Civic Intelligence

Levin Simes LLP

Plan context: LEVIN SIMES LLP 401(K) PLAN

EIN 45-4169197 • San Francisco, CA • 26 filings • 4 plans

1700 Montgomery StreetSuite 250San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$10,614,909

2024 Contributions

$475,583

Historical Graphs

Total Assets Over Time

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

$10,614,909$5,307,455$0201220182024YearValue
$10,614,909Latest year 2024

Participants Over Time

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

68340201220182024YearValue
53Latest 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
2024253$10,614,909$475,583$8,973iApproximate average salary by contribution assumption: employee only about $224,332 at 4% or $149,554 at 6%; with 50% employer match about $149,554 at 4% or $99,703 at 6%; with 100% employer match about $112,166 at 4% or $74,777 at 6%.
LEVIN SIMES LLP 401(K) PLAN-53$5,430,617$475,583$8,973iApproximate average salary by contribution assumption: employee only about $224,332 at 4% or $149,554 at 6%; with 50% employer match about $149,554 at 4% or $99,703 at 6%; with 100% employer match about $112,166 at 4% or $74,777 at 6%.
Levin Simes LLP Cash Balance Plan-29$5,184,292--
2023268$9,341,741$628,788$9,247iApproximate average salary by contribution assumption: employee only about $231,172 at 4% or $154,115 at 6%; with 50% employer match about $154,115 at 4% or $102,743 at 6%; with 100% employer match about $115,586 at 4% or $77,057 at 6%.
Levin Simes LLP Cash Balance Plan-68$4,841,162$50,544$743iApproximate average salary by contribution assumption: employee only about $18,582 at 4% or $12,388 at 6%; with 50% employer match about $12,388 at 4% or $8,259 at 6%; with 100% employer match about $9,291 at 4% or $6,194 at 6%.
LEVIN SIMES LLP 401(K) PLAN-54$4,500,579$578,244$10,708iApproximate average salary by contribution assumption: employee only about $267,706 at 4% or $178,470 at 6%; with 50% employer match about $178,470 at 4% or $118,980 at 6%; with 100% employer match about $133,853 at 4% or $89,235 at 6%.
2022268$8,624,234$894,121$13,149iApproximate average salary by contribution assumption: employee only about $328,721 at 4% or $219,147 at 6%; with 50% employer match about $219,147 at 4% or $146,098 at 6%; with 100% employer match about $164,360 at 4% or $109,574 at 6%.
Levin Simes LLP Cash Balance Plan-68$4,414,237$299,629$4,406iApproximate average salary by contribution assumption: employee only about $110,158 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,079 at 4% or $36,719 at 6%.
LEVIN SIMES ABRAMS LLP 401(K) PLAN-52$4,209,997$594,492$11,433iApproximate average salary by contribution assumption: employee only about $285,813 at 4% or $190,542 at 6%; with 50% employer match about $190,542 at 4% or $127,028 at 6%; with 100% employer match about $142,907 at 4% or $95,271 at 6%.
2021251$9,416,047$742,014$14,549iApproximate average salary by contribution assumption: employee only about $363,732 at 4% or $242,488 at 6%; with 50% employer match about $242,488 at 4% or $161,659 at 6%; with 100% employer match about $181,866 at 4% or $121,244 at 6%.
LEVIN SIMES ABRAMS LLP 401(K) PLAN-51$4,778,483$454,723$8,916iApproximate average salary by contribution assumption: employee only about $222,903 at 4% or $148,602 at 6%; with 50% employer match about $148,602 at 4% or $99,068 at 6%; with 100% employer match about $111,452 at 4% or $74,301 at 6%.
Levin Simes LLP Cash Balance Plan-23$4,637,564$287,291$12,491iApproximate average salary by contribution assumption: employee only about $312,273 at 4% or $208,182 at 6%; with 50% employer match about $208,182 at 4% or $138,788 at 6%; with 100% employer match about $156,136 at 4% or $104,091 at 6%.
2020250$8,797,669$856,164$17,123iApproximate average salary by contribution assumption: employee only about $428,082 at 4% or $285,388 at 6%; with 50% employer match about $285,388 at 4% or $190,259 at 6%; with 100% employer match about $214,041 at 4% or $142,694 at 6%.
LEVIN SIMES LLP 401(K) PLAN-49$4,761,912$367,819$7,507iApproximate average salary by contribution assumption: employee only about $187,663 at 4% or $125,109 at 6%; with 50% employer match about $125,109 at 4% or $83,406 at 6%; with 100% employer match about $93,831 at 4% or $62,554 at 6%.
Levin Simes LLP Cash Balance Plan-50$4,035,757$488,345$9,767iApproximate average salary by contribution assumption: employee only about $244,173 at 4% or $162,782 at 6%; with 50% employer match about $162,782 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,391 at 6%.
2019251$8,897,967$739,555$14,501iApproximate average salary by contribution assumption: employee only about $362,527 at 4% or $241,685 at 6%; with 50% employer match about $241,685 at 4% or $161,123 at 6%; with 100% employer match about $181,263 at 4% or $120,842 at 6%.
LEVIN SIMES LLP 401(K) PLAN-51$5,682,230$227,900$4,469iApproximate average salary by contribution assumption: employee only about $111,716 at 4% or $74,477 at 6%; with 50% employer match about $74,477 at 4% or $49,651 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%.
Levin Simes LLP Cash Balance Plan-51$3,215,737$511,655$10,032iApproximate average salary by contribution assumption: employee only about $250,811 at 4% or $167,208 at 6%; with 50% employer match about $167,208 at 4% or $111,472 at 6%; with 100% employer match about $125,406 at 4% or $83,604 at 6%.
2018255$7,034,726$221,012$4,018iApproximate average salary by contribution assumption: employee only about $100,460 at 4% or $66,973 at 6%; with 50% employer match about $66,973 at 4% or $44,649 at 6%; with 100% employer match about $50,230 at 4% or $33,487 at 6%.
LEVIN SIMES LLP 401(K) PLAN-55$4,733,993$185,241$3,368iApproximate average salary by contribution assumption: employee only about $84,200 at 4% or $56,134 at 6%; with 50% employer match about $56,134 at 4% or $37,422 at 6%; with 100% employer match about $42,100 at 4% or $28,067 at 6%.
Levin Simes LLP Cash Balance Plan-38$2,300,733$35,771$941iApproximate average salary by contribution assumption: employee only about $23,534 at 4% or $15,689 at 6%; with 50% employer match about $15,689 at 4% or $10,459 at 6%; with 100% employer match about $11,767 at 4% or $7,845 at 6%.
2017262$8,246,263$259,027$4,178iApproximate average salary by contribution assumption: employee only about $104,446 at 4% or $69,631 at 6%; with 50% employer match about $69,631 at 4% or $46,421 at 6%; with 100% employer match about $52,223 at 4% or $34,815 at 6%.
LEVIN SIMES LLP 401(K) PLAN-52$5,819,899$200,870$3,863iApproximate average salary by contribution assumption: employee only about $96,572 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,191 at 6%.
Levin Simes LLP Cash Balance Plan-62$2,426,364$58,157$938iApproximate average salary by contribution assumption: employee only about $23,450 at 4% or $15,634 at 6%; with 50% employer match about $15,634 at 4% or $10,422 at 6%; with 100% employer match about $11,725 at 4% or $7,817 at 6%.
2016251$7,147,393$600,141$11,767iApproximate average salary by contribution assumption: employee only about $294,187 at 4% or $196,125 at 6%; with 50% employer match about $196,125 at 4% or $130,750 at 6%; with 100% employer match about $147,093 at 4% or $98,062 at 6%.
LEVIN SIMES LLP 401(K) PLAN-47$5,062,270$559,037$11,894iApproximate average salary by contribution assumption: employee only about $297,360 at 4% or $198,240 at 6%; with 50% employer match about $198,240 at 4% or $132,160 at 6%; with 100% employer match about $148,680 at 4% or $99,120 at 6%.
Levin Simes LLP Cash Balance Plan-51$2,085,123$41,104$806iApproximate average salary by contribution assumption: employee only about $20,149 at 4% or $13,433 at 6%; with 50% employer match about $13,433 at 4% or $8,955 at 6%; with 100% employer match about $10,075 at 4% or $6,716 at 6%.
2015246$6,166,255$1,189,196$25,852iApproximate average salary by contribution assumption: employee only about $646,302 at 4% or $430,868 at 6%; with 50% employer match about $430,868 at 4% or $287,245 at 6%; with 100% employer match about $323,151 at 4% or $215,434 at 6%.
LEVIN SIMES LLP 401(K) PLAN-44$4,213,911$509,555$11,581iApproximate average salary by contribution assumption: employee only about $289,520 at 4% or $193,013 at 6%; with 50% employer match about $193,013 at 4% or $128,676 at 6%; with 100% employer match about $144,760 at 4% or $96,507 at 6%.
Levin Simes LLP Cash Balance Plan-46$1,952,344$679,641$14,775iApproximate average salary by contribution assumption: employee only about $369,370 at 4% or $246,247 at 6%; with 50% employer match about $246,247 at 4% or $164,164 at 6%; with 100% employer match about $184,685 at 4% or $123,123 at 6%.
2014241$5,406,439$789,610$19,259iApproximate average salary by contribution assumption: employee only about $481,470 at 4% or $320,980 at 6%; with 50% employer match about $320,980 at 4% or $213,986 at 6%; with 100% employer match about $240,735 at 4% or $160,490 at 6%.
LEVIN SIMES LLP 401(K) PLAN-36$4,111,451$432,667$12,019iApproximate average salary by contribution assumption: employee only about $300,463 at 4% or $200,309 at 6%; with 50% employer match about $200,309 at 4% or $133,539 at 6%; with 100% employer match about $150,232 at 4% or $100,154 at 6%.
Levin Simes LLP Cash Balance Plan-41$1,294,988$356,943$8,706iApproximate average salary by contribution assumption: employee only about $217,648 at 4% or $145,099 at 6%; with 50% employer match about $145,099 at 4% or $96,733 at 6%; with 100% employer match about $108,824 at 4% or $72,549 at 6%.
2013236$4,531,909$786,391$21,844iApproximate average salary by contribution assumption: employee only about $546,105 at 4% or $364,070 at 6%; with 50% employer match about $364,070 at 4% or $242,713 at 6%; with 100% employer match about $273,052 at 4% or $182,035 at 6%.
LEVIN SIMES LLP 401(K) PLAN-32$3,621,032$379,075$11,846iApproximate average salary by contribution assumption: employee only about $296,152 at 4% or $197,435 at 6%; with 50% employer match about $197,435 at 4% or $131,623 at 6%; with 100% employer match about $148,076 at 4% or $98,717 at 6%.
Levin Simes LLP Cash Balance Plan-36$910,877$407,316$11,314iApproximate average salary by contribution assumption: employee only about $282,858 at 4% or $188,572 at 6%; with 50% employer match about $188,572 at 4% or $125,715 at 6%; with 100% employer match about $141,429 at 4% or $94,286 at 6%.
2012230$3,233,322$3,128,598$104,287iApproximate average salary by contribution assumption: employee only about $2,607,165 at 4% or $1,738,110 at 6%; with 50% employer match about $1,738,110 at 4% or $1,158,740 at 6%; with 100% employer match about $1,303,583 at 4% or $869,055 at 6%.
LEVIN SIMES LLP 401(K) PLAN-27$2,762,181$2,657,457$98,424iApproximate average salary by contribution assumption: employee only about $2,460,608 at 4% or $1,640,406 at 6%; with 50% employer match about $1,640,406 at 4% or $1,093,604 at 6%; with 100% employer match about $1,230,304 at 4% or $820,203 at 6%.
Levin Simes LLP Cash Balance Plan-30$471,141$471,141$15,705iApproximate average salary by contribution assumption: employee only about $392,618 at 4% or $261,745 at 6%; with 50% employer match about $261,745 at 4% or $174,497 at 6%; with 100% employer match about $196,309 at 4% or $130,873 at 6%.