Civic Intelligence

Sitzmann, Morris & Lavis Inc.

Plan context: Sitzmann Companies Retirement Plan

EIN 94-2661412 • Oakland, CA • 13 filings • 2 plans

One Kaiser Plaza Suite 1101Oakland, CA 94612
Current Snapshot

Latest Year

2010

2010 Participants

709

2010 Assets

$9,697,378

2010 Contributions

$831,669

Historical Graphs

Total Assets Over Time

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

$9,697,378$4,848,689$0199920052010YearValue
$9,697,378Latest year 2010

Participants Over Time

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

7093550199920052010YearValue
709Latest year 2010

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
20102709$9,697,378$831,669$1,173iApproximate average salary by contribution assumption: employee only about $29,325 at 4% or $19,550 at 6%; with 50% employer match about $19,550 at 4% or $13,034 at 6%; with 100% employer match about $14,663 at 4% or $9,775 at 6%.
Sitzmann Companies Retirement Plan-83$9,697,378$831,669$10,020iApproximate average salary by contribution assumption: employee only about $250,503 at 4% or $167,002 at 6%; with 50% employer match about $167,002 at 4% or $111,335 at 6%; with 100% employer match about $125,251 at 4% or $83,501 at 6%.
SML EMPLOYEE ASSISTANCE PLAN-709---
2009185$7,994,016$751,566$8,842iApproximate average salary by contribution assumption: employee only about $221,049 at 4% or $147,366 at 6%; with 50% employer match about $147,366 at 4% or $98,244 at 6%; with 100% employer match about $110,524 at 4% or $73,683 at 6%.
Sitzmann Companies Retirement Plan-85$7,994,016$751,566$8,842iApproximate average salary by contribution assumption: employee only about $221,049 at 4% or $147,366 at 6%; with 50% employer match about $147,366 at 4% or $98,244 at 6%; with 100% employer match about $110,524 at 4% or $73,683 at 6%.
2008178$6,182,702$1,111,224$14,246iApproximate average salary by contribution assumption: employee only about $356,162 at 4% or $237,441 at 6%; with 50% employer match about $237,441 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
Sitzmann Companies Retirement Plan-78$6,182,702$1,111,224$14,246iApproximate average salary by contribution assumption: employee only about $356,162 at 4% or $237,441 at 6%; with 50% employer match about $237,441 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
2007166$7,927,513$871,119$13,199iApproximate average salary by contribution assumption: employee only about $329,969 at 4% or $219,980 at 6%; with 50% employer match about $219,980 at 4% or $146,653 at 6%; with 100% employer match about $164,985 at 4% or $109,990 at 6%.
Sitzmann Companies Retirement Plan-66$7,927,513$871,119$13,199iApproximate average salary by contribution assumption: employee only about $329,969 at 4% or $219,980 at 6%; with 50% employer match about $219,980 at 4% or $146,653 at 6%; with 100% employer match about $164,985 at 4% or $109,990 at 6%.
2006167$7,069,367$824,522$12,306iApproximate average salary by contribution assumption: employee only about $307,657 at 4% or $205,105 at 6%; with 50% employer match about $205,105 at 4% or $136,737 at 6%; with 100% employer match about $153,829 at 4% or $102,552 at 6%.
Sitzmann Companies Retirement Plan-67$7,069,367$824,522$12,306iApproximate average salary by contribution assumption: employee only about $307,657 at 4% or $205,105 at 6%; with 50% employer match about $205,105 at 4% or $136,737 at 6%; with 100% employer match about $153,829 at 4% or $102,552 at 6%.
2005158$5,509,346$587,971$10,137iApproximate average salary by contribution assumption: employee only about $253,436 at 4% or $168,957 at 6%; with 50% employer match about $168,957 at 4% or $112,638 at 6%; with 100% employer match about $126,718 at 4% or $84,479 at 6%.
Sitzmann Companies Retirement Plan-58$5,509,346$587,971$10,137iApproximate average salary by contribution assumption: employee only about $253,436 at 4% or $168,957 at 6%; with 50% employer match about $168,957 at 4% or $112,638 at 6%; with 100% employer match about $126,718 at 4% or $84,479 at 6%.
2004154$4,641,396$1,857,861$34,405iApproximate average salary by contribution assumption: employee only about $860,121 at 4% or $573,414 at 6%; with 50% employer match about $573,414 at 4% or $382,276 at 6%; with 100% employer match about $430,060 at 4% or $286,707 at 6%.
Sitzmann Companies Retirement Plan-54$4,641,396$1,857,861$34,405iApproximate average salary by contribution assumption: employee only about $860,121 at 4% or $573,414 at 6%; with 50% employer match about $573,414 at 4% or $382,276 at 6%; with 100% employer match about $430,060 at 4% or $286,707 at 6%.
2003151$2,441,877$461,557$9,050iApproximate average salary by contribution assumption: employee only about $226,253 at 4% or $150,836 at 6%; with 50% employer match about $150,836 at 4% or $100,557 at 6%; with 100% employer match about $113,127 at 4% or $75,418 at 6%.
Sitzmann Companies Retirement Plan-51$2,441,877$461,557$9,050iApproximate average salary by contribution assumption: employee only about $226,253 at 4% or $150,836 at 6%; with 50% employer match about $150,836 at 4% or $100,557 at 6%; with 100% employer match about $113,127 at 4% or $75,418 at 6%.
2002143$1,789,197$424,714$9,877iApproximate average salary by contribution assumption: employee only about $246,927 at 4% or $164,618 at 6%; with 50% employer match about $164,618 at 4% or $109,745 at 6%; with 100% employer match about $123,463 at 4% or $82,309 at 6%.
Sitzmann Companies Retirement Plan-43$1,789,197$424,714$9,877iApproximate average salary by contribution assumption: employee only about $246,927 at 4% or $164,618 at 6%; with 50% employer match about $164,618 at 4% or $109,745 at 6%; with 100% employer match about $123,463 at 4% or $82,309 at 6%.
2001139$0$0-
Sitzmann Companies Retirement Plan-39---
2000134$1,936,949$233,147$6,857iApproximate average salary by contribution assumption: employee only about $171,432 at 4% or $114,288 at 6%; with 50% employer match about $114,288 at 4% or $76,192 at 6%; with 100% employer match about $85,716 at 4% or $57,144 at 6%.
Sitzmann Companies Retirement Plan-34$1,936,949$233,147$6,857iApproximate average salary by contribution assumption: employee only about $171,432 at 4% or $114,288 at 6%; with 50% employer match about $114,288 at 4% or $76,192 at 6%; with 100% employer match about $85,716 at 4% or $57,144 at 6%.
1999131$1,865,899$172,357$5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%.
Sitzmann Companies Retirement Plan-31$1,865,899$172,357$5,560iApproximate average salary by contribution assumption: employee only about $138,998 at 4% or $92,665 at 6%; with 50% employer match about $92,665 at 4% or $61,777 at 6%; with 100% employer match about $69,499 at 4% or $46,333 at 6%.