Civic Intelligence

Gillin, Jacobson, Ellis, Larsen & Lucey

Plan context: Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan

EIN 94-2977366 • Orinda, CA • 26 filings • 6 plans

2 Theatre Square, Suite 230Orinda, CA 94563
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$10,661,027

2024 Contributions

$292,885

Historical Graphs

Total Assets Over Time

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

$10,661,027$5,330,514$0199920122024YearValue
$10,661,027Latest year 2024

Participants Over Time

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

31160199920122024YearValue
14Latest 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
2024114$10,661,027$292,885$20,920iApproximate average salary by contribution assumption: employee only about $523,009 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,448 at 6%; with 100% employer match about $261,504 at 4% or $174,336 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-14$10,661,027$292,885$20,920iApproximate average salary by contribution assumption: employee only about $523,009 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,448 at 6%; with 100% employer match about $261,504 at 4% or $174,336 at 6%.
2023117$9,960,568$303,815$17,871iApproximate average salary by contribution assumption: employee only about $446,787 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,393 at 4% or $148,929 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-17$9,960,568$303,815$17,871iApproximate average salary by contribution assumption: employee only about $446,787 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,393 at 4% or $148,929 at 6%.
2022118$9,030,265$286,502$15,917iApproximate average salary by contribution assumption: employee only about $397,919 at 4% or $265,280 at 6%; with 50% employer match about $265,280 at 4% or $176,853 at 6%; with 100% employer match about $198,960 at 4% or $132,640 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-18$9,030,265$286,502$15,917iApproximate average salary by contribution assumption: employee only about $397,919 at 4% or $265,280 at 6%; with 50% employer match about $265,280 at 4% or $176,853 at 6%; with 100% employer match about $198,960 at 4% or $132,640 at 6%.
2021117$10,187,305$234,242$13,779iApproximate average salary by contribution assumption: employee only about $344,474 at 4% or $229,649 at 6%; with 50% employer match about $229,649 at 4% or $153,099 at 6%; with 100% employer match about $172,237 at 4% or $114,825 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-17$10,187,305$234,242$13,779iApproximate average salary by contribution assumption: employee only about $344,474 at 4% or $229,649 at 6%; with 50% employer match about $229,649 at 4% or $153,099 at 6%; with 100% employer match about $172,237 at 4% or $114,825 at 6%.
2020119$9,710,258$231,642$12,192iApproximate average salary by contribution assumption: employee only about $304,792 at 4% or $203,195 at 6%; with 50% employer match about $203,195 at 4% or $135,463 at 6%; with 100% employer match about $152,396 at 4% or $101,597 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-19$9,710,258$231,642$12,192iApproximate average salary by contribution assumption: employee only about $304,792 at 4% or $203,195 at 6%; with 50% employer match about $203,195 at 4% or $135,463 at 6%; with 100% employer match about $152,396 at 4% or $101,597 at 6%.
2019117$8,840,414$191,609$11,271iApproximate average salary by contribution assumption: employee only about $281,778 at 4% or $187,852 at 6%; with 50% employer match about $187,852 at 4% or $125,235 at 6%; with 100% employer match about $140,889 at 4% or $93,926 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-17$8,840,414$191,609$11,271iApproximate average salary by contribution assumption: employee only about $281,778 at 4% or $187,852 at 6%; with 50% employer match about $187,852 at 4% or $125,235 at 6%; with 100% employer match about $140,889 at 4% or $93,926 at 6%.
2018117$8,062,021$198,754$11,691iApproximate average salary by contribution assumption: employee only about $292,285 at 4% or $194,857 at 6%; with 50% employer match about $194,857 at 4% or $129,905 at 6%; with 100% employer match about $146,143 at 4% or $97,428 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-17$8,062,021$198,754$11,691iApproximate average salary by contribution assumption: employee only about $292,285 at 4% or $194,857 at 6%; with 50% employer match about $194,857 at 4% or $129,905 at 6%; with 100% employer match about $146,143 at 4% or $97,428 at 6%.
2017119$8,240,645$226,880$11,941iApproximate average salary by contribution assumption: employee only about $298,526 at 4% or $199,018 at 6%; with 50% employer match about $199,018 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,509 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-19$8,240,645$226,880$11,941iApproximate average salary by contribution assumption: employee only about $298,526 at 4% or $199,018 at 6%; with 50% employer match about $199,018 at 4% or $132,678 at 6%; with 100% employer match about $149,263 at 4% or $99,509 at 6%.
2016120$7,685,979$175,099$8,755iApproximate average salary by contribution assumption: employee only about $218,874 at 4% or $145,916 at 6%; with 50% employer match about $145,916 at 4% or $97,277 at 6%; with 100% employer match about $109,437 at 4% or $72,958 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-20$7,685,979$175,099$8,755iApproximate average salary by contribution assumption: employee only about $218,874 at 4% or $145,916 at 6%; with 50% employer match about $145,916 at 4% or $97,277 at 6%; with 100% employer match about $109,437 at 4% or $72,958 at 6%.
2015120$7,361,036$214,909$10,745iApproximate average salary by contribution assumption: employee only about $268,636 at 4% or $179,091 at 6%; with 50% employer match about $179,091 at 4% or $119,394 at 6%; with 100% employer match about $134,318 at 4% or $89,545 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-20$7,361,036$214,909$10,745iApproximate average salary by contribution assumption: employee only about $268,636 at 4% or $179,091 at 6%; with 50% employer match about $179,091 at 4% or $119,394 at 6%; with 100% employer match about $134,318 at 4% or $89,545 at 6%.
2014120$7,125,010$219,218$10,961iApproximate average salary by contribution assumption: employee only about $274,023 at 4% or $182,682 at 6%; with 50% employer match about $182,682 at 4% or $121,788 at 6%; with 100% employer match about $137,011 at 4% or $91,341 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-20$7,125,010$219,218$10,961iApproximate average salary by contribution assumption: employee only about $274,023 at 4% or $182,682 at 6%; with 50% employer match about $182,682 at 4% or $121,788 at 6%; with 100% employer match about $137,011 at 4% or $91,341 at 6%.
2013131$6,623,797$199,481$6,435iApproximate average salary by contribution assumption: employee only about $160,872 at 4% or $107,248 at 6%; with 50% employer match about $107,248 at 4% or $71,499 at 6%; with 100% employer match about $80,436 at 4% or $53,624 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-31$6,623,797$199,481$6,435iApproximate average salary by contribution assumption: employee only about $160,872 at 4% or $107,248 at 6%; with 50% employer match about $107,248 at 4% or $71,499 at 6%; with 100% employer match about $80,436 at 4% or $53,624 at 6%.
2012128$6,140,553$142,488$5,089iApproximate average salary by contribution assumption: employee only about $127,221 at 4% or $84,814 at 6%; with 50% employer match about $84,814 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-28$6,140,553$142,488$5,089iApproximate average salary by contribution assumption: employee only about $127,221 at 4% or $84,814 at 6%; with 50% employer match about $84,814 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%.
2011125$5,721,231$164,054$6,562iApproximate average salary by contribution assumption: employee only about $164,054 at 4% or $109,369 at 6%; with 50% employer match about $109,369 at 4% or $72,913 at 6%; with 100% employer match about $82,027 at 4% or $54,685 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-25$5,721,231$164,054$6,562iApproximate average salary by contribution assumption: employee only about $164,054 at 4% or $109,369 at 6%; with 50% employer match about $109,369 at 4% or $72,913 at 6%; with 100% employer match about $82,027 at 4% or $54,685 at 6%.
2010121$5,449,390$92,082$4,385iApproximate average salary by contribution assumption: employee only about $109,621 at 4% or $73,081 at 6%; with 50% employer match about $73,081 at 4% or $48,721 at 6%; with 100% employer match about $54,811 at 4% or $36,540 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-21$5,449,390$92,082$4,385iApproximate average salary by contribution assumption: employee only about $109,621 at 4% or $73,081 at 6%; with 50% employer match about $73,081 at 4% or $48,721 at 6%; with 100% employer match about $54,811 at 4% or $36,540 at 6%.
2009120$5,074,976$181,271$9,064iApproximate average salary by contribution assumption: employee only about $226,589 at 4% or $151,059 at 6%; with 50% employer match about $151,059 at 4% or $100,706 at 6%; with 100% employer match about $113,294 at 4% or $75,530 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-20$5,074,976$181,271$9,064iApproximate average salary by contribution assumption: employee only about $226,589 at 4% or $151,059 at 6%; with 50% employer match about $151,059 at 4% or $100,706 at 6%; with 100% employer match about $113,294 at 4% or $75,530 at 6%.
2008112$4,474,566$180,453$15,038iApproximate average salary by contribution assumption: employee only about $375,944 at 4% or $250,629 at 6%; with 50% employer match about $250,629 at 4% or $167,086 at 6%; with 100% employer match about $187,972 at 4% or $125,315 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-12$4,474,566$180,453$15,038iApproximate average salary by contribution assumption: employee only about $375,944 at 4% or $250,629 at 6%; with 50% employer match about $250,629 at 4% or $167,086 at 6%; with 100% employer match about $187,972 at 4% or $125,315 at 6%.
2007113$0$0-
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-13---
2006111$3,833,506$164,613$14,965iApproximate average salary by contribution assumption: employee only about $374,120 at 4% or $249,414 at 6%; with 50% employer match about $249,414 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-11$3,833,506$164,613$14,965iApproximate average salary by contribution assumption: employee only about $374,120 at 4% or $249,414 at 6%; with 50% employer match about $249,414 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
2005110$3,558,254$162,627$16,263iApproximate average salary by contribution assumption: employee only about $406,568 at 4% or $271,045 at 6%; with 50% employer match about $271,045 at 4% or $180,697 at 6%; with 100% employer match about $203,284 at 4% or $135,523 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-10$3,558,254$162,627$16,263iApproximate average salary by contribution assumption: employee only about $406,568 at 4% or $271,045 at 6%; with 50% employer match about $271,045 at 4% or $180,697 at 6%; with 100% employer match about $203,284 at 4% or $135,523 at 6%.
2004113$3,335,255$45,578$3,506iApproximate average salary by contribution assumption: employee only about $87,650 at 4% or $58,433 at 6%; with 50% employer match about $58,433 at 4% or $38,956 at 6%; with 100% employer match about $43,825 at 4% or $29,217 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-13$3,335,255$45,578$3,506iApproximate average salary by contribution assumption: employee only about $87,650 at 4% or $58,433 at 6%; with 50% employer match about $58,433 at 4% or $38,956 at 6%; with 100% employer match about $43,825 at 4% or $29,217 at 6%.
2003112$3,118,396$101,140$8,428iApproximate average salary by contribution assumption: employee only about $210,708 at 4% or $140,472 at 6%; with 50% employer match about $140,472 at 4% or $93,648 at 6%; with 100% employer match about $105,354 at 4% or $70,236 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-12$3,118,396$101,140$8,428iApproximate average salary by contribution assumption: employee only about $210,708 at 4% or $140,472 at 6%; with 50% employer match about $140,472 at 4% or $93,648 at 6%; with 100% employer match about $105,354 at 4% or $70,236 at 6%.
2002118$2,877,688$43,224$2,401iApproximate average salary by contribution assumption: employee only about $60,033 at 4% or $40,022 at 6%; with 50% employer match about $40,022 at 4% or $26,681 at 6%; with 100% employer match about $30,017 at 4% or $20,011 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-18$2,877,688$43,224$2,401iApproximate average salary by contribution assumption: employee only about $60,033 at 4% or $40,022 at 6%; with 50% employer match about $40,022 at 4% or $26,681 at 6%; with 100% employer match about $30,017 at 4% or $20,011 at 6%.
200118$2,667,497$0-
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-8$2,667,497--
2000110$2,555,189$0-
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-10$2,555,189--
1999110$2,462,556$136,247$13,625iApproximate average salary by contribution assumption: employee only about $340,618 at 4% or $227,078 at 6%; with 50% employer match about $227,078 at 4% or $151,386 at 6%; with 100% employer match about $170,309 at 4% or $113,539 at 6%.
Gillin, Jacobson, Ellis, Larsen & Lucey Employees' 401(K) Savings Plan-10$2,462,556$136,247$13,625iApproximate average salary by contribution assumption: employee only about $340,618 at 4% or $227,078 at 6%; with 50% employer match about $227,078 at 4% or $151,386 at 6%; with 100% employer match about $170,309 at 4% or $113,539 at 6%.