Civic Intelligence

Archibald M. Sam & Company, CPA'S

Plan context: Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan

EIN 94-3377345 • San Francisco, CA • 13 filings • 4 plans

500 Sansome St., Suite 502San Francisco, CA 94111
Current Snapshot

Latest Year

2015

2015 Participants

17

2015 Assets

$1,140,104

2015 Contributions

$97,832

Historical Graphs

Total Assets Over Time

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

$1,140,104$570,052$0200320102015YearValue
$1,140,104Latest year 2015

Participants Over Time

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

1790200320092015YearValue
17Latest year 2015

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
2015117$1,140,104$97,832$5,755iApproximate average salary by contribution assumption: employee only about $143,871 at 4% or $95,914 at 6%; with 50% employer match about $95,914 at 4% or $63,942 at 6%; with 100% employer match about $71,935 at 4% or $47,957 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-17$1,140,104$97,832$5,755iApproximate average salary by contribution assumption: employee only about $143,871 at 4% or $95,914 at 6%; with 50% employer match about $95,914 at 4% or $63,942 at 6%; with 100% employer match about $71,935 at 4% or $47,957 at 6%.
2014114$1,083,048$89,669$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,062 at 4% or $53,374 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-14$1,083,048$89,669$6,405iApproximate average salary by contribution assumption: employee only about $160,123 at 4% or $106,749 at 6%; with 50% employer match about $106,749 at 4% or $71,166 at 6%; with 100% employer match about $80,062 at 4% or $53,374 at 6%.
2013113$900,686$80,084$6,160iApproximate average salary by contribution assumption: employee only about $154,008 at 4% or $102,672 at 6%; with 50% employer match about $102,672 at 4% or $68,448 at 6%; with 100% employer match about $77,004 at 4% or $51,336 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-13$900,686$80,084$6,160iApproximate average salary by contribution assumption: employee only about $154,008 at 4% or $102,672 at 6%; with 50% employer match about $102,672 at 4% or $68,448 at 6%; with 100% employer match about $77,004 at 4% or $51,336 at 6%.
2012112$682,877$78,023$6,502iApproximate average salary by contribution assumption: employee only about $162,548 at 4% or $108,365 at 6%; with 50% employer match about $108,365 at 4% or $72,244 at 6%; with 100% employer match about $81,274 at 4% or $54,183 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-12$682,877$78,023$6,502iApproximate average salary by contribution assumption: employee only about $162,548 at 4% or $108,365 at 6%; with 50% employer match about $108,365 at 4% or $72,244 at 6%; with 100% employer match about $81,274 at 4% or $54,183 at 6%.
2011114$588,114$71,477$5,106iApproximate average salary by contribution assumption: employee only about $127,638 at 4% or $85,092 at 6%; with 50% employer match about $85,092 at 4% or $56,728 at 6%; with 100% employer match about $63,819 at 4% or $42,546 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-14$588,114$71,477$5,106iApproximate average salary by contribution assumption: employee only about $127,638 at 4% or $85,092 at 6%; with 50% employer match about $85,092 at 4% or $56,728 at 6%; with 100% employer match about $63,819 at 4% or $42,546 at 6%.
2010114$512,685$83,618$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,545 at 6%; with 50% employer match about $99,545 at 4% or $66,363 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-14$512,685$83,618$5,973iApproximate average salary by contribution assumption: employee only about $149,318 at 4% or $99,545 at 6%; with 50% employer match about $99,545 at 4% or $66,363 at 6%; with 100% employer match about $74,659 at 4% or $49,773 at 6%.
200918$414,549$76,513$9,564iApproximate average salary by contribution assumption: employee only about $239,103 at 4% or $159,402 at 6%; with 50% employer match about $159,402 at 4% or $106,268 at 6%; with 100% employer match about $119,552 at 4% or $79,701 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-8$414,549$76,513$9,564iApproximate average salary by contribution assumption: employee only about $239,103 at 4% or $159,402 at 6%; with 50% employer match about $159,402 at 4% or $106,268 at 6%; with 100% employer match about $119,552 at 4% or $79,701 at 6%.
200819$299,978$72,226$8,025iApproximate average salary by contribution assumption: employee only about $200,628 at 4% or $133,752 at 6%; with 50% employer match about $133,752 at 4% or $89,168 at 6%; with 100% employer match about $100,314 at 4% or $66,876 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-9$299,978$72,226$8,025iApproximate average salary by contribution assumption: employee only about $200,628 at 4% or $133,752 at 6%; with 50% employer match about $133,752 at 4% or $89,168 at 6%; with 100% employer match about $100,314 at 4% or $66,876 at 6%.
200714$0$0-
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-4---
200613$237,915$69,486$23,162iApproximate average salary by contribution assumption: employee only about $579,050 at 4% or $386,033 at 6%; with 50% employer match about $386,033 at 4% or $257,356 at 6%; with 100% employer match about $289,525 at 4% or $193,017 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-3$237,915$69,486$23,162iApproximate average salary by contribution assumption: employee only about $579,050 at 4% or $386,033 at 6%; with 50% employer match about $386,033 at 4% or $257,356 at 6%; with 100% employer match about $289,525 at 4% or $193,017 at 6%.
200512$153,331$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-2$153,331$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200412$96,316$49,012$24,506iApproximate average salary by contribution assumption: employee only about $612,650 at 4% or $408,433 at 6%; with 50% employer match about $408,433 at 4% or $272,289 at 6%; with 100% employer match about $306,325 at 4% or $204,217 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-2$96,316$49,012$24,506iApproximate average salary by contribution assumption: employee only about $612,650 at 4% or $408,433 at 6%; with 50% employer match about $408,433 at 4% or $272,289 at 6%; with 100% employer match about $306,325 at 4% or $204,217 at 6%.
200314$47,000$47,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Archibald M. Sam & Company, CPA'S 401(K) Profit Sharing Plan-4$47,000$47,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.