Civic Intelligence

Bingham, Osborn & Scarborough LLC

Plan context: BOS 401K PLAN

EIN 94-3241802 • San Francisco, CA • 31 filings • 5 plans

345 California Street,Suite 1100San Francisco, CA 94104-2618
Current Snapshot

Latest Year

2023

2023 Participants

36

2023 Assets

$5,919,410

2023 Contributions

$348,020

Historical Graphs

Total Assets Over Time

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

$19,917,754$9,958,877$0199920132022YearValue
$5,919,410Latest year 2022

Participants Over Time

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

55280199920112022YearValue
36Latest year 2022

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
202310$0$0-
BOS 401K PLAN-0$0--
2022236$5,919,410$348,020$9,667iApproximate average salary by contribution assumption: employee only about $241,681 at 4% or $161,120 at 6%; with 50% employer match about $161,120 at 4% or $107,414 at 6%; with 100% employer match about $120,840 at 4% or $80,560 at 6%.
BOS 401K PLAN-36$5,919,410$348,020$9,667iApproximate average salary by contribution assumption: employee only about $241,681 at 4% or $161,120 at 6%; with 50% employer match about $161,120 at 4% or $107,414 at 6%; with 100% employer match about $120,840 at 4% or $80,560 at 6%.
Bos Retirement Trust-0---
2021254$19,917,754$1,585,673$29,364iApproximate average salary by contribution assumption: employee only about $734,108 at 4% or $489,405 at 6%; with 50% employer match about $489,405 at 4% or $326,270 at 6%; with 100% employer match about $367,054 at 4% or $244,703 at 6%.
BOS 401K PLAN-54$16,939,746$1,585,673$29,364iApproximate average salary by contribution assumption: employee only about $734,108 at 4% or $489,405 at 6%; with 50% employer match about $489,405 at 4% or $326,270 at 6%; with 100% employer match about $367,054 at 4% or $244,703 at 6%.
Bos Retirement Trust-11$2,978,008--
2020252$17,774,004$1,948,739$37,476iApproximate average salary by contribution assumption: employee only about $936,894 at 4% or $624,596 at 6%; with 50% employer match about $624,596 at 4% or $416,397 at 6%; with 100% employer match about $468,447 at 4% or $312,298 at 6%.
BOS 401K PLAN-52$15,168,840$1,948,739$37,476iApproximate average salary by contribution assumption: employee only about $936,894 at 4% or $624,596 at 6%; with 50% employer match about $624,596 at 4% or $416,397 at 6%; with 100% employer match about $468,447 at 4% or $312,298 at 6%.
Bos Retirement Trust-13$2,605,164--
2019255$14,350,745$1,698,357$30,879iApproximate average salary by contribution assumption: employee only about $771,980 at 4% or $514,654 at 6%; with 50% employer match about $514,654 at 4% or $343,102 at 6%; with 100% employer match about $385,990 at 4% or $257,327 at 6%.
BOS 401K PLAN-55$11,861,372$1,698,357$30,879iApproximate average salary by contribution assumption: employee only about $771,980 at 4% or $514,654 at 6%; with 50% employer match about $514,654 at 4% or $343,102 at 6%; with 100% employer match about $385,990 at 4% or $257,327 at 6%.
Bos Retirement Trust-13$2,489,373--
2018114$3,536,065$0-
Bos Retirement Trust-14$3,536,065--
2017115$3,711,273$0-
Bos Retirement Trust-15$3,711,273--
2016116$4,222,780$0-
Bos Retirement Trust-16$4,222,780--
2015117$3,884,362$0-
Bos Retirement Trust-17$3,884,362--
2014119$3,947,629$0-
Bos Retirement Trust-19$3,947,629--
2013120$5,315,874$0-
Bos Retirement Trust-20$5,315,874--
2012123$4,805,260$0-
Bos Retirement Trust-23$4,805,260--
2011124$4,315,421$0-
Bos Retirement Trust-24$4,315,421--
2010126$4,756,248$0-
Bos Retirement Trust-26$4,756,248--
2009130$5,166,558$0-
Bos Retirement Trust-30$5,166,558--
2008135$0$0-
Bos Retirement Trust-35---
2007133$0$0-
Bos Retirement Trust-33---
2006130$6,187,622$719,916$23,997iApproximate average salary by contribution assumption: employee only about $599,930 at 4% or $399,953 at 6%; with 50% employer match about $399,953 at 4% or $266,636 at 6%; with 100% employer match about $299,965 at 4% or $199,977 at 6%.
Bos Retirement Trust-30$6,187,622$719,916$23,997iApproximate average salary by contribution assumption: employee only about $599,930 at 4% or $399,953 at 6%; with 50% employer match about $399,953 at 4% or $266,636 at 6%; with 100% employer match about $299,965 at 4% or $199,977 at 6%.
2005125$4,873,334$591,790$23,672iApproximate average salary by contribution assumption: employee only about $591,790 at 4% or $394,527 at 6%; with 50% employer match about $394,527 at 4% or $263,018 at 6%; with 100% employer match about $295,895 at 4% or $197,263 at 6%.
Bos Retirement Trust-25$4,873,334$591,790$23,672iApproximate average salary by contribution assumption: employee only about $591,790 at 4% or $394,527 at 6%; with 50% employer match about $394,527 at 4% or $263,018 at 6%; with 100% employer match about $295,895 at 4% or $197,263 at 6%.
2004124$4,046,301$532,809$22,200iApproximate average salary by contribution assumption: employee only about $555,009 at 4% or $370,006 at 6%; with 50% employer match about $370,006 at 4% or $246,671 at 6%; with 100% employer match about $277,505 at 4% or $185,003 at 6%.
Bos Retirement Trust-24$4,046,301$532,809$22,200iApproximate average salary by contribution assumption: employee only about $555,009 at 4% or $370,006 at 6%; with 50% employer match about $370,006 at 4% or $246,671 at 6%; with 100% employer match about $277,505 at 4% or $185,003 at 6%.
2003122$3,171,347$1,820,600$82,755iApproximate average salary by contribution assumption: employee only about $2,068,864 at 4% or $1,379,242 at 6%; with 50% employer match about $1,379,242 at 4% or $919,495 at 6%; with 100% employer match about $1,034,432 at 4% or $689,621 at 6%.
Bos Retirement Trust-22$3,171,347$1,820,600$82,755iApproximate average salary by contribution assumption: employee only about $2,068,864 at 4% or $1,379,242 at 6%; with 50% employer match about $1,379,242 at 4% or $919,495 at 6%; with 100% employer match about $1,034,432 at 4% or $689,621 at 6%.
2002221$826,010$254,584$12,123iApproximate average salary by contribution assumption: employee only about $303,076 at 4% or $202,051 at 6%; with 50% employer match about $202,051 at 4% or $134,701 at 6%; with 100% employer match about $151,538 at 4% or $101,025 at 6%.
Bos Retirement Trust-21$826,010$254,584$12,123iApproximate average salary by contribution assumption: employee only about $303,076 at 4% or $202,051 at 6%; with 50% employer match about $202,051 at 4% or $134,701 at 6%; with 100% employer match about $151,538 at 4% or $101,025 at 6%.
Bingham Osborn & Scarborough Money Purchase Plan-0---
2001114$0$0-
Bingham Osborn & Scarborough Money Purchase Plan-14---
2000113$0$0-
Bingham Osborn & Scarborough Money Purchase Plan-13---
199923$494,353$94,286$31,429iApproximate average salary by contribution assumption: employee only about $785,717 at 4% or $523,811 at 6%; with 50% employer match about $523,811 at 4% or $349,207 at 6%; with 100% employer match about $392,858 at 4% or $261,906 at 6%.
Bingham Osborn & Scarborough Money Purchase Plan-0$494,353$88,718-
Bingham Osborn & Scarborough Flexible Spending Plan-3-$5,568$1,856iApproximate average salary by contribution assumption: employee only about $46,400 at 4% or $30,933 at 6%; with 50% employer match about $30,933 at 4% or $20,622 at 6%; with 100% employer match about $23,200 at 4% or $15,467 at 6%.