Civic Intelligence

Cole-Frieman & Mallon LLP

Plan context: COLE-FRIEMAN & MALLON LLP 401(K) PLAN

EIN 26-4110853 • San Francisco, CA • 16 filings • 2 plans

201 California, Suite 350San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$7,063,380

2024 Contributions

$1,316,716

Historical Graphs

Total Assets Over Time

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

$7,063,380$3,531,690$0201720212024YearValue
$7,063,380Latest year 2024

Participants Over Time

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

63320201720212024YearValue
63Latest 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
2024263$7,063,380$1,316,716$20,900iApproximate average salary by contribution assumption: employee only about $522,506 at 4% or $348,338 at 6%; with 50% employer match about $348,338 at 4% or $232,225 at 6%; with 100% employer match about $261,253 at 4% or $174,169 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-63$4,665,472$1,066,716$16,932iApproximate average salary by contribution assumption: employee only about $423,300 at 4% or $282,200 at 6%; with 50% employer match about $282,200 at 4% or $188,133 at 6%; with 100% employer match about $211,650 at 4% or $141,100 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-46$2,397,908$250,000$5,435iApproximate average salary by contribution assumption: employee only about $135,870 at 4% or $90,580 at 6%; with 50% employer match about $90,580 at 4% or $60,386 at 6%; with 100% employer match about $67,935 at 4% or $45,290 at 6%.
2023262$5,178,408$1,204,482$19,427iApproximate average salary by contribution assumption: employee only about $485,678 at 4% or $323,785 at 6%; with 50% employer match about $323,785 at 4% or $215,857 at 6%; with 100% employer match about $242,839 at 4% or $161,893 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-62$3,245,999$857,775$13,835iApproximate average salary by contribution assumption: employee only about $345,877 at 4% or $230,585 at 6%; with 50% employer match about $230,585 at 4% or $153,723 at 6%; with 100% employer match about $172,939 at 4% or $115,292 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-37$1,932,409$346,707$9,370iApproximate average salary by contribution assumption: employee only about $234,261 at 4% or $156,174 at 6%; with 50% employer match about $156,174 at 4% or $104,116 at 6%; with 100% employer match about $117,131 at 4% or $78,087 at 6%.
2022248$3,590,978$976,601$20,346iApproximate average salary by contribution assumption: employee only about $508,646 at 4% or $339,098 at 6%; with 50% employer match about $339,098 at 4% or $226,065 at 6%; with 100% employer match about $254,323 at 4% or $169,549 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-48$2,122,631$787,101$16,398iApproximate average salary by contribution assumption: employee only about $409,948 at 4% or $273,299 at 6%; with 50% employer match about $273,299 at 4% or $182,199 at 6%; with 100% employer match about $204,974 at 4% or $136,649 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-23$1,468,347$189,500$8,239iApproximate average salary by contribution assumption: employee only about $205,978 at 4% or $137,319 at 6%; with 50% employer match about $137,319 at 4% or $91,546 at 6%; with 100% employer match about $102,989 at 4% or $68,659 at 6%.
2021233$3,079,611$803,773$24,357iApproximate average salary by contribution assumption: employee only about $608,919 at 4% or $405,946 at 6%; with 50% employer match about $405,946 at 4% or $270,631 at 6%; with 100% employer match about $304,459 at 4% or $202,973 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-33$1,584,856$455,273$13,796iApproximate average salary by contribution assumption: employee only about $344,904 at 4% or $229,936 at 6%; with 50% employer match about $229,936 at 4% or $153,291 at 6%; with 100% employer match about $172,452 at 4% or $114,968 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-23$1,494,755$348,500$15,152iApproximate average salary by contribution assumption: employee only about $378,804 at 4% or $252,536 at 6%; with 50% employer match about $252,536 at 4% or $168,357 at 6%; with 100% employer match about $189,402 at 4% or $126,268 at 6%.
2020213$2,214,144$588,106$45,239iApproximate average salary by contribution assumption: employee only about $1,130,973 at 4% or $753,982 at 6%; with 50% employer match about $753,982 at 4% or $502,655 at 6%; with 100% employer match about $565,487 at 4% or $376,991 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-13$1,225,888$344,106$26,470iApproximate average salary by contribution assumption: employee only about $661,742 at 4% or $441,162 at 6%; with 50% employer match about $441,162 at 4% or $294,108 at 6%; with 100% employer match about $330,871 at 4% or $220,581 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-13$988,256$244,000$18,769iApproximate average salary by contribution assumption: employee only about $469,231 at 4% or $312,821 at 6%; with 50% employer match about $312,821 at 4% or $208,547 at 6%; with 100% employer match about $234,615 at 4% or $156,410 at 6%.
2019228$1,483,377$531,354$18,977iApproximate average salary by contribution assumption: employee only about $474,423 at 4% or $316,282 at 6%; with 50% employer match about $316,282 at 4% or $210,855 at 6%; with 100% employer match about $237,212 at 4% or $158,141 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-28$845,497$287,354$10,263iApproximate average salary by contribution assumption: employee only about $256,566 at 4% or $171,044 at 6%; with 50% employer match about $171,044 at 4% or $114,029 at 6%; with 100% employer match about $128,283 at 4% or $85,522 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-17$637,880$244,000$14,353iApproximate average salary by contribution assumption: employee only about $358,824 at 4% or $239,216 at 6%; with 50% employer match about $239,216 at 4% or $159,477 at 6%; with 100% employer match about $179,412 at 4% or $119,608 at 6%.
2018223$799,800$547,795$23,817iApproximate average salary by contribution assumption: employee only about $595,429 at 4% or $396,953 at 6%; with 50% employer match about $396,953 at 4% or $264,635 at 6%; with 100% employer match about $297,715 at 4% or $198,476 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-23$470,773$303,795$13,208iApproximate average salary by contribution assumption: employee only about $330,212 at 4% or $220,141 at 6%; with 50% employer match about $220,141 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-14$329,027$244,000$17,429iApproximate average salary by contribution assumption: employee only about $435,714 at 4% or $290,476 at 6%; with 50% employer match about $290,476 at 4% or $193,651 at 6%; with 100% employer match about $217,857 at 4% or $145,238 at 6%.
2017215$307,607$297,099$19,807iApproximate average salary by contribution assumption: employee only about $495,165 at 4% or $330,110 at 6%; with 50% employer match about $330,110 at 4% or $220,073 at 6%; with 100% employer match about $247,582 at 4% or $165,055 at 6%.
COLE-FRIEMAN & MALLON LLP 401(K) PLAN-15$198,442$190,776$12,718iApproximate average salary by contribution assumption: employee only about $317,960 at 4% or $211,973 at 6%; with 50% employer match about $211,973 at 4% or $141,316 at 6%; with 100% employer match about $158,980 at 4% or $105,987 at 6%.
Cole-Frieman & Mallon LLP Cash Balance Plan-10$109,165$106,323$10,632iApproximate average salary by contribution assumption: employee only about $265,808 at 4% or $177,205 at 6%; with 50% employer match about $177,205 at 4% or $118,137 at 6%; with 100% employer match about $132,904 at 4% or $88,603 at 6%.