Civic Intelligence

Leonore S. Gershwin 1987 Trust Inc

Plan context: Leonore S. Gershwin Profit Sharing/401(K) Plan

EIN 95-4457630 • San Francisco, CA • 12 filings • 2 plans

101 Natoma StreetLower LevelSan Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,886,324

2024 Contributions

$66,575

Historical Graphs

Total Assets Over Time

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

$2,173,545$1,086,773$0201320192024YearValue
$1,886,324Latest year 2024

Participants Over Time

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

630201320192024YearValue
4Latest 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
202414$1,886,324$66,575$16,644iApproximate average salary by contribution assumption: employee only about $416,094 at 4% or $277,396 at 6%; with 50% employer match about $277,396 at 4% or $184,931 at 6%; with 100% employer match about $208,047 at 4% or $138,698 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-4$1,886,324$66,575$16,644iApproximate average salary by contribution assumption: employee only about $416,094 at 4% or $277,396 at 6%; with 50% employer match about $277,396 at 4% or $184,931 at 6%; with 100% employer match about $208,047 at 4% or $138,698 at 6%.
202315$1,951,700$74,721$14,944iApproximate average salary by contribution assumption: employee only about $373,605 at 4% or $249,070 at 6%; with 50% employer match about $249,070 at 4% or $166,047 at 6%; with 100% employer match about $186,803 at 4% or $124,535 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$1,951,700$74,721$14,944iApproximate average salary by contribution assumption: employee only about $373,605 at 4% or $249,070 at 6%; with 50% employer match about $249,070 at 4% or $166,047 at 6%; with 100% employer match about $186,803 at 4% or $124,535 at 6%.
202216$2,071,158$133,816$22,303iApproximate average salary by contribution assumption: employee only about $557,567 at 4% or $371,711 at 6%; with 50% employer match about $371,711 at 4% or $247,807 at 6%; with 100% employer match about $278,783 at 4% or $185,856 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-6$2,071,158$133,816$22,303iApproximate average salary by contribution assumption: employee only about $557,567 at 4% or $371,711 at 6%; with 50% employer match about $371,711 at 4% or $247,807 at 6%; with 100% employer match about $278,783 at 4% or $185,856 at 6%.
202116$2,173,545$739,245$123,208iApproximate average salary by contribution assumption: employee only about $3,080,188 at 4% or $2,053,458 at 6%; with 50% employer match about $2,053,458 at 4% or $1,368,972 at 6%; with 100% employer match about $1,540,094 at 4% or $1,026,729 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-6$2,173,545$739,245$123,208iApproximate average salary by contribution assumption: employee only about $3,080,188 at 4% or $2,053,458 at 6%; with 50% employer match about $2,053,458 at 4% or $1,368,972 at 6%; with 100% employer match about $1,540,094 at 4% or $1,026,729 at 6%.
202016$1,159,978$125,995$20,999iApproximate average salary by contribution assumption: employee only about $524,979 at 4% or $349,986 at 6%; with 50% employer match about $349,986 at 4% or $233,324 at 6%; with 100% employer match about $262,490 at 4% or $174,993 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-6$1,159,978$125,995$20,999iApproximate average salary by contribution assumption: employee only about $524,979 at 4% or $349,986 at 6%; with 50% employer match about $349,986 at 4% or $233,324 at 6%; with 100% employer match about $262,490 at 4% or $174,993 at 6%.
201916$1,006,638$119,204$19,867iApproximate average salary by contribution assumption: employee only about $496,683 at 4% or $331,122 at 6%; with 50% employer match about $331,122 at 4% or $220,748 at 6%; with 100% employer match about $248,342 at 4% or $165,561 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-6$1,006,638$119,204$19,867iApproximate average salary by contribution assumption: employee only about $496,683 at 4% or $331,122 at 6%; with 50% employer match about $331,122 at 4% or $220,748 at 6%; with 100% employer match about $248,342 at 4% or $165,561 at 6%.
201815$862,353$119,244$23,849iApproximate average salary by contribution assumption: employee only about $596,220 at 4% or $397,480 at 6%; with 50% employer match about $397,480 at 4% or $264,987 at 6%; with 100% employer match about $298,110 at 4% or $198,740 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$862,353$119,244$23,849iApproximate average salary by contribution assumption: employee only about $596,220 at 4% or $397,480 at 6%; with 50% employer match about $397,480 at 4% or $264,987 at 6%; with 100% employer match about $298,110 at 4% or $198,740 at 6%.
201715$810,541$117,633$23,527iApproximate average salary by contribution assumption: employee only about $588,165 at 4% or $392,110 at 6%; with 50% employer match about $392,110 at 4% or $261,407 at 6%; with 100% employer match about $294,083 at 4% or $196,055 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$810,541$117,633$23,527iApproximate average salary by contribution assumption: employee only about $588,165 at 4% or $392,110 at 6%; with 50% employer match about $392,110 at 4% or $261,407 at 6%; with 100% employer match about $294,083 at 4% or $196,055 at 6%.
201615$625,536$115,542$23,108iApproximate average salary by contribution assumption: employee only about $577,710 at 4% or $385,140 at 6%; with 50% employer match about $385,140 at 4% or $256,760 at 6%; with 100% employer match about $288,855 at 4% or $192,570 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$625,536$115,542$23,108iApproximate average salary by contribution assumption: employee only about $577,710 at 4% or $385,140 at 6%; with 50% employer match about $385,140 at 4% or $256,760 at 6%; with 100% employer match about $288,855 at 4% or $192,570 at 6%.
201515$465,561$122,008$24,402iApproximate average salary by contribution assumption: employee only about $610,040 at 4% or $406,693 at 6%; with 50% employer match about $406,693 at 4% or $271,129 at 6%; with 100% employer match about $305,020 at 4% or $203,347 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$465,561$122,008$24,402iApproximate average salary by contribution assumption: employee only about $610,040 at 4% or $406,693 at 6%; with 50% employer match about $406,693 at 4% or $271,129 at 6%; with 100% employer match about $305,020 at 4% or $203,347 at 6%.
201415$354,555$123,324$24,665iApproximate average salary by contribution assumption: employee only about $616,620 at 4% or $411,080 at 6%; with 50% employer match about $411,080 at 4% or $274,053 at 6%; with 100% employer match about $308,310 at 4% or $205,540 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$354,555$123,324$24,665iApproximate average salary by contribution assumption: employee only about $616,620 at 4% or $411,080 at 6%; with 50% employer match about $411,080 at 4% or $274,053 at 6%; with 100% employer match about $308,310 at 4% or $205,540 at 6%.
201315$227,598$227,562$45,512iApproximate average salary by contribution assumption: employee only about $1,137,810 at 4% or $758,540 at 6%; with 50% employer match about $758,540 at 4% or $505,693 at 6%; with 100% employer match about $568,905 at 4% or $379,270 at 6%.
Leonore S. Gershwin Profit Sharing/401(K) Plan-5$227,598$227,562$45,512iApproximate average salary by contribution assumption: employee only about $1,137,810 at 4% or $758,540 at 6%; with 50% employer match about $758,540 at 4% or $505,693 at 6%; with 100% employer match about $568,905 at 4% or $379,270 at 6%.