Civic Intelligence

Shareholder Representative Services LLC

Plan context: Shareholder Representative Services 401(K) Psp

EIN 20-8634381 • San Francisco, CA • 10 filings • 2 plans

601 Montgomery Street Suite 333San Francisco, CA 94111
Current Snapshot

Latest Year

2017

2017 Participants

109

2017 Assets

$7,341,421

2017 Contributions

$1,466,555

Historical Graphs

Total Assets Over Time

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

$7,341,421$3,670,711$0200820132017YearValue
$7,341,421Latest year 2017

Participants Over Time

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

109550200820132017YearValue
109Latest year 2017

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
20171109$7,341,421$1,466,555$13,455iApproximate average salary by contribution assumption: employee only about $336,366 at 4% or $224,244 at 6%; with 50% employer match about $224,244 at 4% or $149,496 at 6%; with 100% employer match about $168,183 at 4% or $112,122 at 6%.
Shareholder Representative Services 401(K) Psp-109$7,341,421$1,466,555$13,455iApproximate average salary by contribution assumption: employee only about $336,366 at 4% or $224,244 at 6%; with 50% employer match about $224,244 at 4% or $149,496 at 6%; with 100% employer match about $168,183 at 4% or $112,122 at 6%.
2016195$5,428,588$1,411,879$14,862iApproximate average salary by contribution assumption: employee only about $371,547 at 4% or $247,698 at 6%; with 50% employer match about $247,698 at 4% or $165,132 at 6%; with 100% employer match about $185,774 at 4% or $123,849 at 6%.
Shareholder Representative Services 401(K) Psp-95$5,428,588$1,411,879$14,862iApproximate average salary by contribution assumption: employee only about $371,547 at 4% or $247,698 at 6%; with 50% employer match about $247,698 at 4% or $165,132 at 6%; with 100% employer match about $185,774 at 4% or $123,849 at 6%.
2015182$3,895,646$1,182,385$14,419iApproximate average salary by contribution assumption: employee only about $360,483 at 4% or $240,322 at 6%; with 50% employer match about $240,322 at 4% or $160,215 at 6%; with 100% employer match about $180,242 at 4% or $120,161 at 6%.
Shareholder Representative Services 401(K) Psp-82$3,895,646$1,182,385$14,419iApproximate average salary by contribution assumption: employee only about $360,483 at 4% or $240,322 at 6%; with 50% employer match about $240,322 at 4% or $160,215 at 6%; with 100% employer match about $180,242 at 4% or $120,161 at 6%.
2014164$3,022,218$835,745$13,059iApproximate average salary by contribution assumption: employee only about $326,463 at 4% or $217,642 at 6%; with 50% employer match about $217,642 at 4% or $145,095 at 6%; with 100% employer match about $163,231 at 4% or $108,821 at 6%.
Shareholder Representative Services 401(K) Psp-64$3,022,218$835,745$13,059iApproximate average salary by contribution assumption: employee only about $326,463 at 4% or $217,642 at 6%; with 50% employer match about $217,642 at 4% or $145,095 at 6%; with 100% employer match about $163,231 at 4% or $108,821 at 6%.
2013155$2,147,886$665,055$12,092iApproximate average salary by contribution assumption: employee only about $302,298 at 4% or $201,532 at 6%; with 50% employer match about $201,532 at 4% or $134,355 at 6%; with 100% employer match about $151,149 at 4% or $100,766 at 6%.
Shareholder Representative Services 401(K) Psp-55$2,147,886$665,055$12,092iApproximate average salary by contribution assumption: employee only about $302,298 at 4% or $201,532 at 6%; with 50% employer match about $201,532 at 4% or $134,355 at 6%; with 100% employer match about $151,149 at 4% or $100,766 at 6%.
2012138$1,196,709$500,638$13,175iApproximate average salary by contribution assumption: employee only about $329,367 at 4% or $219,578 at 6%; with 50% employer match about $219,578 at 4% or $146,385 at 6%; with 100% employer match about $164,684 at 4% or $109,789 at 6%.
Shareholder Representative Services 401(K) Psp-38$1,196,709$500,638$13,175iApproximate average salary by contribution assumption: employee only about $329,367 at 4% or $219,578 at 6%; with 50% employer match about $219,578 at 4% or $146,385 at 6%; with 100% employer match about $164,684 at 4% or $109,789 at 6%.
2011126$700,489$323,620$12,447iApproximate average salary by contribution assumption: employee only about $311,173 at 4% or $207,449 at 6%; with 50% employer match about $207,449 at 4% or $138,299 at 6%; with 100% employer match about $155,587 at 4% or $103,724 at 6%.
Shareholder Representative Services 401(K) Psp-26$700,489$323,620$12,447iApproximate average salary by contribution assumption: employee only about $311,173 at 4% or $207,449 at 6%; with 50% employer match about $207,449 at 4% or $138,299 at 6%; with 100% employer match about $155,587 at 4% or $103,724 at 6%.
2010113$390,179$181,747$13,981iApproximate average salary by contribution assumption: employee only about $349,513 at 4% or $233,009 at 6%; with 50% employer match about $233,009 at 4% or $155,339 at 6%; with 100% employer match about $174,757 at 4% or $116,504 at 6%.
Shareholder Representative Services 401(K) Psp-13$390,179$181,747$13,981iApproximate average salary by contribution assumption: employee only about $349,513 at 4% or $233,009 at 6%; with 50% employer match about $233,009 at 4% or $155,339 at 6%; with 100% employer match about $174,757 at 4% or $116,504 at 6%.
200918$170,398$99,163$12,395iApproximate average salary by contribution assumption: employee only about $309,884 at 4% or $206,590 at 6%; with 50% employer match about $206,590 at 4% or $137,726 at 6%; with 100% employer match about $154,942 at 4% or $103,295 at 6%.
Shareholder Representative Services 401(K) Psp-8$170,398$99,163$12,395iApproximate average salary by contribution assumption: employee only about $309,884 at 4% or $206,590 at 6%; with 50% employer match about $206,590 at 4% or $137,726 at 6%; with 100% employer match about $154,942 at 4% or $103,295 at 6%.
200815$46,874$45,375$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.
Shareholder Representative Services 401(K) Psp-5$46,874$45,375$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.