Civic Intelligence

Siegel, Lewitter & Malkani

Plan context: Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan

EIN 94-3175925 • Oakland, CA • 16 filings • 3 plans

1939 Harrison StreetSuite 307Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,680,915

2024 Contributions

$34,155

Historical Graphs

Total Assets Over Time

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

$2,642,546$1,321,273$0200920172024YearValue
$1,680,915Latest year 2024

Participants Over Time

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

1470200920172024YearValue
9Latest 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
202419$1,680,915$34,155$3,795iApproximate average salary by contribution assumption: employee only about $94,875 at 4% or $63,250 at 6%; with 50% employer match about $63,250 at 4% or $42,167 at 6%; with 100% employer match about $47,438 at 4% or $31,625 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-9$1,680,915$34,155$3,795iApproximate average salary by contribution assumption: employee only about $94,875 at 4% or $63,250 at 6%; with 50% employer match about $63,250 at 4% or $42,167 at 6%; with 100% employer match about $47,438 at 4% or $31,625 at 6%.
2023111$2,467,393$21,098$1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$2,467,393$21,098$1,918iApproximate average salary by contribution assumption: employee only about $47,950 at 4% or $31,967 at 6%; with 50% employer match about $31,967 at 4% or $21,311 at 6%; with 100% employer match about $23,975 at 4% or $15,983 at 6%.
2022111$2,100,703$29,617$2,692iApproximate average salary by contribution assumption: employee only about $67,311 at 4% or $44,874 at 6%; with 50% employer match about $44,874 at 4% or $29,916 at 6%; with 100% employer match about $33,656 at 4% or $22,437 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$2,100,703$29,617$2,692iApproximate average salary by contribution assumption: employee only about $67,311 at 4% or $44,874 at 6%; with 50% employer match about $44,874 at 4% or $29,916 at 6%; with 100% employer match about $33,656 at 4% or $22,437 at 6%.
2021111$2,642,546$31,074$2,825iApproximate average salary by contribution assumption: employee only about $70,623 at 4% or $47,082 at 6%; with 50% employer match about $47,082 at 4% or $31,388 at 6%; with 100% employer match about $35,311 at 4% or $23,541 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$2,642,546$31,074$2,825iApproximate average salary by contribution assumption: employee only about $70,623 at 4% or $47,082 at 6%; with 50% employer match about $47,082 at 4% or $31,388 at 6%; with 100% employer match about $35,311 at 4% or $23,541 at 6%.
2020111$2,329,413$30,440$2,767iApproximate average salary by contribution assumption: employee only about $69,182 at 4% or $46,121 at 6%; with 50% employer match about $46,121 at 4% or $30,747 at 6%; with 100% employer match about $34,591 at 4% or $23,061 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$2,329,413$30,440$2,767iApproximate average salary by contribution assumption: employee only about $69,182 at 4% or $46,121 at 6%; with 50% employer match about $46,121 at 4% or $30,747 at 6%; with 100% employer match about $34,591 at 4% or $23,061 at 6%.
2019114$2,047,344$45,728$3,266iApproximate average salary by contribution assumption: employee only about $81,657 at 4% or $54,438 at 6%; with 50% employer match about $54,438 at 4% or $36,292 at 6%; with 100% employer match about $40,829 at 4% or $27,219 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-14$2,047,344$45,728$3,266iApproximate average salary by contribution assumption: employee only about $81,657 at 4% or $54,438 at 6%; with 50% employer match about $54,438 at 4% or $36,292 at 6%; with 100% employer match about $40,829 at 4% or $27,219 at 6%.
2018114$1,688,490$120,107$8,579iApproximate average salary by contribution assumption: employee only about $214,477 at 4% or $142,985 at 6%; with 50% employer match about $142,985 at 4% or $95,323 at 6%; with 100% employer match about $107,238 at 4% or $71,492 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-14$1,688,490$120,107$8,579iApproximate average salary by contribution assumption: employee only about $214,477 at 4% or $142,985 at 6%; with 50% employer match about $142,985 at 4% or $95,323 at 6%; with 100% employer match about $107,238 at 4% or $71,492 at 6%.
2017111$1,681,892$177,984$16,180iApproximate average salary by contribution assumption: employee only about $404,509 at 4% or $269,673 at 6%; with 50% employer match about $269,673 at 4% or $179,782 at 6%; with 100% employer match about $202,255 at 4% or $134,836 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$1,681,892$177,984$16,180iApproximate average salary by contribution assumption: employee only about $404,509 at 4% or $269,673 at 6%; with 50% employer match about $269,673 at 4% or $179,782 at 6%; with 100% employer match about $202,255 at 4% or $134,836 at 6%.
2016111$1,324,518$227,914$20,719iApproximate average salary by contribution assumption: employee only about $517,986 at 4% or $345,324 at 6%; with 50% employer match about $345,324 at 4% or $230,216 at 6%; with 100% employer match about $258,993 at 4% or $172,662 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$1,324,518$227,914$20,719iApproximate average salary by contribution assumption: employee only about $517,986 at 4% or $345,324 at 6%; with 50% employer match about $345,324 at 4% or $230,216 at 6%; with 100% employer match about $258,993 at 4% or $172,662 at 6%.
2015111$1,012,662$234,311$21,301iApproximate average salary by contribution assumption: employee only about $532,525 at 4% or $355,017 at 6%; with 50% employer match about $355,017 at 4% or $236,678 at 6%; with 100% employer match about $266,263 at 4% or $177,508 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$1,012,662$234,311$21,301iApproximate average salary by contribution assumption: employee only about $532,525 at 4% or $355,017 at 6%; with 50% employer match about $355,017 at 4% or $236,678 at 6%; with 100% employer match about $266,263 at 4% or $177,508 at 6%.
2014112$804,540$204,602$17,050iApproximate average salary by contribution assumption: employee only about $426,254 at 4% or $284,169 at 6%; with 50% employer match about $284,169 at 4% or $189,446 at 6%; with 100% employer match about $213,127 at 4% or $142,085 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-12$804,540$204,602$17,050iApproximate average salary by contribution assumption: employee only about $426,254 at 4% or $284,169 at 6%; with 50% employer match about $284,169 at 4% or $189,446 at 6%; with 100% employer match about $213,127 at 4% or $142,085 at 6%.
2013111$570,931$35,594$3,236iApproximate average salary by contribution assumption: employee only about $80,895 at 4% or $53,930 at 6%; with 50% employer match about $53,930 at 4% or $35,954 at 6%; with 100% employer match about $40,448 at 4% or $26,965 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$570,931$35,594$3,236iApproximate average salary by contribution assumption: employee only about $80,895 at 4% or $53,930 at 6%; with 50% employer match about $53,930 at 4% or $35,954 at 6%; with 100% employer match about $40,448 at 4% or $26,965 at 6%.
2012113$517,224$182,606$14,047iApproximate average salary by contribution assumption: employee only about $351,165 at 4% or $234,110 at 6%; with 50% employer match about $234,110 at 4% or $156,074 at 6%; with 100% employer match about $175,583 at 4% or $117,055 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-13$517,224$182,606$14,047iApproximate average salary by contribution assumption: employee only about $351,165 at 4% or $234,110 at 6%; with 50% employer match about $234,110 at 4% or $156,074 at 6%; with 100% employer match about $175,583 at 4% or $117,055 at 6%.
2011113$316,496$52,857$4,066iApproximate average salary by contribution assumption: employee only about $101,648 at 4% or $67,765 at 6%; with 50% employer match about $67,765 at 4% or $45,177 at 6%; with 100% employer match about $50,824 at 4% or $33,883 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-13$316,496$52,857$4,066iApproximate average salary by contribution assumption: employee only about $101,648 at 4% or $67,765 at 6%; with 50% employer match about $67,765 at 4% or $45,177 at 6%; with 100% employer match about $50,824 at 4% or $33,883 at 6%.
2010111$278,898$131,866$11,988iApproximate average salary by contribution assumption: employee only about $299,695 at 4% or $199,797 at 6%; with 50% employer match about $199,797 at 4% or $133,198 at 6%; with 100% employer match about $149,848 at 4% or $99,898 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-11$278,898$131,866$11,988iApproximate average salary by contribution assumption: employee only about $299,695 at 4% or $199,797 at 6%; with 50% employer match about $199,797 at 4% or $133,198 at 6%; with 100% employer match about $149,848 at 4% or $99,898 at 6%.
2009110$126,407$126,407$12,641iApproximate average salary by contribution assumption: employee only about $316,018 at 4% or $210,678 at 6%; with 50% employer match about $210,678 at 4% or $140,452 at 6%; with 100% employer match about $158,009 at 4% or $105,339 at 6%.
Siegel, Lewitter & Malkani 401(K) Profit Sharing Plan-10$126,407$126,407$12,641iApproximate average salary by contribution assumption: employee only about $316,018 at 4% or $210,678 at 6%; with 50% employer match about $210,678 at 4% or $140,452 at 6%; with 100% employer match about $158,009 at 4% or $105,339 at 6%.