Retirement Plan-2---
200712$0$0-
Parkinson Phinney LLP Retirement Plan-2---
200612$76,046$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Parkinson Phinney LLP Retirement Plan-2$76,046$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200512$25,479$25,479$12,740iApproximate average salary by contribution assumption: employee only about $318,488 at 4% or $212,325 at 6%; with 50% employer match about $212,325 at 4% or $141,550 at 6%; with 100% employer match about $159,244 at 4% or $106,163 at 6%.
Parkinson Phinney LLP Retirement Plan-2$25,479$25,479$12,740iApproximate average salary by contribution assumption: employee only about $318,488 at 4% or $212,325 at 6%; with 50% employer match about $212,325 at 4% or $141,550 at 6%; with 100% employer match about $159,244 at 4% or $106,163 at 6%.