Civic Intelligence

Robert J. Eldred, Cfp

Plan context: Robert J. Eldred, Cfp 401(K) P/S Plan

EIN 68-0348911 • San Francisco, CA • 13 filings • 1 plans

57 Post Street, Suite 713San Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$2,744,674

2025 Contributions

$77,500

Historical Graphs

Total Assets Over Time

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

$2,744,674$1,372,337$0201320192025YearValue
$2,744,674Latest year 2025

Participants Over Time

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

320201320192025YearValue
1Latest year 2025

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
202511$2,744,674$77,500$77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-1$2,744,674$77,500$77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%.
202412$2,560,500$93,066$46,533iApproximate average salary by contribution assumption: employee only about $1,163,325 at 4% or $775,550 at 6%; with 50% employer match about $775,550 at 4% or $517,033 at 6%; with 100% employer match about $581,663 at 4% or $387,775 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$2,560,500$93,066$46,533iApproximate average salary by contribution assumption: employee only about $1,163,325 at 4% or $775,550 at 6%; with 50% employer match about $775,550 at 4% or $517,033 at 6%; with 100% employer match about $581,663 at 4% or $387,775 at 6%.
202313$2,152,425$77,568$25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-3$2,152,425$77,568$25,856iApproximate average salary by contribution assumption: employee only about $646,400 at 4% or $430,933 at 6%; with 50% employer match about $430,933 at 4% or $287,289 at 6%; with 100% employer match about $323,200 at 4% or $215,467 at 6%.
202213$1,685,009$105,507$35,169iApproximate average salary by contribution assumption: employee only about $879,225 at 4% or $586,150 at 6%; with 50% employer match about $586,150 at 4% or $390,767 at 6%; with 100% employer match about $439,613 at 4% or $293,075 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-3$1,685,009$105,507$35,169iApproximate average salary by contribution assumption: employee only about $879,225 at 4% or $586,150 at 6%; with 50% employer match about $586,150 at 4% or $390,767 at 6%; with 100% employer match about $439,613 at 4% or $293,075 at 6%.
202113$2,016,521$115,946$38,649iApproximate average salary by contribution assumption: employee only about $966,217 at 4% or $644,144 at 6%; with 50% employer match about $644,144 at 4% or $429,430 at 6%; with 100% employer match about $483,108 at 4% or $322,072 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-3$2,016,521$115,946$38,649iApproximate average salary by contribution assumption: employee only about $966,217 at 4% or $644,144 at 6%; with 50% employer match about $644,144 at 4% or $429,430 at 6%; with 100% employer match about $483,108 at 4% or $322,072 at 6%.
202012$1,627,031$74,861$37,431iApproximate average salary by contribution assumption: employee only about $935,763 at 4% or $623,842 at 6%; with 50% employer match about $623,842 at 4% or $415,894 at 6%; with 100% employer match about $467,881 at 4% or $311,921 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$1,627,031$74,861$37,431iApproximate average salary by contribution assumption: employee only about $935,763 at 4% or $623,842 at 6%; with 50% employer match about $623,842 at 4% or $415,894 at 6%; with 100% employer match about $467,881 at 4% or $311,921 at 6%.
201912$1,249,844$76,878$38,439iApproximate average salary by contribution assumption: employee only about $960,975 at 4% or $640,650 at 6%; with 50% employer match about $640,650 at 4% or $427,100 at 6%; with 100% employer match about $480,488 at 4% or $320,325 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$1,249,844$76,878$38,439iApproximate average salary by contribution assumption: employee only about $960,975 at 4% or $640,650 at 6%; with 50% employer match about $640,650 at 4% or $427,100 at 6%; with 100% employer match about $480,488 at 4% or $320,325 at 6%.
201812$920,586$53,034$26,517iApproximate average salary by contribution assumption: employee only about $662,925 at 4% or $441,950 at 6%; with 50% employer match about $441,950 at 4% or $294,633 at 6%; with 100% employer match about $331,463 at 4% or $220,975 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$920,586$53,034$26,517iApproximate average salary by contribution assumption: employee only about $662,925 at 4% or $441,950 at 6%; with 50% employer match about $441,950 at 4% or $294,633 at 6%; with 100% employer match about $331,463 at 4% or $220,975 at 6%.
201712$941,073$46,627$23,314iApproximate average salary by contribution assumption: employee only about $582,838 at 4% or $388,558 at 6%; with 50% employer match about $388,558 at 4% or $259,039 at 6%; with 100% employer match about $291,419 at 4% or $194,279 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$941,073$46,627$23,314iApproximate average salary by contribution assumption: employee only about $582,838 at 4% or $388,558 at 6%; with 50% employer match about $388,558 at 4% or $259,039 at 6%; with 100% employer match about $291,419 at 4% or $194,279 at 6%.
201612$734,120$72,530$36,265iApproximate average salary by contribution assumption: employee only about $906,625 at 4% or $604,417 at 6%; with 50% employer match about $604,417 at 4% or $402,944 at 6%; with 100% employer match about $453,313 at 4% or $302,208 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$734,120$72,530$36,265iApproximate average salary by contribution assumption: employee only about $906,625 at 4% or $604,417 at 6%; with 50% employer match about $604,417 at 4% or $402,944 at 6%; with 100% employer match about $453,313 at 4% or $302,208 at 6%.
201512$598,458$47,906$23,953iApproximate average salary by contribution assumption: employee only about $598,825 at 4% or $399,217 at 6%; with 50% employer match about $399,217 at 4% or $266,144 at 6%; with 100% employer match about $299,413 at 4% or $199,608 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$598,458$47,906$23,953iApproximate average salary by contribution assumption: employee only about $598,825 at 4% or $399,217 at 6%; with 50% employer match about $399,217 at 4% or $266,144 at 6%; with 100% employer match about $299,413 at 4% or $199,608 at 6%.
201412$547,566$63,266$31,633iApproximate average salary by contribution assumption: employee only about $790,825 at 4% or $527,217 at 6%; with 50% employer match about $527,217 at 4% or $351,478 at 6%; with 100% employer match about $395,413 at 4% or $263,608 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$547,566$63,266$31,633iApproximate average salary by contribution assumption: employee only about $790,825 at 4% or $527,217 at 6%; with 50% employer match about $527,217 at 4% or $351,478 at 6%; with 100% employer match about $395,413 at 4% or $263,608 at 6%.
201312$451,771$396,806$198,403iApproximate average salary by contribution assumption: employee only about $4,960,075 at 4% or $3,306,717 at 6%; with 50% employer match about $3,306,717 at 4% or $2,204,478 at 6%; with 100% employer match about $2,480,038 at 4% or $1,653,358 at 6%.
Robert J. Eldred, Cfp 401(K) P/S Plan-2$451,771$396,806$198,403iApproximate average salary by contribution assumption: employee only about $4,960,075 at 4% or $3,306,717 at 6%; with 50% employer match about $3,306,717 at 4% or $2,204,478 at 6%; with 100% employer match about $2,480,038 at 4% or $1,653,358 at 6%.