Civic Intelligence

ORGCHART LLC

Plan context: ORGCHART 401(K) PLAN

EIN 03-0573496 • Novato, CA • 9 filings • 4 plans

201 Alameda Del PradoSuite 301Novato, CA 94949
Current Snapshot

Latest Year

2025

2025 Participants

44

2025 Assets

$2,861,175

2025 Contributions

$749,241

Historical Graphs

Total Assets Over Time

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

$2,861,175$1,430,588$0201720212025YearValue
$2,861,175Latest year 2025

Participants Over Time

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

44220201720212025YearValue
44Latest 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
2025144$2,861,175$749,241$17,028iApproximate average salary by contribution assumption: employee only about $425,705 at 4% or $283,803 at 6%; with 50% employer match about $283,803 at 4% or $189,202 at 6%; with 100% employer match about $212,853 at 4% or $141,902 at 6%.
ORGCHART 401(K) PLAN-44$2,861,175$749,241$17,028iApproximate average salary by contribution assumption: employee only about $425,705 at 4% or $283,803 at 6%; with 50% employer match about $283,803 at 4% or $189,202 at 6%; with 100% employer match about $212,853 at 4% or $141,902 at 6%.
2024140$1,958,297$766,479$19,162iApproximate average salary by contribution assumption: employee only about $479,049 at 4% or $319,366 at 6%; with 50% employer match about $319,366 at 4% or $212,911 at 6%; with 100% employer match about $239,525 at 4% or $159,683 at 6%.
ORGCHART 401(K) PLAN-40$1,958,297$766,479$19,162iApproximate average salary by contribution assumption: employee only about $479,049 at 4% or $319,366 at 6%; with 50% employer match about $319,366 at 4% or $212,911 at 6%; with 100% employer match about $239,525 at 4% or $159,683 at 6%.
2023142$1,262,545$532,076$12,668iApproximate average salary by contribution assumption: employee only about $316,712 at 4% or $211,141 at 6%; with 50% employer match about $211,141 at 4% or $140,761 at 6%; with 100% employer match about $158,356 at 4% or $105,571 at 6%.
OFFICEWORK SOFTWARE 401(K) PLAN-42$1,262,545$532,076$12,668iApproximate average salary by contribution assumption: employee only about $316,712 at 4% or $211,141 at 6%; with 50% employer match about $211,141 at 4% or $140,761 at 6%; with 100% employer match about $158,356 at 4% or $105,571 at 6%.
2022134$756,374$314,111$9,239iApproximate average salary by contribution assumption: employee only about $230,964 at 4% or $153,976 at 6%; with 50% employer match about $153,976 at 4% or $102,651 at 6%; with 100% employer match about $115,482 at 4% or $76,988 at 6%.
OFFICEWORK SOFTWARE 401(K) PLAN-34$756,374$314,111$9,239iApproximate average salary by contribution assumption: employee only about $230,964 at 4% or $153,976 at 6%; with 50% employer match about $153,976 at 4% or $102,651 at 6%; with 100% employer match about $115,482 at 4% or $76,988 at 6%.
2021121$491,394$300,220$14,296iApproximate average salary by contribution assumption: employee only about $357,405 at 4% or $238,270 at 6%; with 50% employer match about $238,270 at 4% or $158,847 at 6%; with 100% employer match about $178,702 at 4% or $119,135 at 6%.
OFFICEWORK SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST-21$491,394$300,220$14,296iApproximate average salary by contribution assumption: employee only about $357,405 at 4% or $238,270 at 6%; with 50% employer match about $238,270 at 4% or $158,847 at 6%; with 100% employer match about $178,702 at 4% or $119,135 at 6%.
2020113$217,785$182,545$14,042iApproximate average salary by contribution assumption: employee only about $351,048 at 4% or $234,032 at 6%; with 50% employer match about $234,032 at 4% or $156,021 at 6%; with 100% employer match about $175,524 at 4% or $117,016 at 6%.
OFFICEWORK SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST-13$217,785$182,545$14,042iApproximate average salary by contribution assumption: employee only about $351,048 at 4% or $234,032 at 6%; with 50% employer match about $234,032 at 4% or $156,021 at 6%; with 100% employer match about $175,524 at 4% or $117,016 at 6%.
201916$68,672$38,201$6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,585 at 4% or $53,057 at 6%.
OFFICEWORK SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST-6$68,672$38,201$6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,585 at 4% or $53,057 at 6%.
201816$21,958$17,174$2,862iApproximate average salary by contribution assumption: employee only about $71,558 at 4% or $47,706 at 6%; with 50% employer match about $47,706 at 4% or $31,804 at 6%; with 100% employer match about $35,779 at 4% or $23,853 at 6%.
OFFICEWORK SOFTWARE LLC 401 K PROFIT SHARING PLAN TRUST-6$21,958$17,174$2,862iApproximate average salary by contribution assumption: employee only about $71,558 at 4% or $47,706 at 6%; with 50% employer match about $47,706 at 4% or $31,804 at 6%; with 100% employer match about $35,779 at 4% or $23,853 at 6%.
201712$6,701$6,420$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.
OFFICEWORK SOFTWARE LLC 401 K PROFIT SHARING PLAN TRUST-2$6,701$6,420$3,210iApproximate average salary by contribution assumption: employee only about $80,250 at 4% or $53,500 at 6%; with 50% employer match about $53,500 at 4% or $35,667 at 6%; with 100% employer match about $40,125 at 4% or $26,750 at 6%.