Civic Intelligence

SIMPLE RULES COMPANY

Plan context: SIMPLE RULES 401(K) PLAN

EIN 82-5250948 • San Francisco, CA • 8 filings • 1 plans

600 California StreetSan Francisco, CA 94108
Current Snapshot

Latest Year

2025

2025 Participants

27

2025 Assets

$2,238,232

2025 Contributions

$300,076

Historical Graphs

Total Assets Over Time

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

$2,238,232$1,119,116$0201820222025YearValue
$2,238,232Latest year 2025

Participants Over Time

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

34170201820222025YearValue
27Latest 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
2025127$2,238,232$300,076$11,114iApproximate average salary by contribution assumption: employee only about $277,848 at 4% or $185,232 at 6%; with 50% employer match about $185,232 at 4% or $123,488 at 6%; with 100% employer match about $138,924 at 4% or $92,616 at 6%.
SIMPLE RULES 401(K) PLAN-27$2,238,232$300,076$11,114iApproximate average salary by contribution assumption: employee only about $277,848 at 4% or $185,232 at 6%; with 50% employer match about $185,232 at 4% or $123,488 at 6%; with 100% employer match about $138,924 at 4% or $92,616 at 6%.
2024131$1,905,634$405,029$13,065iApproximate average salary by contribution assumption: employee only about $326,636 at 4% or $217,758 at 6%; with 50% employer match about $217,758 at 4% or $145,172 at 6%; with 100% employer match about $163,318 at 4% or $108,879 at 6%.
SIMPLE RULES 401(K) PLAN-31$1,905,634$405,029$13,065iApproximate average salary by contribution assumption: employee only about $326,636 at 4% or $217,758 at 6%; with 50% employer match about $217,758 at 4% or $145,172 at 6%; with 100% employer match about $163,318 at 4% or $108,879 at 6%.
2023132$1,458,611$443,391$13,856iApproximate average salary by contribution assumption: employee only about $346,399 at 4% or $230,933 at 6%; with 50% employer match about $230,933 at 4% or $153,955 at 6%; with 100% employer match about $173,200 at 4% or $115,466 at 6%.
SIMPLE RULES 401(K) PLAN-32$1,458,611$443,391$13,856iApproximate average salary by contribution assumption: employee only about $346,399 at 4% or $230,933 at 6%; with 50% employer match about $230,933 at 4% or $153,955 at 6%; with 100% employer match about $173,200 at 4% or $115,466 at 6%.
2022134$1,414,743$466,202$13,712iApproximate average salary by contribution assumption: employee only about $342,796 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,354 at 6%; with 100% employer match about $171,398 at 4% or $114,265 at 6%.
SIMPLE RULES 401(K) PLAN-34$1,414,743$466,202$13,712iApproximate average salary by contribution assumption: employee only about $342,796 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,354 at 6%; with 100% employer match about $171,398 at 4% or $114,265 at 6%.
2021133$1,525,628$457,962$13,878iApproximate average salary by contribution assumption: employee only about $346,941 at 4% or $231,294 at 6%; with 50% employer match about $231,294 at 4% or $154,196 at 6%; with 100% employer match about $173,470 at 4% or $115,647 at 6%.
SIMPLE RULES 401(K) PLAN-33$1,525,628$457,962$13,878iApproximate average salary by contribution assumption: employee only about $346,941 at 4% or $231,294 at 6%; with 50% employer match about $231,294 at 4% or $154,196 at 6%; with 100% employer match about $173,470 at 4% or $115,647 at 6%.
2020129$910,683$390,478$13,465iApproximate average salary by contribution assumption: employee only about $336,619 at 4% or $224,413 at 6%; with 50% employer match about $224,413 at 4% or $149,608 at 6%; with 100% employer match about $168,309 at 4% or $112,206 at 6%.
SIMPLE RULES 401(K) PLAN-29$910,683$390,478$13,465iApproximate average salary by contribution assumption: employee only about $336,619 at 4% or $224,413 at 6%; with 50% employer match about $224,413 at 4% or $149,608 at 6%; with 100% employer match about $168,309 at 4% or $112,206 at 6%.
2019129$552,119$214,718$7,404iApproximate average salary by contribution assumption: employee only about $185,102 at 4% or $123,401 at 6%; with 50% employer match about $123,401 at 4% or $82,267 at 6%; with 100% employer match about $92,551 at 4% or $61,701 at 6%.
SIMPLE RULES 401(K) PLAN-29$552,119$214,718$7,404iApproximate average salary by contribution assumption: employee only about $185,102 at 4% or $123,401 at 6%; with 50% employer match about $123,401 at 4% or $82,267 at 6%; with 100% employer match about $92,551 at 4% or $61,701 at 6%.
201818$282,914$285,135$35,642iApproximate average salary by contribution assumption: employee only about $891,047 at 4% or $594,031 at 6%; with 50% employer match about $594,031 at 4% or $396,021 at 6%; with 100% employer match about $445,523 at 4% or $297,016 at 6%.
SIMPLE RULES 401(K) PLAN-8$282,914$285,135$35,642iApproximate average salary by contribution assumption: employee only about $891,047 at 4% or $594,031 at 6%; with 50% employer match about $594,031 at 4% or $396,021 at 6%; with 100% employer match about $445,523 at 4% or $297,016 at 6%.