Civic Intelligence

Cecilia Santos-Berkowitz

Plan context: Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan

EIN 83-0403006 • San Francisco, CA • 16 filings • 1 plans

3220 Fillmore St.San Francisco, CA 94123
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,251,030

2024 Contributions

$79,568

Historical Graphs

Total Assets Over Time

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

$1,251,030$625,515$0200920172024YearValue
$1,251,030Latest year 2024

Participants Over Time

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

320200920172024YearValue
2Latest 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
202412$1,251,030$79,568$39,784iApproximate average salary by contribution assumption: employee only about $994,600 at 4% or $663,067 at 6%; with 50% employer match about $663,067 at 4% or $442,044 at 6%; with 100% employer match about $497,300 at 4% or $331,533 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$1,251,030$79,568$39,784iApproximate average salary by contribution assumption: employee only about $994,600 at 4% or $663,067 at 6%; with 50% employer match about $663,067 at 4% or $442,044 at 6%; with 100% employer match about $497,300 at 4% or $331,533 at 6%.
202312$1,039,612$76,343$38,172iApproximate average salary by contribution assumption: employee only about $954,288 at 4% or $636,192 at 6%; with 50% employer match about $636,192 at 4% or $424,128 at 6%; with 100% employer match about $477,144 at 4% or $318,096 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$1,039,612$76,343$38,172iApproximate average salary by contribution assumption: employee only about $954,288 at 4% or $636,192 at 6%; with 50% employer match about $636,192 at 4% or $424,128 at 6%; with 100% employer match about $477,144 at 4% or $318,096 at 6%.
202212$864,331$70,141$35,071iApproximate average salary by contribution assumption: employee only about $876,763 at 4% or $584,508 at 6%; with 50% employer match about $584,508 at 4% or $389,672 at 6%; with 100% employer match about $438,381 at 4% or $292,254 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$864,331$70,141$35,071iApproximate average salary by contribution assumption: employee only about $876,763 at 4% or $584,508 at 6%; with 50% employer match about $584,508 at 4% or $389,672 at 6%; with 100% employer match about $438,381 at 4% or $292,254 at 6%.
202112$905,975$66,920$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$905,975$66,920$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
202012$753,203$65,794$32,897iApproximate average salary by contribution assumption: employee only about $822,425 at 4% or $548,283 at 6%; with 50% employer match about $548,283 at 4% or $365,522 at 6%; with 100% employer match about $411,213 at 4% or $274,142 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$753,203$65,794$32,897iApproximate average salary by contribution assumption: employee only about $822,425 at 4% or $548,283 at 6%; with 50% employer match about $548,283 at 4% or $365,522 at 6%; with 100% employer match about $411,213 at 4% or $274,142 at 6%.
201912$638,589$64,163$32,082iApproximate average salary by contribution assumption: employee only about $802,038 at 4% or $534,692 at 6%; with 50% employer match about $534,692 at 4% or $356,461 at 6%; with 100% employer match about $401,019 at 4% or $267,346 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$638,589$64,163$32,082iApproximate average salary by contribution assumption: employee only about $802,038 at 4% or $534,692 at 6%; with 50% employer match about $534,692 at 4% or $356,461 at 6%; with 100% employer match about $401,019 at 4% or $267,346 at 6%.
201812$494,965$63,133$31,567iApproximate average salary by contribution assumption: employee only about $789,163 at 4% or $526,108 at 6%; with 50% employer match about $526,108 at 4% or $350,739 at 6%; with 100% employer match about $394,581 at 4% or $263,054 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$494,965$63,133$31,567iApproximate average salary by contribution assumption: employee only about $789,163 at 4% or $526,108 at 6%; with 50% employer match about $526,108 at 4% or $350,739 at 6%; with 100% employer match about $394,581 at 4% or $263,054 at 6%.
201712$456,781$61,004$30,502iApproximate average salary by contribution assumption: employee only about $762,550 at 4% or $508,367 at 6%; with 50% employer match about $508,367 at 4% or $338,911 at 6%; with 100% employer match about $381,275 at 4% or $254,183 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$456,781$61,004$30,502iApproximate average salary by contribution assumption: employee only about $762,550 at 4% or $508,367 at 6%; with 50% employer match about $508,367 at 4% or $338,911 at 6%; with 100% employer match about $381,275 at 4% or $254,183 at 6%.
201613$360,407$62,566$20,855iApproximate average salary by contribution assumption: employee only about $521,383 at 4% or $347,589 at 6%; with 50% employer match about $347,589 at 4% or $231,726 at 6%; with 100% employer match about $260,692 at 4% or $173,794 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-3$360,407$62,566$20,855iApproximate average salary by contribution assumption: employee only about $521,383 at 4% or $347,589 at 6%; with 50% employer match about $347,589 at 4% or $231,726 at 6%; with 100% employer match about $260,692 at 4% or $173,794 at 6%.
201512$281,978$57,273$28,637iApproximate average salary by contribution assumption: employee only about $715,913 at 4% or $477,275 at 6%; with 50% employer match about $477,275 at 4% or $318,183 at 6%; with 100% employer match about $357,956 at 4% or $238,638 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$281,978$57,273$28,637iApproximate average salary by contribution assumption: employee only about $715,913 at 4% or $477,275 at 6%; with 50% employer match about $477,275 at 4% or $318,183 at 6%; with 100% employer match about $357,956 at 4% or $238,638 at 6%.
201413$221,600$52,718$17,573iApproximate average salary by contribution assumption: employee only about $439,317 at 4% or $292,878 at 6%; with 50% employer match about $292,878 at 4% or $195,252 at 6%; with 100% employer match about $219,658 at 4% or $146,439 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-3$221,600$52,718$17,573iApproximate average salary by contribution assumption: employee only about $439,317 at 4% or $292,878 at 6%; with 50% employer match about $292,878 at 4% or $195,252 at 6%; with 100% employer match about $219,658 at 4% or $146,439 at 6%.
201313$166,692$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-3$166,692$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201212$132,579$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$132,579$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201111$99,979$66,497$66,497iApproximate average salary by contribution assumption: employee only about $1,662,425 at 4% or $1,108,283 at 6%; with 50% employer match about $1,108,283 at 4% or $738,856 at 6%; with 100% employer match about $831,213 at 4% or $554,142 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-1$99,979$66,497$66,497iApproximate average salary by contribution assumption: employee only about $1,662,425 at 4% or $1,108,283 at 6%; with 50% employer match about $1,108,283 at 4% or $738,856 at 6%; with 100% employer match about $831,213 at 4% or $554,142 at 6%.
201012$38,224$17,543$8,772iApproximate average salary by contribution assumption: employee only about $219,288 at 4% or $146,192 at 6%; with 50% employer match about $146,192 at 4% or $97,461 at 6%; with 100% employer match about $109,644 at 4% or $73,096 at 6%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$38,224$17,543$8,772iApproximate average salary by contribution assumption: employee only about $219,288 at 4% or $146,192 at 6%; with 50% employer match about $146,192 at 4% or $97,461 at 6%; with 100% employer match about $109,644 at 4% or $73,096 at 6%.
200912$20,000$20,000$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%.
Cecilia Santos-Berkowitz 401(K) Profit Sharing Plan-2$20,000$20,000$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%.