Civic Intelligence

Stimmel, Stimmel & Smith

Plan context: Stimmel, Stimmel & Smith 401K Profit Sharing Plan

EIN 94-2434034 • San Francisco, CA • 23 filings • 4 plans

48 Gold Street Floor 2ndSan Francisco, CA 94133
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$800,121

2022 Contributions

$67,670

Historical Graphs

Total Assets Over Time

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

$1,379,810$689,905$0199920132021YearValue
$800,121Latest year 2021

Participants Over Time

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

1580199920132021YearValue
2Latest year 2021

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
202210$0$67,670-
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-0-$67,670-
202112$800,121$77,118$38,559iApproximate average salary by contribution assumption: employee only about $963,975 at 4% or $642,650 at 6%; with 50% employer match about $642,650 at 4% or $428,433 at 6%; with 100% employer match about $481,988 at 4% or $321,325 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-2$800,121$77,118$38,559iApproximate average salary by contribution assumption: employee only about $963,975 at 4% or $642,650 at 6%; with 50% employer match about $642,650 at 4% or $428,433 at 6%; with 100% employer match about $481,988 at 4% or $321,325 at 6%.
202012$674,790$76,314$38,157iApproximate average salary by contribution assumption: employee only about $953,925 at 4% or $635,950 at 6%; with 50% employer match about $635,950 at 4% or $423,967 at 6%; with 100% employer match about $476,963 at 4% or $317,975 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-2$674,790$76,314$38,157iApproximate average salary by contribution assumption: employee only about $953,925 at 4% or $635,950 at 6%; with 50% employer match about $635,950 at 4% or $423,967 at 6%; with 100% employer match about $476,963 at 4% or $317,975 at 6%.
201912$570,559$71,751$35,876iApproximate average salary by contribution assumption: employee only about $896,888 at 4% or $597,925 at 6%; with 50% employer match about $597,925 at 4% or $398,617 at 6%; with 100% employer match about $448,444 at 4% or $298,963 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-2$570,559$71,751$35,876iApproximate average salary by contribution assumption: employee only about $896,888 at 4% or $597,925 at 6%; with 50% employer match about $597,925 at 4% or $398,617 at 6%; with 100% employer match about $448,444 at 4% or $298,963 at 6%.
201812$444,756$138,466$69,233iApproximate average salary by contribution assumption: employee only about $1,730,825 at 4% or $1,153,883 at 6%; with 50% employer match about $1,153,883 at 4% or $769,256 at 6%; with 100% employer match about $865,413 at 4% or $576,942 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-2$444,756$138,466$69,233iApproximate average salary by contribution assumption: employee only about $1,730,825 at 4% or $1,153,883 at 6%; with 50% employer match about $1,153,883 at 4% or $769,256 at 6%; with 100% employer match about $865,413 at 4% or $576,942 at 6%.
201713$1,379,810$63,985$21,328iApproximate average salary by contribution assumption: employee only about $533,208 at 4% or $355,472 at 6%; with 50% employer match about $355,472 at 4% or $236,981 at 6%; with 100% employer match about $266,604 at 4% or $177,736 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-3$1,379,810$63,985$21,328iApproximate average salary by contribution assumption: employee only about $533,208 at 4% or $355,472 at 6%; with 50% employer match about $355,472 at 4% or $236,981 at 6%; with 100% employer match about $266,604 at 4% or $177,736 at 6%.
201613$1,163,864$64,042$21,347iApproximate average salary by contribution assumption: employee only about $533,683 at 4% or $355,789 at 6%; with 50% employer match about $355,789 at 4% or $237,193 at 6%; with 100% employer match about $266,842 at 4% or $177,894 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-3$1,163,864$64,042$21,347iApproximate average salary by contribution assumption: employee only about $533,683 at 4% or $355,789 at 6%; with 50% employer match about $355,789 at 4% or $237,193 at 6%; with 100% employer match about $266,842 at 4% or $177,894 at 6%.
201511$1,112,851$39,222$39,222iApproximate average salary by contribution assumption: employee only about $980,550 at 4% or $653,700 at 6%; with 50% employer match about $653,700 at 4% or $435,800 at 6%; with 100% employer match about $490,275 at 4% or $326,850 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-1$1,112,851$39,222$39,222iApproximate average salary by contribution assumption: employee only about $980,550 at 4% or $653,700 at 6%; with 50% employer match about $653,700 at 4% or $435,800 at 6%; with 100% employer match about $490,275 at 4% or $326,850 at 6%.
2014115$1,214,989$526,271$35,085iApproximate average salary by contribution assumption: employee only about $877,118 at 4% or $584,746 at 6%; with 50% employer match about $584,746 at 4% or $389,830 at 6%; with 100% employer match about $438,559 at 4% or $292,373 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-15$1,214,989$526,271$35,085iApproximate average salary by contribution assumption: employee only about $877,118 at 4% or $584,746 at 6%; with 50% employer match about $584,746 at 4% or $389,830 at 6%; with 100% employer match about $438,559 at 4% or $292,373 at 6%.
2013214$746,091$43,857$3,133iApproximate average salary by contribution assumption: employee only about $78,316 at 4% or $52,211 at 6%; with 50% employer match about $52,211 at 4% or $34,807 at 6%; with 100% employer match about $39,158 at 4% or $26,105 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-14$746,091$43,857$3,133iApproximate average salary by contribution assumption: employee only about $78,316 at 4% or $52,211 at 6%; with 50% employer match about $52,211 at 4% or $34,807 at 6%; with 100% employer match about $39,158 at 4% or $26,105 at 6%.
STIMMEL, STIMMEL & SMITH, P.C. DEFINED BENEFIT PENSION PLAN-0$0$0-
2012213$1,164,689$91,494$7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-13$614,814$53,281$4,099iApproximate average salary by contribution assumption: employee only about $102,463 at 4% or $68,309 at 6%; with 50% employer match about $68,309 at 4% or $45,539 at 6%; with 100% employer match about $51,232 at 4% or $34,154 at 6%.
STIMMEL, STIMMEL & SMITH, P.C. DEFINED BENEFIT PENSION PLAN-6$549,875$38,213$6,369iApproximate average salary by contribution assumption: employee only about $159,221 at 4% or $106,147 at 6%; with 50% employer match about $106,147 at 4% or $70,765 at 6%; with 100% employer match about $79,610 at 4% or $53,074 at 6%.
2011214$1,043,937$283,737$20,267iApproximate average salary by contribution assumption: employee only about $506,673 at 4% or $337,782 at 6%; with 50% employer match about $337,782 at 4% or $225,188 at 6%; with 100% employer match about $253,337 at 4% or $168,891 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-14$526,439$58,737$4,196iApproximate average salary by contribution assumption: employee only about $104,888 at 4% or $69,925 at 6%; with 50% employer match about $69,925 at 4% or $46,617 at 6%; with 100% employer match about $52,444 at 4% or $34,963 at 6%.
STIMMEL, STIMMEL & SMITH, P.C. DEFINED BENEFIT PENSION PLAN-5$517,498$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
2010213$795,633$369,452$28,419iApproximate average salary by contribution assumption: employee only about $710,485 at 4% or $473,656 at 6%; with 50% employer match about $473,656 at 4% or $315,771 at 6%; with 100% employer match about $355,242 at 4% or $236,828 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-13$475,272$69,452$5,342iApproximate average salary by contribution assumption: employee only about $133,562 at 4% or $89,041 at 6%; with 50% employer match about $89,041 at 4% or $59,361 at 6%; with 100% employer match about $66,781 at 4% or $44,521 at 6%.
STIMMEL, STIMMEL & SMITH, P.C. DEFINED BENEFIT PENSION PLAN-3$320,361$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200416$262,613$22,797$3,800iApproximate average salary by contribution assumption: employee only about $94,988 at 4% or $63,325 at 6%; with 50% employer match about $63,325 at 4% or $42,217 at 6%; with 100% employer match about $47,494 at 4% or $31,663 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-6$262,613$22,797$3,800iApproximate average salary by contribution assumption: employee only about $94,988 at 4% or $63,325 at 6%; with 50% employer match about $63,325 at 4% or $42,217 at 6%; with 100% employer match about $47,494 at 4% or $31,663 at 6%.
200314$0$0-
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-4---
200215$197,757$30,855$6,171iApproximate average salary by contribution assumption: employee only about $154,275 at 4% or $102,850 at 6%; with 50% employer match about $102,850 at 4% or $68,567 at 6%; with 100% employer match about $77,138 at 4% or $51,425 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-5$197,757$30,855$6,171iApproximate average salary by contribution assumption: employee only about $154,275 at 4% or $102,850 at 6%; with 50% employer match about $102,850 at 4% or $68,567 at 6%; with 100% employer match about $77,138 at 4% or $51,425 at 6%.
200114$186,044$31,454$7,864iApproximate average salary by contribution assumption: employee only about $196,588 at 4% or $131,058 at 6%; with 50% employer match about $131,058 at 4% or $87,372 at 6%; with 100% employer match about $98,294 at 4% or $65,529 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-4$186,044$31,454$7,864iApproximate average salary by contribution assumption: employee only about $196,588 at 4% or $131,058 at 6%; with 50% employer match about $131,058 at 4% or $87,372 at 6%; with 100% employer match about $98,294 at 4% or $65,529 at 6%.
200014$156,784$16,426$4,107iApproximate average salary by contribution assumption: employee only about $102,663 at 4% or $68,442 at 6%; with 50% employer match about $68,442 at 4% or $45,628 at 6%; with 100% employer match about $51,331 at 4% or $34,221 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-4$156,784$16,426$4,107iApproximate average salary by contribution assumption: employee only about $102,663 at 4% or $68,442 at 6%; with 50% employer match about $68,442 at 4% or $45,628 at 6%; with 100% employer match about $51,331 at 4% or $34,221 at 6%.
199915$176,469$43,660$8,732iApproximate average salary by contribution assumption: employee only about $218,300 at 4% or $145,533 at 6%; with 50% employer match about $145,533 at 4% or $97,022 at 6%; with 100% employer match about $109,150 at 4% or $72,767 at 6%.
Stimmel, Stimmel & Smith 401K Profit Sharing Plan-5$176,469$43,660$8,732iApproximate average salary by contribution assumption: employee only about $218,300 at 4% or $145,533 at 6%; with 50% employer match about $145,533 at 4% or $97,022 at 6%; with 100% employer match about $109,150 at 4% or $72,767 at 6%.