Civic Intelligence

Barg Coffin Lewis & Trapp LLP

Plan context: Barg Coffin Lewis & Trapp Profit Sharing 401K Plan

EIN 94-3366896 • San Francisco, CA • 23 filings • 3 plans

600 Montgomery Street Suite 525San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$16,255,693

2024 Contributions

$532,543

Historical Graphs

Total Assets Over Time

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

$23,728,946$11,864,473$0200120142024YearValue
$16,255,693Latest year 2024

Participants Over Time

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

54270200120142024YearValue
18Latest 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
2024118$16,255,693$532,543$29,586iApproximate average salary by contribution assumption: employee only about $739,643 at 4% or $493,095 at 6%; with 50% employer match about $493,095 at 4% or $328,730 at 6%; with 100% employer match about $369,822 at 4% or $246,548 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-18$16,255,693$532,543$29,586iApproximate average salary by contribution assumption: employee only about $739,643 at 4% or $493,095 at 6%; with 50% employer match about $493,095 at 4% or $328,730 at 6%; with 100% employer match about $369,822 at 4% or $246,548 at 6%.
2023120$16,291,703$590,915$29,546iApproximate average salary by contribution assumption: employee only about $738,644 at 4% or $492,429 at 6%; with 50% employer match about $492,429 at 4% or $328,286 at 6%; with 100% employer match about $369,322 at 4% or $246,215 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-20$16,291,703$590,915$29,546iApproximate average salary by contribution assumption: employee only about $738,644 at 4% or $492,429 at 6%; with 50% employer match about $492,429 at 4% or $328,286 at 6%; with 100% employer match about $369,322 at 4% or $246,215 at 6%.
2022125$18,974,880$553,708$22,148iApproximate average salary by contribution assumption: employee only about $553,708 at 4% or $369,139 at 6%; with 50% employer match about $369,139 at 4% or $246,092 at 6%; with 100% employer match about $276,854 at 4% or $184,569 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-25$18,974,880$553,708$22,148iApproximate average salary by contribution assumption: employee only about $553,708 at 4% or $369,139 at 6%; with 50% employer match about $369,139 at 4% or $246,092 at 6%; with 100% employer match about $276,854 at 4% or $184,569 at 6%.
2021124$23,728,946$515,940$21,498iApproximate average salary by contribution assumption: employee only about $537,438 at 4% or $358,292 at 6%; with 50% employer match about $358,292 at 4% or $238,861 at 6%; with 100% employer match about $268,719 at 4% or $179,146 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-24$23,728,946$515,940$21,498iApproximate average salary by contribution assumption: employee only about $537,438 at 4% or $358,292 at 6%; with 50% employer match about $358,292 at 4% or $238,861 at 6%; with 100% employer match about $268,719 at 4% or $179,146 at 6%.
2020125$21,689,939$490,015$19,601iApproximate average salary by contribution assumption: employee only about $490,015 at 4% or $326,677 at 6%; with 50% employer match about $326,677 at 4% or $217,784 at 6%; with 100% employer match about $245,007 at 4% or $163,338 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-25$21,689,939$490,015$19,601iApproximate average salary by contribution assumption: employee only about $490,015 at 4% or $326,677 at 6%; with 50% employer match about $326,677 at 4% or $217,784 at 6%; with 100% employer match about $245,007 at 4% or $163,338 at 6%.
2019125$18,745,741$692,947$27,718iApproximate average salary by contribution assumption: employee only about $692,947 at 4% or $461,965 at 6%; with 50% employer match about $461,965 at 4% or $307,976 at 6%; with 100% employer match about $346,474 at 4% or $230,982 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-25$18,745,741$692,947$27,718iApproximate average salary by contribution assumption: employee only about $692,947 at 4% or $461,965 at 6%; with 50% employer match about $461,965 at 4% or $307,976 at 6%; with 100% employer match about $346,474 at 4% or $230,982 at 6%.
2018129$16,234,202$476,001$16,414iApproximate average salary by contribution assumption: employee only about $410,346 at 4% or $273,564 at 6%; with 50% employer match about $273,564 at 4% or $182,376 at 6%; with 100% employer match about $205,173 at 4% or $136,782 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-29$16,234,202$476,001$16,414iApproximate average salary by contribution assumption: employee only about $410,346 at 4% or $273,564 at 6%; with 50% employer match about $273,564 at 4% or $182,376 at 6%; with 100% employer match about $205,173 at 4% or $136,782 at 6%.
2017132$17,314,607$424,266$13,258iApproximate average salary by contribution assumption: employee only about $331,458 at 4% or $220,972 at 6%; with 50% employer match about $220,972 at 4% or $147,315 at 6%; with 100% employer match about $165,729 at 4% or $110,486 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-32$17,314,607$424,266$13,258iApproximate average salary by contribution assumption: employee only about $331,458 at 4% or $220,972 at 6%; with 50% employer match about $220,972 at 4% or $147,315 at 6%; with 100% employer match about $165,729 at 4% or $110,486 at 6%.
2016137$15,355,138$570,923$15,430iApproximate average salary by contribution assumption: employee only about $385,759 at 4% or $257,173 at 6%; with 50% employer match about $257,173 at 4% or $171,448 at 6%; with 100% employer match about $192,879 at 4% or $128,586 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-37$15,355,138$570,923$15,430iApproximate average salary by contribution assumption: employee only about $385,759 at 4% or $257,173 at 6%; with 50% employer match about $257,173 at 4% or $171,448 at 6%; with 100% employer match about $192,879 at 4% or $128,586 at 6%.
2015144$16,606,921$1,028,534$23,376iApproximate average salary by contribution assumption: employee only about $584,394 at 4% or $389,596 at 6%; with 50% employer match about $389,596 at 4% or $259,731 at 6%; with 100% employer match about $292,197 at 4% or $194,798 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-44$16,606,921$1,028,534$23,376iApproximate average salary by contribution assumption: employee only about $584,394 at 4% or $389,596 at 6%; with 50% employer match about $389,596 at 4% or $259,731 at 6%; with 100% employer match about $292,197 at 4% or $194,798 at 6%.
2014151$16,798,256$1,249,304$24,496iApproximate average salary by contribution assumption: employee only about $612,404 at 4% or $408,269 at 6%; with 50% employer match about $408,269 at 4% or $272,180 at 6%; with 100% employer match about $306,202 at 4% or $204,135 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-51$16,798,256$1,249,304$24,496iApproximate average salary by contribution assumption: employee only about $612,404 at 4% or $408,269 at 6%; with 50% employer match about $408,269 at 4% or $272,180 at 6%; with 100% employer match about $306,202 at 4% or $204,135 at 6%.
2013154$15,236,956$1,230,402$22,785iApproximate average salary by contribution assumption: employee only about $569,631 at 4% or $379,754 at 6%; with 50% employer match about $379,754 at 4% or $253,169 at 6%; with 100% employer match about $284,815 at 4% or $189,877 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-54$15,236,956$1,230,402$22,785iApproximate average salary by contribution assumption: employee only about $569,631 at 4% or $379,754 at 6%; with 50% employer match about $379,754 at 4% or $253,169 at 6%; with 100% employer match about $284,815 at 4% or $189,877 at 6%.
2012152$11,398,002$763,294$14,679iApproximate average salary by contribution assumption: employee only about $366,968 at 4% or $244,646 at 6%; with 50% employer match about $244,646 at 4% or $163,097 at 6%; with 100% employer match about $183,484 at 4% or $122,323 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-52$11,398,002$763,294$14,679iApproximate average salary by contribution assumption: employee only about $366,968 at 4% or $244,646 at 6%; with 50% employer match about $244,646 at 4% or $163,097 at 6%; with 100% employer match about $183,484 at 4% or $122,323 at 6%.
2011151$10,379,120$1,048,434$20,558iApproximate average salary by contribution assumption: employee only about $513,938 at 4% or $342,625 at 6%; with 50% employer match about $342,625 at 4% or $228,417 at 6%; with 100% employer match about $256,969 at 4% or $171,313 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-51$10,379,120$1,048,434$20,558iApproximate average salary by contribution assumption: employee only about $513,938 at 4% or $342,625 at 6%; with 50% employer match about $342,625 at 4% or $228,417 at 6%; with 100% employer match about $256,969 at 4% or $171,313 at 6%.
2010152$9,833,497$1,092,518$21,010iApproximate average salary by contribution assumption: employee only about $525,249 at 4% or $350,166 at 6%; with 50% employer match about $350,166 at 4% or $233,444 at 6%; with 100% employer match about $262,625 at 4% or $175,083 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-52$9,833,497$1,092,518$21,010iApproximate average salary by contribution assumption: employee only about $525,249 at 4% or $350,166 at 6%; with 50% employer match about $350,166 at 4% or $233,444 at 6%; with 100% employer match about $262,625 at 4% or $175,083 at 6%.
200910$0$0-
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-----
2008138$5,376,242$763,192$20,084iApproximate average salary by contribution assumption: employee only about $502,100 at 4% or $334,733 at 6%; with 50% employer match about $334,733 at 4% or $223,156 at 6%; with 100% employer match about $251,050 at 4% or $167,367 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-38$5,376,242$763,192$20,084iApproximate average salary by contribution assumption: employee only about $502,100 at 4% or $334,733 at 6%; with 50% employer match about $334,733 at 4% or $223,156 at 6%; with 100% employer match about $251,050 at 4% or $167,367 at 6%.
2006134$6,375,892$724,860$21,319iApproximate average salary by contribution assumption: employee only about $532,985 at 4% or $355,324 at 6%; with 50% employer match about $355,324 at 4% or $236,882 at 6%; with 100% employer match about $266,493 at 4% or $177,662 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-34$6,375,892$724,860$21,319iApproximate average salary by contribution assumption: employee only about $532,985 at 4% or $355,324 at 6%; with 50% employer match about $355,324 at 4% or $236,882 at 6%; with 100% employer match about $266,493 at 4% or $177,662 at 6%.
2005132$4,960,454$680,481$21,265iApproximate average salary by contribution assumption: employee only about $531,626 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,209 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-32$4,960,454$680,481$21,265iApproximate average salary by contribution assumption: employee only about $531,626 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,209 at 6%.
2004136$3,912,686$647,862$17,996iApproximate average salary by contribution assumption: employee only about $449,904 at 4% or $299,936 at 6%; with 50% employer match about $299,936 at 4% or $199,957 at 6%; with 100% employer match about $224,952 at 4% or $149,968 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-36$3,912,686$647,862$17,996iApproximate average salary by contribution assumption: employee only about $449,904 at 4% or $299,936 at 6%; with 50% employer match about $299,936 at 4% or $199,957 at 6%; with 100% employer match about $224,952 at 4% or $149,968 at 6%.
2003135$3,307,122$612,009$17,486iApproximate average salary by contribution assumption: employee only about $437,149 at 4% or $291,433 at 6%; with 50% employer match about $291,433 at 4% or $194,289 at 6%; with 100% employer match about $218,575 at 4% or $145,716 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-35$3,307,122$612,009$17,486iApproximate average salary by contribution assumption: employee only about $437,149 at 4% or $291,433 at 6%; with 50% employer match about $291,433 at 4% or $194,289 at 6%; with 100% employer match about $218,575 at 4% or $145,716 at 6%.
2002134$2,189,348$519,703$15,285iApproximate average salary by contribution assumption: employee only about $382,135 at 4% or $254,756 at 6%; with 50% employer match about $254,756 at 4% or $169,838 at 6%; with 100% employer match about $191,067 at 4% or $127,378 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-34$2,189,348$519,703$15,285iApproximate average salary by contribution assumption: employee only about $382,135 at 4% or $254,756 at 6%; with 50% employer match about $254,756 at 4% or $169,838 at 6%; with 100% employer match about $191,067 at 4% or $127,378 at 6%.
2001135$1,905,509$1,822,462$52,070iApproximate average salary by contribution assumption: employee only about $1,301,759 at 4% or $867,839 at 6%; with 50% employer match about $867,839 at 4% or $578,559 at 6%; with 100% employer match about $650,879 at 4% or $433,920 at 6%.
Barg Coffin Lewis & Trapp Profit Sharing 401K Plan-35$1,905,509$1,822,462$52,070iApproximate average salary by contribution assumption: employee only about $1,301,759 at 4% or $867,839 at 6%; with 50% employer match about $867,839 at 4% or $578,559 at 6%; with 100% employer match about $650,879 at 4% or $433,920 at 6%.