Civic Intelligence

Eichstaedt & Associates

Plan context: REALIZE RETIREMENT PLAN

EIN 94-3145806 • San Francisco, CA • 35 filings • 7 plans

220 Jackson Street, Floor 2San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$16,120,878

2024 Contributions

$1,571,099

Historical Graphs

Total Assets Over Time

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

$16,120,878$8,060,439$0199920132024YearValue
$16,120,878Latest year 2024

Participants Over Time

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

93470199920122024YearValue
93Latest 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
2024193$16,120,878$1,571,099$16,894iApproximate average salary by contribution assumption: employee only about $422,338 at 4% or $281,559 at 6%; with 50% employer match about $281,559 at 4% or $187,706 at 6%; with 100% employer match about $211,169 at 4% or $140,779 at 6%.
REALIZE RETIREMENT PLAN-93$16,120,878$1,571,099$16,894iApproximate average salary by contribution assumption: employee only about $422,338 at 4% or $281,559 at 6%; with 50% employer match about $281,559 at 4% or $187,706 at 6%; with 100% employer match about $211,169 at 4% or $140,779 at 6%.
2023187$13,389,952$1,474,599$16,949iApproximate average salary by contribution assumption: employee only about $423,735 at 4% or $282,490 at 6%; with 50% employer match about $282,490 at 4% or $188,327 at 6%; with 100% employer match about $211,868 at 4% or $141,245 at 6%.
REALIZE RETIREMENT PLAN-87$13,389,952$1,474,599$16,949iApproximate average salary by contribution assumption: employee only about $423,735 at 4% or $282,490 at 6%; with 50% employer match about $282,490 at 4% or $188,327 at 6%; with 100% employer match about $211,868 at 4% or $141,245 at 6%.
2022182$10,304,040$1,140,376$13,907iApproximate average salary by contribution assumption: employee only about $347,676 at 4% or $231,784 at 6%; with 50% employer match about $231,784 at 4% or $154,522 at 6%; with 100% employer match about $173,838 at 4% or $115,892 at 6%.
REALIZE RETIREMENT PLAN-82$10,304,040$1,140,376$13,907iApproximate average salary by contribution assumption: employee only about $347,676 at 4% or $231,784 at 6%; with 50% employer match about $231,784 at 4% or $154,522 at 6%; with 100% employer match about $173,838 at 4% or $115,892 at 6%.
2021154$11,053,540$892,203$16,522iApproximate average salary by contribution assumption: employee only about $413,057 at 4% or $275,371 at 6%; with 50% employer match about $275,371 at 4% or $183,581 at 6%; with 100% employer match about $206,528 at 4% or $137,686 at 6%.
REALIZE RETIREMENT PLAN-54$11,053,540$892,203$16,522iApproximate average salary by contribution assumption: employee only about $413,057 at 4% or $275,371 at 6%; with 50% employer match about $275,371 at 4% or $183,581 at 6%; with 100% employer match about $206,528 at 4% or $137,686 at 6%.
2020154$9,147,265$793,593$14,696iApproximate average salary by contribution assumption: employee only about $367,404 at 4% or $244,936 at 6%; with 50% employer match about $244,936 at 4% or $163,291 at 6%; with 100% employer match about $183,702 at 4% or $122,468 at 6%.
REALIZE RETIREMENT PLAN-54$9,147,265$793,593$14,696iApproximate average salary by contribution assumption: employee only about $367,404 at 4% or $244,936 at 6%; with 50% employer match about $244,936 at 4% or $163,291 at 6%; with 100% employer match about $183,702 at 4% or $122,468 at 6%.
2019147$7,529,823$655,543$13,948iApproximate average salary by contribution assumption: employee only about $348,693 at 4% or $232,462 at 6%; with 50% employer match about $232,462 at 4% or $154,975 at 6%; with 100% employer match about $174,347 at 4% or $116,231 at 6%.
REALIZE RETIREMENT PLAN-47$7,529,823$655,543$13,948iApproximate average salary by contribution assumption: employee only about $348,693 at 4% or $232,462 at 6%; with 50% employer match about $232,462 at 4% or $154,975 at 6%; with 100% employer match about $174,347 at 4% or $116,231 at 6%.
2018139$5,662,446$644,292$16,520iApproximate average salary by contribution assumption: employee only about $413,008 at 4% or $275,338 at 6%; with 50% employer match about $275,338 at 4% or $183,559 at 6%; with 100% employer match about $206,504 at 4% or $137,669 at 6%.
REALIZE RETIREMENT PLAN-39$5,662,446$644,292$16,520iApproximate average salary by contribution assumption: employee only about $413,008 at 4% or $275,338 at 6%; with 50% employer match about $275,338 at 4% or $183,559 at 6%; with 100% employer match about $206,504 at 4% or $137,669 at 6%.
2017133$5,662,428$525,936$15,937iApproximate average salary by contribution assumption: employee only about $398,436 at 4% or $265,624 at 6%; with 50% employer match about $265,624 at 4% or $177,083 at 6%; with 100% employer match about $199,218 at 4% or $132,812 at 6%.
REALIZE RETIREMENT PLAN-33$5,662,428$525,936$15,937iApproximate average salary by contribution assumption: employee only about $398,436 at 4% or $265,624 at 6%; with 50% employer match about $265,624 at 4% or $177,083 at 6%; with 100% employer match about $199,218 at 4% or $132,812 at 6%.
2016137$6,428,508$468,987$12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,255 at 6%; with 50% employer match about $211,255 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%.
REALIZE RETIREMENT PLAN-37$6,428,508$468,987$12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,255 at 6%; with 50% employer match about $211,255 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%.
2015138$6,520,895$507,361$13,352iApproximate average salary by contribution assumption: employee only about $333,790 at 4% or $222,527 at 6%; with 50% employer match about $222,527 at 4% or $148,351 at 6%; with 100% employer match about $166,895 at 4% or $111,263 at 6%.
REALIZE RETIREMENT PLAN-38$6,520,895$507,361$13,352iApproximate average salary by contribution assumption: employee only about $333,790 at 4% or $222,527 at 6%; with 50% employer match about $222,527 at 4% or $148,351 at 6%; with 100% employer match about $166,895 at 4% or $111,263 at 6%.
2014128$6,289,594$539,443$19,266iApproximate average salary by contribution assumption: employee only about $481,646 at 4% or $321,097 at 6%; with 50% employer match about $321,097 at 4% or $214,065 at 6%; with 100% employer match about $240,823 at 4% or $160,549 at 6%.
REALIZE RETIREMENT PLAN-28$6,289,594$539,443$19,266iApproximate average salary by contribution assumption: employee only about $481,646 at 4% or $321,097 at 6%; with 50% employer match about $321,097 at 4% or $214,065 at 6%; with 100% employer match about $240,823 at 4% or $160,549 at 6%.
2013124$5,582,712$760,468$31,686iApproximate average salary by contribution assumption: employee only about $792,154 at 4% or $528,103 at 6%; with 50% employer match about $528,103 at 4% or $352,069 at 6%; with 100% employer match about $396,077 at 4% or $264,051 at 6%.
EICHSTAEDT & LERVOLD RETIREMENT PLAN-24$5,582,712$760,468$31,686iApproximate average salary by contribution assumption: employee only about $792,154 at 4% or $528,103 at 6%; with 50% employer match about $528,103 at 4% or $352,069 at 6%; with 100% employer match about $396,077 at 4% or $264,051 at 6%.
2012119$4,048,099$437,986$23,052iApproximate average salary by contribution assumption: employee only about $576,297 at 4% or $384,198 at 6%; with 50% employer match about $384,198 at 4% or $256,132 at 6%; with 100% employer match about $288,149 at 4% or $192,099 at 6%.
EICHSTAEDT & LERVOLD RETIREMENT PLAN-19$4,048,099$437,986$23,052iApproximate average salary by contribution assumption: employee only about $576,297 at 4% or $384,198 at 6%; with 50% employer match about $384,198 at 4% or $256,132 at 6%; with 100% employer match about $288,149 at 4% or $192,099 at 6%.
2011118$3,174,904$1,026,533$57,030iApproximate average salary by contribution assumption: employee only about $1,425,740 at 4% or $950,494 at 6%; with 50% employer match about $950,494 at 4% or $633,662 at 6%; with 100% employer match about $712,870 at 4% or $475,247 at 6%.
EICHSTAEDT & LERVOLD RETIREMENT PLAN-18$3,174,904$1,026,533$57,030iApproximate average salary by contribution assumption: employee only about $1,425,740 at 4% or $950,494 at 6%; with 50% employer match about $950,494 at 4% or $633,662 at 6%; with 100% employer match about $712,870 at 4% or $475,247 at 6%.
2010337$3,003,356$1,279,432$34,579iApproximate average salary by contribution assumption: employee only about $864,481 at 4% or $576,321 at 6%; with 50% employer match about $576,321 at 4% or $384,214 at 6%; with 100% employer match about $432,241 at 4% or $288,160 at 6%.
EICHSTAEDT & LERVOLD RETIREMENT PLAN-37$3,003,356$1,279,432$34,579iApproximate average salary by contribution assumption: employee only about $864,481 at 4% or $576,321 at 6%; with 50% employer match about $576,321 at 4% or $384,214 at 6%; with 100% employer match about $432,241 at 4% or $288,160 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-0$0--
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-0$0--
2009232$5,184,476$1,333,594$41,675iApproximate average salary by contribution assumption: employee only about $1,041,870 at 4% or $694,580 at 6%; with 50% employer match about $694,580 at 4% or $463,053 at 6%; with 100% employer match about $520,935 at 4% or $347,290 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-30$2,609,726$890,162$29,672iApproximate average salary by contribution assumption: employee only about $741,802 at 4% or $494,534 at 6%; with 50% employer match about $494,534 at 4% or $329,690 at 6%; with 100% employer match about $370,901 at 4% or $247,267 at 6%.
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-32$2,574,750$443,432$13,857iApproximate average salary by contribution assumption: employee only about $346,431 at 4% or $230,954 at 6%; with 50% employer match about $230,954 at 4% or $153,969 at 6%; with 100% employer match about $173,216 at 4% or $115,477 at 6%.
2008221$3,095,083$1,160,992$55,285iApproximate average salary by contribution assumption: employee only about $1,382,133 at 4% or $921,422 at 6%; with 50% employer match about $921,422 at 4% or $614,281 at 6%; with 100% employer match about $691,067 at 4% or $460,711 at 6%.
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-21$1,766,472$656,036$31,240iApproximate average salary by contribution assumption: employee only about $780,995 at 4% or $520,663 at 6%; with 50% employer match about $520,663 at 4% or $347,109 at 6%; with 100% employer match about $390,498 at 4% or $260,332 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-21$1,328,611$504,956$24,046iApproximate average salary by contribution assumption: employee only about $601,138 at 4% or $400,759 at 6%; with 50% employer match about $400,759 at 4% or $267,172 at 6%; with 100% employer match about $300,569 at 4% or $200,379 at 6%.
2007225$1,696,167$500,897$20,036iApproximate average salary by contribution assumption: employee only about $500,897 at 4% or $333,931 at 6%; with 50% employer match about $333,931 at 4% or $222,621 at 6%; with 100% employer match about $250,449 at 4% or $166,966 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-25$1,696,167$500,897$20,036iApproximate average salary by contribution assumption: employee only about $500,897 at 4% or $333,931 at 6%; with 50% employer match about $333,931 at 4% or $222,621 at 6%; with 100% employer match about $250,449 at 4% or $166,966 at 6%.
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-21---
2006220$2,146,364$877,386$43,869iApproximate average salary by contribution assumption: employee only about $1,096,733 at 4% or $731,155 at 6%; with 50% employer match about $731,155 at 4% or $487,437 at 6%; with 100% employer match about $548,366 at 4% or $365,578 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-18$1,166,054$228,252$12,681iApproximate average salary by contribution assumption: employee only about $317,017 at 4% or $211,344 at 6%; with 50% employer match about $211,344 at 4% or $140,896 at 6%; with 100% employer match about $158,508 at 4% or $105,672 at 6%.
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-20$980,310$649,134$32,457iApproximate average salary by contribution assumption: employee only about $811,418 at 4% or $540,945 at 6%; with 50% employer match about $540,945 at 4% or $360,630 at 6%; with 100% employer match about $405,709 at 4% or $270,473 at 6%.
2005218$1,142,085$536,869$29,826iApproximate average salary by contribution assumption: employee only about $745,651 at 4% or $497,101 at 6%; with 50% employer match about $497,101 at 4% or $331,401 at 6%; with 100% employer match about $372,826 at 4% or $248,550 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-18$838,100$232,884$12,938iApproximate average salary by contribution assumption: employee only about $323,450 at 4% or $215,633 at 6%; with 50% employer match about $215,633 at 4% or $143,756 at 6%; with 100% employer match about $161,725 at 4% or $107,817 at 6%.
EICHSTAEDT & DEVEREAUX LLP DEFINED BENEFIT PENSION PLAN-10$303,985$303,985$30,399iApproximate average salary by contribution assumption: employee only about $759,963 at 4% or $506,642 at 6%; with 50% employer match about $506,642 at 4% or $337,761 at 6%; with 100% employer match about $379,981 at 4% or $253,321 at 6%.
2004110$547,963$184,973$18,497iApproximate average salary by contribution assumption: employee only about $462,433 at 4% or $308,288 at 6%; with 50% employer match about $308,288 at 4% or $205,526 at 6%; with 100% employer match about $231,216 at 4% or $154,144 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-10$547,963$184,973$18,497iApproximate average salary by contribution assumption: employee only about $462,433 at 4% or $308,288 at 6%; with 50% employer match about $308,288 at 4% or $205,526 at 6%; with 100% employer match about $231,216 at 4% or $154,144 at 6%.
2003113$323,625$139,653$10,743iApproximate average salary by contribution assumption: employee only about $268,563 at 4% or $179,042 at 6%; with 50% employer match about $179,042 at 4% or $119,362 at 6%; with 100% employer match about $134,282 at 4% or $89,521 at 6%.
EICHSTAEDT & DEVEREAUX 401K PLAN-13$323,625$139,653$10,743iApproximate average salary by contribution assumption: employee only about $268,563 at 4% or $179,042 at 6%; with 50% employer match about $179,042 at 4% or $119,362 at 6%; with 100% employer match about $134,282 at 4% or $89,521 at 6%.
200229$0$0-
EICHSTAEDT & ASSOCIATES 401K PLAN-9---
Eichstaedt & Associates Profit Sharing Plan-0---
200125$0$0-
EICHSTAEDT && ASSOCIATES 401K PROFIT SHARING PLAN && TRUST-3---
Eichstaedt & Associates Profit Sharing Plan-5---
200016$0$0-
Eichstaedt & Associates Profit Sharing Plan-6---
199917$150,159$60,619$8,660iApproximate average salary by contribution assumption: employee only about $216,496 at 4% or $144,331 at 6%; with 50% employer match about $144,331 at 4% or $96,221 at 6%; with 100% employer match about $108,248 at 4% or $72,165 at 6%.
Eichstaedt & Associates Profit Sharing Plan-7$150,159$60,619$8,660iApproximate average salary by contribution assumption: employee only about $216,496 at 4% or $144,331 at 6%; with 50% employer match about $144,331 at 4% or $96,221 at 6%; with 100% employer match about $108,248 at 4% or $72,165 at 6%.
Eichstaedt & Associates | EIN 94-3145806 | 2024 Form 5500 Company Profile