Civic Intelligence

Shimon Ben Joseph Foundation

Plan context: SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN

EIN 33-1114104 • San Francisco, CA • 25 filings • 3 plans

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343 Sansome St Ste 550San Francisco, CA 94104-5626
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$840,197

2025 Contributions

$89,005

Historical Graphs

Total Assets Over Time

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

$10,803,467$5,401,734$0200820172025YearValue
$840,197Latest year 2025

Participants Over Time

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

43220200720172025YearValue
23Latest 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
2025123$840,197$89,005$3,870iApproximate average salary by contribution assumption: employee only about $96,745 at 4% or $64,496 at 6%; with 50% employer match about $64,496 at 4% or $42,998 at 6%; with 100% employer match about $48,372 at 4% or $32,248 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-23$840,197$89,005$3,870iApproximate average salary by contribution assumption: employee only about $96,745 at 4% or $64,496 at 6%; with 50% employer match about $64,496 at 4% or $42,998 at 6%; with 100% employer match about $48,372 at 4% or $32,248 at 6%.
2024123$673,644$158,765$6,903iApproximate average salary by contribution assumption: employee only about $172,571 at 4% or $115,047 at 6%; with 50% employer match about $115,047 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,524 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-23$673,644$158,765$6,903iApproximate average salary by contribution assumption: employee only about $172,571 at 4% or $115,047 at 6%; with 50% employer match about $115,047 at 4% or $76,698 at 6%; with 100% employer match about $86,285 at 4% or $57,524 at 6%.
2023222$475,811$614,927$27,951iApproximate average salary by contribution assumption: employee only about $698,781 at 4% or $465,854 at 6%; with 50% employer match about $465,854 at 4% or $310,569 at 6%; with 100% employer match about $349,390 at 4% or $232,927 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-22$475,811$60,573$2,753iApproximate average salary by contribution assumption: employee only about $68,833 at 4% or $45,889 at 6%; with 50% employer match about $45,889 at 4% or $30,592 at 6%; with 100% employer match about $34,416 at 4% or $22,944 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-0$0$554,354-
2022240$8,670,484$631,925$15,798iApproximate average salary by contribution assumption: employee only about $394,953 at 4% or $263,302 at 6%; with 50% employer match about $263,302 at 4% or $175,535 at 6%; with 100% employer match about $197,477 at 4% or $131,651 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-40$8,286,439$631,925$15,798iApproximate average salary by contribution assumption: employee only about $394,953 at 4% or $263,302 at 6%; with 50% employer match about $263,302 at 4% or $175,535 at 6%; with 100% employer match about $197,477 at 4% or $131,651 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-19$384,045$0-
2021240$10,803,467$632,486$15,812iApproximate average salary by contribution assumption: employee only about $395,304 at 4% or $263,536 at 6%; with 50% employer match about $263,536 at 4% or $175,691 at 6%; with 100% employer match about $197,652 at 4% or $131,768 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-40$10,387,405$575,206$14,380iApproximate average salary by contribution assumption: employee only about $359,504 at 4% or $239,669 at 6%; with 50% employer match about $239,669 at 4% or $159,779 at 6%; with 100% employer match about $179,752 at 4% or $119,835 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-20$416,062$57,280$2,864iApproximate average salary by contribution assumption: employee only about $71,600 at 4% or $47,733 at 6%; with 50% employer match about $47,733 at 4% or $31,822 at 6%; with 100% employer match about $35,800 at 4% or $23,867 at 6%.
2020241$9,023,765$553,078$13,490iApproximate average salary by contribution assumption: employee only about $337,243 at 4% or $224,828 at 6%; with 50% employer match about $224,828 at 4% or $149,886 at 6%; with 100% employer match about $168,621 at 4% or $112,414 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-41$8,689,743$439,596$10,722iApproximate average salary by contribution assumption: employee only about $268,046 at 4% or $178,698 at 6%; with 50% employer match about $178,698 at 4% or $119,132 at 6%; with 100% employer match about $134,023 at 4% or $89,349 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-19$334,022$113,482$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,546 at 6%; with 50% employer match about $99,546 at 4% or $66,364 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
2019242$7,528,850$353,997$8,429iApproximate average salary by contribution assumption: employee only about $210,713 at 4% or $140,475 at 6%; with 50% employer match about $140,475 at 4% or $93,650 at 6%; with 100% employer match about $105,356 at 4% or $70,238 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-42$7,329,740$292,397$6,962iApproximate average salary by contribution assumption: employee only about $174,046 at 4% or $116,031 at 6%; with 50% employer match about $116,031 at 4% or $77,354 at 6%; with 100% employer match about $87,023 at 4% or $58,015 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-17$199,110$61,600$3,624iApproximate average salary by contribution assumption: employee only about $90,588 at 4% or $60,392 at 6%; with 50% employer match about $60,392 at 4% or $40,261 at 6%; with 100% employer match about $45,294 at 4% or $30,196 at 6%.
2018243$6,254,728$347,364$8,078iApproximate average salary by contribution assumption: employee only about $201,956 at 4% or $134,637 at 6%; with 50% employer match about $134,637 at 4% or $89,758 at 6%; with 100% employer match about $100,978 at 4% or $67,319 at 6%.
THE SHIMON BEN JOSEPH FOUNDATION 401(K) PLAN-43$6,141,107$288,734$6,715iApproximate average salary by contribution assumption: employee only about $167,869 at 4% or $111,912 at 6%; with 50% employer match about $111,912 at 4% or $74,608 at 6%; with 100% employer match about $83,934 at 4% or $55,956 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-18$113,621$58,630$3,257iApproximate average salary by contribution assumption: employee only about $81,431 at 4% or $54,287 at 6%; with 50% employer match about $54,287 at 4% or $36,191 at 6%; with 100% employer match about $40,715 at 4% or $27,144 at 6%.
2017116$57,320$56,106$3,507iApproximate average salary by contribution assumption: employee only about $87,666 at 4% or $58,444 at 6%; with 50% employer match about $58,444 at 4% or $38,963 at 6%; with 100% employer match about $43,833 at 4% or $29,222 at 6%.
SHIMON BEN JOSEPH FOUNDATION CASH BALANCE PLAN-16$57,320$56,106$3,507iApproximate average salary by contribution assumption: employee only about $87,666 at 4% or $58,444 at 6%; with 50% employer match about $58,444 at 4% or $38,963 at 6%; with 100% employer match about $43,833 at 4% or $29,222 at 6%.
201610$0$0-
Shimon Ben Joseph Foundation Defined Benefit Plan-0$0$0-
2015128$483,363$40,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-28$483,363$40,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
2014129$447,126$25,250$871iApproximate average salary by contribution assumption: employee only about $21,767 at 4% or $14,511 at 6%; with 50% employer match about $14,511 at 4% or $9,674 at 6%; with 100% employer match about $10,884 at 4% or $7,256 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-29$447,126$25,250$871iApproximate average salary by contribution assumption: employee only about $21,767 at 4% or $14,511 at 6%; with 50% employer match about $14,511 at 4% or $9,674 at 6%; with 100% employer match about $10,884 at 4% or $7,256 at 6%.
2013129$400,987$50,500$1,741iApproximate average salary by contribution assumption: employee only about $43,534 at 4% or $29,023 at 6%; with 50% employer match about $29,023 at 4% or $19,349 at 6%; with 100% employer match about $21,767 at 4% or $14,511 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-29$400,987$50,500$1,741iApproximate average salary by contribution assumption: employee only about $43,534 at 4% or $29,023 at 6%; with 50% employer match about $29,023 at 4% or $19,349 at 6%; with 100% employer match about $21,767 at 4% or $14,511 at 6%.
2012130$319,249$50,500$1,683iApproximate average salary by contribution assumption: employee only about $42,083 at 4% or $28,056 at 6%; with 50% employer match about $28,056 at 4% or $18,704 at 6%; with 100% employer match about $21,042 at 4% or $14,028 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-30$319,249$50,500$1,683iApproximate average salary by contribution assumption: employee only about $42,083 at 4% or $28,056 at 6%; with 50% employer match about $28,056 at 4% or $18,704 at 6%; with 100% employer match about $21,042 at 4% or $14,028 at 6%.
2011128$245,374$50,500$1,804iApproximate average salary by contribution assumption: employee only about $45,089 at 4% or $30,060 at 6%; with 50% employer match about $30,060 at 4% or $20,040 at 6%; with 100% employer match about $22,545 at 4% or $15,030 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-28$245,374$50,500$1,804iApproximate average salary by contribution assumption: employee only about $45,089 at 4% or $30,060 at 6%; with 50% employer match about $30,060 at 4% or $20,040 at 6%; with 100% employer match about $22,545 at 4% or $15,030 at 6%.
2010127$193,646$50,500$1,870iApproximate average salary by contribution assumption: employee only about $46,759 at 4% or $31,173 at 6%; with 50% employer match about $31,173 at 4% or $20,782 at 6%; with 100% employer match about $23,380 at 4% or $15,586 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-27$193,646$50,500$1,870iApproximate average salary by contribution assumption: employee only about $46,759 at 4% or $31,173 at 6%; with 50% employer match about $31,173 at 4% or $20,782 at 6%; with 100% employer match about $23,380 at 4% or $15,586 at 6%.
2009131$128,305$50,000$1,613iApproximate average salary by contribution assumption: employee only about $40,323 at 4% or $26,882 at 6%; with 50% employer match about $26,882 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-31$128,305$50,000$1,613iApproximate average salary by contribution assumption: employee only about $40,323 at 4% or $26,882 at 6%; with 50% employer match about $26,882 at 4% or $17,921 at 6%; with 100% employer match about $20,161 at 4% or $13,441 at 6%.
2008127$63,069$40,000$1,481iApproximate average salary by contribution assumption: employee only about $37,037 at 4% or $24,691 at 6%; with 50% employer match about $24,691 at 4% or $16,461 at 6%; with 100% employer match about $18,519 at 4% or $12,346 at 6%.
Shimon Ben Joseph Foundation Defined Benefit Plan-27$63,069$40,000$1,481iApproximate average salary by contribution assumption: employee only about $37,037 at 4% or $24,691 at 6%; with 50% employer match about $24,691 at 4% or $16,461 at 6%; with 100% employer match about $18,519 at 4% or $12,346 at 6%.
2007120$0$0-
Shimon Ben Joseph Foundation Defined Benefit Plan-20---