Civic Intelligence

Morenstein Cronan LLC

Plan context: Branch 401(K) Plan

EIN 46-2213558 • San Francisco, CA • 11 filings • 1 plans

855 Montgomery StreetSan Francisco, CA 94133
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,371,652

2024 Contributions

$138,637

Historical Graphs

Total Assets Over Time

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

$1,692,522$846,261$0201420192024YearValue
$1,371,652Latest year 2024

Participants Over Time

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

1580201420192024YearValue
9Latest 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
202419$1,371,652$138,637$15,404iApproximate average salary by contribution assumption: employee only about $385,103 at 4% or $256,735 at 6%; with 50% employer match about $256,735 at 4% or $171,157 at 6%; with 100% employer match about $192,551 at 4% or $128,368 at 6%.
Branch 401(K) Plan-9$1,371,652$138,637$15,404iApproximate average salary by contribution assumption: employee only about $385,103 at 4% or $256,735 at 6%; with 50% employer match about $256,735 at 4% or $171,157 at 6%; with 100% employer match about $192,551 at 4% or $128,368 at 6%.
2023115$1,213,528$85,200$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
Branch 401(K) Plan-15$1,213,528$85,200$5,680iApproximate average salary by contribution assumption: employee only about $142,000 at 4% or $94,667 at 6%; with 50% employer match about $94,667 at 4% or $63,111 at 6%; with 100% employer match about $71,000 at 4% or $47,333 at 6%.
2022112$958,396$109,503$9,125iApproximate average salary by contribution assumption: employee only about $228,131 at 4% or $152,088 at 6%; with 50% employer match about $152,088 at 4% or $101,392 at 6%; with 100% employer match about $114,066 at 4% or $76,044 at 6%.
Branch 401(K) Plan-12$958,396$109,503$9,125iApproximate average salary by contribution assumption: employee only about $228,131 at 4% or $152,088 at 6%; with 50% employer match about $152,088 at 4% or $101,392 at 6%; with 100% employer match about $114,066 at 4% or $76,044 at 6%.
2021114$1,692,522$186,080$13,291iApproximate average salary by contribution assumption: employee only about $332,286 at 4% or $221,524 at 6%; with 50% employer match about $221,524 at 4% or $147,683 at 6%; with 100% employer match about $166,143 at 4% or $110,762 at 6%.
Branch 401(K) Plan-14$1,692,522$186,080$13,291iApproximate average salary by contribution assumption: employee only about $332,286 at 4% or $221,524 at 6%; with 50% employer match about $221,524 at 4% or $147,683 at 6%; with 100% employer match about $166,143 at 4% or $110,762 at 6%.
2020111$1,312,507$163,036$14,821iApproximate average salary by contribution assumption: employee only about $370,536 at 4% or $247,024 at 6%; with 50% employer match about $247,024 at 4% or $164,683 at 6%; with 100% employer match about $185,268 at 4% or $123,512 at 6%.
Branch 401(K) Plan-11$1,312,507$163,036$14,821iApproximate average salary by contribution assumption: employee only about $370,536 at 4% or $247,024 at 6%; with 50% employer match about $247,024 at 4% or $164,683 at 6%; with 100% employer match about $185,268 at 4% or $123,512 at 6%.
2019115$1,046,488$175,996$11,733iApproximate average salary by contribution assumption: employee only about $293,327 at 4% or $195,551 at 6%; with 50% employer match about $195,551 at 4% or $130,367 at 6%; with 100% employer match about $146,663 at 4% or $97,776 at 6%.
Branch 401(K) Plan-15$1,046,488$175,996$11,733iApproximate average salary by contribution assumption: employee only about $293,327 at 4% or $195,551 at 6%; with 50% employer match about $195,551 at 4% or $130,367 at 6%; with 100% employer match about $146,663 at 4% or $97,776 at 6%.
2018110$724,093$191,634$19,163iApproximate average salary by contribution assumption: employee only about $479,085 at 4% or $319,390 at 6%; with 50% employer match about $319,390 at 4% or $212,927 at 6%; with 100% employer match about $239,543 at 4% or $159,695 at 6%.
Branch 401(K) Plan-10$724,093$191,634$19,163iApproximate average salary by contribution assumption: employee only about $479,085 at 4% or $319,390 at 6%; with 50% employer match about $319,390 at 4% or $212,927 at 6%; with 100% employer match about $239,543 at 4% or $159,695 at 6%.
2017112$637,517$187,153$15,596iApproximate average salary by contribution assumption: employee only about $389,902 at 4% or $259,935 at 6%; with 50% employer match about $259,935 at 4% or $173,290 at 6%; with 100% employer match about $194,951 at 4% or $129,967 at 6%.
Branch 401(K) Plan-12$637,517$187,153$15,596iApproximate average salary by contribution assumption: employee only about $389,902 at 4% or $259,935 at 6%; with 50% employer match about $259,935 at 4% or $173,290 at 6%; with 100% employer match about $194,951 at 4% or $129,967 at 6%.
2016110$376,288$174,559$17,456iApproximate average salary by contribution assumption: employee only about $436,398 at 4% or $290,932 at 6%; with 50% employer match about $290,932 at 4% or $193,954 at 6%; with 100% employer match about $218,199 at 4% or $145,466 at 6%.
Branch 401(K) Plan-10$376,288$174,559$17,456iApproximate average salary by contribution assumption: employee only about $436,398 at 4% or $290,932 at 6%; with 50% employer match about $290,932 at 4% or $193,954 at 6%; with 100% employer match about $218,199 at 4% or $145,466 at 6%.
201518$205,080$165,546$20,693iApproximate average salary by contribution assumption: employee only about $517,331 at 4% or $344,888 at 6%; with 50% employer match about $344,888 at 4% or $229,925 at 6%; with 100% employer match about $258,666 at 4% or $172,444 at 6%.
Branch 401(K) Plan-8$205,080$165,546$20,693iApproximate average salary by contribution assumption: employee only about $517,331 at 4% or $344,888 at 6%; with 50% employer match about $344,888 at 4% or $229,925 at 6%; with 100% employer match about $258,666 at 4% or $172,444 at 6%.
201418$40,579$40,579$5,072iApproximate average salary by contribution assumption: employee only about $126,809 at 4% or $84,540 at 6%; with 50% employer match about $84,540 at 4% or $56,360 at 6%; with 100% employer match about $63,405 at 4% or $42,270 at 6%.
Branch 401(K) Plan-8$40,579$40,579$5,072iApproximate average salary by contribution assumption: employee only about $126,809 at 4% or $84,540 at 6%; with 50% employer match about $84,540 at 4% or $56,360 at 6%; with 100% employer match about $63,405 at 4% or $42,270 at 6%.