Civic Intelligence

Emery & Howard Portfolio Management

Plan context: Emery & Howard Portfolio Management Profit Sharing Plan

EIN 94-3383736 • Burlingame, CA • 21 filings • 2 plans

333 Lorton AvenueBurlingame, CA 94010
Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$7,694,183

2021 Contributions

$229,965

Historical Graphs

Total Assets Over Time

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

$7,694,183$3,847,092$0200220122020YearValue
$7,694,183Latest year 2020

Participants Over Time

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

630200120112020YearValue
6Latest year 2020

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
202110$0$0-
Emery & Howard Portfolio Management Profit Sharing Plan-0$0--
202016$7,694,183$229,965$38,328iApproximate average salary by contribution assumption: employee only about $958,188 at 4% or $638,792 at 6%; with 50% employer match about $638,792 at 4% or $425,861 at 6%; with 100% employer match about $479,094 at 4% or $319,396 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$7,694,183$229,965$38,328iApproximate average salary by contribution assumption: employee only about $958,188 at 4% or $638,792 at 6%; with 50% employer match about $638,792 at 4% or $425,861 at 6%; with 100% employer match about $479,094 at 4% or $319,396 at 6%.
201916$5,670,580$219,839$36,640iApproximate average salary by contribution assumption: employee only about $915,996 at 4% or $610,664 at 6%; with 50% employer match about $610,664 at 4% or $407,109 at 6%; with 100% employer match about $457,998 at 4% or $305,332 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$5,670,580$219,839$36,640iApproximate average salary by contribution assumption: employee only about $915,996 at 4% or $610,664 at 6%; with 50% employer match about $610,664 at 4% or $407,109 at 6%; with 100% employer match about $457,998 at 4% or $305,332 at 6%.
201816$4,526,440$216,337$36,056iApproximate average salary by contribution assumption: employee only about $901,404 at 4% or $600,936 at 6%; with 50% employer match about $600,936 at 4% or $400,624 at 6%; with 100% employer match about $450,702 at 4% or $300,468 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$4,526,440$216,337$36,056iApproximate average salary by contribution assumption: employee only about $901,404 at 4% or $600,936 at 6%; with 50% employer match about $600,936 at 4% or $400,624 at 6%; with 100% employer match about $450,702 at 4% or $300,468 at 6%.
201716$4,588,416$210,085$35,014iApproximate average salary by contribution assumption: employee only about $875,354 at 4% or $583,569 at 6%; with 50% employer match about $583,569 at 4% or $389,046 at 6%; with 100% employer match about $437,677 at 4% or $291,785 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$4,588,416$210,085$35,014iApproximate average salary by contribution assumption: employee only about $875,354 at 4% or $583,569 at 6%; with 50% employer match about $583,569 at 4% or $389,046 at 6%; with 100% employer match about $437,677 at 4% or $291,785 at 6%.
201616$3,737,269$201,291$33,549iApproximate average salary by contribution assumption: employee only about $838,713 at 4% or $559,142 at 6%; with 50% employer match about $559,142 at 4% or $372,761 at 6%; with 100% employer match about $419,356 at 4% or $279,571 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$3,737,269$201,291$33,549iApproximate average salary by contribution assumption: employee only about $838,713 at 4% or $559,142 at 6%; with 50% employer match about $559,142 at 4% or $372,761 at 6%; with 100% employer match about $419,356 at 4% or $279,571 at 6%.
201515$3,243,873$630,192$126,038iApproximate average salary by contribution assumption: employee only about $3,150,960 at 4% or $2,100,640 at 6%; with 50% employer match about $2,100,640 at 4% or $1,400,427 at 6%; with 100% employer match about $1,575,480 at 4% or $1,050,320 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$3,243,873$630,192$126,038iApproximate average salary by contribution assumption: employee only about $3,150,960 at 4% or $2,100,640 at 6%; with 50% employer match about $2,100,640 at 4% or $1,400,427 at 6%; with 100% employer match about $1,575,480 at 4% or $1,050,320 at 6%.
201415$2,711,426$193,599$38,720iApproximate average salary by contribution assumption: employee only about $967,995 at 4% or $645,330 at 6%; with 50% employer match about $645,330 at 4% or $430,220 at 6%; with 100% employer match about $483,998 at 4% or $322,665 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$2,711,426$193,599$38,720iApproximate average salary by contribution assumption: employee only about $967,995 at 4% or $645,330 at 6%; with 50% employer match about $645,330 at 4% or $430,220 at 6%; with 100% employer match about $483,998 at 4% or $322,665 at 6%.
201315$2,371,863$192,965$38,593iApproximate average salary by contribution assumption: employee only about $964,825 at 4% or $643,217 at 6%; with 50% employer match about $643,217 at 4% or $428,811 at 6%; with 100% employer match about $482,413 at 4% or $321,608 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$2,371,863$192,965$38,593iApproximate average salary by contribution assumption: employee only about $964,825 at 4% or $643,217 at 6%; with 50% employer match about $643,217 at 4% or $428,811 at 6%; with 100% employer match about $482,413 at 4% or $321,608 at 6%.
201215$1,937,888$185,524$37,105iApproximate average salary by contribution assumption: employee only about $927,620 at 4% or $618,413 at 6%; with 50% employer match about $618,413 at 4% or $412,276 at 6%; with 100% employer match about $463,810 at 4% or $309,207 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$1,937,888$185,524$37,105iApproximate average salary by contribution assumption: employee only about $927,620 at 4% or $618,413 at 6%; with 50% employer match about $618,413 at 4% or $412,276 at 6%; with 100% employer match about $463,810 at 4% or $309,207 at 6%.
201115$1,558,392$175,438$35,088iApproximate average salary by contribution assumption: employee only about $877,190 at 4% or $584,793 at 6%; with 50% employer match about $584,793 at 4% or $389,862 at 6%; with 100% employer match about $438,595 at 4% or $292,397 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$1,558,392$175,438$35,088iApproximate average salary by contribution assumption: employee only about $877,190 at 4% or $584,793 at 6%; with 50% employer match about $584,793 at 4% or $389,862 at 6%; with 100% employer match about $438,595 at 4% or $292,397 at 6%.
201015$1,369,453$166,505$33,301iApproximate average salary by contribution assumption: employee only about $832,525 at 4% or $555,017 at 6%; with 50% employer match about $555,017 at 4% or $370,011 at 6%; with 100% employer match about $416,263 at 4% or $277,508 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$1,369,453$166,505$33,301iApproximate average salary by contribution assumption: employee only about $832,525 at 4% or $555,017 at 6%; with 50% employer match about $555,017 at 4% or $370,011 at 6%; with 100% employer match about $416,263 at 4% or $277,508 at 6%.
200915$992,572$167,263$33,453iApproximate average salary by contribution assumption: employee only about $836,315 at 4% or $557,543 at 6%; with 50% employer match about $557,543 at 4% or $371,696 at 6%; with 100% employer match about $418,158 at 4% or $278,772 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$992,572$167,263$33,453iApproximate average salary by contribution assumption: employee only about $836,315 at 4% or $557,543 at 6%; with 50% employer match about $557,543 at 4% or $371,696 at 6%; with 100% employer match about $418,158 at 4% or $278,772 at 6%.
200816$739,342$159,518$26,586iApproximate average salary by contribution assumption: employee only about $664,658 at 4% or $443,106 at 6%; with 50% employer match about $443,106 at 4% or $295,404 at 6%; with 100% employer match about $332,329 at 4% or $221,553 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-6$739,342$159,518$26,586iApproximate average salary by contribution assumption: employee only about $664,658 at 4% or $443,106 at 6%; with 50% employer match about $443,106 at 4% or $295,404 at 6%; with 100% employer match about $332,329 at 4% or $221,553 at 6%.
200716$0$0-
Emery & Howard Portfolio Management Profit Sharing Plan-6---
200615$784,881$100,012$20,002iApproximate average salary by contribution assumption: employee only about $500,060 at 4% or $333,373 at 6%; with 50% employer match about $333,373 at 4% or $222,249 at 6%; with 100% employer match about $250,030 at 4% or $166,687 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$784,881$100,012$20,002iApproximate average salary by contribution assumption: employee only about $500,060 at 4% or $333,373 at 6%; with 50% employer match about $333,373 at 4% or $222,249 at 6%; with 100% employer match about $250,030 at 4% or $166,687 at 6%.
200514$599,103$90,237$22,559iApproximate average salary by contribution assumption: employee only about $563,981 at 4% or $375,988 at 6%; with 50% employer match about $375,988 at 4% or $250,658 at 6%; with 100% employer match about $281,991 at 4% or $187,994 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-4$599,103$90,237$22,559iApproximate average salary by contribution assumption: employee only about $563,981 at 4% or $375,988 at 6%; with 50% employer match about $375,988 at 4% or $250,658 at 6%; with 100% employer match about $281,991 at 4% or $187,994 at 6%.
200415$483,241$87,871$17,574iApproximate average salary by contribution assumption: employee only about $439,355 at 4% or $292,903 at 6%; with 50% employer match about $292,903 at 4% or $195,269 at 6%; with 100% employer match about $219,678 at 4% or $146,452 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$483,241$87,871$17,574iApproximate average salary by contribution assumption: employee only about $439,355 at 4% or $292,903 at 6%; with 50% employer match about $292,903 at 4% or $195,269 at 6%; with 100% employer match about $219,678 at 4% or $146,452 at 6%.
200314$382,948$81,064$20,266iApproximate average salary by contribution assumption: employee only about $506,650 at 4% or $337,767 at 6%; with 50% employer match about $337,767 at 4% or $225,178 at 6%; with 100% employer match about $253,325 at 4% or $168,883 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-4$382,948$81,064$20,266iApproximate average salary by contribution assumption: employee only about $506,650 at 4% or $337,767 at 6%; with 50% employer match about $337,767 at 4% or $225,178 at 6%; with 100% employer match about $253,325 at 4% or $168,883 at 6%.
200215$231,925$96,745$19,349iApproximate average salary by contribution assumption: employee only about $483,725 at 4% or $322,483 at 6%; with 50% employer match about $322,483 at 4% or $214,989 at 6%; with 100% employer match about $241,863 at 4% or $161,242 at 6%.
Emery & Howard Portfolio Management Profit Sharing Plan-5$231,925$96,745$19,349iApproximate average salary by contribution assumption: employee only about $483,725 at 4% or $322,483 at 6%; with 50% employer match about $322,483 at 4% or $214,989 at 6%; with 100% employer match about $241,863 at 4% or $161,242 at 6%.
200115$0$0-
Emery & Howard Portfolio Management Profit Sharing Plan-5---