Civic Intelligence

Stephen Bruce Bley Inc.

Plan context: Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan

EIN 94-2382142 • San Francisco, CA • 25 filings • 5 plans

44 Montgomery Street, Suite 3170San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,475,280

2024 Contributions

$129,171

Historical Graphs

Total Assets Over Time

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

$2,067,626$1,033,813$0200020122024YearValue
$1,475,280Latest year 2024

Participants Over Time

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

1370200020122024YearValue
8Latest 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
202418$1,475,280$129,171$16,146iApproximate average salary by contribution assumption: employee only about $403,659 at 4% or $269,106 at 6%; with 50% employer match about $269,106 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-8$1,475,280$129,171$16,146iApproximate average salary by contribution assumption: employee only about $403,659 at 4% or $269,106 at 6%; with 50% employer match about $269,106 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
202319$1,310,758$115,740$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$1,310,758$115,740$12,860iApproximate average salary by contribution assumption: employee only about $321,500 at 4% or $214,333 at 6%; with 50% employer match about $214,333 at 4% or $142,889 at 6%; with 100% employer match about $160,750 at 4% or $107,167 at 6%.
2022113$1,776,887$115,138$8,857iApproximate average salary by contribution assumption: employee only about $221,419 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,806 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-13$1,776,887$115,138$8,857iApproximate average salary by contribution assumption: employee only about $221,419 at 4% or $147,613 at 6%; with 50% employer match about $147,613 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,806 at 6%.
2021112$2,067,626$117,896$9,825iApproximate average salary by contribution assumption: employee only about $245,617 at 4% or $163,744 at 6%; with 50% employer match about $163,744 at 4% or $109,163 at 6%; with 100% employer match about $122,808 at 4% or $81,872 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-12$2,067,626$117,896$9,825iApproximate average salary by contribution assumption: employee only about $245,617 at 4% or $163,744 at 6%; with 50% employer match about $163,744 at 4% or $109,163 at 6%; with 100% employer match about $122,808 at 4% or $81,872 at 6%.
2020111$1,697,747$111,308$10,119iApproximate average salary by contribution assumption: employee only about $252,973 at 4% or $168,648 at 6%; with 50% employer match about $168,648 at 4% or $112,432 at 6%; with 100% employer match about $126,486 at 4% or $84,324 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-11$1,697,747$111,308$10,119iApproximate average salary by contribution assumption: employee only about $252,973 at 4% or $168,648 at 6%; with 50% employer match about $168,648 at 4% or $112,432 at 6%; with 100% employer match about $126,486 at 4% or $84,324 at 6%.
2019111$1,410,642$95,767$8,706iApproximate average salary by contribution assumption: employee only about $217,652 at 4% or $145,102 at 6%; with 50% employer match about $145,102 at 4% or $96,734 at 6%; with 100% employer match about $108,826 at 4% or $72,551 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-11$1,410,642$95,767$8,706iApproximate average salary by contribution assumption: employee only about $217,652 at 4% or $145,102 at 6%; with 50% employer match about $145,102 at 4% or $96,734 at 6%; with 100% employer match about $108,826 at 4% or $72,551 at 6%.
2018112$1,314,579$89,652$7,471iApproximate average salary by contribution assumption: employee only about $186,775 at 4% or $124,517 at 6%; with 50% employer match about $124,517 at 4% or $83,011 at 6%; with 100% employer match about $93,388 at 4% or $62,258 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-12$1,314,579$89,652$7,471iApproximate average salary by contribution assumption: employee only about $186,775 at 4% or $124,517 at 6%; with 50% employer match about $124,517 at 4% or $83,011 at 6%; with 100% employer match about $93,388 at 4% or $62,258 at 6%.
2017110$1,311,028$94,001$9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,668 at 6%; with 50% employer match about $156,668 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$1,311,028$94,001$9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,668 at 6%; with 50% employer match about $156,668 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
2016110$998,975$87,932$8,793iApproximate average salary by contribution assumption: employee only about $219,830 at 4% or $146,553 at 6%; with 50% employer match about $146,553 at 4% or $97,702 at 6%; with 100% employer match about $109,915 at 4% or $73,277 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$998,975$87,932$8,793iApproximate average salary by contribution assumption: employee only about $219,830 at 4% or $146,553 at 6%; with 50% employer match about $146,553 at 4% or $97,702 at 6%; with 100% employer match about $109,915 at 4% or $73,277 at 6%.
2015110$1,212,111$97,190$9,719iApproximate average salary by contribution assumption: employee only about $242,975 at 4% or $161,983 at 6%; with 50% employer match about $161,983 at 4% or $107,989 at 6%; with 100% employer match about $121,488 at 4% or $80,992 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$1,212,111$97,190$9,719iApproximate average salary by contribution assumption: employee only about $242,975 at 4% or $161,983 at 6%; with 50% employer match about $161,983 at 4% or $107,989 at 6%; with 100% employer match about $121,488 at 4% or $80,992 at 6%.
2014110$1,117,197$95,900$9,590iApproximate average salary by contribution assumption: employee only about $239,750 at 4% or $159,833 at 6%; with 50% employer match about $159,833 at 4% or $106,556 at 6%; with 100% employer match about $119,875 at 4% or $79,917 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$1,117,197$95,900$9,590iApproximate average salary by contribution assumption: employee only about $239,750 at 4% or $159,833 at 6%; with 50% employer match about $159,833 at 4% or $106,556 at 6%; with 100% employer match about $119,875 at 4% or $79,917 at 6%.
201319$958,148$91,000$10,111iApproximate average salary by contribution assumption: employee only about $252,778 at 4% or $168,519 at 6%; with 50% employer match about $168,519 at 4% or $112,346 at 6%; with 100% employer match about $126,389 at 4% or $84,259 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$958,148$91,000$10,111iApproximate average salary by contribution assumption: employee only about $252,778 at 4% or $168,519 at 6%; with 50% employer match about $168,519 at 4% or $112,346 at 6%; with 100% employer match about $126,389 at 4% or $84,259 at 6%.
2012110$724,544$81,300$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$724,544$81,300$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
2011110$563,199$82,097$8,210iApproximate average salary by contribution assumption: employee only about $205,243 at 4% or $136,828 at 6%; with 50% employer match about $136,828 at 4% or $91,219 at 6%; with 100% employer match about $102,621 at 4% or $68,414 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$563,199$82,097$8,210iApproximate average salary by contribution assumption: employee only about $205,243 at 4% or $136,828 at 6%; with 50% employer match about $136,828 at 4% or $91,219 at 6%; with 100% employer match about $102,621 at 4% or $68,414 at 6%.
201019$492,003$70,929$7,881iApproximate average salary by contribution assumption: employee only about $197,025 at 4% or $131,350 at 6%; with 50% employer match about $131,350 at 4% or $87,567 at 6%; with 100% employer match about $98,513 at 4% or $65,675 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$492,003$70,929$7,881iApproximate average salary by contribution assumption: employee only about $197,025 at 4% or $131,350 at 6%; with 50% employer match about $131,350 at 4% or $87,567 at 6%; with 100% employer match about $98,513 at 4% or $65,675 at 6%.
200918$373,736$60,388$7,549iApproximate average salary by contribution assumption: employee only about $188,713 at 4% or $125,808 at 6%; with 50% employer match about $125,808 at 4% or $83,872 at 6%; with 100% employer match about $94,356 at 4% or $62,904 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-8$373,736$60,388$7,549iApproximate average salary by contribution assumption: employee only about $188,713 at 4% or $125,808 at 6%; with 50% employer match about $125,808 at 4% or $83,872 at 6%; with 100% employer match about $94,356 at 4% or $62,904 at 6%.
2008111$259,308$48,561$4,415iApproximate average salary by contribution assumption: employee only about $110,366 at 4% or $73,577 at 6%; with 50% employer match about $73,577 at 4% or $49,052 at 6%; with 100% employer match about $55,183 at 4% or $36,789 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-11$259,308$48,561$4,415iApproximate average salary by contribution assumption: employee only about $110,366 at 4% or $73,577 at 6%; with 50% employer match about $73,577 at 4% or $49,052 at 6%; with 100% employer match about $55,183 at 4% or $36,789 at 6%.
2007110$310,344$27,400$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$310,344$27,400$2,740iApproximate average salary by contribution assumption: employee only about $68,500 at 4% or $45,667 at 6%; with 50% employer match about $45,667 at 4% or $30,444 at 6%; with 100% employer match about $34,250 at 4% or $22,833 at 6%.
2006110$376,842$42,439$4,244iApproximate average salary by contribution assumption: employee only about $106,097 at 4% or $70,732 at 6%; with 50% employer match about $70,732 at 4% or $47,154 at 6%; with 100% employer match about $53,049 at 4% or $35,366 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-10$376,842$42,439$4,244iApproximate average salary by contribution assumption: employee only about $106,097 at 4% or $70,732 at 6%; with 50% employer match about $70,732 at 4% or $47,154 at 6%; with 100% employer match about $53,049 at 4% or $35,366 at 6%.
200519$296,765$45,723$5,080iApproximate average salary by contribution assumption: employee only about $127,008 at 4% or $84,672 at 6%; with 50% employer match about $84,672 at 4% or $56,448 at 6%; with 100% employer match about $63,504 at 4% or $42,336 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$296,765$45,723$5,080iApproximate average salary by contribution assumption: employee only about $127,008 at 4% or $84,672 at 6%; with 50% employer match about $84,672 at 4% or $56,448 at 6%; with 100% employer match about $63,504 at 4% or $42,336 at 6%.
200417$235,371$44,286$6,327iApproximate average salary by contribution assumption: employee only about $158,164 at 4% or $105,443 at 6%; with 50% employer match about $105,443 at 4% or $70,295 at 6%; with 100% employer match about $79,082 at 4% or $52,721 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-7$235,371$44,286$6,327iApproximate average salary by contribution assumption: employee only about $158,164 at 4% or $105,443 at 6%; with 50% employer match about $105,443 at 4% or $70,295 at 6%; with 100% employer match about $79,082 at 4% or $52,721 at 6%.
200316$177,332$35,550$5,925iApproximate average salary by contribution assumption: employee only about $148,125 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,833 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-6$177,332$35,550$5,925iApproximate average salary by contribution assumption: employee only about $148,125 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,833 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
200219$195,893$40,400$4,489iApproximate average salary by contribution assumption: employee only about $112,222 at 4% or $74,815 at 6%; with 50% employer match about $74,815 at 4% or $49,877 at 6%; with 100% employer match about $56,111 at 4% or $37,407 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$195,893$40,400$4,489iApproximate average salary by contribution assumption: employee only about $112,222 at 4% or $74,815 at 6%; with 50% employer match about $74,815 at 4% or $49,877 at 6%; with 100% employer match about $56,111 at 4% or $37,407 at 6%.
200119$190,449$38,185$4,243iApproximate average salary by contribution assumption: employee only about $106,069 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,356 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-9$190,449$38,185$4,243iApproximate average salary by contribution assumption: employee only about $106,069 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,356 at 6%.
200017$180,651$32,240$4,606iApproximate average salary by contribution assumption: employee only about $115,143 at 4% or $76,762 at 6%; with 50% employer match about $76,762 at 4% or $51,175 at 6%; with 100% employer match about $57,571 at 4% or $38,381 at 6%.
Stephen Bruce Bley Inc. 401(K) Profit Sharing Plan-7$180,651$32,240$4,606iApproximate average salary by contribution assumption: employee only about $115,143 at 4% or $76,762 at 6%; with 50% employer match about $76,762 at 4% or $51,175 at 6%; with 100% employer match about $57,571 at 4% or $38,381 at 6%.