Tommy Siu & Associates
Plan context: Tommy Siu & Associates Profit Sharing Plan
EIN 77-0172728 • San Francisco, CA • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,693,345
2024 Contributions
$50,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $2,693,345 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $2,693,345 | $0 | - |
| 2023 | 1 | 5 | $2,283,141 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $2,283,141 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2022 | 1 | 5 | $1,771,503 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $1,771,503 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2021 | 1 | 5 | $2,428,528 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $2,428,528 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2020 | 1 | 5 | $2,024,799 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $2,024,799 | $0 | - |
| 2019 | 1 | 5 | $1,391,787 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $1,391,787 | $0 | - |
| 2018 | 1 | 5 | $1,140,620 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $1,140,620 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2017 | 1 | 5 | $1,132,005 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $1,132,005 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2016 | 1 | 5 | $912,147 | $63,583 | $12,717iApproximate average salary by contribution assumption: employee only about $317,915 at 4% or $211,943 at 6%; with 50% employer match about $211,943 at 4% or $141,296 at 6%; with 100% employer match about $158,958 at 4% or $105,972 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $912,147 | $63,583 | $12,717iApproximate average salary by contribution assumption: employee only about $317,915 at 4% or $211,943 at 6%; with 50% employer match about $211,943 at 4% or $141,296 at 6%; with 100% employer match about $158,958 at 4% or $105,972 at 6%. |
| 2015 | 1 | 5 | $797,411 | $62,530 | $12,506iApproximate average salary by contribution assumption: employee only about $312,650 at 4% or $208,433 at 6%; with 50% employer match about $208,433 at 4% or $138,956 at 6%; with 100% employer match about $156,325 at 4% or $104,217 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $797,411 | $62,530 | $12,506iApproximate average salary by contribution assumption: employee only about $312,650 at 4% or $208,433 at 6%; with 50% employer match about $208,433 at 4% or $138,956 at 6%; with 100% employer match about $156,325 at 4% or $104,217 at 6%. |
| 2014 | 1 | 5 | $713,851 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $713,851 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2013 | 1 | 6 | $576,680 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 6 | $576,680 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2012 | 1 | 5 | $476,190 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $476,190 | $0 | - |
| 2011 | 1 | 5 | $426,850 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $426,850 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2010 | 1 | 5 | $398,033 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $398,033 | $0 | - |
| 2009 | 1 | 6 | $368,251 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 6 | $368,251 | $0 | - |
| 2008 | 1 | 5 | $0 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $299,118 | $48,600 | $9,720iApproximate average salary by contribution assumption: employee only about $243,000 at 4% or $162,000 at 6%; with 50% employer match about $162,000 at 4% or $108,000 at 6%; with 100% employer match about $121,500 at 4% or $81,000 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $299,118 | $48,600 | $9,720iApproximate average salary by contribution assumption: employee only about $243,000 at 4% or $162,000 at 6%; with 50% employer match about $162,000 at 4% or $108,000 at 6%; with 100% employer match about $121,500 at 4% or $81,000 at 6%. |
| 2005 | 1 | 4 | $223,265 | $46,371 | $11,593iApproximate average salary by contribution assumption: employee only about $289,819 at 4% or $193,213 at 6%; with 50% employer match about $193,213 at 4% or $128,808 at 6%; with 100% employer match about $144,909 at 4% or $96,606 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 4 | $223,265 | $46,371 | $11,593iApproximate average salary by contribution assumption: employee only about $289,819 at 4% or $193,213 at 6%; with 50% employer match about $193,213 at 4% or $128,808 at 6%; with 100% employer match about $144,909 at 4% or $96,606 at 6%. |
| 2004 | 2 | 4 | $176,283 | $12,345 | $3,086iApproximate average salary by contribution assumption: employee only about $77,156 at 4% or $51,438 at 6%; with 50% employer match about $51,438 at 4% or $34,292 at 6%; with 100% employer match about $38,578 at 4% or $25,719 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 4 | $176,283 | $12,345 | $3,086iApproximate average salary by contribution assumption: employee only about $77,156 at 4% or $51,438 at 6%; with 50% employer match about $51,438 at 4% or $34,292 at 6%; with 100% employer match about $38,578 at 4% or $25,719 at 6%. |
| Smith Barney Prototype Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 2 | 4 | $159,325 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 4 | $159,325 | - | - |
| Smith Barney Prototype Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 4 | $135,440 | $11,933 | $2,983iApproximate average salary by contribution assumption: employee only about $74,581 at 4% or $49,721 at 6%; with 50% employer match about $49,721 at 4% or $33,147 at 6%; with 100% employer match about $37,291 at 4% or $24,860 at 6%. |
| Tommy Siu & Associates Profit Sharing Plan | - | 4 | $135,440 | $11,933 | $2,983iApproximate average salary by contribution assumption: employee only about $74,581 at 4% or $49,721 at 6%; with 50% employer match about $49,721 at 4% or $33,147 at 6%; with 100% employer match about $37,291 at 4% or $24,860 at 6%. |
| Smith Barney Prototype Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 4 | - | - | - |
| Smith Barney Prototype Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $754,758 | $33,120 | $11,040iApproximate average salary by contribution assumption: employee only about $276,000 at 4% or $184,000 at 6%; with 50% employer match about $184,000 at 4% or $122,667 at 6%; with 100% employer match about $138,000 at 4% or $92,000 at 6%. |
| Smith Barney Prototype Profit Sharing Plan | - | 3 | $635,879 | - | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 3 | $118,879 | $33,120 | $11,040iApproximate average salary by contribution assumption: employee only about $276,000 at 4% or $184,000 at 6%; with 50% employer match about $184,000 at 4% or $122,667 at 6%; with 100% employer match about $138,000 at 4% or $92,000 at 6%. |
| 1999 | 2 | 5 | $830,685 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Smith Barney Prototype Profit Sharing Plan | - | 5 | $715,966 | - | - |
| Tommy Siu & Associates Profit Sharing Plan | - | 5 | $114,719 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |