Civic Intelligence

Conger Moss Guillard Inc.

Plan context: Conger Moss Guillard 401(K) Profit Sharing Plan

EIN 94-3371721 • San Francisco, CA • 21 filings • 3 plans

500 Third StreetSuite 215San Francisco, CA 94107
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$13,722,124

2025 Contributions

$761,785

Historical Graphs

Total Assets Over Time

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

$13,722,124$6,861,062$0200520162025YearValue
$13,722,124Latest year 2025

Participants Over Time

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

42210200520152025YearValue
35Latest year 2025

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
2025135$13,722,124$761,785$21,765iApproximate average salary by contribution assumption: employee only about $544,132 at 4% or $362,755 at 6%; with 50% employer match about $362,755 at 4% or $241,837 at 6%; with 100% employer match about $272,066 at 4% or $181,377 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-35$13,722,124$761,785$21,765iApproximate average salary by contribution assumption: employee only about $544,132 at 4% or $362,755 at 6%; with 50% employer match about $362,755 at 4% or $241,837 at 6%; with 100% employer match about $272,066 at 4% or $181,377 at 6%.
2024141$11,398,255$930,379$22,692iApproximate average salary by contribution assumption: employee only about $567,304 at 4% or $378,203 at 6%; with 50% employer match about $378,203 at 4% or $252,135 at 6%; with 100% employer match about $283,652 at 4% or $189,101 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-41$11,398,255$930,379$22,692iApproximate average salary by contribution assumption: employee only about $567,304 at 4% or $378,203 at 6%; with 50% employer match about $378,203 at 4% or $252,135 at 6%; with 100% employer match about $283,652 at 4% or $189,101 at 6%.
2023138$9,134,097$787,895$20,734iApproximate average salary by contribution assumption: employee only about $518,352 at 4% or $345,568 at 6%; with 50% employer match about $345,568 at 4% or $230,379 at 6%; with 100% employer match about $259,176 at 4% or $172,784 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-38$9,134,097$787,895$20,734iApproximate average salary by contribution assumption: employee only about $518,352 at 4% or $345,568 at 6%; with 50% employer match about $345,568 at 4% or $230,379 at 6%; with 100% employer match about $259,176 at 4% or $172,784 at 6%.
2022139$7,894,029$799,794$20,508iApproximate average salary by contribution assumption: employee only about $512,688 at 4% or $341,792 at 6%; with 50% employer match about $341,792 at 4% or $227,862 at 6%; with 100% employer match about $256,344 at 4% or $170,896 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-39$7,894,029$799,794$20,508iApproximate average salary by contribution assumption: employee only about $512,688 at 4% or $341,792 at 6%; with 50% employer match about $341,792 at 4% or $227,862 at 6%; with 100% employer match about $256,344 at 4% or $170,896 at 6%.
2021137$9,017,303$895,089$24,192iApproximate average salary by contribution assumption: employee only about $604,790 at 4% or $403,193 at 6%; with 50% employer match about $403,193 at 4% or $268,795 at 6%; with 100% employer match about $302,395 at 4% or $201,597 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-37$9,017,303$895,089$24,192iApproximate average salary by contribution assumption: employee only about $604,790 at 4% or $403,193 at 6%; with 50% employer match about $403,193 at 4% or $268,795 at 6%; with 100% employer match about $302,395 at 4% or $201,597 at 6%.
2020139$7,195,372$718,929$18,434iApproximate average salary by contribution assumption: employee only about $460,852 at 4% or $307,235 at 6%; with 50% employer match about $307,235 at 4% or $204,823 at 6%; with 100% employer match about $230,426 at 4% or $153,617 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-39$7,195,372$718,929$18,434iApproximate average salary by contribution assumption: employee only about $460,852 at 4% or $307,235 at 6%; with 50% employer match about $307,235 at 4% or $204,823 at 6%; with 100% employer match about $230,426 at 4% or $153,617 at 6%.
2019140$6,436,293$659,013$16,475iApproximate average salary by contribution assumption: employee only about $411,883 at 4% or $274,589 at 6%; with 50% employer match about $274,589 at 4% or $183,059 at 6%; with 100% employer match about $205,942 at 4% or $137,294 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-40$6,436,293$659,013$16,475iApproximate average salary by contribution assumption: employee only about $411,883 at 4% or $274,589 at 6%; with 50% employer match about $274,589 at 4% or $183,059 at 6%; with 100% employer match about $205,942 at 4% or $137,294 at 6%.
2018142$4,755,440$735,019$17,500iApproximate average salary by contribution assumption: employee only about $437,511 at 4% or $291,674 at 6%; with 50% employer match about $291,674 at 4% or $194,449 at 6%; with 100% employer match about $218,756 at 4% or $145,837 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-42$4,755,440$735,019$17,500iApproximate average salary by contribution assumption: employee only about $437,511 at 4% or $291,674 at 6%; with 50% employer match about $291,674 at 4% or $194,449 at 6%; with 100% employer match about $218,756 at 4% or $145,837 at 6%.
2017141$4,502,157$631,524$15,403iApproximate average salary by contribution assumption: employee only about $385,076 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,145 at 6%; with 100% employer match about $192,538 at 4% or $128,359 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-41$4,502,157$631,524$15,403iApproximate average salary by contribution assumption: employee only about $385,076 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,145 at 6%; with 100% employer match about $192,538 at 4% or $128,359 at 6%.
2016137$3,354,313$623,124$16,841iApproximate average salary by contribution assumption: employee only about $421,030 at 4% or $280,686 at 6%; with 50% employer match about $280,686 at 4% or $187,124 at 6%; with 100% employer match about $210,515 at 4% or $140,343 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-37$3,354,313$623,124$16,841iApproximate average salary by contribution assumption: employee only about $421,030 at 4% or $280,686 at 6%; with 50% employer match about $280,686 at 4% or $187,124 at 6%; with 100% employer match about $210,515 at 4% or $140,343 at 6%.
2015133$2,443,368$352,109$10,670iApproximate average salary by contribution assumption: employee only about $266,749 at 4% or $177,833 at 6%; with 50% employer match about $177,833 at 4% or $118,555 at 6%; with 100% employer match about $133,375 at 4% or $88,916 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-33$2,443,368$352,109$10,670iApproximate average salary by contribution assumption: employee only about $266,749 at 4% or $177,833 at 6%; with 50% employer match about $177,833 at 4% or $118,555 at 6%; with 100% employer match about $133,375 at 4% or $88,916 at 6%.
2014123$2,244,429$350,239$15,228iApproximate average salary by contribution assumption: employee only about $380,695 at 4% or $253,796 at 6%; with 50% employer match about $253,796 at 4% or $169,198 at 6%; with 100% employer match about $190,347 at 4% or $126,898 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-23$2,244,429$350,239$15,228iApproximate average salary by contribution assumption: employee only about $380,695 at 4% or $253,796 at 6%; with 50% employer match about $253,796 at 4% or $169,198 at 6%; with 100% employer match about $190,347 at 4% or $126,898 at 6%.
2013118$1,789,071$190,798$10,600iApproximate average salary by contribution assumption: employee only about $264,997 at 4% or $176,665 at 6%; with 50% employer match about $176,665 at 4% or $117,777 at 6%; with 100% employer match about $132,499 at 4% or $88,332 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-18$1,789,071$190,798$10,600iApproximate average salary by contribution assumption: employee only about $264,997 at 4% or $176,665 at 6%; with 50% employer match about $176,665 at 4% or $117,777 at 6%; with 100% employer match about $132,499 at 4% or $88,332 at 6%.
2012114$1,442,593$148,012$10,572iApproximate average salary by contribution assumption: employee only about $264,307 at 4% or $176,205 at 6%; with 50% employer match about $176,205 at 4% or $117,470 at 6%; with 100% employer match about $132,154 at 4% or $88,102 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-14$1,442,593$148,012$10,572iApproximate average salary by contribution assumption: employee only about $264,307 at 4% or $176,205 at 6%; with 50% employer match about $176,205 at 4% or $117,470 at 6%; with 100% employer match about $132,154 at 4% or $88,102 at 6%.
2011113$1,173,945$91,211$7,016iApproximate average salary by contribution assumption: employee only about $175,406 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,469 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-13$1,173,945$91,211$7,016iApproximate average salary by contribution assumption: employee only about $175,406 at 4% or $116,937 at 6%; with 50% employer match about $116,937 at 4% or $77,958 at 6%; with 100% employer match about $87,703 at 4% or $58,469 at 6%.
2010113$1,104,216$144,600$11,123iApproximate average salary by contribution assumption: employee only about $278,077 at 4% or $185,385 at 6%; with 50% employer match about $185,385 at 4% or $123,590 at 6%; with 100% employer match about $139,038 at 4% or $92,692 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-13$1,104,216$144,600$11,123iApproximate average salary by contribution assumption: employee only about $278,077 at 4% or $185,385 at 6%; with 50% employer match about $185,385 at 4% or $123,590 at 6%; with 100% employer match about $139,038 at 4% or $92,692 at 6%.
2009114$869,879$146,335$10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-14$869,879$146,335$10,453iApproximate average salary by contribution assumption: employee only about $261,313 at 4% or $174,208 at 6%; with 50% employer match about $174,208 at 4% or $116,139 at 6%; with 100% employer match about $130,656 at 4% or $87,104 at 6%.
2008113$581,857$191,155$14,704iApproximate average salary by contribution assumption: employee only about $367,606 at 4% or $245,071 at 6%; with 50% employer match about $245,071 at 4% or $163,380 at 6%; with 100% employer match about $183,803 at 4% or $122,535 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-13$581,857$191,155$14,704iApproximate average salary by contribution assumption: employee only about $367,606 at 4% or $245,071 at 6%; with 50% employer match about $245,071 at 4% or $163,380 at 6%; with 100% employer match about $183,803 at 4% or $122,535 at 6%.
2007111$0$0-
Conger Moss Guillard 401(K) Profit Sharing Plan-11---
200616$423,465$130,237$21,706iApproximate average salary by contribution assumption: employee only about $542,654 at 4% or $361,769 at 6%; with 50% employer match about $361,769 at 4% or $241,180 at 6%; with 100% employer match about $271,327 at 4% or $180,885 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-6$423,465$130,237$21,706iApproximate average salary by contribution assumption: employee only about $542,654 at 4% or $361,769 at 6%; with 50% employer match about $361,769 at 4% or $241,180 at 6%; with 100% employer match about $271,327 at 4% or $180,885 at 6%.
200517$245,729$228,984$32,712iApproximate average salary by contribution assumption: employee only about $817,800 at 4% or $545,200 at 6%; with 50% employer match about $545,200 at 4% or $363,467 at 6%; with 100% employer match about $408,900 at 4% or $272,600 at 6%.
Conger Moss Guillard 401(K) Profit Sharing Plan-7$245,729$228,984$32,712iApproximate average salary by contribution assumption: employee only about $817,800 at 4% or $545,200 at 6%; with 50% employer match about $545,200 at 4% or $363,467 at 6%; with 100% employer match about $408,900 at 4% or $272,600 at 6%.