Civic Intelligence

Dacosta Global

Plan context: Dacosta Global Retirement Trust

EIN 20-0562389 • San Francisco, CA • 7 filings • 1 plans

147 Second Ave.San Francisco, CA 94118
Current Snapshot

Latest Year

2018

2018 Participants

14

2018 Assets

$866,919

2018 Contributions

$77,400

Historical Graphs

Total Assets Over Time

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

$866,919$433,460$0201220152017YearValue
$866,919Latest year 2017

Participants Over Time

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

1470201220152017YearValue
14Latest year 2017

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
201810$0$77,400-
Dacosta Global Retirement Trust-0$0$77,400-
2017114$866,919$281,932$20,138iApproximate average salary by contribution assumption: employee only about $503,450 at 4% or $335,633 at 6%; with 50% employer match about $335,633 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%.
Dacosta Global Retirement Trust-14$866,919$281,932$20,138iApproximate average salary by contribution assumption: employee only about $503,450 at 4% or $335,633 at 6%; with 50% employer match about $335,633 at 4% or $223,756 at 6%; with 100% employer match about $251,725 at 4% or $167,817 at 6%.
2016111$491,034$137,880$12,535iApproximate average salary by contribution assumption: employee only about $313,364 at 4% or $208,909 at 6%; with 50% employer match about $208,909 at 4% or $139,273 at 6%; with 100% employer match about $156,682 at 4% or $104,455 at 6%.
Dacosta Global Retirement Trust-11$491,034$137,880$12,535iApproximate average salary by contribution assumption: employee only about $313,364 at 4% or $208,909 at 6%; with 50% employer match about $208,909 at 4% or $139,273 at 6%; with 100% employer match about $156,682 at 4% or $104,455 at 6%.
201514$318,609$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Dacosta Global Retirement Trust-4$318,609$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201414$264,710$65,448$16,362iApproximate average salary by contribution assumption: employee only about $409,050 at 4% or $272,700 at 6%; with 50% employer match about $272,700 at 4% or $181,800 at 6%; with 100% employer match about $204,525 at 4% or $136,350 at 6%.
Dacosta Global Retirement Trust-4$264,710$65,448$16,362iApproximate average salary by contribution assumption: employee only about $409,050 at 4% or $272,700 at 6%; with 50% employer match about $272,700 at 4% or $181,800 at 6%; with 100% employer match about $204,525 at 4% or $136,350 at 6%.
201314$184,918$67,935$16,984iApproximate average salary by contribution assumption: employee only about $424,594 at 4% or $283,063 at 6%; with 50% employer match about $283,063 at 4% or $188,708 at 6%; with 100% employer match about $212,297 at 4% or $141,531 at 6%.
Dacosta Global Retirement Trust-4$184,918$67,935$16,984iApproximate average salary by contribution assumption: employee only about $424,594 at 4% or $283,063 at 6%; with 50% employer match about $283,063 at 4% or $188,708 at 6%; with 100% employer match about $212,297 at 4% or $141,531 at 6%.
201213$92,456$85,625$28,542iApproximate average salary by contribution assumption: employee only about $713,542 at 4% or $475,694 at 6%; with 50% employer match about $475,694 at 4% or $317,130 at 6%; with 100% employer match about $356,771 at 4% or $237,847 at 6%.
Dacosta Global Retirement Trust-3$92,456$85,625$28,542iApproximate average salary by contribution assumption: employee only about $713,542 at 4% or $475,694 at 6%; with 50% employer match about $475,694 at 4% or $317,130 at 6%; with 100% employer match about $356,771 at 4% or $237,847 at 6%.