Civic Intelligence

Samuelsen, Gonzalez, Valenzuela & Sorkow

Plan context: S.G.B. & S. Employee 401K Plan

EIN 95-3532774 • Newport Beach, CA • 25 filings • 5 plans

3501 Jamboree RoadSuite 602Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$16,044,943

2024 Contributions

$736,890

Historical Graphs

Total Assets Over Time

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

$16,044,943$8,022,472$0199920132024YearValue
$16,044,943Latest year 2024

Participants Over Time

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

145730199920122024YearValue
82Latest 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
2024182$16,044,943$736,890$8,986iApproximate average salary by contribution assumption: employee only about $224,662 at 4% or $149,774 at 6%; with 50% employer match about $149,774 at 4% or $99,850 at 6%; with 100% employer match about $112,331 at 4% or $74,887 at 6%.
S.G.B. & S. Employee 401K Plan-82$16,044,943$736,890$8,986iApproximate average salary by contribution assumption: employee only about $224,662 at 4% or $149,774 at 6%; with 50% employer match about $149,774 at 4% or $99,850 at 6%; with 100% employer match about $112,331 at 4% or $74,887 at 6%.
2023178$13,266,849$541,674$6,945iApproximate average salary by contribution assumption: employee only about $173,613 at 4% or $115,742 at 6%; with 50% employer match about $115,742 at 4% or $77,162 at 6%; with 100% employer match about $86,807 at 4% or $57,871 at 6%.
S.G.B. & S. Employee 401K Plan-78$13,266,849$541,674$6,945iApproximate average salary by contribution assumption: employee only about $173,613 at 4% or $115,742 at 6%; with 50% employer match about $115,742 at 4% or $77,162 at 6%; with 100% employer match about $86,807 at 4% or $57,871 at 6%.
2022176$10,942,971$520,331$6,846iApproximate average salary by contribution assumption: employee only about $171,162 at 4% or $114,108 at 6%; with 50% employer match about $114,108 at 4% or $76,072 at 6%; with 100% employer match about $85,581 at 4% or $57,054 at 6%.
S.G.B. & S. Employee 401K Plan-76$10,942,971$520,331$6,846iApproximate average salary by contribution assumption: employee only about $171,162 at 4% or $114,108 at 6%; with 50% employer match about $114,108 at 4% or $76,072 at 6%; with 100% employer match about $85,581 at 4% or $57,054 at 6%.
2021181$14,380,122$570,140$7,039iApproximate average salary by contribution assumption: employee only about $175,969 at 4% or $117,313 at 6%; with 50% employer match about $117,313 at 4% or $78,209 at 6%; with 100% employer match about $87,985 at 4% or $58,656 at 6%.
S.G.B. & S. Employee 401K Plan-81$14,380,122$570,140$7,039iApproximate average salary by contribution assumption: employee only about $175,969 at 4% or $117,313 at 6%; with 50% employer match about $117,313 at 4% or $78,209 at 6%; with 100% employer match about $87,985 at 4% or $58,656 at 6%.
2020186$12,091,866$648,059$7,536iApproximate average salary by contribution assumption: employee only about $188,389 at 4% or $125,593 at 6%; with 50% employer match about $125,593 at 4% or $83,729 at 6%; with 100% employer match about $94,195 at 4% or $62,796 at 6%.
S.G.B. & S. Employee 401K Plan-86$12,091,866$648,059$7,536iApproximate average salary by contribution assumption: employee only about $188,389 at 4% or $125,593 at 6%; with 50% employer match about $125,593 at 4% or $83,729 at 6%; with 100% employer match about $94,195 at 4% or $62,796 at 6%.
20191111$9,756,353$724,203$6,524iApproximate average salary by contribution assumption: employee only about $163,109 at 4% or $108,739 at 6%; with 50% employer match about $108,739 at 4% or $72,493 at 6%; with 100% employer match about $81,554 at 4% or $54,370 at 6%.
S.G.B. & S. Employee 401K Plan-111$9,756,353$724,203$6,524iApproximate average salary by contribution assumption: employee only about $163,109 at 4% or $108,739 at 6%; with 50% employer match about $108,739 at 4% or $72,493 at 6%; with 100% employer match about $81,554 at 4% or $54,370 at 6%.
20181124$10,170,261$770,349$6,212iApproximate average salary by contribution assumption: employee only about $155,312 at 4% or $103,542 at 6%; with 50% employer match about $103,542 at 4% or $69,028 at 6%; with 100% employer match about $77,656 at 4% or $51,771 at 6%.
S.G.B. & S. Employee 401K Plan-124$10,170,261$770,349$6,212iApproximate average salary by contribution assumption: employee only about $155,312 at 4% or $103,542 at 6%; with 50% employer match about $103,542 at 4% or $69,028 at 6%; with 100% employer match about $77,656 at 4% or $51,771 at 6%.
20171133$10,467,127$1,700,989$12,789iApproximate average salary by contribution assumption: employee only about $319,735 at 4% or $213,157 at 6%; with 50% employer match about $213,157 at 4% or $142,104 at 6%; with 100% employer match about $159,867 at 4% or $106,578 at 6%.
S.G.B. & S. Employee 401K Plan-133$10,467,127$1,700,989$12,789iApproximate average salary by contribution assumption: employee only about $319,735 at 4% or $213,157 at 6%; with 50% employer match about $213,157 at 4% or $142,104 at 6%; with 100% employer match about $159,867 at 4% or $106,578 at 6%.
20161145$8,170,681$1,133,253$7,816iApproximate average salary by contribution assumption: employee only about $195,388 at 4% or $130,259 at 6%; with 50% employer match about $130,259 at 4% or $86,839 at 6%; with 100% employer match about $97,694 at 4% or $65,129 at 6%.
S.G.B. & S. Employee 401K Plan-145$8,170,681$1,133,253$7,816iApproximate average salary by contribution assumption: employee only about $195,388 at 4% or $130,259 at 6%; with 50% employer match about $130,259 at 4% or $86,839 at 6%; with 100% employer match about $97,694 at 4% or $65,129 at 6%.
20151138$6,480,206$1,169,097$8,472iApproximate average salary by contribution assumption: employee only about $211,793 at 4% or $141,195 at 6%; with 50% employer match about $141,195 at 4% or $94,130 at 6%; with 100% employer match about $105,896 at 4% or $70,598 at 6%.
S.G.B. & S. Employee 401K Plan-138$6,480,206$1,169,097$8,472iApproximate average salary by contribution assumption: employee only about $211,793 at 4% or $141,195 at 6%; with 50% employer match about $141,195 at 4% or $94,130 at 6%; with 100% employer match about $105,896 at 4% or $70,598 at 6%.
20141125$5,715,246$662,671$5,301iApproximate average salary by contribution assumption: employee only about $132,534 at 4% or $88,356 at 6%; with 50% employer match about $88,356 at 4% or $58,904 at 6%; with 100% employer match about $66,267 at 4% or $44,178 at 6%.
S.G.B. & S. Employee 401K Plan-125$5,715,246$662,671$5,301iApproximate average salary by contribution assumption: employee only about $132,534 at 4% or $88,356 at 6%; with 50% employer match about $88,356 at 4% or $58,904 at 6%; with 100% employer match about $66,267 at 4% or $44,178 at 6%.
20131101$5,101,667$545,205$5,398iApproximate average salary by contribution assumption: employee only about $134,952 at 4% or $89,968 at 6%; with 50% employer match about $89,968 at 4% or $59,979 at 6%; with 100% employer match about $67,476 at 4% or $44,984 at 6%.
S.G.B. & S. Employee 401K Plan-101$5,101,667$545,205$5,398iApproximate average salary by contribution assumption: employee only about $134,952 at 4% or $89,968 at 6%; with 50% employer match about $89,968 at 4% or $59,979 at 6%; with 100% employer match about $67,476 at 4% or $44,984 at 6%.
2012191$3,928,291$323,245$3,552iApproximate average salary by contribution assumption: employee only about $88,804 at 4% or $59,202 at 6%; with 50% employer match about $59,202 at 4% or $39,468 at 6%; with 100% employer match about $44,402 at 4% or $29,601 at 6%.
S.G.B. & S. Employee 401K Plan-91$3,928,291$323,245$3,552iApproximate average salary by contribution assumption: employee only about $88,804 at 4% or $59,202 at 6%; with 50% employer match about $59,202 at 4% or $39,468 at 6%; with 100% employer match about $44,402 at 4% or $29,601 at 6%.
2011159$3,482,013$197,118$3,341iApproximate average salary by contribution assumption: employee only about $83,525 at 4% or $55,683 at 6%; with 50% employer match about $55,683 at 4% or $37,122 at 6%; with 100% employer match about $41,762 at 4% or $27,842 at 6%.
S.G.B. & S. Employee 401K Plan-59$3,482,013$197,118$3,341iApproximate average salary by contribution assumption: employee only about $83,525 at 4% or $55,683 at 6%; with 50% employer match about $55,683 at 4% or $37,122 at 6%; with 100% employer match about $41,762 at 4% or $27,842 at 6%.
2010149$3,608,378$218,594$4,461iApproximate average salary by contribution assumption: employee only about $111,528 at 4% or $74,352 at 6%; with 50% employer match about $74,352 at 4% or $49,568 at 6%; with 100% employer match about $55,764 at 4% or $37,176 at 6%.
S.G.B. & S. Employee 401K Plan-49$3,608,378$218,594$4,461iApproximate average salary by contribution assumption: employee only about $111,528 at 4% or $74,352 at 6%; with 50% employer match about $74,352 at 4% or $49,568 at 6%; with 100% employer match about $55,764 at 4% or $37,176 at 6%.
2009148$3,101,784$213,027$4,438iApproximate average salary by contribution assumption: employee only about $110,952 at 4% or $73,968 at 6%; with 50% employer match about $73,968 at 4% or $49,312 at 6%; with 100% employer match about $55,476 at 4% or $36,984 at 6%.
S.G.B. & S. Employee 401K Plan-48$3,101,784$213,027$4,438iApproximate average salary by contribution assumption: employee only about $110,952 at 4% or $73,968 at 6%; with 50% employer match about $73,968 at 4% or $49,312 at 6%; with 100% employer match about $55,476 at 4% or $36,984 at 6%.
2008141$2,449,099$173,663$4,236iApproximate average salary by contribution assumption: employee only about $105,892 at 4% or $70,595 at 6%; with 50% employer match about $70,595 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,297 at 6%.
S.G.B. & S. Employee 401K Plan-41$2,449,099$173,663$4,236iApproximate average salary by contribution assumption: employee only about $105,892 at 4% or $70,595 at 6%; with 50% employer match about $70,595 at 4% or $47,063 at 6%; with 100% employer match about $52,946 at 4% or $35,297 at 6%.
2007137$0$0-
S.G.B. & S. Employee 401K Plan-37---
2006136$2,761,508$312,063$8,668iApproximate average salary by contribution assumption: employee only about $216,710 at 4% or $144,474 at 6%; with 50% employer match about $144,474 at 4% or $96,316 at 6%; with 100% employer match about $108,355 at 4% or $72,237 at 6%.
S.G.B. & S. Employee 401K Plan-36$2,761,508$312,063$8,668iApproximate average salary by contribution assumption: employee only about $216,710 at 4% or $144,474 at 6%; with 50% employer match about $144,474 at 4% or $96,316 at 6%; with 100% employer match about $108,355 at 4% or $72,237 at 6%.
2005139$2,271,592$313,122$8,029iApproximate average salary by contribution assumption: employee only about $200,719 at 4% or $133,813 at 6%; with 50% employer match about $133,813 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,906 at 6%.
S.G.B. & S. Employee 401K Plan-39$2,271,592$313,122$8,029iApproximate average salary by contribution assumption: employee only about $200,719 at 4% or $133,813 at 6%; with 50% employer match about $133,813 at 4% or $89,209 at 6%; with 100% employer match about $100,360 at 4% or $66,906 at 6%.
2004142$2,180,021$141,396$3,367iApproximate average salary by contribution assumption: employee only about $84,164 at 4% or $56,110 at 6%; with 50% employer match about $56,110 at 4% or $37,406 at 6%; with 100% employer match about $42,082 at 4% or $28,055 at 6%.
S.G.B. & S. Employee 401K Plan-42$2,180,021$141,396$3,367iApproximate average salary by contribution assumption: employee only about $84,164 at 4% or $56,110 at 6%; with 50% employer match about $56,110 at 4% or $37,406 at 6%; with 100% employer match about $42,082 at 4% or $28,055 at 6%.
2003128$1,896,653$88,823$3,172iApproximate average salary by contribution assumption: employee only about $79,306 at 4% or $52,871 at 6%; with 50% employer match about $52,871 at 4% or $35,247 at 6%; with 100% employer match about $39,653 at 4% or $26,435 at 6%.
S.G.B. & S. Employee 401K Plan-28$1,896,653$88,823$3,172iApproximate average salary by contribution assumption: employee only about $79,306 at 4% or $52,871 at 6%; with 50% employer match about $52,871 at 4% or $35,247 at 6%; with 100% employer match about $39,653 at 4% or $26,435 at 6%.
2002130$1,563,850$133,899$4,463iApproximate average salary by contribution assumption: employee only about $111,583 at 4% or $74,388 at 6%; with 50% employer match about $74,388 at 4% or $49,592 at 6%; with 100% employer match about $55,791 at 4% or $37,194 at 6%.
S.G.B. & S. Employee 401K Plan-30$1,563,850$133,899$4,463iApproximate average salary by contribution assumption: employee only about $111,583 at 4% or $74,388 at 6%; with 50% employer match about $74,388 at 4% or $49,592 at 6%; with 100% employer match about $55,791 at 4% or $37,194 at 6%.
2001136$0$0-
S.G.B. & S. Employee 401K Plan-36---
1999137$2,328,443$187,821$5,076iApproximate average salary by contribution assumption: employee only about $126,906 at 4% or $84,604 at 6%; with 50% employer match about $84,604 at 4% or $56,403 at 6%; with 100% employer match about $63,453 at 4% or $42,302 at 6%.
S.G.B. & S. Employee 401K Plan-37$2,328,443$187,821$5,076iApproximate average salary by contribution assumption: employee only about $126,906 at 4% or $84,604 at 6%; with 50% employer match about $84,604 at 4% or $56,403 at 6%; with 100% employer match about $63,453 at 4% or $42,302 at 6%.