Civic Intelligence

Performance Fact Inc

Plan context: Performance Fact Inc 401(K) Profit Sharing Plan & Trust

EIN 16-1538321 • Oakland, CA • 27 filings • 4 plans

333 Hegenberger Rd Ste 204Oakland, CA 94621-1452
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,004,958

2025 Contributions

$42,897

Historical Graphs

Total Assets Over Time

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

$1,892,080$946,040$0200620162025YearValue
$1,004,958Latest year 2025

Participants Over Time

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

530200620162025YearValue
3Latest 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
202513$1,004,958$42,897$14,299iApproximate average salary by contribution assumption: employee only about $357,475 at 4% or $238,317 at 6%; with 50% employer match about $238,317 at 4% or $158,878 at 6%; with 100% employer match about $178,738 at 4% or $119,158 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-3$1,004,958$42,897$14,299iApproximate average salary by contribution assumption: employee only about $357,475 at 4% or $238,317 at 6%; with 50% employer match about $238,317 at 4% or $158,878 at 6%; with 100% employer match about $178,738 at 4% or $119,158 at 6%.
202425$1,892,080$149,235$29,847iApproximate average salary by contribution assumption: employee only about $746,175 at 4% or $497,450 at 6%; with 50% employer match about $497,450 at 4% or $331,633 at 6%; with 100% employer match about $373,088 at 4% or $248,725 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-4$959,593$63,955$15,989iApproximate average salary by contribution assumption: employee only about $399,719 at 4% or $266,479 at 6%; with 50% employer match about $266,479 at 4% or $177,653 at 6%; with 100% employer match about $199,859 at 4% or $133,240 at 6%.
Performance Fact Inc Cash Balance Plan-5$932,487$85,280$17,056iApproximate average salary by contribution assumption: employee only about $426,400 at 4% or $284,267 at 6%; with 50% employer match about $284,267 at 4% or $189,511 at 6%; with 100% employer match about $213,200 at 4% or $142,133 at 6%.
202325$1,637,943$175,020$35,004iApproximate average salary by contribution assumption: employee only about $875,100 at 4% or $583,400 at 6%; with 50% employer match about $583,400 at 4% or $388,933 at 6%; with 100% employer match about $437,550 at 4% or $291,700 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-4$841,367$83,020$20,755iApproximate average salary by contribution assumption: employee only about $518,875 at 4% or $345,917 at 6%; with 50% employer match about $345,917 at 4% or $230,611 at 6%; with 100% employer match about $259,438 at 4% or $172,958 at 6%.
Performance Fact Inc Cash Balance Plan-5$796,576$92,000$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
202224$1,335,537$149,909$37,477iApproximate average salary by contribution assumption: employee only about $936,931 at 4% or $624,621 at 6%; with 50% employer match about $624,621 at 4% or $416,414 at 6%; with 100% employer match about $468,466 at 4% or $312,310 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-3$700,118$55,888$18,629iApproximate average salary by contribution assumption: employee only about $465,733 at 4% or $310,489 at 6%; with 50% employer match about $310,489 at 4% or $206,993 at 6%; with 100% employer match about $232,867 at 4% or $155,244 at 6%.
Performance Fact Inc Cash Balance Plan-4$635,419$94,021$23,505iApproximate average salary by contribution assumption: employee only about $587,631 at 4% or $391,754 at 6%; with 50% employer match about $391,754 at 4% or $261,169 at 6%; with 100% employer match about $293,816 at 4% or $195,877 at 6%.
202122$1,405,324$121,706$60,853iApproximate average salary by contribution assumption: employee only about $1,521,325 at 4% or $1,014,217 at 6%; with 50% employer match about $1,014,217 at 4% or $676,144 at 6%; with 100% employer match about $760,663 at 4% or $507,108 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2$771,355$36,842$18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%.
Performance Fact Inc Cash Balance Plan-2$633,969$84,864$42,432iApproximate average salary by contribution assumption: employee only about $1,060,800 at 4% or $707,200 at 6%; with 50% employer match about $707,200 at 4% or $471,467 at 6%; with 100% employer match about $530,400 at 4% or $353,600 at 6%.
202022$1,162,711$128,821$64,411iApproximate average salary by contribution assumption: employee only about $1,610,263 at 4% or $1,073,508 at 6%; with 50% employer match about $1,073,508 at 4% or $715,672 at 6%; with 100% employer match about $805,131 at 4% or $536,754 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2$642,552$36,273$18,137iApproximate average salary by contribution assumption: employee only about $453,413 at 4% or $302,275 at 6%; with 50% employer match about $302,275 at 4% or $201,517 at 6%; with 100% employer match about $226,706 at 4% or $151,138 at 6%.
Performance Fact Inc Cash Balance Plan-2$520,159$92,548$46,274iApproximate average salary by contribution assumption: employee only about $1,156,850 at 4% or $771,233 at 6%; with 50% employer match about $771,233 at 4% or $514,156 at 6%; with 100% employer match about $578,425 at 4% or $385,617 at 6%.
201922$1,148,856$112,799$56,400iApproximate average salary by contribution assumption: employee only about $1,409,988 at 4% or $939,992 at 6%; with 50% employer match about $939,992 at 4% or $626,661 at 6%; with 100% employer match about $704,994 at 4% or $469,996 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2$695,531$36,190$18,095iApproximate average salary by contribution assumption: employee only about $452,375 at 4% or $301,583 at 6%; with 50% employer match about $301,583 at 4% or $201,056 at 6%; with 100% employer match about $226,188 at 4% or $150,792 at 6%.
Performance Fact Inc Cash Balance Plan-2$453,325$76,609$38,305iApproximate average salary by contribution assumption: employee only about $957,613 at 4% or $638,408 at 6%; with 50% employer match about $638,408 at 4% or $425,606 at 6%; with 100% employer match about $478,806 at 4% or $319,204 at 6%.
201812$330,112$73,000$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
Performance Fact Inc Cash Balance Plan-2$330,112$73,000$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
201722$799,351$62,794$31,397iApproximate average salary by contribution assumption: employee only about $784,925 at 4% or $523,283 at 6%; with 50% employer match about $523,283 at 4% or $348,856 at 6%; with 100% employer match about $392,463 at 4% or $261,642 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$526,780$25,170$25,170iApproximate average salary by contribution assumption: employee only about $629,250 at 4% or $419,500 at 6%; with 50% employer match about $419,500 at 4% or $279,667 at 6%; with 100% employer match about $314,625 at 4% or $209,750 at 6%.
Performance Fact Inc Cash Balance Plan-2$272,571$37,624$18,812iApproximate average salary by contribution assumption: employee only about $470,300 at 4% or $313,533 at 6%; with 50% employer match about $313,533 at 4% or $209,022 at 6%; with 100% employer match about $235,150 at 4% or $156,767 at 6%.
201611$388,678$0-
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$388,678$0-
201511$380,476$5,220$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$380,476$5,220$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
201411$373,363$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$373,363$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201311$340,589$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$340,589$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201211$232,799$23,362$23,362iApproximate average salary by contribution assumption: employee only about $584,050 at 4% or $389,367 at 6%; with 50% employer match about $389,367 at 4% or $259,578 at 6%; with 100% employer match about $292,025 at 4% or $194,683 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$232,799$23,362$23,362iApproximate average salary by contribution assumption: employee only about $584,050 at 4% or $389,367 at 6%; with 50% employer match about $389,367 at 4% or $259,578 at 6%; with 100% employer match about $292,025 at 4% or $194,683 at 6%.
201111$177,006$26,533$26,533iApproximate average salary by contribution assumption: employee only about $663,325 at 4% or $442,217 at 6%; with 50% employer match about $442,217 at 4% or $294,811 at 6%; with 100% employer match about $331,663 at 4% or $221,108 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$177,006$26,533$26,533iApproximate average salary by contribution assumption: employee only about $663,325 at 4% or $442,217 at 6%; with 50% employer match about $442,217 at 4% or $294,811 at 6%; with 100% employer match about $331,663 at 4% or $221,108 at 6%.
201011$153,680$1,728$1,728iApproximate average salary by contribution assumption: employee only about $43,200 at 4% or $28,800 at 6%; with 50% employer match about $28,800 at 4% or $19,200 at 6%; with 100% employer match about $21,600 at 4% or $14,400 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$153,680$1,728$1,728iApproximate average salary by contribution assumption: employee only about $43,200 at 4% or $28,800 at 6%; with 50% employer match about $28,800 at 4% or $19,200 at 6%; with 100% employer match about $21,600 at 4% or $14,400 at 6%.
200911$148,057$25,226$25,226iApproximate average salary by contribution assumption: employee only about $630,650 at 4% or $420,433 at 6%; with 50% employer match about $420,433 at 4% or $280,289 at 6%; with 100% employer match about $315,325 at 4% or $210,217 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-1$148,057$25,226$25,226iApproximate average salary by contribution assumption: employee only about $630,650 at 4% or $420,433 at 6%; with 50% employer match about $420,433 at 4% or $280,289 at 6%; with 100% employer match about $315,325 at 4% or $210,217 at 6%.
200812$119,824$2,470$1,235iApproximate average salary by contribution assumption: employee only about $30,875 at 4% or $20,583 at 6%; with 50% employer match about $20,583 at 4% or $13,722 at 6%; with 100% employer match about $15,438 at 4% or $10,292 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2$119,824$2,470$1,235iApproximate average salary by contribution assumption: employee only about $30,875 at 4% or $20,583 at 6%; with 50% employer match about $20,583 at 4% or $13,722 at 6%; with 100% employer match about $15,438 at 4% or $10,292 at 6%.
200712$0$0-
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2---
200612$96,321$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Performance Fact Inc 401(K) Profit Sharing Plan & Trust-2$96,321$19,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.