Civic Intelligence

LEWIS & LLEWELLYN, LLP

Plan context: LEWIS & LLEWELLYN, LLP 401(K) PROFIT SHARING PLAN

EIN 45-4158980 • San Francisco, CA • 16 filings • 3 plans

601 Montgomery StreetSuite 2000San Francisco, CA 94111
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$4,765,805

2025 Contributions

$711,350

Historical Graphs

Total Assets Over Time

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

$4,765,805$2,382,903$0201520202025YearValue
$4,765,805Latest year 2025

Participants Over Time

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

29150201520202025YearValue
27Latest 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
2025127$4,765,805$711,350$26,346iApproximate average salary by contribution assumption: employee only about $658,657 at 4% or $439,105 at 6%; with 50% employer match about $439,105 at 4% or $292,737 at 6%; with 100% employer match about $329,329 at 4% or $219,552 at 6%.
LEWIS & LLEWELLYN, LLP 401(K) PROFIT SHARING PLAN-27$4,765,805$711,350$26,346iApproximate average salary by contribution assumption: employee only about $658,657 at 4% or $439,105 at 6%; with 50% employer match about $439,105 at 4% or $292,737 at 6%; with 100% employer match about $329,329 at 4% or $219,552 at 6%.
2024129$3,687,300$646,463$22,292iApproximate average salary by contribution assumption: employee only about $557,296 at 4% or $371,530 at 6%; with 50% employer match about $371,530 at 4% or $247,687 at 6%; with 100% employer match about $278,648 at 4% or $185,765 at 6%.
LEWIS & LLEWELLYN, LLP 401(K) PROFIT SHARING PLAN-29$3,687,300$646,463$22,292iApproximate average salary by contribution assumption: employee only about $557,296 at 4% or $371,530 at 6%; with 50% employer match about $371,530 at 4% or $247,687 at 6%; with 100% employer match about $278,648 at 4% or $185,765 at 6%.
2023126$2,601,833$500,151$19,237iApproximate average salary by contribution assumption: employee only about $480,914 at 4% or $320,610 at 6%; with 50% employer match about $320,610 at 4% or $213,740 at 6%; with 100% employer match about $240,457 at 4% or $160,305 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-26$2,601,833$500,151$19,237iApproximate average salary by contribution assumption: employee only about $480,914 at 4% or $320,610 at 6%; with 50% employer match about $320,610 at 4% or $213,740 at 6%; with 100% employer match about $240,457 at 4% or $160,305 at 6%.
2022116$1,796,479$426,258$26,641iApproximate average salary by contribution assumption: employee only about $666,028 at 4% or $444,019 at 6%; with 50% employer match about $444,019 at 4% or $296,013 at 6%; with 100% employer match about $333,014 at 4% or $222,009 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-16$1,796,479$426,258$26,641iApproximate average salary by contribution assumption: employee only about $666,028 at 4% or $444,019 at 6%; with 50% employer match about $444,019 at 4% or $296,013 at 6%; with 100% employer match about $333,014 at 4% or $222,009 at 6%.
2021120$1,742,553$513,683$25,684iApproximate average salary by contribution assumption: employee only about $642,104 at 4% or $428,069 at 6%; with 50% employer match about $428,069 at 4% or $285,379 at 6%; with 100% employer match about $321,052 at 4% or $214,035 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-20$1,742,553$513,683$25,684iApproximate average salary by contribution assumption: employee only about $642,104 at 4% or $428,069 at 6%; with 50% employer match about $428,069 at 4% or $285,379 at 6%; with 100% employer match about $321,052 at 4% or $214,035 at 6%.
2020116$1,033,052$153,667$9,604iApproximate average salary by contribution assumption: employee only about $240,105 at 4% or $160,070 at 6%; with 50% employer match about $160,070 at 4% or $106,713 at 6%; with 100% employer match about $120,052 at 4% or $80,035 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-16$1,033,052$153,667$9,604iApproximate average salary by contribution assumption: employee only about $240,105 at 4% or $160,070 at 6%; with 50% employer match about $160,070 at 4% or $106,713 at 6%; with 100% employer match about $120,052 at 4% or $80,035 at 6%.
2019214$762,907$102,478$7,320iApproximate average salary by contribution assumption: employee only about $182,996 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,498 at 4% or $60,999 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-14$762,907$102,478$7,320iApproximate average salary by contribution assumption: employee only about $182,996 at 4% or $121,998 at 6%; with 50% employer match about $121,998 at 4% or $81,332 at 6%; with 100% employer match about $91,498 at 4% or $60,999 at 6%.
LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN-0$0$0-
2018214$1,304,541$428,346$30,596iApproximate average salary by contribution assumption: employee only about $764,904 at 4% or $509,936 at 6%; with 50% employer match about $509,936 at 4% or $339,957 at 6%; with 100% employer match about $382,452 at 4% or $254,968 at 6%.
LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN-9$706,351$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-14$598,190$228,346$16,310iApproximate average salary by contribution assumption: employee only about $407,761 at 4% or $271,840 at 6%; with 50% employer match about $271,840 at 4% or $181,227 at 6%; with 100% employer match about $203,880 at 4% or $135,920 at 6%.
2017210$944,392$320,475$32,048iApproximate average salary by contribution assumption: employee only about $801,188 at 4% or $534,125 at 6%; with 50% employer match about $534,125 at 4% or $356,083 at 6%; with 100% employer match about $400,594 at 4% or $267,063 at 6%.
LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN-8$510,213$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-10$434,179$150,475$15,048iApproximate average salary by contribution assumption: employee only about $376,188 at 4% or $250,792 at 6%; with 50% employer match about $250,792 at 4% or $167,194 at 6%; with 100% employer match about $188,094 at 4% or $125,396 at 6%.
2016211$622,498$328,113$29,828iApproximate average salary by contribution assumption: employee only about $745,711 at 4% or $497,141 at 6%; with 50% employer match about $497,141 at 4% or $331,427 at 6%; with 100% employer match about $372,856 at 4% or $248,570 at 6%.
LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN-7$330,167$170,000$24,286iApproximate average salary by contribution assumption: employee only about $607,143 at 4% or $404,762 at 6%; with 50% employer match about $404,762 at 4% or $269,841 at 6%; with 100% employer match about $303,571 at 4% or $202,381 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-11$292,331$158,113$14,374iApproximate average salary by contribution assumption: employee only about $359,348 at 4% or $239,565 at 6%; with 50% employer match about $239,565 at 4% or $159,710 at 6%; with 100% employer match about $179,674 at 4% or $119,783 at 6%.
201526$274,161$275,485$45,914iApproximate average salary by contribution assumption: employee only about $1,147,854 at 4% or $765,236 at 6%; with 50% employer match about $765,236 at 4% or $510,157 at 6%; with 100% employer match about $573,927 at 4% or $382,618 at 6%.
LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN-6$155,000$155,000$25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%.
LEWIS & LLEWELLYN LLP 401(K) PROFIT SHARING PLAN-6$119,161$120,485$20,081iApproximate average salary by contribution assumption: employee only about $502,021 at 4% or $334,681 at 6%; with 50% employer match about $334,681 at 4% or $223,120 at 6%; with 100% employer match about $251,010 at 4% or $167,340 at 6%.