Civic Intelligence

Julie Pearl, Apc,

Plan context: Munro Nelson & Pearl 401K Plan

EIN 94-3217032 • San Francisco, CA • 21 filings • 7 plans

465 California StreetSuite 700San Francisco, CA 94104
Current Snapshot

Latest Year

2019

2019 Participants

96

2019 Assets

$5,862,406

2019 Contributions

$901,879

Historical Graphs

Total Assets Over Time

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

$5,862,406$2,931,203$0199920102019YearValue
$5,862,406Latest year 2019

Participants Over Time

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

117590199920092019YearValue
96Latest year 2019

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
2019196$5,862,406$901,879$9,395iApproximate average salary by contribution assumption: employee only about $234,864 at 4% or $156,576 at 6%; with 50% employer match about $156,576 at 4% or $104,384 at 6%; with 100% employer match about $117,432 at 4% or $78,288 at 6%.
Munro Nelson & Pearl 401K Plan-96$5,862,406$901,879$9,395iApproximate average salary by contribution assumption: employee only about $234,864 at 4% or $156,576 at 6%; with 50% employer match about $156,576 at 4% or $104,384 at 6%; with 100% employer match about $117,432 at 4% or $78,288 at 6%.
20181117$4,206,890$881,661$7,536iApproximate average salary by contribution assumption: employee only about $188,389 at 4% or $125,593 at 6%; with 50% employer match about $125,593 at 4% or $83,728 at 6%; with 100% employer match about $94,195 at 4% or $62,796 at 6%.
Munro Nelson & Pearl 401K Plan-117$4,206,890$881,661$7,536iApproximate average salary by contribution assumption: employee only about $188,389 at 4% or $125,593 at 6%; with 50% employer match about $125,593 at 4% or $83,728 at 6%; with 100% employer match about $94,195 at 4% or $62,796 at 6%.
2017194$3,928,159$722,461$7,686iApproximate average salary by contribution assumption: employee only about $192,144 at 4% or $128,096 at 6%; with 50% employer match about $128,096 at 4% or $85,397 at 6%; with 100% employer match about $96,072 at 4% or $64,048 at 6%.
Munro Nelson & Pearl 401K Plan-94$3,928,159$722,461$7,686iApproximate average salary by contribution assumption: employee only about $192,144 at 4% or $128,096 at 6%; with 50% employer match about $128,096 at 4% or $85,397 at 6%; with 100% employer match about $96,072 at 4% or $64,048 at 6%.
2016182$2,846,997$609,382$7,431iApproximate average salary by contribution assumption: employee only about $185,787 at 4% or $123,858 at 6%; with 50% employer match about $123,858 at 4% or $82,572 at 6%; with 100% employer match about $92,894 at 4% or $61,929 at 6%.
Munro Nelson & Pearl 401K Plan-82$2,846,997$609,382$7,431iApproximate average salary by contribution assumption: employee only about $185,787 at 4% or $123,858 at 6%; with 50% employer match about $123,858 at 4% or $82,572 at 6%; with 100% employer match about $92,894 at 4% or $61,929 at 6%.
2015163$2,194,232$377,259$5,988iApproximate average salary by contribution assumption: employee only about $149,706 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%.
Munro Nelson & Pearl 401K Plan-63$2,194,232$377,259$5,988iApproximate average salary by contribution assumption: employee only about $149,706 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%.
2014146$2,306,229$477,015$10,370iApproximate average salary by contribution assumption: employee only about $259,247 at 4% or $172,832 at 6%; with 50% employer match about $172,832 at 4% or $115,221 at 6%; with 100% employer match about $129,624 at 4% or $86,416 at 6%.
Munro Nelson & Pearl 401K Plan-46$2,306,229$477,015$10,370iApproximate average salary by contribution assumption: employee only about $259,247 at 4% or $172,832 at 6%; with 50% employer match about $172,832 at 4% or $115,221 at 6%; with 100% employer match about $129,624 at 4% or $86,416 at 6%.
2013139$2,003,707$269,133$6,901iApproximate average salary by contribution assumption: employee only about $172,521 at 4% or $115,014 at 6%; with 50% employer match about $115,014 at 4% or $76,676 at 6%; with 100% employer match about $86,261 at 4% or $57,507 at 6%.
Munro Nelson & Pearl 401K Plan-39$2,003,707$269,133$6,901iApproximate average salary by contribution assumption: employee only about $172,521 at 4% or $115,014 at 6%; with 50% employer match about $115,014 at 4% or $76,676 at 6%; with 100% employer match about $86,261 at 4% or $57,507 at 6%.
2012161$2,271,515$367,210$6,020iApproximate average salary by contribution assumption: employee only about $150,496 at 4% or $100,331 at 6%; with 50% employer match about $100,331 at 4% or $66,887 at 6%; with 100% employer match about $75,248 at 4% or $50,165 at 6%.
Munro Nelson & Pearl 401K Plan-61$2,271,515$367,210$6,020iApproximate average salary by contribution assumption: employee only about $150,496 at 4% or $100,331 at 6%; with 50% employer match about $100,331 at 4% or $66,887 at 6%; with 100% employer match about $75,248 at 4% or $50,165 at 6%.
2011156$1,789,190$348,850$6,229iApproximate average salary by contribution assumption: employee only about $155,737 at 4% or $103,824 at 6%; with 50% employer match about $103,824 at 4% or $69,216 at 6%; with 100% employer match about $77,868 at 4% or $51,912 at 6%.
Munro Nelson & Pearl 401K Plan-56$1,789,190$348,850$6,229iApproximate average salary by contribution assumption: employee only about $155,737 at 4% or $103,824 at 6%; with 50% employer match about $103,824 at 4% or $69,216 at 6%; with 100% employer match about $77,868 at 4% or $51,912 at 6%.
2010148$1,541,824$306,491$6,385iApproximate average salary by contribution assumption: employee only about $159,631 at 4% or $106,420 at 6%; with 50% employer match about $106,420 at 4% or $70,947 at 6%; with 100% employer match about $79,815 at 4% or $53,210 at 6%.
Munro Nelson & Pearl 401K Plan-48$1,541,824$306,491$6,385iApproximate average salary by contribution assumption: employee only about $159,631 at 4% or $106,420 at 6%; with 50% employer match about $106,420 at 4% or $70,947 at 6%; with 100% employer match about $79,815 at 4% or $53,210 at 6%.
2009144$1,141,931$285,898$6,498iApproximate average salary by contribution assumption: employee only about $162,442 at 4% or $108,295 at 6%; with 50% employer match about $108,295 at 4% or $72,196 at 6%; with 100% employer match about $81,221 at 4% or $54,147 at 6%.
Munro Nelson & Pearl 401K Plan-44$1,141,931$285,898$6,498iApproximate average salary by contribution assumption: employee only about $162,442 at 4% or $108,295 at 6%; with 50% employer match about $108,295 at 4% or $72,196 at 6%; with 100% employer match about $81,221 at 4% or $54,147 at 6%.
2008143$669,869$160,008$3,721iApproximate average salary by contribution assumption: employee only about $93,028 at 4% or $62,019 at 6%; with 50% employer match about $62,019 at 4% or $41,346 at 6%; with 100% employer match about $46,514 at 4% or $31,009 at 6%.
Munro Nelson & Pearl 401K Plan-43$669,869$160,008$3,721iApproximate average salary by contribution assumption: employee only about $93,028 at 4% or $62,019 at 6%; with 50% employer match about $62,019 at 4% or $41,346 at 6%; with 100% employer match about $46,514 at 4% or $31,009 at 6%.
2007138$865,745$156,117$4,108iApproximate average salary by contribution assumption: employee only about $102,709 at 4% or $68,472 at 6%; with 50% employer match about $68,472 at 4% or $45,648 at 6%; with 100% employer match about $51,354 at 4% or $34,236 at 6%.
Munro Nelson & Pearl 401K Plan-38$865,745$156,117$4,108iApproximate average salary by contribution assumption: employee only about $102,709 at 4% or $68,472 at 6%; with 50% employer match about $68,472 at 4% or $45,648 at 6%; with 100% employer match about $51,354 at 4% or $34,236 at 6%.
2006129$856,849$149,969$5,171iApproximate average salary by contribution assumption: employee only about $129,284 at 4% or $86,189 at 6%; with 50% employer match about $86,189 at 4% or $57,459 at 6%; with 100% employer match about $64,642 at 4% or $43,095 at 6%.
Munro Nelson & Pearl 401K Plan-29$856,849$149,969$5,171iApproximate average salary by contribution assumption: employee only about $129,284 at 4% or $86,189 at 6%; with 50% employer match about $86,189 at 4% or $57,459 at 6%; with 100% employer match about $64,642 at 4% or $43,095 at 6%.
2005128$710,328$197,720$7,061iApproximate average salary by contribution assumption: employee only about $176,536 at 4% or $117,690 at 6%; with 50% employer match about $117,690 at 4% or $78,460 at 6%; with 100% employer match about $88,268 at 4% or $58,845 at 6%.
Munro Nelson & Pearl 401K Plan-28$710,328$197,720$7,061iApproximate average salary by contribution assumption: employee only about $176,536 at 4% or $117,690 at 6%; with 50% employer match about $117,690 at 4% or $78,460 at 6%; with 100% employer match about $88,268 at 4% or $58,845 at 6%.
2004135$566,121$196,913$5,626iApproximate average salary by contribution assumption: employee only about $140,652 at 4% or $93,768 at 6%; with 50% employer match about $93,768 at 4% or $62,512 at 6%; with 100% employer match about $70,326 at 4% or $46,884 at 6%.
Munro Nelson & Pearl 401K Plan-35$566,121$196,913$5,626iApproximate average salary by contribution assumption: employee only about $140,652 at 4% or $93,768 at 6%; with 50% employer match about $93,768 at 4% or $62,512 at 6%; with 100% employer match about $70,326 at 4% or $46,884 at 6%.
2003130$374,925$143,394$4,780iApproximate average salary by contribution assumption: employee only about $119,495 at 4% or $79,663 at 6%; with 50% employer match about $79,663 at 4% or $53,109 at 6%; with 100% employer match about $59,748 at 4% or $39,832 at 6%.
Munro Nelson & Pearl 401K Plan-30$374,925$143,394$4,780iApproximate average salary by contribution assumption: employee only about $119,495 at 4% or $79,663 at 6%; with 50% employer match about $79,663 at 4% or $53,109 at 6%; with 100% employer match about $59,748 at 4% or $39,832 at 6%.
2002123$228,327$106,463$4,629iApproximate average salary by contribution assumption: employee only about $115,721 at 4% or $77,147 at 6%; with 50% employer match about $77,147 at 4% or $51,431 at 6%; with 100% employer match about $57,860 at 4% or $38,574 at 6%.
Munro Nelson & Pearl 401K Plan-23$228,327$106,463$4,629iApproximate average salary by contribution assumption: employee only about $115,721 at 4% or $77,147 at 6%; with 50% employer match about $77,147 at 4% or $51,431 at 6%; with 100% employer match about $57,860 at 4% or $38,574 at 6%.
2001118$0$0-
Munro Nelson & Pearl 401K Plan-18---
2000116$0$0-
Munro Nelson & Pearl 401K Plan-16---
199916$12,246$11,213$1,869iApproximate average salary by contribution assumption: employee only about $46,721 at 4% or $31,147 at 6%; with 50% employer match about $31,147 at 4% or $20,765 at 6%; with 100% employer match about $23,360 at 4% or $15,574 at 6%.
Munro Nelson & Pearl 401K Plan-6$12,246$11,213$1,869iApproximate average salary by contribution assumption: employee only about $46,721 at 4% or $31,147 at 6%; with 50% employer match about $31,147 at 4% or $20,765 at 6%; with 100% employer match about $23,360 at 4% or $15,574 at 6%.
Julie Pearl, Apc, | EIN 94-3217032 | 2019 Form 5500 Company Profile