Shartsis Friese LLP
Plan context: Shartsis Friese LLP Profit Sharing/401(K) Plan
EIN 94-2288901 • San Francisco, CA • 101 filings • 19 plans
Current Snapshot
Latest Year
2024
2024 Participants
121
2024 Assets
$163,777,476
2024 Contributions
$8,390,182
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 | 4 | 121 | $163,777,476 | $8,390,182 | $69,340iApproximate average salary by contribution assumption: employee only about $1,733,509 at 4% or $1,155,672 at 6%; with 50% employer match about $1,155,672 at 4% or $770,448 at 6%; with 100% employer match about $866,754 at 4% or $577,836 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 115 | $137,441,487 | $5,993,719 | $52,119iApproximate average salary by contribution assumption: employee only about $1,302,982 at 4% or $868,655 at 6%; with 50% employer match about $868,655 at 4% or $579,103 at 6%; with 100% employer match about $651,491 at 4% or $434,327 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 61 | $22,196,921 | $2,034,911 | $33,359iApproximate average salary by contribution assumption: employee only about $833,980 at 4% or $555,987 at 6%; with 50% employer match about $555,987 at 4% or $370,658 at 6%; with 100% employer match about $416,990 at 4% or $277,993 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 39 | $4,139,068 | $361,552 | $9,271iApproximate average salary by contribution assumption: employee only about $231,764 at 4% or $154,509 at 6%; with 50% employer match about $154,509 at 4% or $103,006 at 6%; with 100% employer match about $115,882 at 4% or $77,255 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 121 | - | - | - |
| 2023 | 5 | 122 | $146,160,282 | $8,621,280 | $70,666iApproximate average salary by contribution assumption: employee only about $1,766,656 at 4% or $1,177,770 at 6%; with 50% employer match about $1,177,770 at 4% or $785,180 at 6%; with 100% employer match about $883,328 at 4% or $588,885 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 111 | $121,409,821 | $5,878,642 | $52,961iApproximate average salary by contribution assumption: employee only about $1,324,018 at 4% or $882,679 at 6%; with 50% employer match about $882,679 at 4% or $588,453 at 6%; with 100% employer match about $662,009 at 4% or $441,339 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 63 | $21,517,141 | $2,277,757 | $36,155iApproximate average salary by contribution assumption: employee only about $903,872 at 4% or $602,581 at 6%; with 50% employer match about $602,581 at 4% or $401,721 at 6%; with 100% employer match about $451,936 at 4% or $301,291 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 36 | $3,233,320 | $464,881 | $12,913iApproximate average salary by contribution assumption: employee only about $322,834 at 4% or $215,223 at 6%; with 50% employer match about $215,223 at 4% or $143,482 at 6%; with 100% employer match about $161,417 at 4% or $107,611 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 122 | - | - | - |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 122 | - | - | - |
| 2022 | 4 | 122 | $128,807,765 | $5,559,519 | $45,570iApproximate average salary by contribution assumption: employee only about $1,139,246 at 4% or $759,497 at 6%; with 50% employer match about $759,497 at 4% or $506,331 at 6%; with 100% employer match about $569,623 at 4% or $379,749 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 114 | $105,424,577 | $3,731,823 | $32,735iApproximate average salary by contribution assumption: employee only about $818,382 at 4% or $545,588 at 6%; with 50% employer match about $545,588 at 4% or $363,725 at 6%; with 100% employer match about $409,191 at 4% or $272,794 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 62 | $20,653,258 | $1,652,521 | $26,654iApproximate average salary by contribution assumption: employee only about $666,339 at 4% or $444,226 at 6%; with 50% employer match about $444,226 at 4% or $296,151 at 6%; with 100% employer match about $333,170 at 4% or $222,113 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 30 | $2,729,930 | $175,175 | $5,839iApproximate average salary by contribution assumption: employee only about $145,979 at 4% or $97,319 at 6%; with 50% employer match about $97,319 at 4% or $64,880 at 6%; with 100% employer match about $72,990 at 4% or $48,660 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 122 | - | - | - |
| 2021 | 4 | 122 | $157,340,140 | $5,655,408 | $46,356iApproximate average salary by contribution assumption: employee only about $1,158,895 at 4% or $772,597 at 6%; with 50% employer match about $772,597 at 4% or $515,064 at 6%; with 100% employer match about $579,448 at 4% or $386,298 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 110 | $131,803,943 | $4,389,355 | $39,903iApproximate average salary by contribution assumption: employee only about $997,581 at 4% or $665,054 at 6%; with 50% employer match about $665,054 at 4% or $443,369 at 6%; with 100% employer match about $498,790 at 4% or $332,527 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 69 | $22,208,552 | $1,081,854 | $15,679iApproximate average salary by contribution assumption: employee only about $391,976 at 4% or $261,317 at 6%; with 50% employer match about $261,317 at 4% or $174,212 at 6%; with 100% employer match about $195,988 at 4% or $130,659 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 30 | $3,327,645 | $184,199 | $6,140iApproximate average salary by contribution assumption: employee only about $153,499 at 4% or $102,333 at 6%; with 50% employer match about $102,333 at 4% or $68,222 at 6%; with 100% employer match about $76,750 at 4% or $51,166 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 122 | - | - | - |
| 2020 | 4 | 124 | $136,647,307 | $5,994,325 | $48,341iApproximate average salary by contribution assumption: employee only about $1,208,533 at 4% or $805,689 at 6%; with 50% employer match about $805,689 at 4% or $537,126 at 6%; with 100% employer match about $604,267 at 4% or $402,844 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 115 | $113,560,898 | $3,976,100 | $34,575iApproximate average salary by contribution assumption: employee only about $864,370 at 4% or $576,246 at 6%; with 50% employer match about $576,246 at 4% or $384,164 at 6%; with 100% employer match about $432,185 at 4% or $288,123 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 69 | $20,234,974 | $1,750,334 | $25,367iApproximate average salary by contribution assumption: employee only about $634,179 at 4% or $422,786 at 6%; with 50% employer match about $422,786 at 4% or $281,857 at 6%; with 100% employer match about $317,089 at 4% or $211,393 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 30 | $2,851,435 | $267,891 | $8,930iApproximate average salary by contribution assumption: employee only about $223,243 at 4% or $148,828 at 6%; with 50% employer match about $148,828 at 4% or $99,219 at 6%; with 100% employer match about $111,621 at 4% or $74,414 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 124 | - | - | - |
| 2019 | 4 | 126 | $119,470,065 | $6,042,215 | $47,954iApproximate average salary by contribution assumption: employee only about $1,198,852 at 4% or $799,235 at 6%; with 50% employer match about $799,235 at 4% or $532,823 at 6%; with 100% employer match about $599,426 at 4% or $399,617 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 115 | $100,254,409 | $4,707,506 | $40,935iApproximate average salary by contribution assumption: employee only about $1,023,371 at 4% or $682,247 at 6%; with 50% employer match about $682,247 at 4% or $454,831 at 6%; with 100% employer match about $511,685 at 4% or $341,124 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 54 | $16,707,727 | $1,132,187 | $20,966iApproximate average salary by contribution assumption: employee only about $524,161 at 4% or $349,440 at 6%; with 50% employer match about $349,440 at 4% or $232,960 at 6%; with 100% employer match about $262,080 at 4% or $174,720 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 31 | $2,507,929 | $202,522 | $6,533iApproximate average salary by contribution assumption: employee only about $163,324 at 4% or $108,883 at 6%; with 50% employer match about $108,883 at 4% or $72,589 at 6%; with 100% employer match about $81,662 at 4% or $54,441 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 126 | - | - | - |
| 2018 | 4 | 119 | $95,717,178 | $5,794,519 | $48,693iApproximate average salary by contribution assumption: employee only about $1,217,336 at 4% or $811,557 at 6%; with 50% employer match about $811,557 at 4% or $541,038 at 6%; with 100% employer match about $608,668 at 4% or $405,779 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 104 | $79,907,860 | $3,583,398 | $34,456iApproximate average salary by contribution assumption: employee only about $861,394 at 4% or $574,263 at 6%; with 50% employer match about $574,263 at 4% or $382,842 at 6%; with 100% employer match about $430,697 at 4% or $287,131 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 53 | $13,362,649 | $2,009,627 | $37,917iApproximate average salary by contribution assumption: employee only about $947,937 at 4% or $631,958 at 6%; with 50% employer match about $631,958 at 4% or $421,305 at 6%; with 100% employer match about $473,969 at 4% or $315,979 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 29 | $2,446,669 | $201,494 | $6,948iApproximate average salary by contribution assumption: employee only about $173,702 at 4% or $115,801 at 6%; with 50% employer match about $115,801 at 4% or $77,201 at 6%; with 100% employer match about $86,851 at 4% or $57,901 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 119 | - | - | - |
| 2017 | 4 | 118 | $99,562,899 | $6,244,572 | $52,920iApproximate average salary by contribution assumption: employee only about $1,323,003 at 4% or $882,002 at 6%; with 50% employer match about $882,002 at 4% or $588,001 at 6%; with 100% employer match about $661,501 at 4% or $441,001 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 107 | $83,197,337 | $4,140,937 | $38,700iApproximate average salary by contribution assumption: employee only about $967,509 at 4% or $645,006 at 6%; with 50% employer match about $645,006 at 4% or $430,004 at 6%; with 100% employer match about $483,754 at 4% or $322,503 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 56 | $13,593,128 | $1,825,923 | $32,606iApproximate average salary by contribution assumption: employee only about $815,144 at 4% or $543,429 at 6%; with 50% employer match about $543,429 at 4% or $362,286 at 6%; with 100% employer match about $407,572 at 4% or $271,715 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 29 | $2,772,434 | $277,712 | $9,576iApproximate average salary by contribution assumption: employee only about $239,407 at 4% or $159,605 at 6%; with 50% employer match about $159,605 at 4% or $106,403 at 6%; with 100% employer match about $119,703 at 4% or $79,802 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 118 | - | - | - |
| 2016 | 4 | 116 | $87,049,488 | $5,280,434 | $45,521iApproximate average salary by contribution assumption: employee only about $1,138,025 at 4% or $758,683 at 6%; with 50% employer match about $758,683 at 4% or $505,789 at 6%; with 100% employer match about $569,012 at 4% or $379,342 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 105 | $73,460,227 | $3,402,461 | $32,404iApproximate average salary by contribution assumption: employee only about $810,110 at 4% or $540,073 at 6%; with 50% employer match about $540,073 at 4% or $360,049 at 6%; with 100% employer match about $405,055 at 4% or $270,037 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 51 | $11,422,828 | $1,717,940 | $33,685iApproximate average salary by contribution assumption: employee only about $842,127 at 4% or $561,418 at 6%; with 50% employer match about $561,418 at 4% or $374,279 at 6%; with 100% employer match about $421,064 at 4% or $280,709 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 29 | $2,166,433 | $160,033 | $5,518iApproximate average salary by contribution assumption: employee only about $137,959 at 4% or $91,973 at 6%; with 50% employer match about $91,973 at 4% or $61,315 at 6%; with 100% employer match about $68,980 at 4% or $45,986 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 116 | - | - | - |
| 2015 | 4 | 128 | $81,335,166 | $7,287,839 | $56,936iApproximate average salary by contribution assumption: employee only about $1,423,406 at 4% or $948,937 at 6%; with 50% employer match about $948,937 at 4% or $632,625 at 6%; with 100% employer match about $711,703 at 4% or $474,469 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 104 | $69,896,811 | $4,788,682 | $46,045iApproximate average salary by contribution assumption: employee only about $1,151,125 at 4% or $767,417 at 6%; with 50% employer match about $767,417 at 4% or $511,611 at 6%; with 100% employer match about $575,563 at 4% or $383,708 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 48 | $9,407,934 | $2,330,626 | $48,555iApproximate average salary by contribution assumption: employee only about $1,213,868 at 4% or $809,245 at 6%; with 50% employer match about $809,245 at 4% or $539,497 at 6%; with 100% employer match about $606,934 at 4% or $404,623 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 31 | $2,030,421 | $168,531 | $5,436iApproximate average salary by contribution assumption: employee only about $135,912 at 4% or $90,608 at 6%; with 50% employer match about $90,608 at 4% or $60,405 at 6%; with 100% employer match about $67,956 at 4% or $45,304 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 128 | - | - | - |
| 2014 | 4 | 114 | $79,825,390 | $5,228,321 | $45,862iApproximate average salary by contribution assumption: employee only about $1,146,562 at 4% or $764,374 at 6%; with 50% employer match about $764,374 at 4% or $509,583 at 6%; with 100% employer match about $573,281 at 4% or $382,187 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 110 | $69,168,018 | $3,259,379 | $29,631iApproximate average salary by contribution assumption: employee only about $740,768 at 4% or $493,845 at 6%; with 50% employer match about $493,845 at 4% or $329,230 at 6%; with 100% employer match about $370,384 at 4% or $246,923 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 49 | $8,793,496 | $1,791,599 | $36,563iApproximate average salary by contribution assumption: employee only about $914,081 at 4% or $609,387 at 6%; with 50% employer match about $609,387 at 4% or $406,258 at 6%; with 100% employer match about $457,041 at 4% or $304,694 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 28 | $1,863,876 | $177,343 | $6,334iApproximate average salary by contribution assumption: employee only about $158,342 at 4% or $105,561 at 6%; with 50% employer match about $105,561 at 4% or $70,374 at 6%; with 100% employer match about $79,171 at 4% or $52,781 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 114 | - | - | - |
| 2013 | 4 | 123 | $76,967,643 | $5,454,287 | $44,344iApproximate average salary by contribution assumption: employee only about $1,108,595 at 4% or $739,063 at 6%; with 50% employer match about $739,063 at 4% or $492,709 at 6%; with 100% employer match about $554,297 at 4% or $369,532 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 100 | $67,900,173 | $3,302,962 | $33,030iApproximate average salary by contribution assumption: employee only about $825,741 at 4% or $550,494 at 6%; with 50% employer match about $550,494 at 4% or $366,996 at 6%; with 100% employer match about $412,870 at 4% or $275,247 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 51 | $7,438,036 | $1,874,511 | $36,755iApproximate average salary by contribution assumption: employee only about $918,878 at 4% or $612,585 at 6%; with 50% employer match about $612,585 at 4% or $408,390 at 6%; with 100% employer match about $459,439 at 4% or $306,293 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 27 | $1,629,434 | $276,814 | $10,252iApproximate average salary by contribution assumption: employee only about $256,309 at 4% or $170,873 at 6%; with 50% employer match about $170,873 at 4% or $113,915 at 6%; with 100% employer match about $128,155 at 4% or $85,436 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 123 | - | - | - |
| 2012 | 4 | 114 | $62,080,129 | $4,219,797 | $37,016iApproximate average salary by contribution assumption: employee only about $925,394 at 4% or $616,929 at 6%; with 50% employer match about $616,929 at 4% or $411,286 at 6%; with 100% employer match about $462,697 at 4% or $308,465 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 94 | $54,858,794 | $2,424,626 | $25,794iApproximate average salary by contribution assumption: employee only about $644,847 at 4% or $429,898 at 6%; with 50% employer match about $429,898 at 4% or $286,599 at 6%; with 100% employer match about $322,424 at 4% or $214,949 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 49 | $5,573,934 | $1,645,166 | $33,575iApproximate average salary by contribution assumption: employee only about $839,370 at 4% or $559,580 at 6%; with 50% employer match about $559,580 at 4% or $373,054 at 6%; with 100% employer match about $419,685 at 4% or $279,790 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 28 | $1,647,401 | $150,005 | $5,357iApproximate average salary by contribution assumption: employee only about $133,933 at 4% or $89,289 at 6%; with 50% employer match about $89,289 at 4% or $59,526 at 6%; with 100% employer match about $66,967 at 4% or $44,644 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 114 | - | - | - |
| 2011 | 4 | 109 | $52,184,770 | $4,288,691 | $39,346iApproximate average salary by contribution assumption: employee only about $983,645 at 4% or $655,763 at 6%; with 50% employer match about $655,763 at 4% or $437,175 at 6%; with 100% employer match about $491,822 at 4% or $327,882 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 94 | $47,146,536 | $2,380,213 | $25,321iApproximate average salary by contribution assumption: employee only about $633,035 at 4% or $422,024 at 6%; with 50% employer match about $422,024 at 4% or $281,349 at 6%; with 100% employer match about $316,518 at 4% or $211,012 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 50 | $3,428,407 | $1,721,954 | $34,439iApproximate average salary by contribution assumption: employee only about $860,977 at 4% or $573,985 at 6%; with 50% employer match about $573,985 at 4% or $382,656 at 6%; with 100% employer match about $430,489 at 4% or $286,992 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 29 | $1,609,827 | $186,524 | $6,432iApproximate average salary by contribution assumption: employee only about $160,797 at 4% or $107,198 at 6%; with 50% employer match about $107,198 at 4% or $71,465 at 6%; with 100% employer match about $80,398 at 4% or $53,599 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 109 | - | - | - |
| 2010 | 5 | 114 | $47,772,228 | $12,153,052 | $106,606iApproximate average salary by contribution assumption: employee only about $2,665,143 at 4% or $1,776,762 at 6%; with 50% employer match about $1,776,762 at 4% or $1,184,508 at 6%; with 100% employer match about $1,332,571 at 4% or $888,381 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 96 | $46,099,129 | $9,630,648 | $100,319iApproximate average salary by contribution assumption: employee only about $2,507,981 at 4% or $1,671,988 at 6%; with 50% employer match about $1,671,988 at 4% or $1,114,658 at 6%; with 100% employer match about $1,253,991 at 4% or $835,994 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 29 | $1,672,999 | $185,888 | $6,410iApproximate average salary by contribution assumption: employee only about $160,248 at 4% or $106,832 at 6%; with 50% employer match about $106,832 at 4% or $71,221 at 6%; with 100% employer match about $80,124 at 4% or $53,416 at 6%. |
| Shartsis Friese LLP Cash Balance Pension Plan | - | 51 | $100 | $1,831,307 | $35,908iApproximate average salary by contribution assumption: employee only about $897,700 at 4% or $598,466 at 6%; with 50% employer match about $598,466 at 4% or $398,978 at 6%; with 100% employer match about $448,850 at 4% or $299,233 at 6%. |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 0 | - | $505,209 | - |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 114 | - | - | - |
| 2009 | 4 | 118 | $48,179,718 | $6,086,692 | $51,582iApproximate average salary by contribution assumption: employee only about $1,289,553 at 4% or $859,702 at 6%; with 50% employer match about $859,702 at 4% or $573,135 at 6%; with 100% employer match about $644,777 at 4% or $429,851 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 95 | $32,315,784 | $2,459,410 | $25,889iApproximate average salary by contribution assumption: employee only about $647,213 at 4% or $431,475 at 6%; with 50% employer match about $431,475 at 4% or $287,650 at 6%; with 100% employer match about $323,607 at 4% or $215,738 at 6%. |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 46 | $14,400,339 | $3,382,824 | $73,540iApproximate average salary by contribution assumption: employee only about $1,838,491 at 4% or $1,225,661 at 6%; with 50% employer match about $1,225,661 at 4% or $817,107 at 6%; with 100% employer match about $919,246 at 4% or $612,830 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 32 | $1,463,595 | $244,458 | $7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 118 | - | - | - |
| 2008 | 4 | 119 | $34,635,341 | $7,084,118 | $59,530iApproximate average salary by contribution assumption: employee only about $1,488,260 at 4% or $992,173 at 6%; with 50% employer match about $992,173 at 4% or $661,449 at 6%; with 100% employer match about $744,130 at 4% or $496,087 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 99 | $24,628,264 | $4,821,912 | $48,706iApproximate average salary by contribution assumption: employee only about $1,217,655 at 4% or $811,770 at 6%; with 50% employer match about $811,770 at 4% or $541,180 at 6%; with 100% employer match about $608,827 at 4% or $405,885 at 6%. |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 47 | $9,049,819 | $2,017,637 | $42,928iApproximate average salary by contribution assumption: employee only about $1,073,211 at 4% or $715,474 at 6%; with 50% employer match about $715,474 at 4% or $476,983 at 6%; with 100% employer match about $536,606 at 4% or $357,737 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 17 | $957,258 | $244,569 | $14,386iApproximate average salary by contribution assumption: employee only about $359,660 at 4% or $239,774 at 6%; with 50% employer match about $239,774 at 4% or $159,849 at 6%; with 100% employer match about $179,830 at 4% or $119,887 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 119 | - | - | - |
| 2007 | 4 | 116 | $0 | $0 | - |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 116 | - | - | - |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 96 | - | - | - |
| Shartsis Friese LLP Associates 401(K) Plan | - | 16 | - | - | - |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 48 | - | - | - |
| 2006 | 4 | 106 | $40,338,154 | $4,281,334 | $40,390iApproximate average salary by contribution assumption: employee only about $1,009,749 at 4% or $673,166 at 6%; with 50% employer match about $673,166 at 4% or $448,777 at 6%; with 100% employer match about $504,874 at 4% or $336,583 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 91 | $29,442,292 | $2,217,515 | $24,368iApproximate average salary by contribution assumption: employee only about $609,207 at 4% or $406,138 at 6%; with 50% employer match about $406,138 at 4% or $270,759 at 6%; with 100% employer match about $304,604 at 4% or $203,069 at 6%. |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 48 | $9,540,004 | $1,766,815 | $36,809iApproximate average salary by contribution assumption: employee only about $920,216 at 4% or $613,477 at 6%; with 50% employer match about $613,477 at 4% or $408,985 at 6%; with 100% employer match about $460,108 at 4% or $306,739 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 13 | $1,355,858 | $297,004 | $22,846iApproximate average salary by contribution assumption: employee only about $571,162 at 4% or $380,774 at 6%; with 50% employer match about $380,774 at 4% or $253,850 at 6%; with 100% employer match about $285,581 at 4% or $190,387 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 106 | - | - | - |
| 2005 | 4 | 109 | $31,698,682 | $3,901,414 | $35,793iApproximate average salary by contribution assumption: employee only about $894,820 at 4% or $596,546 at 6%; with 50% employer match about $596,546 at 4% or $397,698 at 6%; with 100% employer match about $447,410 at 4% or $298,273 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 93 | $24,185,087 | $2,144,683 | $23,061iApproximate average salary by contribution assumption: employee only about $576,528 at 4% or $384,352 at 6%; with 50% employer match about $384,352 at 4% or $256,235 at 6%; with 100% employer match about $288,264 at 4% or $192,176 at 6%. |
| SHARTSIS FRIESE LLP CASH BALANCE PLAN | - | 49 | $6,488,670 | $1,490,199 | $30,412iApproximate average salary by contribution assumption: employee only about $760,306 at 4% or $506,870 at 6%; with 50% employer match about $506,870 at 4% or $337,914 at 6%; with 100% employer match about $380,153 at 4% or $253,435 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 15 | $1,024,925 | $266,532 | $17,769iApproximate average salary by contribution assumption: employee only about $444,220 at 4% or $296,147 at 6%; with 50% employer match about $296,147 at 4% or $197,431 at 6%; with 100% employer match about $222,110 at 4% or $148,073 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 109 | - | - | - |
| 2004 | 4 | 109 | $26,408,231 | $3,312,777 | $30,392iApproximate average salary by contribution assumption: employee only about $759,811 at 4% or $506,541 at 6%; with 50% employer match about $506,541 at 4% or $337,694 at 6%; with 100% employer match about $379,906 at 4% or $253,270 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 86 | $20,999,145 | $1,738,434 | $20,214iApproximate average salary by contribution assumption: employee only about $505,359 at 4% or $336,906 at 6%; with 50% employer match about $336,906 at 4% or $224,604 at 6%; with 100% employer match about $252,679 at 4% or $168,453 at 6%. |
| SHARTSIS, FRIESE & GINSBURG LLP CASH BALANCE PLAN | - | 45 | $4,710,735 | $1,424,479 | $31,655iApproximate average salary by contribution assumption: employee only about $791,377 at 4% or $527,585 at 6%; with 50% employer match about $527,585 at 4% or $351,723 at 6%; with 100% employer match about $395,689 at 4% or $263,792 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 13 | $698,351 | $149,864 | $11,528iApproximate average salary by contribution assumption: employee only about $288,200 at 4% or $192,133 at 6%; with 50% employer match about $192,133 at 4% or $128,089 at 6%; with 100% employer match about $144,100 at 4% or $96,067 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 109 | - | - | - |
| 2003 | 4 | 113 | $20,865,655 | $3,126,420 | $27,667iApproximate average salary by contribution assumption: employee only about $691,686 at 4% or $461,124 at 6%; with 50% employer match about $461,124 at 4% or $307,416 at 6%; with 100% employer match about $345,843 at 4% or $230,562 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 83 | $17,314,871 | $1,652,004 | $19,904iApproximate average salary by contribution assumption: employee only about $497,592 at 4% or $331,728 at 6%; with 50% employer match about $331,728 at 4% or $221,152 at 6%; with 100% employer match about $248,796 at 4% or $165,864 at 6%. |
| SHARTSIS, FRIESE & GINSBURG LLP CASH BALANCE PLAN | - | 45 | $2,987,795 | $1,309,216 | $29,094iApproximate average salary by contribution assumption: employee only about $727,342 at 4% or $484,895 at 6%; with 50% employer match about $484,895 at 4% or $323,263 at 6%; with 100% employer match about $363,671 at 4% or $242,447 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 14 | $562,989 | $165,200 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 113 | - | - | - |
| 2002 | 4 | 113 | $12,769,010 | $1,687,122 | $14,930iApproximate average salary by contribution assumption: employee only about $373,257 at 4% or $248,838 at 6%; with 50% employer match about $248,838 at 4% or $165,892 at 6%; with 100% employer match about $186,629 at 4% or $124,419 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 86 | $12,481,817 | $1,526,766 | $17,753iApproximate average salary by contribution assumption: employee only about $443,827 at 4% or $295,885 at 6%; with 50% employer match about $295,885 at 4% or $197,257 at 6%; with 100% employer match about $221,914 at 4% or $147,942 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 12 | $287,193 | $160,356 | $13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 113 | - | - | - |
| SHARTSIS, FRIESE & GINSBURG LLP CASH BALANCE PLAN | - | 44 | - | - | - |
| 2001 | 3 | 108 | $0 | $0 | - |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 108 | - | - | - |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 87 | - | - | - |
| Shartsis Friese LLP Associates 401(K) Plan | - | 10 | - | - | - |
| 2000 | 3 | 119 | $14,110,101 | $1,255,907 | $10,554iApproximate average salary by contribution assumption: employee only about $263,846 at 4% or $175,897 at 6%; with 50% employer match about $175,897 at 4% or $117,265 at 6%; with 100% employer match about $131,923 at 4% or $87,949 at 6%. |
| Shartsis Friese LLP Profit Sharing/401(K) Plan | - | 83 | $13,863,122 | $1,171,437 | $14,114iApproximate average salary by contribution assumption: employee only about $352,842 at 4% or $235,228 at 6%; with 50% employer match about $235,228 at 4% or $156,819 at 6%; with 100% employer match about $176,421 at 4% or $117,614 at 6%. |
| Shartsis Friese LLP Associates 401(K) Plan | - | 10 | $246,979 | $84,470 | $8,447iApproximate average salary by contribution assumption: employee only about $211,175 at 4% or $140,783 at 6%; with 50% employer match about $140,783 at 4% or $93,856 at 6%; with 100% employer match about $105,588 at 4% or $70,392 at 6%. |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 119 | - | - | - |
| 1999 | 1 | 123 | $0 | $0 | - |
| Shartsis Friese & Ginsburg LLP Health and Welfare | - | 123 | - | - | - |