Civic Intelligence

De Lisle, Philpotts & Staub LLC

Plan context: De Lisle Philpotts & Staub LLC 401(K) Profit Sharing Plan & Trust

EIN 26-0300755 • San Francisco, CA • 3 filings • 2 plans

643 7th StreetSan Francisco, CA 94103-4910
Current Snapshot

Latest Year

2009

2009 Participants

12

2009 Assets

$85,462

2009 Contributions

$1,168

Historical Graphs

Total Assets Over Time

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

$85,462$42,731$02008YearValue
$85,462Latest year 2008

Participants Over Time

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

137020072008YearValue
12Latest year 2008

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
200910$0$1,168-
De Lisle Philpotts & Staub LLC 401(K) Profit Sharing Plan & Trust-0-$1,168-
2008112$85,462$21,665$1,805iApproximate average salary by contribution assumption: employee only about $45,135 at 4% or $30,090 at 6%; with 50% employer match about $30,090 at 4% or $20,060 at 6%; with 100% employer match about $22,568 at 4% or $15,045 at 6%.
De Lisle Philpotts & Staub LLC 401(K) Profit Sharing Plan & Trust-12$85,462$21,665$1,805iApproximate average salary by contribution assumption: employee only about $45,135 at 4% or $30,090 at 6%; with 50% employer match about $30,090 at 4% or $20,060 at 6%; with 100% employer match about $22,568 at 4% or $15,045 at 6%.
2007113$0$0-
De Lisle Philpotts & Staub LLC 401(K) Profit Sharing Plan & Trust-13---