Civic Intelligence

Kate Briens Inc

Plan context: Kate O'Briens Inc 401K Profit Sharing Plan and Trust

EIN 20-3792806 • San Francisco, CA • 14 filings • 4 plans

3288 21 StreetSan Francisco, CA 94110
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$271,862

2021 Contributions

$55,285

Historical Graphs

Total Assets Over Time

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

$518,126$259,063$0200820152021YearValue
$271,862Latest year 2021

Participants Over Time

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

1050200820152021YearValue
5Latest year 2021

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
202115$271,862$0-
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-5$271,862--
202015$266,206$0-
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-5$266,206--
201916$438,789$55,285$9,214iApproximate average salary by contribution assumption: employee only about $230,354 at 4% or $153,569 at 6%; with 50% employer match about $153,569 at 4% or $102,380 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-6$438,789$55,285$9,214iApproximate average salary by contribution assumption: employee only about $230,354 at 4% or $153,569 at 6%; with 50% employer match about $153,569 at 4% or $102,380 at 6%; with 100% employer match about $115,177 at 4% or $76,785 at 6%.
201815$343,354$1,613$323iApproximate average salary by contribution assumption: employee only about $8,065 at 4% or $5,377 at 6%; with 50% employer match about $5,377 at 4% or $3,584 at 6%; with 100% employer match about $4,033 at 4% or $2,688 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-5$343,354$1,613$323iApproximate average salary by contribution assumption: employee only about $8,065 at 4% or $5,377 at 6%; with 50% employer match about $5,377 at 4% or $3,584 at 6%; with 100% employer match about $4,033 at 4% or $2,688 at 6%.
201717$518,126$35,997$5,142iApproximate average salary by contribution assumption: employee only about $128,561 at 4% or $85,707 at 6%; with 50% employer match about $85,707 at 4% or $57,138 at 6%; with 100% employer match about $64,280 at 4% or $42,854 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-7$518,126$35,997$5,142iApproximate average salary by contribution assumption: employee only about $128,561 at 4% or $85,707 at 6%; with 50% employer match about $85,707 at 4% or $57,138 at 6%; with 100% employer match about $64,280 at 4% or $42,854 at 6%.
201617$432,351$65,294$9,328iApproximate average salary by contribution assumption: employee only about $233,193 at 4% or $155,462 at 6%; with 50% employer match about $155,462 at 4% or $103,641 at 6%; with 100% employer match about $116,596 at 4% or $77,731 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-7$432,351$65,294$9,328iApproximate average salary by contribution assumption: employee only about $233,193 at 4% or $155,462 at 6%; with 50% employer match about $155,462 at 4% or $103,641 at 6%; with 100% employer match about $116,596 at 4% or $77,731 at 6%.
201518$363,629$56,712$7,089iApproximate average salary by contribution assumption: employee only about $177,225 at 4% or $118,150 at 6%; with 50% employer match about $118,150 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,075 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-8$363,629$56,712$7,089iApproximate average salary by contribution assumption: employee only about $177,225 at 4% or $118,150 at 6%; with 50% employer match about $118,150 at 4% or $78,767 at 6%; with 100% employer match about $88,613 at 4% or $59,075 at 6%.
201418$311,814$63,830$7,979iApproximate average salary by contribution assumption: employee only about $199,469 at 4% or $132,979 at 6%; with 50% employer match about $132,979 at 4% or $88,653 at 6%; with 100% employer match about $99,734 at 4% or $66,490 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-8$311,814$63,830$7,979iApproximate average salary by contribution assumption: employee only about $199,469 at 4% or $132,979 at 6%; with 50% employer match about $132,979 at 4% or $88,653 at 6%; with 100% employer match about $99,734 at 4% or $66,490 at 6%.
2013110$269,654$74,040$7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-10$269,654$74,040$7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%.
201219$185,079$62,045$6,894iApproximate average salary by contribution assumption: employee only about $172,347 at 4% or $114,898 at 6%; with 50% employer match about $114,898 at 4% or $76,599 at 6%; with 100% employer match about $86,174 at 4% or $57,449 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-9$185,079$62,045$6,894iApproximate average salary by contribution assumption: employee only about $172,347 at 4% or $114,898 at 6%; with 50% employer match about $114,898 at 4% or $76,599 at 6%; with 100% employer match about $86,174 at 4% or $57,449 at 6%.
2011110$124,257$74,159$7,416iApproximate average salary by contribution assumption: employee only about $185,398 at 4% or $123,598 at 6%; with 50% employer match about $123,598 at 4% or $82,399 at 6%; with 100% employer match about $92,699 at 4% or $61,799 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-10$124,257$74,159$7,416iApproximate average salary by contribution assumption: employee only about $185,398 at 4% or $123,598 at 6%; with 50% employer match about $123,598 at 4% or $82,399 at 6%; with 100% employer match about $92,699 at 4% or $61,799 at 6%.
201017$55,420$51,856$7,408iApproximate average salary by contribution assumption: employee only about $185,200 at 4% or $123,467 at 6%; with 50% employer match about $123,467 at 4% or $82,311 at 6%; with 100% employer match about $92,600 at 4% or $61,733 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-7$55,420$51,856$7,408iApproximate average salary by contribution assumption: employee only about $185,200 at 4% or $123,467 at 6%; with 50% employer match about $123,467 at 4% or $82,311 at 6%; with 100% employer match about $92,600 at 4% or $61,733 at 6%.
200914$3,303$0-
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-4$3,303$0-
200815$3,291$3,250$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
Kate O'Briens Inc 401K Profit Sharing Plan and Trust-5$3,291$3,250$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.