Angotti & Reilly Inc.
Plan context: Angotti & Reilly Inc. Profit Sharing/401(K) Plan
EIN 94-2962531 • San Francisco, CA • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,250,104
2024 Contributions
$109,878
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 | 1 | 12 | $3,250,104 | $109,878 | $9,157iApproximate average salary by contribution assumption: employee only about $228,913 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,739 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 12 | $3,250,104 | $109,878 | $9,157iApproximate average salary by contribution assumption: employee only about $228,913 at 4% or $152,608 at 6%; with 50% employer match about $152,608 at 4% or $101,739 at 6%; with 100% employer match about $114,456 at 4% or $76,304 at 6%. |
| 2023 | 1 | 11 | $2,854,502 | $114,757 | $10,432iApproximate average salary by contribution assumption: employee only about $260,811 at 4% or $173,874 at 6%; with 50% employer match about $173,874 at 4% or $115,916 at 6%; with 100% employer match about $130,406 at 4% or $86,937 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 11 | $2,854,502 | $114,757 | $10,432iApproximate average salary by contribution assumption: employee only about $260,811 at 4% or $173,874 at 6%; with 50% employer match about $173,874 at 4% or $115,916 at 6%; with 100% employer match about $130,406 at 4% or $86,937 at 6%. |
| 2022 | 1 | 11 | $2,408,902 | $88,989 | $8,090iApproximate average salary by contribution assumption: employee only about $202,248 at 4% or $134,832 at 6%; with 50% employer match about $134,832 at 4% or $89,888 at 6%; with 100% employer match about $101,124 at 4% or $67,416 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 11 | $2,408,902 | $88,989 | $8,090iApproximate average salary by contribution assumption: employee only about $202,248 at 4% or $134,832 at 6%; with 50% employer match about $134,832 at 4% or $89,888 at 6%; with 100% employer match about $101,124 at 4% or $67,416 at 6%. |
| 2021 | 1 | 10 | $2,712,670 | $108,687 | $10,869iApproximate average salary by contribution assumption: employee only about $271,718 at 4% or $181,145 at 6%; with 50% employer match about $181,145 at 4% or $120,763 at 6%; with 100% employer match about $135,859 at 4% or $90,573 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 10 | $2,712,670 | $108,687 | $10,869iApproximate average salary by contribution assumption: employee only about $271,718 at 4% or $181,145 at 6%; with 50% employer match about $181,145 at 4% or $120,763 at 6%; with 100% employer match about $135,859 at 4% or $90,573 at 6%. |
| 2020 | 1 | 11 | $3,120,830 | $167,292 | $15,208iApproximate average salary by contribution assumption: employee only about $380,209 at 4% or $253,473 at 6%; with 50% employer match about $253,473 at 4% or $168,982 at 6%; with 100% employer match about $190,105 at 4% or $126,736 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 11 | $3,120,830 | $167,292 | $15,208iApproximate average salary by contribution assumption: employee only about $380,209 at 4% or $253,473 at 6%; with 50% employer match about $253,473 at 4% or $168,982 at 6%; with 100% employer match about $190,105 at 4% or $126,736 at 6%. |
| 2019 | 1 | 11 | $2,753,618 | $94,461 | $8,587iApproximate average salary by contribution assumption: employee only about $214,684 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,415 at 6%; with 100% employer match about $107,342 at 4% or $71,561 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 11 | $2,753,618 | $94,461 | $8,587iApproximate average salary by contribution assumption: employee only about $214,684 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,415 at 6%; with 100% employer match about $107,342 at 4% or $71,561 at 6%. |
| 2018 | 2 | 10 | $2,351,855 | $88,012 | $8,801iApproximate average salary by contribution assumption: employee only about $220,030 at 4% or $146,687 at 6%; with 50% employer match about $146,687 at 4% or $97,791 at 6%; with 100% employer match about $110,015 at 4% or $73,343 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 10 | $2,351,855 | $88,012 | $8,801iApproximate average salary by contribution assumption: employee only about $220,030 at 4% or $146,687 at 6%; with 50% employer match about $146,687 at 4% or $97,791 at 6%; with 100% employer match about $110,015 at 4% or $73,343 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2017 | 2 | 14 | $6,295,156 | $495,016 | $35,358iApproximate average salary by contribution assumption: employee only about $883,957 at 4% or $589,305 at 6%; with 50% employer match about $589,305 at 4% or $392,870 at 6%; with 100% employer match about $441,979 at 4% or $294,652 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $3,277,176 | $400,000 | $28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $3,017,980 | $95,016 | $10,557iApproximate average salary by contribution assumption: employee only about $263,933 at 4% or $175,956 at 6%; with 50% employer match about $175,956 at 4% or $117,304 at 6%; with 100% employer match about $131,967 at 4% or $87,978 at 6%. |
| 2016 | 2 | 14 | $5,470,493 | $137,892 | $9,849iApproximate average salary by contribution assumption: employee only about $246,236 at 4% or $164,157 at 6%; with 50% employer match about $164,157 at 4% or $109,438 at 6%; with 100% employer match about $123,118 at 4% or $82,079 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $2,820,546 | $35,630 | $2,545iApproximate average salary by contribution assumption: employee only about $63,625 at 4% or $42,417 at 6%; with 50% employer match about $42,417 at 4% or $28,278 at 6%; with 100% employer match about $31,813 at 4% or $21,208 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $2,649,947 | $102,262 | $11,362iApproximate average salary by contribution assumption: employee only about $284,061 at 4% or $189,374 at 6%; with 50% employer match about $189,374 at 4% or $126,249 at 6%; with 100% employer match about $142,031 at 4% or $94,687 at 6%. |
| 2015 | 2 | 14 | $5,154,226 | $106,831 | $7,631iApproximate average salary by contribution assumption: employee only about $190,770 at 4% or $127,180 at 6%; with 50% employer match about $127,180 at 4% or $84,787 at 6%; with 100% employer match about $95,385 at 4% or $63,590 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $2,736,787 | $8,750 | $625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $2,417,439 | $98,081 | $10,898iApproximate average salary by contribution assumption: employee only about $272,447 at 4% or $181,631 at 6%; with 50% employer match about $181,631 at 4% or $121,088 at 6%; with 100% employer match about $136,224 at 4% or $90,816 at 6%. |
| 2014 | 2 | 14 | $4,956,577 | $83,641 | $5,974iApproximate average salary by contribution assumption: employee only about $149,359 at 4% or $99,573 at 6%; with 50% employer match about $99,573 at 4% or $66,382 at 6%; with 100% employer match about $74,679 at 4% or $49,786 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $2,645,167 | $2,750 | $196iApproximate average salary by contribution assumption: employee only about $4,911 at 4% or $3,274 at 6%; with 50% employer match about $3,274 at 4% or $2,183 at 6%; with 100% employer match about $2,455 at 4% or $1,637 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $2,311,410 | $80,891 | $8,988iApproximate average salary by contribution assumption: employee only about $224,697 at 4% or $149,798 at 6%; with 50% employer match about $149,798 at 4% or $99,865 at 6%; with 100% employer match about $112,349 at 4% or $74,899 at 6%. |
| 2013 | 2 | 14 | $4,638,037 | $58,910 | $4,208iApproximate average salary by contribution assumption: employee only about $105,196 at 4% or $70,131 at 6%; with 50% employer match about $70,131 at 4% or $46,754 at 6%; with 100% employer match about $52,598 at 4% or $35,065 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $2,502,771 | - | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $2,135,266 | $58,910 | $6,546iApproximate average salary by contribution assumption: employee only about $163,639 at 4% or $109,093 at 6%; with 50% employer match about $109,093 at 4% or $72,728 at 6%; with 100% employer match about $81,819 at 4% or $54,546 at 6%. |
| 2012 | 2 | 14 | $4,333,133 | $90,805 | $6,486iApproximate average salary by contribution assumption: employee only about $162,152 at 4% or $108,101 at 6%; with 50% employer match about $108,101 at 4% or $72,067 at 6%; with 100% employer match about $81,076 at 4% or $54,051 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 14 | $2,409,062 | - | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 8 | $1,924,071 | $90,805 | $11,351iApproximate average salary by contribution assumption: employee only about $283,766 at 4% or $189,177 at 6%; with 50% employer match about $189,177 at 4% or $126,118 at 6%; with 100% employer match about $141,883 at 4% or $94,589 at 6%. |
| 2011 | 2 | 13 | $3,984,146 | $458,855 | $35,297iApproximate average salary by contribution assumption: employee only about $882,413 at 4% or $588,276 at 6%; with 50% employer match about $588,276 at 4% or $392,184 at 6%; with 100% employer match about $441,207 at 4% or $294,138 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 13 | $2,273,870 | $333,251 | $25,635iApproximate average salary by contribution assumption: employee only about $640,867 at 4% or $427,245 at 6%; with 50% employer match about $427,245 at 4% or $284,830 at 6%; with 100% employer match about $320,434 at 4% or $213,622 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 13 | $1,710,276 | $125,604 | $9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%. |
| 2010 | 2 | 13 | $3,434,145 | $529,273 | $40,713iApproximate average salary by contribution assumption: employee only about $1,017,833 at 4% or $678,555 at 6%; with 50% employer match about $678,555 at 4% or $452,370 at 6%; with 100% employer match about $508,916 at 4% or $339,278 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 13 | $1,852,463 | $404,782 | $31,137iApproximate average salary by contribution assumption: employee only about $778,427 at 4% or $518,951 at 6%; with 50% employer match about $518,951 at 4% or $345,968 at 6%; with 100% employer match about $389,213 at 4% or $259,476 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 13 | $1,581,682 | $124,491 | $9,576iApproximate average salary by contribution assumption: employee only about $239,406 at 4% or $159,604 at 6%; with 50% employer match about $159,604 at 4% or $106,403 at 6%; with 100% employer match about $119,703 at 4% or $79,802 at 6%. |
| 2009 | 2 | 13 | $2,753,989 | $616,613 | $47,432iApproximate average salary by contribution assumption: employee only about $1,185,794 at 4% or $790,529 at 6%; with 50% employer match about $790,529 at 4% or $527,020 at 6%; with 100% employer match about $592,897 at 4% or $395,265 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 13 | $1,393,973 | $487,500 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 12 | $1,360,016 | $129,113 | $10,759iApproximate average salary by contribution assumption: employee only about $268,985 at 4% or $179,324 at 6%; with 50% employer match about $179,324 at 4% or $119,549 at 6%; with 100% employer match about $134,493 at 4% or $89,662 at 6%. |
| 2008 | 2 | 12 | $1,089,854 | $122,286 | $10,191iApproximate average salary by contribution assumption: employee only about $254,763 at 4% or $169,842 at 6%; with 50% employer match about $169,842 at 4% or $113,228 at 6%; with 100% employer match about $127,381 at 4% or $84,921 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 11 | $1,089,854 | $122,286 | $11,117iApproximate average salary by contribution assumption: employee only about $277,923 at 4% or $185,282 at 6%; with 50% employer match about $185,282 at 4% or $123,521 at 6%; with 100% employer match about $138,961 at 4% or $92,641 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 12 | - | - | - |
| 2007 | 2 | 10 | $1,186,660 | $117,292 | $11,729iApproximate average salary by contribution assumption: employee only about $293,230 at 4% or $195,487 at 6%; with 50% employer match about $195,487 at 4% or $130,324 at 6%; with 100% employer match about $146,615 at 4% or $97,743 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 10 | $1,186,660 | $117,292 | $11,729iApproximate average salary by contribution assumption: employee only about $293,230 at 4% or $195,487 at 6%; with 50% employer match about $195,487 at 4% or $130,324 at 6%; with 100% employer match about $146,615 at 4% or $97,743 at 6%. |
| ANGOTTI & REILLY, INC. CASH BALANCE PLAN | - | 10 | - | - | - |
| 2006 | 1 | 10 | $1,008,190 | $113,817 | $11,382iApproximate average salary by contribution assumption: employee only about $284,543 at 4% or $189,695 at 6%; with 50% employer match about $189,695 at 4% or $126,463 at 6%; with 100% employer match about $142,271 at 4% or $94,848 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 10 | $1,008,190 | $113,817 | $11,382iApproximate average salary by contribution assumption: employee only about $284,543 at 4% or $189,695 at 6%; with 50% employer match about $189,695 at 4% or $126,463 at 6%; with 100% employer match about $142,271 at 4% or $94,848 at 6%. |
| 2005 | 1 | 9 | $807,433 | $93,399 | $10,378iApproximate average salary by contribution assumption: employee only about $259,442 at 4% or $172,961 at 6%; with 50% employer match about $172,961 at 4% or $115,307 at 6%; with 100% employer match about $129,721 at 4% or $86,481 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 9 | $807,433 | $93,399 | $10,378iApproximate average salary by contribution assumption: employee only about $259,442 at 4% or $172,961 at 6%; with 50% employer match about $172,961 at 4% or $115,307 at 6%; with 100% employer match about $129,721 at 4% or $86,481 at 6%. |
| 2004 | 1 | 8 | $678,395 | $58,958 | $7,370iApproximate average salary by contribution assumption: employee only about $184,244 at 4% or $122,829 at 6%; with 50% employer match about $122,829 at 4% or $81,886 at 6%; with 100% employer match about $92,122 at 4% or $61,415 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 8 | $678,395 | $58,958 | $7,370iApproximate average salary by contribution assumption: employee only about $184,244 at 4% or $122,829 at 6%; with 50% employer match about $122,829 at 4% or $81,886 at 6%; with 100% employer match about $92,122 at 4% or $61,415 at 6%. |
| 2003 | 1 | 7 | $588,808 | $70,394 | $10,056iApproximate average salary by contribution assumption: employee only about $251,407 at 4% or $167,605 at 6%; with 50% employer match about $167,605 at 4% or $111,737 at 6%; with 100% employer match about $125,704 at 4% or $83,802 at 6%. |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 7 | $588,808 | $70,394 | $10,056iApproximate average salary by contribution assumption: employee only about $251,407 at 4% or $167,605 at 6%; with 50% employer match about $167,605 at 4% or $111,737 at 6%; with 100% employer match about $125,704 at 4% or $83,802 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 7 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $356,041 | $0 | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 7 | $356,041 | - | - |
| 1999 | 1 | 8 | $344,261 | $0 | - |
| Angotti & Reilly Inc. Profit Sharing/401(K) Plan | - | 8 | $344,261 | - | - |