Systems Advisory Services
Plan context: SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST
EIN 68-0228650 • Burlingame, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$3,616,609
2025 Contributions
$196,704
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $3,616,609 | $196,704 | $19,670iApproximate average salary by contribution assumption: employee only about $491,760 at 4% or $327,840 at 6%; with 50% employer match about $327,840 at 4% or $218,560 at 6%; with 100% employer match about $245,880 at 4% or $163,920 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $3,616,609 | $196,704 | $19,670iApproximate average salary by contribution assumption: employee only about $491,760 at 4% or $327,840 at 6%; with 50% employer match about $327,840 at 4% or $218,560 at 6%; with 100% employer match about $245,880 at 4% or $163,920 at 6%. |
| 2024 | 1 | 10 | $4,266,688 | $160,031 | $16,003iApproximate average salary by contribution assumption: employee only about $400,078 at 4% or $266,718 at 6%; with 50% employer match about $266,718 at 4% or $177,812 at 6%; with 100% employer match about $200,039 at 4% or $133,359 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $4,266,688 | $160,031 | $16,003iApproximate average salary by contribution assumption: employee only about $400,078 at 4% or $266,718 at 6%; with 50% employer match about $266,718 at 4% or $177,812 at 6%; with 100% employer match about $200,039 at 4% or $133,359 at 6%. |
| 2023 | 1 | 10 | $4,293,573 | $153,255 | $15,326iApproximate average salary by contribution assumption: employee only about $383,138 at 4% or $255,425 at 6%; with 50% employer match about $255,425 at 4% or $170,283 at 6%; with 100% employer match about $191,569 at 4% or $127,713 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $4,293,573 | $153,255 | $15,326iApproximate average salary by contribution assumption: employee only about $383,138 at 4% or $255,425 at 6%; with 50% employer match about $255,425 at 4% or $170,283 at 6%; with 100% employer match about $191,569 at 4% or $127,713 at 6%. |
| 2022 | 1 | 9 | $3,372,507 | $169,449 | $18,828iApproximate average salary by contribution assumption: employee only about $470,692 at 4% or $313,794 at 6%; with 50% employer match about $313,794 at 4% or $209,196 at 6%; with 100% employer match about $235,346 at 4% or $156,897 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $3,372,507 | $169,449 | $18,828iApproximate average salary by contribution assumption: employee only about $470,692 at 4% or $313,794 at 6%; with 50% employer match about $313,794 at 4% or $209,196 at 6%; with 100% employer match about $235,346 at 4% or $156,897 at 6%. |
| 2021 | 1 | 9 | $4,135,185 | $254,442 | $28,271iApproximate average salary by contribution assumption: employee only about $706,783 at 4% or $471,189 at 6%; with 50% employer match about $471,189 at 4% or $314,126 at 6%; with 100% employer match about $353,392 at 4% or $235,594 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $4,135,185 | $254,442 | $28,271iApproximate average salary by contribution assumption: employee only about $706,783 at 4% or $471,189 at 6%; with 50% employer match about $471,189 at 4% or $314,126 at 6%; with 100% employer match about $353,392 at 4% or $235,594 at 6%. |
| 2020 | 1 | 8 | $3,348,651 | $129,028 | $16,129iApproximate average salary by contribution assumption: employee only about $403,213 at 4% or $268,808 at 6%; with 50% employer match about $268,808 at 4% or $179,206 at 6%; with 100% employer match about $201,606 at 4% or $134,404 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $3,348,651 | $129,028 | $16,129iApproximate average salary by contribution assumption: employee only about $403,213 at 4% or $268,808 at 6%; with 50% employer match about $268,808 at 4% or $179,206 at 6%; with 100% employer match about $201,606 at 4% or $134,404 at 6%. |
| 2019 | 1 | 7 | $2,713,847 | $109,561 | $15,652iApproximate average salary by contribution assumption: employee only about $391,289 at 4% or $260,860 at 6%; with 50% employer match about $260,860 at 4% or $173,906 at 6%; with 100% employer match about $195,645 at 4% or $130,430 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $2,713,847 | $109,561 | $15,652iApproximate average salary by contribution assumption: employee only about $391,289 at 4% or $260,860 at 6%; with 50% employer match about $260,860 at 4% or $173,906 at 6%; with 100% employer match about $195,645 at 4% or $130,430 at 6%. |
| 2018 | 1 | 6 | $2,068,392 | $82,801 | $13,800iApproximate average salary by contribution assumption: employee only about $345,004 at 4% or $230,003 at 6%; with 50% employer match about $230,003 at 4% or $153,335 at 6%; with 100% employer match about $172,502 at 4% or $115,001 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $2,068,392 | $82,801 | $13,800iApproximate average salary by contribution assumption: employee only about $345,004 at 4% or $230,003 at 6%; with 50% employer match about $230,003 at 4% or $153,335 at 6%; with 100% employer match about $172,502 at 4% or $115,001 at 6%. |
| 2017 | 1 | 6 | $2,094,917 | $85,025 | $14,171iApproximate average salary by contribution assumption: employee only about $354,271 at 4% or $236,181 at 6%; with 50% employer match about $236,181 at 4% or $157,454 at 6%; with 100% employer match about $177,135 at 4% or $118,090 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $2,094,917 | $85,025 | $14,171iApproximate average salary by contribution assumption: employee only about $354,271 at 4% or $236,181 at 6%; with 50% employer match about $236,181 at 4% or $157,454 at 6%; with 100% employer match about $177,135 at 4% or $118,090 at 6%. |
| 2016 | 1 | 5 | $1,601,619 | $114,030 | $22,806iApproximate average salary by contribution assumption: employee only about $570,150 at 4% or $380,100 at 6%; with 50% employer match about $380,100 at 4% or $253,400 at 6%; with 100% employer match about $285,075 at 4% or $190,050 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $1,601,619 | $114,030 | $22,806iApproximate average salary by contribution assumption: employee only about $570,150 at 4% or $380,100 at 6%; with 50% employer match about $380,100 at 4% or $253,400 at 6%; with 100% employer match about $285,075 at 4% or $190,050 at 6%. |
| 2015 | 2 | 6 | $3,407,424 | $220,202 | $36,700iApproximate average salary by contribution assumption: employee only about $917,508 at 4% or $611,672 at 6%; with 50% employer match about $611,672 at 4% or $407,781 at 6%; with 100% employer match about $458,754 at 4% or $305,836 at 6%. |
| Systems Advisory Services | - | 6 | $1,703,712 | $110,101 | $18,350iApproximate average salary by contribution assumption: employee only about $458,754 at 4% or $305,836 at 6%; with 50% employer match about $305,836 at 4% or $203,891 at 6%; with 100% employer match about $229,377 at 4% or $152,918 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $1,703,712 | $110,101 | $18,350iApproximate average salary by contribution assumption: employee only about $458,754 at 4% or $305,836 at 6%; with 50% employer match about $305,836 at 4% or $203,891 at 6%; with 100% employer match about $229,377 at 4% or $152,918 at 6%. |
| 2014 | 1 | 7 | $1,691,695 | $61,607 | $8,801iApproximate average salary by contribution assumption: employee only about $220,025 at 4% or $146,683 at 6%; with 50% employer match about $146,683 at 4% or $97,789 at 6%; with 100% employer match about $110,013 at 4% or $73,342 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $1,691,695 | $61,607 | $8,801iApproximate average salary by contribution assumption: employee only about $220,025 at 4% or $146,683 at 6%; with 50% employer match about $146,683 at 4% or $97,789 at 6%; with 100% employer match about $110,013 at 4% or $73,342 at 6%. |
| 2013 | 1 | 7 | $1,531,208 | $90,579 | $12,940iApproximate average salary by contribution assumption: employee only about $323,496 at 4% or $215,664 at 6%; with 50% employer match about $215,664 at 4% or $143,776 at 6%; with 100% employer match about $161,748 at 4% or $107,832 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $1,531,208 | $90,579 | $12,940iApproximate average salary by contribution assumption: employee only about $323,496 at 4% or $215,664 at 6%; with 50% employer match about $215,664 at 4% or $143,776 at 6%; with 100% employer match about $161,748 at 4% or $107,832 at 6%. |
| 2012 | 1 | 9 | $1,366,067 | $85,053 | $9,450iApproximate average salary by contribution assumption: employee only about $236,258 at 4% or $157,506 at 6%; with 50% employer match about $157,506 at 4% or $105,004 at 6%; with 100% employer match about $118,129 at 4% or $78,753 at 6%. |
| SYSTEMS ADVISORY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $1,366,067 | $85,053 | $9,450iApproximate average salary by contribution assumption: employee only about $236,258 at 4% or $157,506 at 6%; with 50% employer match about $157,506 at 4% or $105,004 at 6%; with 100% employer match about $118,129 at 4% or $78,753 at 6%. |
| 2011 | 1 | 9 | $1,185,226 | $78,061 | $8,673iApproximate average salary by contribution assumption: employee only about $216,836 at 4% or $144,557 at 6%; with 50% employer match about $144,557 at 4% or $96,372 at 6%; with 100% employer match about $108,418 at 4% or $72,279 at 6%. |
| Systems Advisory Services | - | 9 | $1,185,226 | $78,061 | $8,673iApproximate average salary by contribution assumption: employee only about $216,836 at 4% or $144,557 at 6%; with 50% employer match about $144,557 at 4% or $96,372 at 6%; with 100% employer match about $108,418 at 4% or $72,279 at 6%. |
| 2010 | 1 | 9 | $1,162,737 | $68,191 | $7,577iApproximate average salary by contribution assumption: employee only about $189,419 at 4% or $126,280 at 6%; with 50% employer match about $126,280 at 4% or $84,186 at 6%; with 100% employer match about $94,710 at 4% or $63,140 at 6%. |
| Systems Advisory Services | - | 9 | $1,162,737 | $68,191 | $7,577iApproximate average salary by contribution assumption: employee only about $189,419 at 4% or $126,280 at 6%; with 50% employer match about $126,280 at 4% or $84,186 at 6%; with 100% employer match about $94,710 at 4% or $63,140 at 6%. |
| 2009 | 1 | 10 | $1,128,610 | $60,753 | $6,075iApproximate average salary by contribution assumption: employee only about $151,883 at 4% or $101,255 at 6%; with 50% employer match about $101,255 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,628 at 6%. |
| Systems Advisory Services | - | 10 | $1,128,610 | $60,753 | $6,075iApproximate average salary by contribution assumption: employee only about $151,883 at 4% or $101,255 at 6%; with 50% employer match about $101,255 at 4% or $67,503 at 6%; with 100% employer match about $75,941 at 4% or $50,628 at 6%. |
| 2008 | 1 | 10 | $882,078 | $103,834 | $10,383iApproximate average salary by contribution assumption: employee only about $259,585 at 4% or $173,057 at 6%; with 50% employer match about $173,057 at 4% or $115,371 at 6%; with 100% employer match about $129,793 at 4% or $86,528 at 6%. |
| Systems Advisory Services | - | 10 | $882,078 | $103,834 | $10,383iApproximate average salary by contribution assumption: employee only about $259,585 at 4% or $173,057 at 6%; with 50% employer match about $173,057 at 4% or $115,371 at 6%; with 100% employer match about $129,793 at 4% or $86,528 at 6%. |
| 2007 | 1 | 9 | $1,166,750 | $108,620 | $12,069iApproximate average salary by contribution assumption: employee only about $301,722 at 4% or $201,148 at 6%; with 50% employer match about $201,148 at 4% or $134,099 at 6%; with 100% employer match about $150,861 at 4% or $100,574 at 6%. |
| Systems Advisory Services | - | 9 | $1,166,750 | $108,620 | $12,069iApproximate average salary by contribution assumption: employee only about $301,722 at 4% or $201,148 at 6%; with 50% employer match about $201,148 at 4% or $134,099 at 6%; with 100% employer match about $150,861 at 4% or $100,574 at 6%. |
| 2006 | 1 | 10 | $1,014,002 | $130,618 | $13,062iApproximate average salary by contribution assumption: employee only about $326,545 at 4% or $217,697 at 6%; with 50% employer match about $217,697 at 4% or $145,131 at 6%; with 100% employer match about $163,273 at 4% or $108,848 at 6%. |
| Systems Advisory Services | - | 10 | $1,014,002 | $130,618 | $13,062iApproximate average salary by contribution assumption: employee only about $326,545 at 4% or $217,697 at 6%; with 50% employer match about $217,697 at 4% or $145,131 at 6%; with 100% employer match about $163,273 at 4% or $108,848 at 6%. |
| 2005 | 1 | 11 | $0 | $0 | - |
| Systems Advisory Services | - | 11 | - | - | - |
| 2003 | 1 | 11 | $519,292 | $96,680 | $8,789iApproximate average salary by contribution assumption: employee only about $219,727 at 4% or $146,485 at 6%; with 50% employer match about $146,485 at 4% or $97,657 at 6%; with 100% employer match about $109,864 at 4% or $73,242 at 6%. |
| SYSTEM ADVISORY SERVICES 401K PLAN & TRUST | - | 11 | $519,292 | $96,680 | $8,789iApproximate average salary by contribution assumption: employee only about $219,727 at 4% or $146,485 at 6%; with 50% employer match about $146,485 at 4% or $97,657 at 6%; with 100% employer match about $109,864 at 4% or $73,242 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| SYSTEM ADVISORY SERVICES 401K PLAN & TRUST | - | 13 | - | - | - |
| 2001 | 1 | 13 | $0 | $0 | - |
| SYSTEM ADVISORY SERVICES 401K PLAN & TRUST | - | 13 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| SYSTEM ADVISORY SERVICES 401K PLAN & TRUST | - | 13 | - | - | - |