Setren, Smallberg & Associates Inc
Plan context: SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
EIN 94-3248431 • Oakland, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
3
2014 Assets
$2,571,443
2014 Contributions
$150,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2013 | 2 | 3 | $2,571,443 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $2,571,443 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2012 | 2 | 5 | $2,914,225 | $345,000 | $69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $2,378,844 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 5 | $535,381 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2011 | 2 | 5 | $2,829,131 | $510,186 | $102,037iApproximate average salary by contribution assumption: employee only about $2,550,930 at 4% or $1,700,620 at 6%; with 50% employer match about $1,700,620 at 4% or $1,133,747 at 6%; with 100% employer match about $1,275,465 at 4% or $850,310 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,984,014 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 5 | $845,117 | $110,186 | $22,037iApproximate average salary by contribution assumption: employee only about $550,930 at 4% or $367,287 at 6%; with 50% employer match about $367,287 at 4% or $244,858 at 6%; with 100% employer match about $275,465 at 4% or $183,643 at 6%. |
| 2010 | 2 | 5 | $2,489,939 | $184,000 | $36,800iApproximate average salary by contribution assumption: employee only about $920,000 at 4% or $613,333 at 6%; with 50% employer match about $613,333 at 4% or $408,889 at 6%; with 100% employer match about $460,000 at 4% or $306,667 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,596,098 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 5 | $893,841 | $44,000 | $8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%. |
| 2009 | 2 | 6 | $2,124,203 | $185,818 | $30,970iApproximate average salary by contribution assumption: employee only about $774,242 at 4% or $516,161 at 6%; with 50% employer match about $516,161 at 4% or $344,107 at 6%; with 100% employer match about $387,121 at 4% or $258,081 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,333,352 | $140,000 | $46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 6 | $790,851 | $45,818 | $7,636iApproximate average salary by contribution assumption: employee only about $190,908 at 4% or $127,272 at 6%; with 50% employer match about $127,272 at 4% or $84,848 at 6%; with 100% employer match about $95,454 at 4% or $63,636 at 6%. |
| 2008 | 2 | 3 | $2,043,915 | $367,818 | $122,606iApproximate average salary by contribution assumption: employee only about $3,065,150 at 4% or $2,043,433 at 6%; with 50% employer match about $2,043,433 at 4% or $1,362,289 at 6%; with 100% employer match about $1,532,575 at 4% or $1,021,717 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,024,444 | $52,818 | $17,606iApproximate average salary by contribution assumption: employee only about $440,150 at 4% or $293,433 at 6%; with 50% employer match about $293,433 at 4% or $195,622 at 6%; with 100% employer match about $220,075 at 4% or $146,717 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $1,019,471 | $315,000 | $105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | - | - | - |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 2 | 3 | $2,052,275 | $288,899 | $96,300iApproximate average salary by contribution assumption: employee only about $2,407,492 at 4% or $1,604,994 at 6%; with 50% employer match about $1,604,994 at 4% or $1,069,996 at 6%; with 100% employer match about $1,203,746 at 4% or $802,497 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,315,084 | $67,765 | $22,588iApproximate average salary by contribution assumption: employee only about $564,708 at 4% or $376,472 at 6%; with 50% employer match about $376,472 at 4% or $250,981 at 6%; with 100% employer match about $282,354 at 4% or $188,236 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $737,191 | $221,134 | $73,711iApproximate average salary by contribution assumption: employee only about $1,842,783 at 4% or $1,228,522 at 6%; with 50% employer match about $1,228,522 at 4% or $819,015 at 6%; with 100% employer match about $921,392 at 4% or $614,261 at 6%. |
| 2005 | 2 | 3 | $1,542,844 | $266,771 | $88,924iApproximate average salary by contribution assumption: employee only about $2,223,092 at 4% or $1,482,061 at 6%; with 50% employer match about $1,482,061 at 4% or $988,041 at 6%; with 100% employer match about $1,111,546 at 4% or $741,031 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,093,956 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC.DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $448,888 | $216,771 | $72,257iApproximate average salary by contribution assumption: employee only about $1,806,425 at 4% or $1,204,283 at 6%; with 50% employer match about $1,204,283 at 4% or $802,856 at 6%; with 100% employer match about $903,213 at 4% or $602,142 at 6%. |
| 2004 | 2 | 3 | $1,226,029 | $257,858 | $85,953iApproximate average salary by contribution assumption: employee only about $2,148,817 at 4% or $1,432,544 at 6%; with 50% employer match about $1,432,544 at 4% or $955,030 at 6%; with 100% employer match about $1,074,408 at 4% or $716,272 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,007,771 | $39,600 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | - | 3 | $218,258 | $218,258 | $72,753iApproximate average salary by contribution assumption: employee only about $1,818,817 at 4% or $1,212,544 at 6%; with 50% employer match about $1,212,544 at 4% or $808,363 at 6%; with 100% employer match about $909,408 at 4% or $606,272 at 6%. |
| 2003 | 1 | 3 | $937,638 | $103,424 | $34,475iApproximate average salary by contribution assumption: employee only about $861,867 at 4% or $574,578 at 6%; with 50% employer match about $574,578 at 4% or $383,052 at 6%; with 100% employer match about $430,933 at 4% or $287,289 at 6%. |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 3 | $937,638 | $103,424 | $34,475iApproximate average salary by contribution assumption: employee only about $861,867 at 4% or $574,578 at 6%; with 50% employer match about $574,578 at 4% or $383,052 at 6%; with 100% employer match about $430,933 at 4% or $287,289 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 4 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| SETREN, SMALLBERG & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 7 | - | - | - |
| Setren, Smallberg & Associates Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Setren, Smallberg & Associates Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 1999 | 1 | 3 | $0 | $0 | - |
| Setren, Smallberg & Associates Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |