Civic Intelligence

SSMB Pacific Holding Company, Inc.

Plan context: Phc 401(K) Plan and Trust

EIN 94-3328854 • San Leandro, CA • 37 filings • 7 plans

1755 Adams AvenueSan Leandro, CA 94577
Current Snapshot

Latest Year

2023

2023 Participants

36

2023 Assets

$15,194,771

2023 Contributions

$1,715,283

Historical Graphs

Total Assets Over Time

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

$24,446,275$12,223,138$0200020112022YearValue
$15,194,771Latest year 2022

Participants Over Time

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

2391200200020112022YearValue
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-
Phc 401(K) Plan and Trust-0---
2022136$15,194,771$1,715,283$47,647iApproximate average salary by contribution assumption: employee only about $1,191,169 at 4% or $794,113 at 6%; with 50% employer match about $794,113 at 4% or $529,408 at 6%; with 100% employer match about $595,584 at 4% or $397,056 at 6%.
Phc 401(K) Plan and Trust-36$15,194,771$1,715,283$47,647iApproximate average salary by contribution assumption: employee only about $1,191,169 at 4% or $794,113 at 6%; with 50% employer match about $794,113 at 4% or $529,408 at 6%; with 100% employer match about $595,584 at 4% or $397,056 at 6%.
20212225$24,446,275$2,166,882$9,631iApproximate average salary by contribution assumption: employee only about $240,765 at 4% or $160,510 at 6%; with 50% employer match about $160,510 at 4% or $107,007 at 6%; with 100% employer match about $120,382 at 4% or $80,255 at 6%.
Phc 401(K) Plan and Trust-225$24,446,275$2,166,882$9,631iApproximate average salary by contribution assumption: employee only about $240,765 at 4% or $160,510 at 6%; with 50% employer match about $160,510 at 4% or $107,007 at 6%; with 100% employer match about $120,382 at 4% or $80,255 at 6%.
Norcal Kenworth 401(K) Plan-211---
20202199$22,147,902$1,788,251$8,986iApproximate average salary by contribution assumption: employee only about $224,655 at 4% or $149,770 at 6%; with 50% employer match about $149,770 at 4% or $99,847 at 6%; with 100% employer match about $112,327 at 4% or $74,885 at 6%.
Phc 401(K) Plan and Trust-199$22,147,902$1,788,251$8,986iApproximate average salary by contribution assumption: employee only about $224,655 at 4% or $149,770 at 6%; with 50% employer match about $149,770 at 4% or $99,847 at 6%; with 100% employer match about $112,327 at 4% or $74,885 at 6%.
Norcal Kenworth 401(K) Plan-195---
20193226$18,686,905$1,806,283$7,992iApproximate average salary by contribution assumption: employee only about $199,810 at 4% or $133,207 at 6%; with 50% employer match about $133,207 at 4% or $88,804 at 6%; with 100% employer match about $99,905 at 4% or $66,603 at 6%.
Phc 401(K) Plan and Trust-226$18,686,905$1,806,283$7,992iApproximate average salary by contribution assumption: employee only about $199,810 at 4% or $133,207 at 6%; with 50% employer match about $133,207 at 4% or $88,804 at 6%; with 100% employer match about $99,905 at 4% or $66,603 at 6%.
Norcal Kenworth 401(K) Plan-199---
Norcal Kenworth 401(K) Plan-199---
20182239$16,319,065$1,571,329$6,575iApproximate average salary by contribution assumption: employee only about $164,365 at 4% or $109,577 at 6%; with 50% employer match about $109,577 at 4% or $73,051 at 6%; with 100% employer match about $82,182 at 4% or $54,788 at 6%.
Phc 401(K) Plan and Trust-239$16,319,065$1,571,329$6,575iApproximate average salary by contribution assumption: employee only about $164,365 at 4% or $109,577 at 6%; with 50% employer match about $109,577 at 4% or $73,051 at 6%; with 100% employer match about $82,182 at 4% or $54,788 at 6%.
Norcal Kenworth 401(K) Plan-212---
20172200$16,237,389$1,676,657$8,383iApproximate average salary by contribution assumption: employee only about $209,582 at 4% or $139,721 at 6%; with 50% employer match about $139,721 at 4% or $93,148 at 6%; with 100% employer match about $104,791 at 4% or $69,861 at 6%.
Phc 401(K) Plan and Trust-199$16,237,389$1,676,657$8,425iApproximate average salary by contribution assumption: employee only about $210,635 at 4% or $140,424 at 6%; with 50% employer match about $140,424 at 4% or $93,616 at 6%; with 100% employer match about $105,318 at 4% or $70,212 at 6%.
Norcal Kenworth 401(K) Plan-200---
20162185$13,105,997$1,186,984$6,416iApproximate average salary by contribution assumption: employee only about $160,403 at 4% or $106,935 at 6%; with 50% employer match about $106,935 at 4% or $71,290 at 6%; with 100% employer match about $80,202 at 4% or $53,468 at 6%.
Phc 401(K) Plan and Trust-180$13,105,997$1,186,984$6,594iApproximate average salary by contribution assumption: employee only about $164,859 at 4% or $109,906 at 6%; with 50% employer match about $109,906 at 4% or $73,271 at 6%; with 100% employer match about $82,429 at 4% or $54,953 at 6%.
Norcal Kenworth 401(K) Plan-185---
20152175$11,613,014$1,753,504$10,020iApproximate average salary by contribution assumption: employee only about $250,501 at 4% or $167,000 at 6%; with 50% employer match about $167,000 at 4% or $111,334 at 6%; with 100% employer match about $125,250 at 4% or $83,500 at 6%.
Phc 401(K) Plan and Trust-174$11,613,014$1,753,504$10,078iApproximate average salary by contribution assumption: employee only about $251,940 at 4% or $167,960 at 6%; with 50% employer match about $167,960 at 4% or $111,973 at 6%; with 100% employer match about $125,970 at 4% or $83,980 at 6%.
Norcal Kenworth 401(K) Plan-175---
20141175$10,350,429$1,135,647$6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,078 at 6%.
Phc 401(K) Plan and Trust-175$10,350,429$1,135,647$6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,078 at 6%.
20131157$8,945,968$958,171$6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%.
Phc 401(K) Plan and Trust-157$8,945,968$958,171$6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%.
20121163$7,170,989$637,142$3,909iApproximate average salary by contribution assumption: employee only about $97,721 at 4% or $65,147 at 6%; with 50% employer match about $65,147 at 4% or $43,432 at 6%; with 100% employer match about $48,861 at 4% or $32,574 at 6%.
Phc 401(K) Plan and Trust-163$7,170,989$637,142$3,909iApproximate average salary by contribution assumption: employee only about $97,721 at 4% or $65,147 at 6%; with 50% employer match about $65,147 at 4% or $43,432 at 6%; with 100% employer match about $48,861 at 4% or $32,574 at 6%.
20111157$6,142,021$415,426$2,646iApproximate average salary by contribution assumption: employee only about $66,151 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
Phc 401(K) Plan and Trust-157$6,142,021$415,426$2,646iApproximate average salary by contribution assumption: employee only about $66,151 at 4% or $44,100 at 6%; with 50% employer match about $44,100 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
20101146$5,887,527$422,083$2,891iApproximate average salary by contribution assumption: employee only about $72,274 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,137 at 4% or $24,091 at 6%.
Phc 401(K) Plan and Trust-146$5,887,527$422,083$2,891iApproximate average salary by contribution assumption: employee only about $72,274 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,137 at 4% or $24,091 at 6%.
20091140$5,298,735$323,909$2,314iApproximate average salary by contribution assumption: employee only about $57,841 at 4% or $38,561 at 6%; with 50% employer match about $38,561 at 4% or $25,707 at 6%; with 100% employer match about $28,920 at 4% or $19,280 at 6%.
Phc 401(K) Plan and Trust-140$5,298,735$323,909$2,314iApproximate average salary by contribution assumption: employee only about $57,841 at 4% or $38,561 at 6%; with 50% employer match about $38,561 at 4% or $25,707 at 6%; with 100% employer match about $28,920 at 4% or $19,280 at 6%.
20081145$4,260,485$461,656$3,184iApproximate average salary by contribution assumption: employee only about $79,596 at 4% or $53,064 at 6%; with 50% employer match about $53,064 at 4% or $35,376 at 6%; with 100% employer match about $39,798 at 4% or $26,532 at 6%.
Phc 401(K) Plan and Trust-145$4,260,485$461,656$3,184iApproximate average salary by contribution assumption: employee only about $79,596 at 4% or $53,064 at 6%; with 50% employer match about $53,064 at 4% or $35,376 at 6%; with 100% employer match about $39,798 at 4% or $26,532 at 6%.
20072129$5,588,811$740,628$5,741iApproximate average salary by contribution assumption: employee only about $143,533 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%.
Phc 401(K) Plan and Trust-129$5,588,811$740,628$5,741iApproximate average salary by contribution assumption: employee only about $143,533 at 4% or $95,688 at 6%; with 50% employer match about $95,688 at 4% or $63,792 at 6%; with 100% employer match about $71,766 at 4% or $47,844 at 6%.
SSMB PACIFIC HOLDING COMPANY INC FLEX CHOICE 125 CAFETERIA PLAN-80---
20062128$4,697,327$736,428$5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,889 at 6%; with 50% employer match about $95,889 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%.
Phc 401(K) Plan and Trust-128$4,697,327$736,428$5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,889 at 6%; with 50% employer match about $95,889 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%.
Norcal Kenworth 401(K) Plan-120---
20052112$3,970,415$692,121$6,180iApproximate average salary by contribution assumption: employee only about $154,491 at 4% or $102,994 at 6%; with 50% employer match about $102,994 at 4% or $68,663 at 6%; with 100% employer match about $77,246 at 4% or $51,497 at 6%.
Phc 401(K) Plan and Trust-112$3,970,415$692,121$6,180iApproximate average salary by contribution assumption: employee only about $154,491 at 4% or $102,994 at 6%; with 50% employer match about $102,994 at 4% or $68,663 at 6%; with 100% employer match about $77,246 at 4% or $51,497 at 6%.
Norcal Kenworth 401(K) Plan-102---
20042113$3,395,805$623,992$5,522iApproximate average salary by contribution assumption: employee only about $138,051 at 4% or $92,034 at 6%; with 50% employer match about $92,034 at 4% or $61,356 at 6%; with 100% employer match about $69,026 at 4% or $46,017 at 6%.
Phc 401(K) Plan and Trust-105$3,395,805$623,992$5,943iApproximate average salary by contribution assumption: employee only about $148,570 at 4% or $99,046 at 6%; with 50% employer match about $99,046 at 4% or $66,031 at 6%; with 100% employer match about $74,285 at 4% or $49,523 at 6%.
Norcal Kenworth 401(K) Plan-113---
20032108$2,791,837$497,196$4,604iApproximate average salary by contribution assumption: employee only about $115,092 at 4% or $76,728 at 6%; with 50% employer match about $76,728 at 4% or $51,152 at 6%; with 100% employer match about $57,546 at 4% or $38,364 at 6%.
Phc 401(K) Plan and Trust-105$2,791,837$497,196$4,735iApproximate average salary by contribution assumption: employee only about $118,380 at 4% or $78,920 at 6%; with 50% employer match about $78,920 at 4% or $52,613 at 6%; with 100% employer match about $59,190 at 4% or $39,460 at 6%.
Norcal Kenworth 401(K) Plan-108---
20021100$1,919,892$518,445$5,184iApproximate average salary by contribution assumption: employee only about $129,611 at 4% or $86,408 at 6%; with 50% employer match about $86,408 at 4% or $57,605 at 6%; with 100% employer match about $64,806 at 4% or $43,204 at 6%.
Phc 401(K) Plan and Trust-100$1,919,892$518,445$5,184iApproximate average salary by contribution assumption: employee only about $129,611 at 4% or $86,408 at 6%; with 50% employer match about $86,408 at 4% or $57,605 at 6%; with 100% employer match about $64,806 at 4% or $43,204 at 6%.
20011103$1,783,124$562,624$5,462iApproximate average salary by contribution assumption: employee only about $136,559 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,280 at 4% or $45,520 at 6%.
Phc 401(K) Plan and Trust-103$1,783,124$562,624$5,462iApproximate average salary by contribution assumption: employee only about $136,559 at 4% or $91,039 at 6%; with 50% employer match about $91,039 at 4% or $60,693 at 6%; with 100% employer match about $68,280 at 4% or $45,520 at 6%.
20001120$1,683,391$1,784,756$14,873iApproximate average salary by contribution assumption: employee only about $371,824 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,255 at 6%; with 100% employer match about $185,912 at 4% or $123,941 at 6%.
Phc 401(K) Plan and Trust-120$1,683,391$1,784,756$14,873iApproximate average salary by contribution assumption: employee only about $371,824 at 4% or $247,883 at 6%; with 50% employer match about $247,883 at 4% or $165,255 at 6%; with 100% employer match about $185,912 at 4% or $123,941 at 6%.