Civic Intelligence

Security Financial Management Corp.

Plan context: Security Financial Management Corp. 401(K) Profit Sharing Plan

EIN 94-1063211 • San Francisco, CA • 25 filings • 5 plans

100 Bush St. Suite 1500San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,214,822

2024 Contributions

$98,897

Historical Graphs

Total Assets Over Time

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

$6,214,822$3,107,411$0199920142024YearValue
$6,214,822Latest year 2024

Participants Over Time

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

630199920132024YearValue
4Latest 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
202414$6,214,822$98,897$24,724iApproximate average salary by contribution assumption: employee only about $618,106 at 4% or $412,071 at 6%; with 50% employer match about $412,071 at 4% or $274,714 at 6%; with 100% employer match about $309,053 at 4% or $206,035 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$6,214,822$98,897$24,724iApproximate average salary by contribution assumption: employee only about $618,106 at 4% or $412,071 at 6%; with 50% employer match about $412,071 at 4% or $274,714 at 6%; with 100% employer match about $309,053 at 4% or $206,035 at 6%.
202314$5,894,461$36,634$9,159iApproximate average salary by contribution assumption: employee only about $228,963 at 4% or $152,642 at 6%; with 50% employer match about $152,642 at 4% or $101,761 at 6%; with 100% employer match about $114,481 at 4% or $76,321 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$5,894,461$36,634$9,159iApproximate average salary by contribution assumption: employee only about $228,963 at 4% or $152,642 at 6%; with 50% employer match about $152,642 at 4% or $101,761 at 6%; with 100% employer match about $114,481 at 4% or $76,321 at 6%.
202214$5,387,568$135,460$33,865iApproximate average salary by contribution assumption: employee only about $846,625 at 4% or $564,417 at 6%; with 50% employer match about $564,417 at 4% or $376,278 at 6%; with 100% employer match about $423,313 at 4% or $282,208 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$5,387,568$135,460$33,865iApproximate average salary by contribution assumption: employee only about $846,625 at 4% or $564,417 at 6%; with 50% employer match about $564,417 at 4% or $376,278 at 6%; with 100% employer match about $423,313 at 4% or $282,208 at 6%.
202114$4,847,549$118,140$29,535iApproximate average salary by contribution assumption: employee only about $738,375 at 4% or $492,250 at 6%; with 50% employer match about $492,250 at 4% or $328,167 at 6%; with 100% employer match about $369,188 at 4% or $246,125 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$4,847,549$118,140$29,535iApproximate average salary by contribution assumption: employee only about $738,375 at 4% or $492,250 at 6%; with 50% employer match about $492,250 at 4% or $328,167 at 6%; with 100% employer match about $369,188 at 4% or $246,125 at 6%.
202014$5,265,845$115,840$28,960iApproximate average salary by contribution assumption: employee only about $724,000 at 4% or $482,667 at 6%; with 50% employer match about $482,667 at 4% or $321,778 at 6%; with 100% employer match about $362,000 at 4% or $241,333 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$5,265,845$115,840$28,960iApproximate average salary by contribution assumption: employee only about $724,000 at 4% or $482,667 at 6%; with 50% employer match about $482,667 at 4% or $321,778 at 6%; with 100% employer match about $362,000 at 4% or $241,333 at 6%.
201914$3,699,107$122,240$30,560iApproximate average salary by contribution assumption: employee only about $764,000 at 4% or $509,333 at 6%; with 50% employer match about $509,333 at 4% or $339,556 at 6%; with 100% employer match about $382,000 at 4% or $254,667 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,699,107$122,240$30,560iApproximate average salary by contribution assumption: employee only about $764,000 at 4% or $509,333 at 6%; with 50% employer match about $509,333 at 4% or $339,556 at 6%; with 100% employer match about $382,000 at 4% or $254,667 at 6%.
201814$3,757,269$98,660$24,665iApproximate average salary by contribution assumption: employee only about $616,625 at 4% or $411,083 at 6%; with 50% employer match about $411,083 at 4% or $274,056 at 6%; with 100% employer match about $308,313 at 4% or $205,542 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,757,269$98,660$24,665iApproximate average salary by contribution assumption: employee only about $616,625 at 4% or $411,083 at 6%; with 50% employer match about $411,083 at 4% or $274,056 at 6%; with 100% employer match about $308,313 at 4% or $205,542 at 6%.
201714$3,751,852$79,200$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,751,852$79,200$19,800iApproximate average salary by contribution assumption: employee only about $495,000 at 4% or $330,000 at 6%; with 50% employer match about $330,000 at 4% or $220,000 at 6%; with 100% employer match about $247,500 at 4% or $165,000 at 6%.
201614$3,718,215$144,658$36,165iApproximate average salary by contribution assumption: employee only about $904,113 at 4% or $602,742 at 6%; with 50% employer match about $602,742 at 4% or $401,828 at 6%; with 100% employer match about $452,056 at 4% or $301,371 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,718,215$144,658$36,165iApproximate average salary by contribution assumption: employee only about $904,113 at 4% or $602,742 at 6%; with 50% employer match about $602,742 at 4% or $401,828 at 6%; with 100% employer match about $452,056 at 4% or $301,371 at 6%.
201514$3,465,972$88,834$22,209iApproximate average salary by contribution assumption: employee only about $555,213 at 4% or $370,142 at 6%; with 50% employer match about $370,142 at 4% or $246,761 at 6%; with 100% employer match about $277,606 at 4% or $185,071 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,465,972$88,834$22,209iApproximate average salary by contribution assumption: employee only about $555,213 at 4% or $370,142 at 6%; with 50% employer match about $370,142 at 4% or $246,761 at 6%; with 100% employer match about $277,606 at 4% or $185,071 at 6%.
201414$3,320,908$78,768$19,692iApproximate average salary by contribution assumption: employee only about $492,300 at 4% or $328,200 at 6%; with 50% employer match about $328,200 at 4% or $218,800 at 6%; with 100% employer match about $246,150 at 4% or $164,100 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,320,908$78,768$19,692iApproximate average salary by contribution assumption: employee only about $492,300 at 4% or $328,200 at 6%; with 50% employer match about $328,200 at 4% or $218,800 at 6%; with 100% employer match about $246,150 at 4% or $164,100 at 6%.
201314$3,306,980$66,055$16,514iApproximate average salary by contribution assumption: employee only about $412,844 at 4% or $275,229 at 6%; with 50% employer match about $275,229 at 4% or $183,486 at 6%; with 100% employer match about $206,422 at 4% or $137,615 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,306,980$66,055$16,514iApproximate average salary by contribution assumption: employee only about $412,844 at 4% or $275,229 at 6%; with 50% employer match about $275,229 at 4% or $183,486 at 6%; with 100% employer match about $206,422 at 4% or $137,615 at 6%.
201214$3,138,926$65,078$16,270iApproximate average salary by contribution assumption: employee only about $406,738 at 4% or $271,158 at 6%; with 50% employer match about $271,158 at 4% or $180,772 at 6%; with 100% employer match about $203,369 at 4% or $135,579 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$3,138,926$65,078$16,270iApproximate average salary by contribution assumption: employee only about $406,738 at 4% or $271,158 at 6%; with 50% employer match about $271,158 at 4% or $180,772 at 6%; with 100% employer match about $203,369 at 4% or $135,579 at 6%.
201115$2,842,658$33,783$6,757iApproximate average salary by contribution assumption: employee only about $168,915 at 4% or $112,610 at 6%; with 50% employer match about $112,610 at 4% or $75,073 at 6%; with 100% employer match about $84,458 at 4% or $56,305 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-5$2,842,658$33,783$6,757iApproximate average salary by contribution assumption: employee only about $168,915 at 4% or $112,610 at 6%; with 50% employer match about $112,610 at 4% or $75,073 at 6%; with 100% employer match about $84,458 at 4% or $56,305 at 6%.
201015$2,840,782$66,576$13,315iApproximate average salary by contribution assumption: employee only about $332,880 at 4% or $221,920 at 6%; with 50% employer match about $221,920 at 4% or $147,947 at 6%; with 100% employer match about $166,440 at 4% or $110,960 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-5$2,840,782$66,576$13,315iApproximate average salary by contribution assumption: employee only about $332,880 at 4% or $221,920 at 6%; with 50% employer match about $221,920 at 4% or $147,947 at 6%; with 100% employer match about $166,440 at 4% or $110,960 at 6%.
200914$2,530,163$44,130$11,033iApproximate average salary by contribution assumption: employee only about $275,813 at 4% or $183,875 at 6%; with 50% employer match about $183,875 at 4% or $122,583 at 6%; with 100% employer match about $137,906 at 4% or $91,938 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$2,530,163$44,130$11,033iApproximate average salary by contribution assumption: employee only about $275,813 at 4% or $183,875 at 6%; with 50% employer match about $183,875 at 4% or $122,583 at 6%; with 100% employer match about $137,906 at 4% or $91,938 at 6%.
200714$0$0-
Security Financial Management Corp. 401(K) Profit Sharing Plan-4---
200615$1,826,338$80,171$16,034iApproximate average salary by contribution assumption: employee only about $400,855 at 4% or $267,237 at 6%; with 50% employer match about $267,237 at 4% or $178,158 at 6%; with 100% employer match about $200,428 at 4% or $133,618 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-5$1,826,338$80,171$16,034iApproximate average salary by contribution assumption: employee only about $400,855 at 4% or $267,237 at 6%; with 50% employer match about $267,237 at 4% or $178,158 at 6%; with 100% employer match about $200,428 at 4% or $133,618 at 6%.
200515$3,029,194$97,843$19,569iApproximate average salary by contribution assumption: employee only about $489,215 at 4% or $326,143 at 6%; with 50% employer match about $326,143 at 4% or $217,429 at 6%; with 100% employer match about $244,607 at 4% or $163,072 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-5$3,029,194$97,843$19,569iApproximate average salary by contribution assumption: employee only about $489,215 at 4% or $326,143 at 6%; with 50% employer match about $326,143 at 4% or $217,429 at 6%; with 100% employer match about $244,607 at 4% or $163,072 at 6%.
200415$2,576,270$50,104$10,021iApproximate average salary by contribution assumption: employee only about $250,520 at 4% or $167,013 at 6%; with 50% employer match about $167,013 at 4% or $111,342 at 6%; with 100% employer match about $125,260 at 4% or $83,507 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-5$2,576,270$50,104$10,021iApproximate average salary by contribution assumption: employee only about $250,520 at 4% or $167,013 at 6%; with 50% employer match about $167,013 at 4% or $111,342 at 6%; with 100% employer match about $125,260 at 4% or $83,507 at 6%.
200314$0$0-
Security Financial Management Corp. 401(K) Profit Sharing Plan-4---
200214$1,881,735$94,811$23,703iApproximate average salary by contribution assumption: employee only about $592,569 at 4% or $395,046 at 6%; with 50% employer match about $395,046 at 4% or $263,364 at 6%; with 100% employer match about $296,284 at 4% or $197,523 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-4$1,881,735$94,811$23,703iApproximate average salary by contribution assumption: employee only about $592,569 at 4% or $395,046 at 6%; with 50% employer match about $395,046 at 4% or $263,364 at 6%; with 100% employer match about $296,284 at 4% or $197,523 at 6%.
200110$0$0-
Security Financial Management Corp. 401(K) Profit Sharing Plan-0---
200014$0$0-
Security Financial Management Corp. 401(K) Profit Sharing Plan-4---
199916$3,031,337$61,632$10,272iApproximate average salary by contribution assumption: employee only about $256,800 at 4% or $171,200 at 6%; with 50% employer match about $171,200 at 4% or $114,133 at 6%; with 100% employer match about $128,400 at 4% or $85,600 at 6%.
Security Financial Management Corp. 401(K) Profit Sharing Plan-6$3,031,337$61,632$10,272iApproximate average salary by contribution assumption: employee only about $256,800 at 4% or $171,200 at 6%; with 50% employer match about $171,200 at 4% or $114,133 at 6%; with 100% employer match about $128,400 at 4% or $85,600 at 6%.