Civic Intelligence

William M. Richardson, III, Cfp

Plan context: William Richardson 401(K) Plan

EIN 47-5648421 • San Francisco, CA • 9 filings • 2 plans

600 Montgomery St, Ste 1600San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,072,567

2024 Contributions

$68,387

Historical Graphs

Total Assets Over Time

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

$1,072,567$536,284$0201620202024YearValue
$1,072,567Latest year 2024

Participants Over Time

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

420201620202024YearValue
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
202414$1,072,567$68,387$17,097iApproximate average salary by contribution assumption: employee only about $427,419 at 4% or $284,946 at 6%; with 50% employer match about $284,946 at 4% or $189,964 at 6%; with 100% employer match about $213,709 at 4% or $142,473 at 6%.
William Richardson 401(K) Plan-4$1,072,567$68,387$17,097iApproximate average salary by contribution assumption: employee only about $427,419 at 4% or $284,946 at 6%; with 50% employer match about $284,946 at 4% or $189,964 at 6%; with 100% employer match about $213,709 at 4% or $142,473 at 6%.
202314$936,873$71,289$17,822iApproximate average salary by contribution assumption: employee only about $445,556 at 4% or $297,038 at 6%; with 50% employer match about $297,038 at 4% or $198,025 at 6%; with 100% employer match about $222,778 at 4% or $148,519 at 6%.
William Richardson 401(K) Plan-4$936,873$71,289$17,822iApproximate average salary by contribution assumption: employee only about $445,556 at 4% or $297,038 at 6%; with 50% employer match about $297,038 at 4% or $198,025 at 6%; with 100% employer match about $222,778 at 4% or $148,519 at 6%.
202214$832,954$183,892$45,973iApproximate average salary by contribution assumption: employee only about $1,149,325 at 4% or $766,217 at 6%; with 50% employer match about $766,217 at 4% or $510,811 at 6%; with 100% employer match about $574,663 at 4% or $383,108 at 6%.
William Richardson 401(K) Plan-4$832,954$183,892$45,973iApproximate average salary by contribution assumption: employee only about $1,149,325 at 4% or $766,217 at 6%; with 50% employer match about $766,217 at 4% or $510,811 at 6%; with 100% employer match about $574,663 at 4% or $383,108 at 6%.
202114$827,007$78,700$19,675iApproximate average salary by contribution assumption: employee only about $491,875 at 4% or $327,917 at 6%; with 50% employer match about $327,917 at 4% or $218,611 at 6%; with 100% employer match about $245,938 at 4% or $163,958 at 6%.
William Richardson 401(K) Plan-4$827,007$78,700$19,675iApproximate average salary by contribution assumption: employee only about $491,875 at 4% or $327,917 at 6%; with 50% employer match about $327,917 at 4% or $218,611 at 6%; with 100% employer match about $245,938 at 4% or $163,958 at 6%.
202014$615,986$100,835$25,209iApproximate average salary by contribution assumption: employee only about $630,219 at 4% or $420,146 at 6%; with 50% employer match about $420,146 at 4% or $280,097 at 6%; with 100% employer match about $315,109 at 4% or $210,073 at 6%.
William Richardson 401(K) Plan-4$615,986$100,835$25,209iApproximate average salary by contribution assumption: employee only about $630,219 at 4% or $420,146 at 6%; with 50% employer match about $420,146 at 4% or $280,097 at 6%; with 100% employer match about $315,109 at 4% or $210,073 at 6%.
201914$388,377$45,981$11,495iApproximate average salary by contribution assumption: employee only about $287,381 at 4% or $191,588 at 6%; with 50% employer match about $191,588 at 4% or $127,725 at 6%; with 100% employer match about $143,691 at 4% or $95,794 at 6%.
William Richardson 401(K) Plan-4$388,377$45,981$11,495iApproximate average salary by contribution assumption: employee only about $287,381 at 4% or $191,588 at 6%; with 50% employer match about $191,588 at 4% or $127,725 at 6%; with 100% employer match about $143,691 at 4% or $95,794 at 6%.
201814$271,562$55,202$13,801iApproximate average salary by contribution assumption: employee only about $345,013 at 4% or $230,008 at 6%; with 50% employer match about $230,008 at 4% or $153,339 at 6%; with 100% employer match about $172,506 at 4% or $115,004 at 6%.
William Richardson 401(K) Plan-4$271,562$55,202$13,801iApproximate average salary by contribution assumption: employee only about $345,013 at 4% or $230,008 at 6%; with 50% employer match about $230,008 at 4% or $153,339 at 6%; with 100% employer match about $172,506 at 4% or $115,004 at 6%.
201714$245,369$55,721$13,930iApproximate average salary by contribution assumption: employee only about $348,256 at 4% or $232,171 at 6%; with 50% employer match about $232,171 at 4% or $154,781 at 6%; with 100% employer match about $174,128 at 4% or $116,085 at 6%.
William Richardson 401(K) Plan-4$245,369$55,721$13,930iApproximate average salary by contribution assumption: employee only about $348,256 at 4% or $232,171 at 6%; with 50% employer match about $232,171 at 4% or $154,781 at 6%; with 100% employer match about $174,128 at 4% or $116,085 at 6%.
201614$153,475$138,522$34,631iApproximate average salary by contribution assumption: employee only about $865,763 at 4% or $577,175 at 6%; with 50% employer match about $577,175 at 4% or $384,783 at 6%; with 100% employer match about $432,881 at 4% or $288,588 at 6%.
William Richardson 401(K) Plan-4$153,475$138,522$34,631iApproximate average salary by contribution assumption: employee only about $865,763 at 4% or $577,175 at 6%; with 50% employer match about $577,175 at 4% or $384,783 at 6%; with 100% employer match about $432,881 at 4% or $288,588 at 6%.