Civic Intelligence

Keeping Your Balance

Plan context: Keeping Your Balance 401(K) Profit Sharing Plan

EIN 26-1659361 • San Francisco, CA • 11 filings • 2 plans

540 Howard St FL 2San Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$295,616

2024 Contributions

$50,989

Historical Graphs

Total Assets Over Time

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

$636,573$318,287$0201320182024YearValue
$295,616Latest year 2024

Participants Over Time

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

24120201320182024YearValue
20Latest year 2024

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
2024120$295,616$50,989$2,549iApproximate average salary by contribution assumption: employee only about $63,736 at 4% or $42,491 at 6%; with 50% employer match about $42,491 at 4% or $28,327 at 6%; with 100% employer match about $31,868 at 4% or $21,245 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-20$295,616$50,989$2,549iApproximate average salary by contribution assumption: employee only about $63,736 at 4% or $42,491 at 6%; with 50% employer match about $42,491 at 4% or $28,327 at 6%; with 100% employer match about $31,868 at 4% or $21,245 at 6%.
2022121$184,640$59,219$2,820iApproximate average salary by contribution assumption: employee only about $70,499 at 4% or $46,999 at 6%; with 50% employer match about $46,999 at 4% or $31,333 at 6%; with 100% employer match about $35,249 at 4% or $23,500 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-21$184,640$59,219$2,820iApproximate average salary by contribution assumption: employee only about $70,499 at 4% or $46,999 at 6%; with 50% employer match about $46,999 at 4% or $31,333 at 6%; with 100% employer match about $35,249 at 4% or $23,500 at 6%.
2021124$290,224$57,645$2,402iApproximate average salary by contribution assumption: employee only about $60,047 at 4% or $40,031 at 6%; with 50% employer match about $40,031 at 4% or $26,688 at 6%; with 100% employer match about $30,023 at 4% or $20,016 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-24$290,224$57,645$2,402iApproximate average salary by contribution assumption: employee only about $60,047 at 4% or $40,031 at 6%; with 50% employer match about $40,031 at 4% or $26,688 at 6%; with 100% employer match about $30,023 at 4% or $20,016 at 6%.
2020119$210,615$23,478$1,236iApproximate average salary by contribution assumption: employee only about $30,892 at 4% or $20,595 at 6%; with 50% employer match about $20,595 at 4% or $13,730 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-19$210,615$23,478$1,236iApproximate average salary by contribution assumption: employee only about $30,892 at 4% or $20,595 at 6%; with 50% employer match about $20,595 at 4% or $13,730 at 6%; with 100% employer match about $15,446 at 4% or $10,297 at 6%.
2019120$636,573$64,941$3,247iApproximate average salary by contribution assumption: employee only about $81,176 at 4% or $54,118 at 6%; with 50% employer match about $54,118 at 4% or $36,078 at 6%; with 100% employer match about $40,588 at 4% or $27,059 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-20$636,573$64,941$3,247iApproximate average salary by contribution assumption: employee only about $81,176 at 4% or $54,118 at 6%; with 50% employer match about $54,118 at 4% or $36,078 at 6%; with 100% employer match about $40,588 at 4% or $27,059 at 6%.
2018120$452,090$81,582$4,079iApproximate average salary by contribution assumption: employee only about $101,978 at 4% or $67,985 at 6%; with 50% employer match about $67,985 at 4% or $45,323 at 6%; with 100% employer match about $50,989 at 4% or $33,993 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-20$452,090$81,582$4,079iApproximate average salary by contribution assumption: employee only about $101,978 at 4% or $67,985 at 6%; with 50% employer match about $67,985 at 4% or $45,323 at 6%; with 100% employer match about $50,989 at 4% or $33,993 at 6%.
2017120$451,213$80,684$4,034iApproximate average salary by contribution assumption: employee only about $100,855 at 4% or $67,237 at 6%; with 50% employer match about $67,237 at 4% or $44,824 at 6%; with 100% employer match about $50,428 at 4% or $33,618 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-20$451,213$80,684$4,034iApproximate average salary by contribution assumption: employee only about $100,855 at 4% or $67,237 at 6%; with 50% employer match about $67,237 at 4% or $44,824 at 6%; with 100% employer match about $50,428 at 4% or $33,618 at 6%.
2016119$306,706$81,592$4,294iApproximate average salary by contribution assumption: employee only about $107,358 at 4% or $71,572 at 6%; with 50% employer match about $71,572 at 4% or $47,715 at 6%; with 100% employer match about $53,679 at 4% or $35,786 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-19$306,706$81,592$4,294iApproximate average salary by contribution assumption: employee only about $107,358 at 4% or $71,572 at 6%; with 50% employer match about $71,572 at 4% or $47,715 at 6%; with 100% employer match about $53,679 at 4% or $35,786 at 6%.
2015110$191,099$72,955$7,296iApproximate average salary by contribution assumption: employee only about $182,388 at 4% or $121,592 at 6%; with 50% employer match about $121,592 at 4% or $81,061 at 6%; with 100% employer match about $91,194 at 4% or $60,796 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-10$191,099$72,955$7,296iApproximate average salary by contribution assumption: employee only about $182,388 at 4% or $121,592 at 6%; with 50% employer match about $121,592 at 4% or $81,061 at 6%; with 100% employer match about $91,194 at 4% or $60,796 at 6%.
2014110$153,953$93,447$9,345iApproximate average salary by contribution assumption: employee only about $233,618 at 4% or $155,745 at 6%; with 50% employer match about $155,745 at 4% or $103,830 at 6%; with 100% employer match about $116,809 at 4% or $77,873 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-10$153,953$93,447$9,345iApproximate average salary by contribution assumption: employee only about $233,618 at 4% or $155,745 at 6%; with 50% employer match about $155,745 at 4% or $103,830 at 6%; with 100% employer match about $116,809 at 4% or $77,873 at 6%.
2013110$57,157$57,156$5,716iApproximate average salary by contribution assumption: employee only about $142,890 at 4% or $95,260 at 6%; with 50% employer match about $95,260 at 4% or $63,507 at 6%; with 100% employer match about $71,445 at 4% or $47,630 at 6%.
Keeping Your Balance 401(K) Profit Sharing Plan-10$57,157$57,156$5,716iApproximate average salary by contribution assumption: employee only about $142,890 at 4% or $95,260 at 6%; with 50% employer match about $95,260 at 4% or $63,507 at 6%; with 100% employer match about $71,445 at 4% or $47,630 at 6%.