Civic Intelligence

Cullen Financial Advisors

Plan context: Cullen Financial Advisors 401(K) Profit Sharing Plan

EIN 94-3252558 • San Francisco, CA • 21 filings • 2 plans

90 New Montgomery St #1020San Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,231,764

2024 Contributions

$121,785

Historical Graphs

Total Assets Over Time

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

$2,231,764$1,115,882$0200420152024YearValue
$2,231,764Latest year 2024

Participants Over Time

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

210200420142024YearValue
2Latest 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
202412$2,231,764$121,785$60,893iApproximate average salary by contribution assumption: employee only about $1,522,313 at 4% or $1,014,875 at 6%; with 50% employer match about $1,014,875 at 4% or $676,583 at 6%; with 100% employer match about $761,156 at 4% or $507,438 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$2,231,764$121,785$60,893iApproximate average salary by contribution assumption: employee only about $1,522,313 at 4% or $1,014,875 at 6%; with 50% employer match about $1,014,875 at 4% or $676,583 at 6%; with 100% employer match about $761,156 at 4% or $507,438 at 6%.
202312$1,100,562$80,634$40,317iApproximate average salary by contribution assumption: employee only about $1,007,925 at 4% or $671,950 at 6%; with 50% employer match about $671,950 at 4% or $447,967 at 6%; with 100% employer match about $503,963 at 4% or $335,975 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$1,100,562$80,634$40,317iApproximate average salary by contribution assumption: employee only about $1,007,925 at 4% or $671,950 at 6%; with 50% employer match about $671,950 at 4% or $447,967 at 6%; with 100% employer match about $503,963 at 4% or $335,975 at 6%.
202212$752,133$81,737$40,869iApproximate average salary by contribution assumption: employee only about $1,021,713 at 4% or $681,142 at 6%; with 50% employer match about $681,142 at 4% or $454,094 at 6%; with 100% employer match about $510,856 at 4% or $340,571 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$752,133$81,737$40,869iApproximate average salary by contribution assumption: employee only about $1,021,713 at 4% or $681,142 at 6%; with 50% employer match about $681,142 at 4% or $454,094 at 6%; with 100% employer match about $510,856 at 4% or $340,571 at 6%.
202112$1,051,238$176,429$88,215iApproximate average salary by contribution assumption: employee only about $2,205,363 at 4% or $1,470,242 at 6%; with 50% employer match about $1,470,242 at 4% or $980,161 at 6%; with 100% employer match about $1,102,681 at 4% or $735,121 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$1,051,238$176,429$88,215iApproximate average salary by contribution assumption: employee only about $2,205,363 at 4% or $1,470,242 at 6%; with 50% employer match about $1,470,242 at 4% or $980,161 at 6%; with 100% employer match about $1,102,681 at 4% or $735,121 at 6%.
202012$637,230$165,542$82,771iApproximate average salary by contribution assumption: employee only about $2,069,275 at 4% or $1,379,517 at 6%; with 50% employer match about $1,379,517 at 4% or $919,678 at 6%; with 100% employer match about $1,034,638 at 4% or $689,758 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$637,230$165,542$82,771iApproximate average salary by contribution assumption: employee only about $2,069,275 at 4% or $1,379,517 at 6%; with 50% employer match about $1,379,517 at 4% or $919,678 at 6%; with 100% employer match about $1,034,638 at 4% or $689,758 at 6%.
201912$463,724$174,432$87,216iApproximate average salary by contribution assumption: employee only about $2,180,400 at 4% or $1,453,600 at 6%; with 50% employer match about $1,453,600 at 4% or $969,067 at 6%; with 100% employer match about $1,090,200 at 4% or $726,800 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$463,724$174,432$87,216iApproximate average salary by contribution assumption: employee only about $2,180,400 at 4% or $1,453,600 at 6%; with 50% employer match about $1,453,600 at 4% or $969,067 at 6%; with 100% employer match about $1,090,200 at 4% or $726,800 at 6%.
201812$192,287$0-
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$192,287--
201711$215,558$8,100$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-1$215,558$8,100$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
201612$409,619$15,321$7,661iApproximate average salary by contribution assumption: employee only about $191,513 at 4% or $127,675 at 6%; with 50% employer match about $127,675 at 4% or $85,117 at 6%; with 100% employer match about $95,756 at 4% or $63,838 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$409,619$15,321$7,661iApproximate average salary by contribution assumption: employee only about $191,513 at 4% or $127,675 at 6%; with 50% employer match about $127,675 at 4% or $85,117 at 6%; with 100% employer match about $95,756 at 4% or $63,838 at 6%.
201512$369,886$19,043$9,522iApproximate average salary by contribution assumption: employee only about $238,038 at 4% or $158,692 at 6%; with 50% employer match about $158,692 at 4% or $105,794 at 6%; with 100% employer match about $119,019 at 4% or $79,346 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$369,886$19,043$9,522iApproximate average salary by contribution assumption: employee only about $238,038 at 4% or $158,692 at 6%; with 50% employer match about $158,692 at 4% or $105,794 at 6%; with 100% employer match about $119,019 at 4% or $79,346 at 6%.
201412$347,565$21,764$10,882iApproximate average salary by contribution assumption: employee only about $272,050 at 4% or $181,367 at 6%; with 50% employer match about $181,367 at 4% or $120,911 at 6%; with 100% employer match about $136,025 at 4% or $90,683 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$347,565$21,764$10,882iApproximate average salary by contribution assumption: employee only about $272,050 at 4% or $181,367 at 6%; with 50% employer match about $181,367 at 4% or $120,911 at 6%; with 100% employer match about $136,025 at 4% or $90,683 at 6%.
201312$296,944$18,792$9,396iApproximate average salary by contribution assumption: employee only about $234,900 at 4% or $156,600 at 6%; with 50% employer match about $156,600 at 4% or $104,400 at 6%; with 100% employer match about $117,450 at 4% or $78,300 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$296,944$18,792$9,396iApproximate average salary by contribution assumption: employee only about $234,900 at 4% or $156,600 at 6%; with 50% employer match about $156,600 at 4% or $104,400 at 6%; with 100% employer match about $117,450 at 4% or $78,300 at 6%.
201212$247,755$18,218$9,109iApproximate average salary by contribution assumption: employee only about $227,725 at 4% or $151,817 at 6%; with 50% employer match about $151,817 at 4% or $101,211 at 6%; with 100% employer match about $113,863 at 4% or $75,908 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$247,755$18,218$9,109iApproximate average salary by contribution assumption: employee only about $227,725 at 4% or $151,817 at 6%; with 50% employer match about $151,817 at 4% or $101,211 at 6%; with 100% employer match about $113,863 at 4% or $75,908 at 6%.
201112$207,020$17,468$8,734iApproximate average salary by contribution assumption: employee only about $218,350 at 4% or $145,567 at 6%; with 50% employer match about $145,567 at 4% or $97,044 at 6%; with 100% employer match about $109,175 at 4% or $72,783 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$207,020$17,468$8,734iApproximate average salary by contribution assumption: employee only about $218,350 at 4% or $145,567 at 6%; with 50% employer match about $145,567 at 4% or $97,044 at 6%; with 100% employer match about $109,175 at 4% or $72,783 at 6%.
201012$179,305$14,041$7,021iApproximate average salary by contribution assumption: employee only about $175,513 at 4% or $117,008 at 6%; with 50% employer match about $117,008 at 4% or $78,006 at 6%; with 100% employer match about $87,756 at 4% or $58,504 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$179,305$14,041$7,021iApproximate average salary by contribution assumption: employee only about $175,513 at 4% or $117,008 at 6%; with 50% employer match about $117,008 at 4% or $78,006 at 6%; with 100% employer match about $87,756 at 4% or $58,504 at 6%.
200912$151,910$15,893$7,947iApproximate average salary by contribution assumption: employee only about $198,663 at 4% or $132,442 at 6%; with 50% employer match about $132,442 at 4% or $88,294 at 6%; with 100% employer match about $99,331 at 4% or $66,221 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$151,910$15,893$7,947iApproximate average salary by contribution assumption: employee only about $198,663 at 4% or $132,442 at 6%; with 50% employer match about $132,442 at 4% or $88,294 at 6%; with 100% employer match about $99,331 at 4% or $66,221 at 6%.
200812$0$0-
Cullen Financial Advisors 401(K) Profit Sharing Plan-2---
200712$0$0-
Cullen Financial Advisors 401(K) Profit Sharing Plan-2---
200612$101,151$66,191$33,096iApproximate average salary by contribution assumption: employee only about $827,388 at 4% or $551,592 at 6%; with 50% employer match about $551,592 at 4% or $367,728 at 6%; with 100% employer match about $413,694 at 4% or $275,796 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$101,151$66,191$33,096iApproximate average salary by contribution assumption: employee only about $827,388 at 4% or $551,592 at 6%; with 50% employer match about $551,592 at 4% or $367,728 at 6%; with 100% employer match about $413,694 at 4% or $275,796 at 6%.
200512$32,500$25,635$12,818iApproximate average salary by contribution assumption: employee only about $320,438 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,417 at 6%; with 100% employer match about $160,219 at 4% or $106,813 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$32,500$25,635$12,818iApproximate average salary by contribution assumption: employee only about $320,438 at 4% or $213,625 at 6%; with 50% employer match about $213,625 at 4% or $142,417 at 6%; with 100% employer match about $160,219 at 4% or $106,813 at 6%.
200412$6,372$6,372$3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.
Cullen Financial Advisors 401(K) Profit Sharing Plan-2$6,372$6,372$3,186iApproximate average salary by contribution assumption: employee only about $79,650 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.