Civic Intelligence

Kerley Schaffer LLP

Plan context: Kerley Schaffer LLP 401(K) Profit Sharing Plan

EIN 26-3763654 • Oakland, CA • 15 filings • 4 plans

1939 Harrison St Ste 912Oakland, CA 94612-3543
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$4,191,303

2025 Contributions

$286,794

Historical Graphs

Total Assets Over Time

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

$4,191,303$2,095,652$0201220192025YearValue
$4,191,303Latest year 2025

Participants Over Time

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

20100201120182025YearValue
20Latest year 2025

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
2025120$4,191,303$286,794$14,340iApproximate average salary by contribution assumption: employee only about $358,493 at 4% or $238,995 at 6%; with 50% employer match about $238,995 at 4% or $159,330 at 6%; with 100% employer match about $179,246 at 4% or $119,498 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-20$4,191,303$286,794$14,340iApproximate average salary by contribution assumption: employee only about $358,493 at 4% or $238,995 at 6%; with 50% employer match about $238,995 at 4% or $159,330 at 6%; with 100% employer match about $179,246 at 4% or $119,498 at 6%.
2024120$3,412,837$295,185$14,759iApproximate average salary by contribution assumption: employee only about $368,981 at 4% or $245,988 at 6%; with 50% employer match about $245,988 at 4% or $163,992 at 6%; with 100% employer match about $184,491 at 4% or $122,994 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-20$3,412,837$295,185$14,759iApproximate average salary by contribution assumption: employee only about $368,981 at 4% or $245,988 at 6%; with 50% employer match about $245,988 at 4% or $163,992 at 6%; with 100% employer match about $184,491 at 4% or $122,994 at 6%.
2023115$2,582,392$435,574$29,038iApproximate average salary by contribution assumption: employee only about $725,957 at 4% or $483,971 at 6%; with 50% employer match about $483,971 at 4% or $322,647 at 6%; with 100% employer match about $362,978 at 4% or $241,986 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-15$2,582,392$435,574$29,038iApproximate average salary by contribution assumption: employee only about $725,957 at 4% or $483,971 at 6%; with 50% employer match about $483,971 at 4% or $322,647 at 6%; with 100% employer match about $362,978 at 4% or $241,986 at 6%.
2022116$1,816,383$223,643$13,978iApproximate average salary by contribution assumption: employee only about $349,442 at 4% or $232,961 at 6%; with 50% employer match about $232,961 at 4% or $155,308 at 6%; with 100% employer match about $174,721 at 4% or $116,481 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-16$1,816,383$223,643$13,978iApproximate average salary by contribution assumption: employee only about $349,442 at 4% or $232,961 at 6%; with 50% employer match about $232,961 at 4% or $155,308 at 6%; with 100% employer match about $174,721 at 4% or $116,481 at 6%.
2021114$1,886,059$284,288$20,306iApproximate average salary by contribution assumption: employee only about $507,657 at 4% or $338,438 at 6%; with 50% employer match about $338,438 at 4% or $225,625 at 6%; with 100% employer match about $253,829 at 4% or $169,219 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-14$1,886,059$284,288$20,306iApproximate average salary by contribution assumption: employee only about $507,657 at 4% or $338,438 at 6%; with 50% employer match about $338,438 at 4% or $225,625 at 6%; with 100% employer match about $253,829 at 4% or $169,219 at 6%.
2020114$1,361,881$249,167$17,798iApproximate average salary by contribution assumption: employee only about $444,941 at 4% or $296,627 at 6%; with 50% employer match about $296,627 at 4% or $197,752 at 6%; with 100% employer match about $222,471 at 4% or $148,314 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-14$1,361,881$249,167$17,798iApproximate average salary by contribution assumption: employee only about $444,941 at 4% or $296,627 at 6%; with 50% employer match about $296,627 at 4% or $197,752 at 6%; with 100% employer match about $222,471 at 4% or $148,314 at 6%.
2019112$977,431$212,678$17,723iApproximate average salary by contribution assumption: employee only about $443,079 at 4% or $295,386 at 6%; with 50% employer match about $295,386 at 4% or $196,924 at 6%; with 100% employer match about $221,540 at 4% or $147,693 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-12$977,431$212,678$17,723iApproximate average salary by contribution assumption: employee only about $443,079 at 4% or $295,386 at 6%; with 50% employer match about $295,386 at 4% or $196,924 at 6%; with 100% employer match about $221,540 at 4% or $147,693 at 6%.
201819$596,255$169,858$18,873iApproximate average salary by contribution assumption: employee only about $471,828 at 4% or $314,552 at 6%; with 50% employer match about $314,552 at 4% or $209,701 at 6%; with 100% employer match about $235,914 at 4% or $157,276 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-9$596,255$169,858$18,873iApproximate average salary by contribution assumption: employee only about $471,828 at 4% or $314,552 at 6%; with 50% employer match about $314,552 at 4% or $209,701 at 6%; with 100% employer match about $235,914 at 4% or $157,276 at 6%.
201716$462,425$16,907$2,818iApproximate average salary by contribution assumption: employee only about $70,446 at 4% or $46,964 at 6%; with 50% employer match about $46,964 at 4% or $31,309 at 6%; with 100% employer match about $35,223 at 4% or $23,482 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-6$462,425$16,907$2,818iApproximate average salary by contribution assumption: employee only about $70,446 at 4% or $46,964 at 6%; with 50% employer match about $46,964 at 4% or $31,309 at 6%; with 100% employer match about $35,223 at 4% or $23,482 at 6%.
201617$385,547$141,653$20,236iApproximate average salary by contribution assumption: employee only about $505,904 at 4% or $337,269 at 6%; with 50% employer match about $337,269 at 4% or $224,846 at 6%; with 100% employer match about $252,952 at 4% or $168,635 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-7$385,547$141,653$20,236iApproximate average salary by contribution assumption: employee only about $505,904 at 4% or $337,269 at 6%; with 50% employer match about $337,269 at 4% or $224,846 at 6%; with 100% employer match about $252,952 at 4% or $168,635 at 6%.
201515$225,465$119,144$23,829iApproximate average salary by contribution assumption: employee only about $595,720 at 4% or $397,147 at 6%; with 50% employer match about $397,147 at 4% or $264,764 at 6%; with 100% employer match about $297,860 at 4% or $198,573 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-5$225,465$119,144$23,829iApproximate average salary by contribution assumption: employee only about $595,720 at 4% or $397,147 at 6%; with 50% employer match about $397,147 at 4% or $264,764 at 6%; with 100% employer match about $297,860 at 4% or $198,573 at 6%.
201415$113,636$59,570$11,914iApproximate average salary by contribution assumption: employee only about $297,850 at 4% or $198,567 at 6%; with 50% employer match about $198,567 at 4% or $132,378 at 6%; with 100% employer match about $148,925 at 4% or $99,283 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-5$113,636$59,570$11,914iApproximate average salary by contribution assumption: employee only about $297,850 at 4% or $198,567 at 6%; with 50% employer match about $198,567 at 4% or $132,378 at 6%; with 100% employer match about $148,925 at 4% or $99,283 at 6%.
201314$60,211$35,511$8,878iApproximate average salary by contribution assumption: employee only about $221,944 at 4% or $147,963 at 6%; with 50% employer match about $147,963 at 4% or $98,642 at 6%; with 100% employer match about $110,972 at 4% or $73,981 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-4$60,211$35,511$8,878iApproximate average salary by contribution assumption: employee only about $221,944 at 4% or $147,963 at 6%; with 50% employer match about $147,963 at 4% or $98,642 at 6%; with 100% employer match about $110,972 at 4% or $73,981 at 6%.
201214$20,000$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Kerley Schaffer LLP 401(K) Profit Sharing Plan-4$20,000$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201115$0$0-
Kerley Schaffer LLP 401(K) Profit Sharing Plan-5$0--