Civic Intelligence

Simmonds & Narita LLP

Plan context: Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust

EIN 20-8798883 • San Francisco, CA • 17 filings • 4 plans

50 California Street, Suite 1500San Francisco, CA 94111
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,314,088

2023 Contributions

$197,696

Historical Graphs

Total Assets Over Time

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

$3,129,843$1,564,922$0200720152022YearValue
$2,314,088Latest year 2022

Participants Over Time

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

840200720152022YearValue
5Latest 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$197,696-
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-0$0$197,696-
202215$2,314,088$118,607$23,721iApproximate average salary by contribution assumption: employee only about $593,035 at 4% or $395,357 at 6%; with 50% employer match about $395,357 at 4% or $263,571 at 6%; with 100% employer match about $296,518 at 4% or $197,678 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-5$2,314,088$118,607$23,721iApproximate average salary by contribution assumption: employee only about $593,035 at 4% or $395,357 at 6%; with 50% employer match about $395,357 at 4% or $263,571 at 6%; with 100% employer match about $296,518 at 4% or $197,678 at 6%.
202116$3,129,843$234,474$39,079iApproximate average salary by contribution assumption: employee only about $976,975 at 4% or $651,317 at 6%; with 50% employer match about $651,317 at 4% or $434,211 at 6%; with 100% employer match about $488,488 at 4% or $325,658 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$3,129,843$234,474$39,079iApproximate average salary by contribution assumption: employee only about $976,975 at 4% or $651,317 at 6%; with 50% employer match about $651,317 at 4% or $434,211 at 6%; with 100% employer match about $488,488 at 4% or $325,658 at 6%.
202016$2,548,632$210,989$35,165iApproximate average salary by contribution assumption: employee only about $879,121 at 4% or $586,081 at 6%; with 50% employer match about $586,081 at 4% or $390,720 at 6%; with 100% employer match about $439,560 at 4% or $293,040 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$2,548,632$210,989$35,165iApproximate average salary by contribution assumption: employee only about $879,121 at 4% or $586,081 at 6%; with 50% employer match about $586,081 at 4% or $390,720 at 6%; with 100% employer match about $439,560 at 4% or $293,040 at 6%.
201916$2,893,211$251,059$41,843iApproximate average salary by contribution assumption: employee only about $1,046,079 at 4% or $697,386 at 6%; with 50% employer match about $697,386 at 4% or $464,924 at 6%; with 100% employer match about $523,040 at 4% or $348,693 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$2,893,211$251,059$41,843iApproximate average salary by contribution assumption: employee only about $1,046,079 at 4% or $697,386 at 6%; with 50% employer match about $697,386 at 4% or $464,924 at 6%; with 100% employer match about $523,040 at 4% or $348,693 at 6%.
201816$2,274,687$224,070$37,345iApproximate average salary by contribution assumption: employee only about $933,625 at 4% or $622,417 at 6%; with 50% employer match about $622,417 at 4% or $414,944 at 6%; with 100% employer match about $466,813 at 4% or $311,208 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$2,274,687$224,070$37,345iApproximate average salary by contribution assumption: employee only about $933,625 at 4% or $622,417 at 6%; with 50% employer match about $622,417 at 4% or $414,944 at 6%; with 100% employer match about $466,813 at 4% or $311,208 at 6%.
201718$2,288,987$266,846$33,356iApproximate average salary by contribution assumption: employee only about $833,894 at 4% or $555,929 at 6%; with 50% employer match about $555,929 at 4% or $370,619 at 6%; with 100% employer match about $416,947 at 4% or $277,965 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-8$2,288,987$266,846$33,356iApproximate average salary by contribution assumption: employee only about $833,894 at 4% or $555,929 at 6%; with 50% employer match about $555,929 at 4% or $370,619 at 6%; with 100% employer match about $416,947 at 4% or $277,965 at 6%.
201617$1,746,643$229,474$32,782iApproximate average salary by contribution assumption: employee only about $819,550 at 4% or $546,367 at 6%; with 50% employer match about $546,367 at 4% or $364,244 at 6%; with 100% employer match about $409,775 at 4% or $273,183 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-7$1,746,643$229,474$32,782iApproximate average salary by contribution assumption: employee only about $819,550 at 4% or $546,367 at 6%; with 50% employer match about $546,367 at 4% or $364,244 at 6%; with 100% employer match about $409,775 at 4% or $273,183 at 6%.
201516$1,388,680$221,563$36,927iApproximate average salary by contribution assumption: employee only about $923,179 at 4% or $615,453 at 6%; with 50% employer match about $615,453 at 4% or $410,302 at 6%; with 100% employer match about $461,590 at 4% or $307,726 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$1,388,680$221,563$36,927iApproximate average salary by contribution assumption: employee only about $923,179 at 4% or $615,453 at 6%; with 50% employer match about $615,453 at 4% or $410,302 at 6%; with 100% employer match about $461,590 at 4% or $307,726 at 6%.
201416$1,286,290$169,149$28,192iApproximate average salary by contribution assumption: employee only about $704,788 at 4% or $469,858 at 6%; with 50% employer match about $469,858 at 4% or $313,239 at 6%; with 100% employer match about $352,394 at 4% or $234,929 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$1,286,290$169,149$28,192iApproximate average salary by contribution assumption: employee only about $704,788 at 4% or $469,858 at 6%; with 50% employer match about $469,858 at 4% or $313,239 at 6%; with 100% employer match about $352,394 at 4% or $234,929 at 6%.
201316$1,093,937$245,419$40,903iApproximate average salary by contribution assumption: employee only about $1,022,579 at 4% or $681,719 at 6%; with 50% employer match about $681,719 at 4% or $454,480 at 6%; with 100% employer match about $511,290 at 4% or $340,860 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$1,093,937$245,419$40,903iApproximate average salary by contribution assumption: employee only about $1,022,579 at 4% or $681,719 at 6%; with 50% employer match about $681,719 at 4% or $454,480 at 6%; with 100% employer match about $511,290 at 4% or $340,860 at 6%.
201218$747,878$169,371$21,171iApproximate average salary by contribution assumption: employee only about $529,284 at 4% or $352,856 at 6%; with 50% employer match about $352,856 at 4% or $235,238 at 6%; with 100% employer match about $264,642 at 4% or $176,428 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-8$747,878$169,371$21,171iApproximate average salary by contribution assumption: employee only about $529,284 at 4% or $352,856 at 6%; with 50% employer match about $352,856 at 4% or $235,238 at 6%; with 100% employer match about $264,642 at 4% or $176,428 at 6%.
201115$526,929$113,176$22,635iApproximate average salary by contribution assumption: employee only about $565,880 at 4% or $377,253 at 6%; with 50% employer match about $377,253 at 4% or $251,502 at 6%; with 100% employer match about $282,940 at 4% or $188,627 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-5$526,929$113,176$22,635iApproximate average salary by contribution assumption: employee only about $565,880 at 4% or $377,253 at 6%; with 50% employer match about $377,253 at 4% or $251,502 at 6%; with 100% employer match about $282,940 at 4% or $188,627 at 6%.
201016$466,216$146,744$24,457iApproximate average salary by contribution assumption: employee only about $611,433 at 4% or $407,622 at 6%; with 50% employer match about $407,622 at 4% or $271,748 at 6%; with 100% employer match about $305,717 at 4% or $203,811 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-6$466,216$146,744$24,457iApproximate average salary by contribution assumption: employee only about $611,433 at 4% or $407,622 at 6%; with 50% employer match about $407,622 at 4% or $271,748 at 6%; with 100% employer match about $305,717 at 4% or $203,811 at 6%.
200917$294,115$144,332$20,619iApproximate average salary by contribution assumption: employee only about $515,471 at 4% or $343,648 at 6%; with 50% employer match about $343,648 at 4% or $229,098 at 6%; with 100% employer match about $257,736 at 4% or $171,824 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-7$294,115$144,332$20,619iApproximate average salary by contribution assumption: employee only about $515,471 at 4% or $343,648 at 6%; with 50% employer match about $343,648 at 4% or $229,098 at 6%; with 100% employer match about $257,736 at 4% or $171,824 at 6%.
200817$112,836$80,174$11,453iApproximate average salary by contribution assumption: employee only about $286,336 at 4% or $190,890 at 6%; with 50% employer match about $190,890 at 4% or $127,260 at 6%; with 100% employer match about $143,168 at 4% or $95,445 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-7$112,836$80,174$11,453iApproximate average salary by contribution assumption: employee only about $286,336 at 4% or $190,890 at 6%; with 50% employer match about $190,890 at 4% or $127,260 at 6%; with 100% employer match about $143,168 at 4% or $95,445 at 6%.
200715$56,775$56,991$11,398iApproximate average salary by contribution assumption: employee only about $284,955 at 4% or $189,970 at 6%; with 50% employer match about $189,970 at 4% or $126,647 at 6%; with 100% employer match about $142,478 at 4% or $94,985 at 6%.
Simmonds & Narita LLP 401(K) Profit Sharing Plan and Trust-5$56,775$56,991$11,398iApproximate average salary by contribution assumption: employee only about $284,955 at 4% or $189,970 at 6%; with 50% employer match about $189,970 at 4% or $126,647 at 6%; with 100% employer match about $142,478 at 4% or $94,985 at 6%.