Civic Intelligence

Berra-Spence

Plan context: Berra-Spence 401K Profit Sharing Plan

EIN 94-3174394 • San Mateo, CA • 27 filings • 8 plans

411 Borel Ave.Suite 550San Mateo, CA 94402
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$7,490,992

2025 Contributions

$452,305

Historical Graphs

Total Assets Over Time

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

$8,342,208$4,171,104$0199920132025YearValue
$7,490,992Latest year 2025

Participants Over Time

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

1890199920122025YearValue
16Latest year 2025

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
2025116$7,490,992$452,305$28,269iApproximate average salary by contribution assumption: employee only about $706,727 at 4% or $471,151 at 6%; with 50% employer match about $471,151 at 4% or $314,101 at 6%; with 100% employer match about $353,363 at 4% or $235,576 at 6%.
Berra-Spence 401K Profit Sharing Plan-16$7,490,992$452,305$28,269iApproximate average salary by contribution assumption: employee only about $706,727 at 4% or $471,151 at 6%; with 50% employer match about $471,151 at 4% or $314,101 at 6%; with 100% employer match about $353,363 at 4% or $235,576 at 6%.
2024115$6,404,385$470,713$31,381iApproximate average salary by contribution assumption: employee only about $784,522 at 4% or $523,014 at 6%; with 50% employer match about $523,014 at 4% or $348,676 at 6%; with 100% employer match about $392,261 at 4% or $261,507 at 6%.
Berra-Spence 401K Profit Sharing Plan-15$6,404,385$470,713$31,381iApproximate average salary by contribution assumption: employee only about $784,522 at 4% or $523,014 at 6%; with 50% employer match about $523,014 at 4% or $348,676 at 6%; with 100% employer match about $392,261 at 4% or $261,507 at 6%.
2023118$6,220,689$315,274$17,515iApproximate average salary by contribution assumption: employee only about $437,881 at 4% or $291,920 at 6%; with 50% employer match about $291,920 at 4% or $194,614 at 6%; with 100% employer match about $218,940 at 4% or $145,960 at 6%.
Berra-Spence 401K Profit Sharing Plan-18$6,220,689$315,274$17,515iApproximate average salary by contribution assumption: employee only about $437,881 at 4% or $291,920 at 6%; with 50% employer match about $291,920 at 4% or $194,614 at 6%; with 100% employer match about $218,940 at 4% or $145,960 at 6%.
2022114$5,426,482$159,417$11,387iApproximate average salary by contribution assumption: employee only about $284,673 at 4% or $189,782 at 6%; with 50% employer match about $189,782 at 4% or $126,521 at 6%; with 100% employer match about $142,337 at 4% or $94,891 at 6%.
Berra-Spence 401K Profit Sharing Plan-14$5,426,482$159,417$11,387iApproximate average salary by contribution assumption: employee only about $284,673 at 4% or $189,782 at 6%; with 50% employer match about $189,782 at 4% or $126,521 at 6%; with 100% employer match about $142,337 at 4% or $94,891 at 6%.
2021115$8,342,208$321,257$21,417iApproximate average salary by contribution assumption: employee only about $535,428 at 4% or $356,952 at 6%; with 50% employer match about $356,952 at 4% or $237,968 at 6%; with 100% employer match about $267,714 at 4% or $178,476 at 6%.
Berra-Spence 401K Profit Sharing Plan-15$8,342,208$321,257$21,417iApproximate average salary by contribution assumption: employee only about $535,428 at 4% or $356,952 at 6%; with 50% employer match about $356,952 at 4% or $237,968 at 6%; with 100% employer match about $267,714 at 4% or $178,476 at 6%.
2020112$7,430,025$324,735$27,061iApproximate average salary by contribution assumption: employee only about $676,531 at 4% or $451,021 at 6%; with 50% employer match about $451,021 at 4% or $300,681 at 6%; with 100% employer match about $338,266 at 4% or $225,510 at 6%.
Berra-Spence 401K Profit Sharing Plan-12$7,430,025$324,735$27,061iApproximate average salary by contribution assumption: employee only about $676,531 at 4% or $451,021 at 6%; with 50% employer match about $451,021 at 4% or $300,681 at 6%; with 100% employer match about $338,266 at 4% or $225,510 at 6%.
2019112$6,434,178$286,580$23,882iApproximate average salary by contribution assumption: employee only about $597,042 at 4% or $398,028 at 6%; with 50% employer match about $398,028 at 4% or $265,352 at 6%; with 100% employer match about $298,521 at 4% or $199,014 at 6%.
Berra-Spence 401K Profit Sharing Plan-12$6,434,178$286,580$23,882iApproximate average salary by contribution assumption: employee only about $597,042 at 4% or $398,028 at 6%; with 50% employer match about $398,028 at 4% or $265,352 at 6%; with 100% employer match about $298,521 at 4% or $199,014 at 6%.
2018114$5,264,202$396,614$28,330iApproximate average salary by contribution assumption: employee only about $708,239 at 4% or $472,160 at 6%; with 50% employer match about $472,160 at 4% or $314,773 at 6%; with 100% employer match about $354,120 at 4% or $236,080 at 6%.
Berra-Spence 401K Profit Sharing Plan-14$5,264,202$396,614$28,330iApproximate average salary by contribution assumption: employee only about $708,239 at 4% or $472,160 at 6%; with 50% employer match about $472,160 at 4% or $314,773 at 6%; with 100% employer match about $354,120 at 4% or $236,080 at 6%.
2017111$5,302,600$247,209$22,474iApproximate average salary by contribution assumption: employee only about $561,839 at 4% or $374,559 at 6%; with 50% employer match about $374,559 at 4% or $249,706 at 6%; with 100% employer match about $280,919 at 4% or $187,280 at 6%.
Berra-Spence 401K Profit Sharing Plan-11$5,302,600$247,209$22,474iApproximate average salary by contribution assumption: employee only about $561,839 at 4% or $374,559 at 6%; with 50% employer match about $374,559 at 4% or $249,706 at 6%; with 100% employer match about $280,919 at 4% or $187,280 at 6%.
2016111$4,533,541$236,733$21,521iApproximate average salary by contribution assumption: employee only about $538,030 at 4% or $358,686 at 6%; with 50% employer match about $358,686 at 4% or $239,124 at 6%; with 100% employer match about $269,015 at 4% or $179,343 at 6%.
Berra-Spence 401K Profit Sharing Plan-11$4,533,541$236,733$21,521iApproximate average salary by contribution assumption: employee only about $538,030 at 4% or $358,686 at 6%; with 50% employer match about $358,686 at 4% or $239,124 at 6%; with 100% employer match about $269,015 at 4% or $179,343 at 6%.
2015110$3,978,113$185,994$18,599iApproximate average salary by contribution assumption: employee only about $464,985 at 4% or $309,990 at 6%; with 50% employer match about $309,990 at 4% or $206,660 at 6%; with 100% employer match about $232,493 at 4% or $154,995 at 6%.
Berra-Spence 401K Profit Sharing Plan-10$3,978,113$185,994$18,599iApproximate average salary by contribution assumption: employee only about $464,985 at 4% or $309,990 at 6%; with 50% employer match about $309,990 at 4% or $206,660 at 6%; with 100% employer match about $232,493 at 4% or $154,995 at 6%.
2014110$4,368,635$169,633$16,963iApproximate average salary by contribution assumption: employee only about $424,083 at 4% or $282,722 at 6%; with 50% employer match about $282,722 at 4% or $188,481 at 6%; with 100% employer match about $212,041 at 4% or $141,361 at 6%.
Berra-Spence 401K Profit Sharing Plan-10$4,368,635$169,633$16,963iApproximate average salary by contribution assumption: employee only about $424,083 at 4% or $282,722 at 6%; with 50% employer match about $282,722 at 4% or $188,481 at 6%; with 100% employer match about $212,041 at 4% or $141,361 at 6%.
2013114$4,141,193$82,879$5,920iApproximate average salary by contribution assumption: employee only about $147,998 at 4% or $98,665 at 6%; with 50% employer match about $98,665 at 4% or $65,777 at 6%; with 100% employer match about $73,999 at 4% or $49,333 at 6%.
Berra-Spence 401K Profit Sharing Plan-14$4,141,193$82,879$5,920iApproximate average salary by contribution assumption: employee only about $147,998 at 4% or $98,665 at 6%; with 50% employer match about $98,665 at 4% or $65,777 at 6%; with 100% employer match about $73,999 at 4% or $49,333 at 6%.
2012113$3,686,897$119,404$9,185iApproximate average salary by contribution assumption: employee only about $229,623 at 4% or $153,082 at 6%; with 50% employer match about $153,082 at 4% or $102,055 at 6%; with 100% employer match about $114,812 at 4% or $76,541 at 6%.
Berra-Spence 401K Profit Sharing Plan-13$3,686,897$119,404$9,185iApproximate average salary by contribution assumption: employee only about $229,623 at 4% or $153,082 at 6%; with 50% employer match about $153,082 at 4% or $102,055 at 6%; with 100% employer match about $114,812 at 4% or $76,541 at 6%.
201117$3,240,536$142,465$20,352iApproximate average salary by contribution assumption: employee only about $508,804 at 4% or $339,202 at 6%; with 50% employer match about $339,202 at 4% or $226,135 at 6%; with 100% employer match about $254,402 at 4% or $169,601 at 6%.
Berra-Spence 401K Profit Sharing Plan-7$3,240,536$142,465$20,352iApproximate average salary by contribution assumption: employee only about $508,804 at 4% or $339,202 at 6%; with 50% employer match about $339,202 at 4% or $226,135 at 6%; with 100% employer match about $254,402 at 4% or $169,601 at 6%.
2010110$3,541,657$179,177$17,918iApproximate average salary by contribution assumption: employee only about $447,943 at 4% or $298,628 at 6%; with 50% employer match about $298,628 at 4% or $199,086 at 6%; with 100% employer match about $223,971 at 4% or $149,314 at 6%.
Berra-Spence 401K Profit Sharing Plan-10$3,541,657$179,177$17,918iApproximate average salary by contribution assumption: employee only about $447,943 at 4% or $298,628 at 6%; with 50% employer match about $298,628 at 4% or $199,086 at 6%; with 100% employer match about $223,971 at 4% or $149,314 at 6%.
2009110$3,034,788$178,827$17,883iApproximate average salary by contribution assumption: employee only about $447,068 at 4% or $298,045 at 6%; with 50% employer match about $298,045 at 4% or $198,697 at 6%; with 100% employer match about $223,534 at 4% or $149,023 at 6%.
Berra-Spence 401K Profit Sharing Plan-10$3,034,788$178,827$17,883iApproximate average salary by contribution assumption: employee only about $447,068 at 4% or $298,045 at 6%; with 50% employer match about $298,045 at 4% or $198,697 at 6%; with 100% employer match about $223,534 at 4% or $149,023 at 6%.
200819$2,388,576$145,538$16,171iApproximate average salary by contribution assumption: employee only about $404,272 at 4% or $269,515 at 6%; with 50% employer match about $269,515 at 4% or $179,677 at 6%; with 100% employer match about $202,136 at 4% or $134,757 at 6%.
Berra-Spence 401K Profit Sharing Plan-9$2,388,576$145,538$16,171iApproximate average salary by contribution assumption: employee only about $404,272 at 4% or $269,515 at 6%; with 50% employer match about $269,515 at 4% or $179,677 at 6%; with 100% employer match about $202,136 at 4% or $134,757 at 6%.
200719$3,096,001$171,997$19,111iApproximate average salary by contribution assumption: employee only about $477,769 at 4% or $318,513 at 6%; with 50% employer match about $318,513 at 4% or $212,342 at 6%; with 100% employer match about $238,885 at 4% or $159,256 at 6%.
Berra-Spence 401K Profit Sharing Plan-9$3,096,001$171,997$19,111iApproximate average salary by contribution assumption: employee only about $477,769 at 4% or $318,513 at 6%; with 50% employer match about $318,513 at 4% or $212,342 at 6%; with 100% employer match about $238,885 at 4% or $159,256 at 6%.
200618$2,764,550$167,228$20,904iApproximate average salary by contribution assumption: employee only about $522,588 at 4% or $348,392 at 6%; with 50% employer match about $348,392 at 4% or $232,261 at 6%; with 100% employer match about $261,294 at 4% or $174,196 at 6%.
Berra-Spence 401K Profit Sharing Plan-8$2,764,550$167,228$20,904iApproximate average salary by contribution assumption: employee only about $522,588 at 4% or $348,392 at 6%; with 50% employer match about $348,392 at 4% or $232,261 at 6%; with 100% employer match about $261,294 at 4% or $174,196 at 6%.
200517$2,646,809$157,333$22,476iApproximate average salary by contribution assumption: employee only about $561,904 at 4% or $374,602 at 6%; with 50% employer match about $374,602 at 4% or $249,735 at 6%; with 100% employer match about $280,952 at 4% or $187,301 at 6%.
Berra-Spence 401K Profit Sharing Plan-7$2,646,809$157,333$22,476iApproximate average salary by contribution assumption: employee only about $561,904 at 4% or $374,602 at 6%; with 50% employer match about $374,602 at 4% or $249,735 at 6%; with 100% employer match about $280,952 at 4% or $187,301 at 6%.
200417$2,373,267$126,305$18,044iApproximate average salary by contribution assumption: employee only about $451,089 at 4% or $300,726 at 6%; with 50% employer match about $300,726 at 4% or $200,484 at 6%; with 100% employer match about $225,545 at 4% or $150,363 at 6%.
Berra-Spence 401K Profit Sharing Plan-7$2,373,267$126,305$18,044iApproximate average salary by contribution assumption: employee only about $451,089 at 4% or $300,726 at 6%; with 50% employer match about $300,726 at 4% or $200,484 at 6%; with 100% employer match about $225,545 at 4% or $150,363 at 6%.
200319$2,921,599$183,558$20,395iApproximate average salary by contribution assumption: employee only about $509,883 at 4% or $339,922 at 6%; with 50% employer match about $339,922 at 4% or $226,615 at 6%; with 100% employer match about $254,942 at 4% or $169,961 at 6%.
Berra-Spence 401K Profit Sharing Plan-9$2,921,599$183,558$20,395iApproximate average salary by contribution assumption: employee only about $509,883 at 4% or $339,922 at 6%; with 50% employer match about $339,922 at 4% or $226,615 at 6%; with 100% employer match about $254,942 at 4% or $169,961 at 6%.
200219$2,460,387$243,294$27,033iApproximate average salary by contribution assumption: employee only about $675,817 at 4% or $450,544 at 6%; with 50% employer match about $450,544 at 4% or $300,363 at 6%; with 100% employer match about $337,908 at 4% or $225,272 at 6%.
Berra-Spence 401K Profit Sharing Plan-9$2,460,387$243,294$27,033iApproximate average salary by contribution assumption: employee only about $675,817 at 4% or $450,544 at 6%; with 50% employer match about $450,544 at 4% or $300,363 at 6%; with 100% employer match about $337,908 at 4% or $225,272 at 6%.
200119$0$0-
Berra-Spence 401K Profit Sharing Plan-9---
200017$0$0-
Berra-Spence 401K Profit Sharing Plan-7---
199919$2,156,396$74,904$8,323iApproximate average salary by contribution assumption: employee only about $208,067 at 4% or $138,711 at 6%; with 50% employer match about $138,711 at 4% or $92,474 at 6%; with 100% employer match about $104,033 at 4% or $69,356 at 6%.
Berra-Spence 401K Profit Sharing Plan-9$2,156,396$74,904$8,323iApproximate average salary by contribution assumption: employee only about $208,067 at 4% or $138,711 at 6%; with 50% employer match about $138,711 at 4% or $92,474 at 6%; with 100% employer match about $104,033 at 4% or $69,356 at 6%.