Civic Intelligence

Mazzetti Nash Lipsey Burch, Inc.

Plan context: Mazzetti 401(K) Plan

EIN 94-1722463 • San Francisco, CA • 77 filings • 16 plans

220 Montgomery Street, Suite 650San Francisco, CA 94104-3402
Current Snapshot

Latest Year

2024

2024 Participants

223

2024 Assets

$47,629,717

2024 Contributions

$3,661,707

Historical Graphs

Total Assets Over Time

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

$47,998,902$23,999,451$0200220132024YearValue
$47,629,717Latest year 2024

Participants Over Time

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

2291150200020122024YearValue
223Latest 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
20243223$47,629,717$3,661,707$16,420iApproximate average salary by contribution assumption: employee only about $410,505 at 4% or $273,670 at 6%; with 50% employer match about $273,670 at 4% or $182,447 at 6%; with 100% employer match about $205,253 at 4% or $136,835 at 6%.
Mazzetti 401(K) Plan-223$42,017,839$2,867,898$12,861iApproximate average salary by contribution assumption: employee only about $321,513 at 4% or $214,342 at 6%; with 50% employer match about $214,342 at 4% or $142,895 at 6%; with 100% employer match about $160,757 at 4% or $107,171 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-205$5,611,878$793,809$3,872iApproximate average salary by contribution assumption: employee only about $96,806 at 4% or $64,537 at 6%; with 50% employer match about $64,537 at 4% or $43,025 at 6%; with 100% employer match about $48,403 at 4% or $32,269 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-209---
20235229$46,624,869$3,173,499$13,858iApproximate average salary by contribution assumption: employee only about $346,452 at 4% or $230,968 at 6%; with 50% employer match about $230,968 at 4% or $153,979 at 6%; with 100% employer match about $173,226 at 4% or $115,484 at 6%.
Mazzetti 401(K) Plan-213$42,586,343$2,773,473$13,021iApproximate average salary by contribution assumption: employee only about $325,525 at 4% or $217,017 at 6%; with 50% employer match about $217,017 at 4% or $144,678 at 6%; with 100% employer match about $162,763 at 4% or $108,508 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-204$4,038,526$400,026$1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-208---
MAZZETTI, INC. WELFARE BENEFIT PLAN-191---
MAZZETTI, INC. EAP BENEFIT-229---
20224217$41,577,648$2,524,596$11,634iApproximate average salary by contribution assumption: employee only about $290,852 at 4% or $193,901 at 6%; with 50% employer match about $193,901 at 4% or $129,268 at 6%; with 100% employer match about $145,426 at 4% or $96,951 at 6%.
Mazzetti 401(K) Plan-217$37,798,217$2,296,632$10,584iApproximate average salary by contribution assumption: employee only about $264,589 at 4% or $176,393 at 6%; with 50% employer match about $176,393 at 4% or $117,595 at 6%; with 100% employer match about $132,294 at 4% or $88,196 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-191$3,779,431$227,964$1,194iApproximate average salary by contribution assumption: employee only about $29,838 at 4% or $19,892 at 6%; with 50% employer match about $19,892 at 4% or $13,261 at 6%; with 100% employer match about $14,919 at 4% or $9,946 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-207---
MAZZETTI, INC. WELFARE BENEFIT PLAN-207---
20214192$47,998,902$3,260,940$16,984iApproximate average salary by contribution assumption: employee only about $424,602 at 4% or $283,068 at 6%; with 50% employer match about $283,068 at 4% or $188,712 at 6%; with 100% employer match about $212,301 at 4% or $141,534 at 6%.
Mazzetti 401(K) Plan-192$44,552,907$2,060,940$10,734iApproximate average salary by contribution assumption: employee only about $268,352 at 4% or $178,901 at 6%; with 50% employer match about $178,901 at 4% or $119,267 at 6%; with 100% employer match about $134,176 at 4% or $89,451 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-169$3,445,995$1,200,000$7,101iApproximate average salary by contribution assumption: employee only about $177,515 at 4% or $118,343 at 6%; with 50% employer match about $118,343 at 4% or $78,895 at 6%; with 100% employer match about $88,757 at 4% or $59,172 at 6%.
MAZZETTI, INC. WELFARE BENEFIT PLAN-171---
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-187---
20204172$42,840,025$2,130,253$12,385iApproximate average salary by contribution assumption: employee only about $309,630 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,613 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%.
Mazzetti 401(K) Plan-172$40,356,035$1,969,196$11,449iApproximate average salary by contribution assumption: employee only about $286,220 at 4% or $190,814 at 6%; with 50% employer match about $190,814 at 4% or $127,209 at 6%; with 100% employer match about $143,110 at 4% or $95,407 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-168$2,483,990$161,057$959iApproximate average salary by contribution assumption: employee only about $23,967 at 4% or $15,978 at 6%; with 50% employer match about $15,978 at 4% or $10,652 at 6%; with 100% employer match about $11,983 at 4% or $7,989 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-170---
MAZZETTI, INC. WELFARE BENEFIT PLAN-136---
20196192$39,740,894$2,466,449$12,846iApproximate average salary by contribution assumption: employee only about $321,152 at 4% or $214,101 at 6%; with 50% employer match about $214,101 at 4% or $142,734 at 6%; with 100% employer match about $160,576 at 4% or $107,051 at 6%.
Mazzetti 401(K) Plan-192$37,269,118$2,322,759$12,098iApproximate average salary by contribution assumption: employee only about $302,443 at 4% or $201,628 at 6%; with 50% employer match about $201,628 at 4% or $134,419 at 6%; with 100% employer match about $151,221 at 4% or $100,814 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-183$2,471,776$143,690$785iApproximate average salary by contribution assumption: employee only about $19,630 at 4% or $13,087 at 6%; with 50% employer match about $13,087 at 4% or $8,724 at 6%; with 100% employer match about $9,815 at 4% or $6,543 at 6%.
WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN-0$0--
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-184---
MAZZETTI, INC. WELFARE BENEFIT PLAN-158---
WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-0---
20186204$32,952,962$1,709,951$8,382iApproximate average salary by contribution assumption: employee only about $209,553 at 4% or $139,702 at 6%; with 50% employer match about $139,702 at 4% or $93,135 at 6%; with 100% employer match about $104,776 at 4% or $69,851 at 6%.
Mazzetti 401(K) Plan-178$30,440,607$1,690,130$9,495iApproximate average salary by contribution assumption: employee only about $237,378 at 4% or $158,252 at 6%; with 50% employer match about $158,252 at 4% or $105,501 at 6%; with 100% employer match about $118,689 at 4% or $79,126 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-204$1,722,145$186$1iApproximate average salary by contribution assumption: employee only about $23 at 4% or $15 at 6%; with 50% employer match about $15 at 4% or $10 at 6%; with 100% employer match about $11 at 4% or $8 at 6%.
WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN-17$472,284$0-
WILLIAM TAO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN-0$317,926$19,635-
MAZZETTI, INC. WELFARE BENEFIT PLAN-157---
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-158---
20173178$23,378,097$2,195,780$12,336iApproximate average salary by contribution assumption: employee only about $308,396 at 4% or $205,597 at 6%; with 50% employer match about $205,597 at 4% or $137,065 at 6%; with 100% employer match about $154,198 at 4% or $102,799 at 6%.
Mazzetti 401(K) Plan-178$21,657,056$2,095,780$11,774iApproximate average salary by contribution assumption: employee only about $294,351 at 4% or $196,234 at 6%; with 50% employer match about $196,234 at 4% or $130,823 at 6%; with 100% employer match about $147,176 at 4% or $98,117 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-170$1,721,041$100,000$588iApproximate average salary by contribution assumption: employee only about $14,706 at 4% or $9,804 at 6%; with 50% employer match about $9,804 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-163---
20163194$21,288,640$2,253,205$11,614iApproximate average salary by contribution assumption: employee only about $290,361 at 4% or $193,574 at 6%; with 50% employer match about $193,574 at 4% or $129,050 at 6%; with 100% employer match about $145,181 at 4% or $96,787 at 6%.
Mazzetti 401(K) Plan-194$19,613,437$2,053,205$10,584iApproximate average salary by contribution assumption: employee only about $264,588 at 4% or $176,392 at 6%; with 50% employer match about $176,392 at 4% or $117,595 at 6%; with 100% employer match about $132,294 at 4% or $88,196 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-158$1,675,203$200,000$1,266iApproximate average salary by contribution assumption: employee only about $31,646 at 4% or $21,097 at 6%; with 50% employer match about $21,097 at 4% or $14,065 at 6%; with 100% employer match about $15,823 at 4% or $10,549 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-180---
20153170$14,922,184$1,469,365$8,643iApproximate average salary by contribution assumption: employee only about $216,083 at 4% or $144,055 at 6%; with 50% employer match about $144,055 at 4% or $96,037 at 6%; with 100% employer match about $108,042 at 4% or $72,028 at 6%.
Mazzetti 401(K) Plan-135$13,409,571$1,361,746$10,087iApproximate average salary by contribution assumption: employee only about $252,175 at 4% or $168,117 at 6%; with 50% employer match about $168,117 at 4% or $112,078 at 6%; with 100% employer match about $126,088 at 4% or $84,058 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-153$1,512,613$107,619$703iApproximate average salary by contribution assumption: employee only about $17,585 at 4% or $11,723 at 6%; with 50% employer match about $11,723 at 4% or $7,815 at 6%; with 100% employer match about $8,792 at 4% or $5,862 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-170---
20144166$16,035,048$1,116,921$6,728iApproximate average salary by contribution assumption: employee only about $168,211 at 4% or $112,141 at 6%; with 50% employer match about $112,141 at 4% or $74,760 at 6%; with 100% employer match about $84,105 at 4% or $56,070 at 6%.
Mazzetti 401(K) Plan-144$13,105,476$916,921$6,368iApproximate average salary by contribution assumption: employee only about $159,188 at 4% or $106,125 at 6%; with 50% employer match about $106,125 at 4% or $70,750 at 6%; with 100% employer match about $79,594 at 4% or $53,063 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-145$1,465,286$100,000$690iApproximate average salary by contribution assumption: employee only about $17,241 at 4% or $11,494 at 6%; with 50% employer match about $11,494 at 4% or $7,663 at 6%; with 100% employer match about $8,621 at 4% or $5,747 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-145$1,464,286$100,000$690iApproximate average salary by contribution assumption: employee only about $17,241 at 4% or $11,494 at 6%; with 50% employer match about $11,494 at 4% or $7,663 at 6%; with 100% employer match about $8,621 at 4% or $5,747 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-166---
20134130$12,802,403$883,431$6,796iApproximate average salary by contribution assumption: employee only about $169,891 at 4% or $113,260 at 6%; with 50% employer match about $113,260 at 4% or $75,507 at 6%; with 100% employer match about $84,945 at 4% or $56,630 at 6%.
Mazzetti 401(K) Plan-116$10,292,909$794,585$6,850iApproximate average salary by contribution assumption: employee only about $171,247 at 4% or $114,165 at 6%; with 50% employer match about $114,165 at 4% or $76,110 at 6%; with 100% employer match about $85,623 at 4% or $57,082 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-110$1,304,833$88,846$808iApproximate average salary by contribution assumption: employee only about $20,192 at 4% or $13,462 at 6%; with 50% employer match about $13,462 at 4% or $8,974 at 6%; with 100% employer match about $10,096 at 4% or $6,731 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-114$1,204,661--
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-130---
20123134$9,622,955$981,555$7,325iApproximate average salary by contribution assumption: employee only about $183,126 at 4% or $122,084 at 6%; with 50% employer match about $122,084 at 4% or $81,389 at 6%; with 100% employer match about $91,563 at 4% or $61,042 at 6%.
Mazzetti 401(K) Plan-134$8,517,825$980,402$7,316iApproximate average salary by contribution assumption: employee only about $182,911 at 4% or $121,941 at 6%; with 50% employer match about $121,941 at 4% or $81,294 at 6%; with 100% employer match about $91,455 at 4% or $60,970 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-127$1,105,130$1,153$9iApproximate average salary by contribution assumption: employee only about $227 at 4% or $151 at 6%; with 50% employer match about $151 at 4% or $101 at 6%; with 100% employer match about $113 at 4% or $76 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-132---
20113150$9,259,033$1,159,946$7,733iApproximate average salary by contribution assumption: employee only about $193,324 at 4% or $128,883 at 6%; with 50% employer match about $128,883 at 4% or $85,922 at 6%; with 100% employer match about $96,662 at 4% or $64,441 at 6%.
Mazzetti 401(K) Plan-150$7,948,818$1,047,616$6,984iApproximate average salary by contribution assumption: employee only about $174,603 at 4% or $116,402 at 6%; with 50% employer match about $116,402 at 4% or $77,601 at 6%; with 100% employer match about $87,301 at 4% or $58,201 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-150$1,310,215$112,330$749iApproximate average salary by contribution assumption: employee only about $18,722 at 4% or $12,481 at 6%; with 50% employer match about $12,481 at 4% or $8,321 at 6%; with 100% employer match about $9,361 at 4% or $6,241 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-150---
20103155$10,184,472$1,151,568$7,429iApproximate average salary by contribution assumption: employee only about $185,737 at 4% or $123,825 at 6%; with 50% employer match about $123,825 at 4% or $82,550 at 6%; with 100% employer match about $92,868 at 4% or $61,912 at 6%.
Mazzetti 401(K) Plan-155$8,979,918$1,087,568$7,017iApproximate average salary by contribution assumption: employee only about $175,414 at 4% or $116,943 at 6%; with 50% employer match about $116,943 at 4% or $77,962 at 6%; with 100% employer match about $87,707 at 4% or $58,471 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-150$1,204,554$64,000$427iApproximate average salary by contribution assumption: employee only about $10,667 at 4% or $7,111 at 6%; with 50% employer match about $7,111 at 4% or $4,741 at 6%; with 100% employer match about $5,333 at 4% or $3,556 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-148---
20093165$8,985,983$1,694,335$10,269iApproximate average salary by contribution assumption: employee only about $256,717 at 4% or $171,145 at 6%; with 50% employer match about $171,145 at 4% or $114,097 at 6%; with 100% employer match about $128,359 at 4% or $85,572 at 6%.
Mazzetti 401(K) Plan-155$7,887,021$1,610,329$10,389iApproximate average salary by contribution assumption: employee only about $259,730 at 4% or $173,154 at 6%; with 50% employer match about $173,154 at 4% or $115,436 at 6%; with 100% employer match about $129,865 at 4% or $86,577 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-150$1,098,962$84,006$560iApproximate average salary by contribution assumption: employee only about $14,001 at 4% or $9,334 at 6%; with 50% employer match about $9,334 at 4% or $6,223 at 6%; with 100% employer match about $7,000 at 4% or $4,667 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-165---
20082160$5,286,538$887,152$5,545iApproximate average salary by contribution assumption: employee only about $138,618 at 4% or $92,412 at 6%; with 50% employer match about $92,412 at 4% or $61,608 at 6%; with 100% employer match about $69,309 at 4% or $46,206 at 6%.
Mazzetti 401(K) Plan-155$5,286,538$887,152$5,724iApproximate average salary by contribution assumption: employee only about $143,089 at 4% or $95,393 at 6%; with 50% employer match about $95,393 at 4% or $63,595 at 6%; with 100% employer match about $71,545 at 4% or $47,696 at 6%.
Mazzetti Nash Lipsey Burch Inc. Health & Welfare Plan-160---
2007287$7,582,150$834,833$9,596iApproximate average salary by contribution assumption: employee only about $239,895 at 4% or $159,930 at 6%; with 50% employer match about $159,930 at 4% or $106,620 at 6%; with 100% employer match about $119,947 at 4% or $79,965 at 6%.
Mazzetti 401(K) Plan-87$6,545,497$723,090$8,311iApproximate average salary by contribution assumption: employee only about $207,784 at 4% or $138,523 at 6%; with 50% employer match about $138,523 at 4% or $92,349 at 6%; with 100% employer match about $103,892 at 4% or $69,261 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-82$1,036,653$111,743$1,363iApproximate average salary by contribution assumption: employee only about $34,068 at 4% or $22,712 at 6%; with 50% employer match about $22,712 at 4% or $15,141 at 6%; with 100% employer match about $17,034 at 4% or $11,356 at 6%.
2006296$830,219$96,363$1,004iApproximate average salary by contribution assumption: employee only about $25,095 at 4% or $16,730 at 6%; with 50% employer match about $16,730 at 4% or $11,153 at 6%; with 100% employer match about $12,547 at 4% or $8,365 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-82$830,219$96,363$1,175iApproximate average salary by contribution assumption: employee only about $29,379 at 4% or $19,586 at 6%; with 50% employer match about $19,586 at 4% or $13,057 at 6%; with 100% employer match about $14,689 at 4% or $9,793 at 6%.
Mazzetti 401(K) Plan-96---
20052105$6,552,874$961,172$9,154iApproximate average salary by contribution assumption: employee only about $228,850 at 4% or $152,567 at 6%; with 50% employer match about $152,567 at 4% or $101,711 at 6%; with 100% employer match about $114,425 at 4% or $76,283 at 6%.
Mazzetti 401(K) Plan-105$5,836,599$670,725$6,388iApproximate average salary by contribution assumption: employee only about $159,696 at 4% or $106,464 at 6%; with 50% employer match about $106,464 at 4% or $70,976 at 6%; with 100% employer match about $79,848 at 4% or $53,232 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-89$716,275$290,447$3,263iApproximate average salary by contribution assumption: employee only about $81,586 at 4% or $54,391 at 6%; with 50% employer match about $54,391 at 4% or $36,261 at 6%; with 100% employer match about $40,793 at 4% or $27,195 at 6%.
2004278$4,496,345$573,625$7,354iApproximate average salary by contribution assumption: employee only about $183,854 at 4% or $122,569 at 6%; with 50% employer match about $122,569 at 4% or $81,713 at 6%; with 100% employer match about $91,927 at 4% or $61,285 at 6%.
Mazzetti 401(K) Plan-78$3,608,172$551,999$7,077iApproximate average salary by contribution assumption: employee only about $176,923 at 4% or $117,949 at 6%; with 50% employer match about $117,949 at 4% or $78,632 at 6%; with 100% employer match about $88,461 at 4% or $58,974 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-73$888,173$21,626$296iApproximate average salary by contribution assumption: employee only about $7,406 at 4% or $4,937 at 6%; with 50% employer match about $4,937 at 4% or $3,292 at 6%; with 100% employer match about $3,703 at 4% or $2,469 at 6%.
20032102$3,552,354$638,060$6,255iApproximate average salary by contribution assumption: employee only about $156,387 at 4% or $104,258 at 6%; with 50% employer match about $104,258 at 4% or $69,505 at 6%; with 100% employer match about $78,194 at 4% or $52,129 at 6%.
Mazzetti 401(K) Plan-102$3,386,635$638,060$6,255iApproximate average salary by contribution assumption: employee only about $156,387 at 4% or $104,258 at 6%; with 50% employer match about $104,258 at 4% or $69,505 at 6%; with 100% employer match about $78,194 at 4% or $52,129 at 6%.
Mazzetti Inc. Employee Stock Ownership Plan & Trust-73$165,719--
2002170$2,300,518$565,160$8,074iApproximate average salary by contribution assumption: employee only about $201,843 at 4% or $134,562 at 6%; with 50% employer match about $134,562 at 4% or $89,708 at 6%; with 100% employer match about $100,921 at 4% or $67,281 at 6%.
Mazzetti 401(K) Plan-70$2,300,518$565,160$8,074iApproximate average salary by contribution assumption: employee only about $201,843 at 4% or $134,562 at 6%; with 50% employer match about $134,562 at 4% or $89,708 at 6%; with 100% employer match about $100,921 at 4% or $67,281 at 6%.
2001286$0$0-
Mazzetti 401(K) Plan-64---
Mazzetti Inc. Employee Stock Ownership Plan & Trust-86---
2000179$0$0-
Mazzetti 401(K) Plan-79---