Civic Intelligence

Benningfield Financial Advisors LLC

Plan context: Benningfield Financial Advisors LLC Cash Balance Pension Plan

EIN 45-4432575 • San Francisco, CA • 22 filings • 3 plans

3701 Sacramento Street, #392San Francisco, CA 94118-1705
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,420,374

2024 Contributions

$331,416

Historical Graphs

Total Assets Over Time

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

$4,420,374$2,210,187$0201420192024YearValue
$4,420,374Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202424$4,420,374$331,416$82,854iApproximate average salary by contribution assumption: employee only about $2,071,350 at 4% or $1,380,900 at 6%; with 50% employer match about $1,380,900 at 4% or $920,600 at 6%; with 100% employer match about $1,035,675 at 4% or $690,450 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-4$3,227,192$215,014$53,754iApproximate average salary by contribution assumption: employee only about $1,343,838 at 4% or $895,892 at 6%; with 50% employer match about $895,892 at 4% or $597,261 at 6%; with 100% employer match about $671,919 at 4% or $447,946 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$1,193,182$116,402$29,101iApproximate average salary by contribution assumption: employee only about $727,513 at 4% or $485,008 at 6%; with 50% employer match about $485,008 at 4% or $323,339 at 6%; with 100% employer match about $363,756 at 4% or $242,504 at 6%.
202324$3,763,688$448,005$112,001iApproximate average salary by contribution assumption: employee only about $2,800,031 at 4% or $1,866,688 at 6%; with 50% employer match about $1,866,688 at 4% or $1,244,458 at 6%; with 100% employer match about $1,400,016 at 4% or $933,344 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-4$2,786,382$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$977,306$48,005$12,001iApproximate average salary by contribution assumption: employee only about $300,031 at 4% or $200,021 at 6%; with 50% employer match about $200,021 at 4% or $133,347 at 6%; with 100% employer match about $150,016 at 4% or $100,010 at 6%.
202224$2,920,453$616,677$154,169iApproximate average salary by contribution assumption: employee only about $3,854,231 at 4% or $2,569,488 at 6%; with 50% employer match about $2,569,488 at 4% or $1,712,992 at 6%; with 100% employer match about $1,927,116 at 4% or $1,284,744 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-4$2,124,575$565,000$141,250iApproximate average salary by contribution assumption: employee only about $3,531,250 at 4% or $2,354,167 at 6%; with 50% employer match about $2,354,167 at 4% or $1,569,444 at 6%; with 100% employer match about $1,765,625 at 4% or $1,177,083 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$795,878$51,677$12,919iApproximate average salary by contribution assumption: employee only about $322,981 at 4% or $215,321 at 6%; with 50% employer match about $215,321 at 4% or $143,547 at 6%; with 100% employer match about $161,491 at 4% or $107,660 at 6%.
202124$2,521,499$402,984$100,746iApproximate average salary by contribution assumption: employee only about $2,518,650 at 4% or $1,679,100 at 6%; with 50% employer match about $1,679,100 at 4% or $1,119,400 at 6%; with 100% employer match about $1,259,325 at 4% or $839,550 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-4$1,695,434$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$826,065$52,984$13,246iApproximate average salary by contribution assumption: employee only about $331,150 at 4% or $220,767 at 6%; with 50% employer match about $220,767 at 4% or $147,178 at 6%; with 100% employer match about $165,575 at 4% or $110,383 at 6%.
202024$1,901,753$203,486$50,872iApproximate average salary by contribution assumption: employee only about $1,271,788 at 4% or $847,858 at 6%; with 50% employer match about $847,858 at 4% or $565,239 at 6%; with 100% employer match about $635,894 at 4% or $423,929 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-4$1,218,824$152,279$38,070iApproximate average salary by contribution assumption: employee only about $951,744 at 4% or $634,496 at 6%; with 50% employer match about $634,496 at 4% or $422,997 at 6%; with 100% employer match about $475,872 at 4% or $317,248 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$682,929$51,207$12,802iApproximate average salary by contribution assumption: employee only about $320,044 at 4% or $213,363 at 6%; with 50% employer match about $213,363 at 4% or $142,242 at 6%; with 100% employer match about $160,022 at 4% or $106,681 at 6%.
201924$1,598,454$86,417$21,604iApproximate average salary by contribution assumption: employee only about $540,106 at 4% or $360,071 at 6%; with 50% employer match about $360,071 at 4% or $240,047 at 6%; with 100% employer match about $270,053 at 4% or $180,035 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-3$1,007,569$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-4$590,885$36,417$9,104iApproximate average salary by contribution assumption: employee only about $227,606 at 4% or $151,738 at 6%; with 50% employer match about $151,738 at 4% or $101,158 at 6%; with 100% employer match about $113,803 at 4% or $75,869 at 6%.
201822$1,333,006$181,720$90,860iApproximate average salary by contribution assumption: employee only about $2,271,500 at 4% or $1,514,333 at 6%; with 50% employer match about $1,514,333 at 4% or $1,009,556 at 6%; with 100% employer match about $1,135,750 at 4% or $757,167 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-2$843,236$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-2$489,770$31,720$15,860iApproximate average salary by contribution assumption: employee only about $396,500 at 4% or $264,333 at 6%; with 50% employer match about $264,333 at 4% or $176,222 at 6%; with 100% employer match about $198,250 at 4% or $132,167 at 6%.
201722$1,248,792$238,022$119,011iApproximate average salary by contribution assumption: employee only about $2,975,275 at 4% or $1,983,517 at 6%; with 50% employer match about $1,983,517 at 4% or $1,322,344 at 6%; with 100% employer match about $1,487,638 at 4% or $991,758 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-2$737,831$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-2$510,961$63,022$31,511iApproximate average salary by contribution assumption: employee only about $787,775 at 4% or $525,183 at 6%; with 50% employer match about $525,183 at 4% or $350,122 at 6%; with 100% employer match about $393,888 at 4% or $262,592 at 6%.
201623$891,466$183,126$61,042iApproximate average salary by contribution assumption: employee only about $1,526,050 at 4% or $1,017,367 at 6%; with 50% employer match about $1,017,367 at 4% or $678,244 at 6%; with 100% employer match about $763,025 at 4% or $508,683 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-3$511,539$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-3$379,927$47,126$15,709iApproximate average salary by contribution assumption: employee only about $392,717 at 4% or $261,811 at 6%; with 50% employer match about $261,811 at 4% or $174,541 at 6%; with 100% employer match about $196,358 at 4% or $130,906 at 6%.
201523$655,756$223,683$74,561iApproximate average salary by contribution assumption: employee only about $1,864,025 at 4% or $1,242,683 at 6%; with 50% employer match about $1,242,683 at 4% or $828,456 at 6%; with 100% employer match about $932,013 at 4% or $621,342 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-2$345,980$160,672$80,336iApproximate average salary by contribution assumption: employee only about $2,008,400 at 4% or $1,338,933 at 6%; with 50% employer match about $1,338,933 at 4% or $892,622 at 6%; with 100% employer match about $1,004,200 at 4% or $669,467 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-3$309,776$63,011$21,004iApproximate average salary by contribution assumption: employee only about $525,092 at 4% or $350,061 at 6%; with 50% employer match about $350,061 at 4% or $233,374 at 6%; with 100% employer match about $262,546 at 4% or $175,031 at 6%.
201423$435,616$232,922$77,641iApproximate average salary by contribution assumption: employee only about $1,941,017 at 4% or $1,294,011 at 6%; with 50% employer match about $1,294,011 at 4% or $862,674 at 6%; with 100% employer match about $970,508 at 4% or $647,006 at 6%.
Benningfield Financial Advisors Profit Sharing 401(K) Plan-3$254,292$51,601$17,200iApproximate average salary by contribution assumption: employee only about $430,008 at 4% or $286,672 at 6%; with 50% employer match about $286,672 at 4% or $191,115 at 6%; with 100% employer match about $215,004 at 4% or $143,336 at 6%.
Benningfield Financial Advisors LLC Cash Balance Pension Plan-3$181,324$181,321$60,440iApproximate average salary by contribution assumption: employee only about $1,511,008 at 4% or $1,007,339 at 6%; with 50% employer match about $1,007,339 at 4% or $671,559 at 6%; with 100% employer match about $755,504 at 4% or $503,669 at 6%.