Civic Intelligence

DIVERSIFIED CREDIT INVESTMENTS

Plan context: DCI Investment Management Retirement Trust

EIN 20-0949999 • San Francisco, CA • 18 filings • 2 plans

201 Spear Street, Suite 250San Francisco, CA 94105
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$12,917

2021 Contributions

$1,424,781

Historical Graphs

Total Assets Over Time

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

$18,643,670$9,321,835$0200420132021YearValue
$12,917Latest year 2021

Participants Over Time

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

41210200420132021YearValue
9Latest year 2021

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
202119$12,917$0-
DCI Investment Management Retirement Trust-9$12,917$0-
2020136$18,643,670$1,424,781$39,577iApproximate average salary by contribution assumption: employee only about $989,431 at 4% or $659,621 at 6%; with 50% employer match about $659,621 at 4% or $439,747 at 6%; with 100% employer match about $494,716 at 4% or $329,810 at 6%.
DCI Investment Management Retirement Trust-36$18,643,670$1,424,781$39,577iApproximate average salary by contribution assumption: employee only about $989,431 at 4% or $659,621 at 6%; with 50% employer match about $659,621 at 4% or $439,747 at 6%; with 100% employer match about $494,716 at 4% or $329,810 at 6%.
2019135$14,003,662$1,331,692$38,048iApproximate average salary by contribution assumption: employee only about $951,209 at 4% or $634,139 at 6%; with 50% employer match about $634,139 at 4% or $422,759 at 6%; with 100% employer match about $475,604 at 4% or $317,070 at 6%.
DCI Investment Management Retirement Trust-35$14,003,662$1,331,692$38,048iApproximate average salary by contribution assumption: employee only about $951,209 at 4% or $634,139 at 6%; with 50% employer match about $634,139 at 4% or $422,759 at 6%; with 100% employer match about $475,604 at 4% or $317,070 at 6%.
2018133$12,795,548$1,129,578$34,230iApproximate average salary by contribution assumption: employee only about $855,741 at 4% or $570,494 at 6%; with 50% employer match about $570,494 at 4% or $380,329 at 6%; with 100% employer match about $427,870 at 4% or $285,247 at 6%.
DCI Investment Management Retirement Trust-33$12,795,548$1,129,578$34,230iApproximate average salary by contribution assumption: employee only about $855,741 at 4% or $570,494 at 6%; with 50% employer match about $570,494 at 4% or $380,329 at 6%; with 100% employer match about $427,870 at 4% or $285,247 at 6%.
2017137$13,536,455$1,126,833$30,455iApproximate average salary by contribution assumption: employee only about $761,374 at 4% or $507,582 at 6%; with 50% employer match about $507,582 at 4% or $338,388 at 6%; with 100% employer match about $380,687 at 4% or $253,791 at 6%.
DCI Investment Management Retirement Trust-37$13,536,455$1,126,833$30,455iApproximate average salary by contribution assumption: employee only about $761,374 at 4% or $507,582 at 6%; with 50% employer match about $507,582 at 4% or $338,388 at 6%; with 100% employer match about $380,687 at 4% or $253,791 at 6%.
2016137$10,746,579$1,150,320$31,090iApproximate average salary by contribution assumption: employee only about $777,243 at 4% or $518,162 at 6%; with 50% employer match about $518,162 at 4% or $345,441 at 6%; with 100% employer match about $388,622 at 4% or $259,081 at 6%.
DCI Investment Management Retirement Trust-37$10,746,579$1,150,320$31,090iApproximate average salary by contribution assumption: employee only about $777,243 at 4% or $518,162 at 6%; with 50% employer match about $518,162 at 4% or $345,441 at 6%; with 100% employer match about $388,622 at 4% or $259,081 at 6%.
2015135$9,230,469$1,280,195$36,577iApproximate average salary by contribution assumption: employee only about $914,425 at 4% or $609,617 at 6%; with 50% employer match about $609,617 at 4% or $406,411 at 6%; with 100% employer match about $457,213 at 4% or $304,808 at 6%.
DCI Investment Management Retirement Trust-35$9,230,469$1,280,195$36,577iApproximate average salary by contribution assumption: employee only about $914,425 at 4% or $609,617 at 6%; with 50% employer match about $609,617 at 4% or $406,411 at 6%; with 100% employer match about $457,213 at 4% or $304,808 at 6%.
2014140$10,143,795$1,737,730$43,443iApproximate average salary by contribution assumption: employee only about $1,086,081 at 4% or $724,054 at 6%; with 50% employer match about $724,054 at 4% or $482,703 at 6%; with 100% employer match about $543,041 at 4% or $362,027 at 6%.
DCI Investment Management Retirement Trust-40$10,143,795$1,737,730$43,443iApproximate average salary by contribution assumption: employee only about $1,086,081 at 4% or $724,054 at 6%; with 50% employer match about $724,054 at 4% or $482,703 at 6%; with 100% employer match about $543,041 at 4% or $362,027 at 6%.
2013141$8,360,906$1,906,318$46,496iApproximate average salary by contribution assumption: employee only about $1,162,389 at 4% or $774,926 at 6%; with 50% employer match about $774,926 at 4% or $516,617 at 6%; with 100% employer match about $581,195 at 4% or $387,463 at 6%.
DCI Investment Management Retirement Trust-41$8,360,906$1,906,318$46,496iApproximate average salary by contribution assumption: employee only about $1,162,389 at 4% or $774,926 at 6%; with 50% employer match about $774,926 at 4% or $516,617 at 6%; with 100% employer match about $581,195 at 4% or $387,463 at 6%.
2012136$6,113,760$1,156,887$32,136iApproximate average salary by contribution assumption: employee only about $803,394 at 4% or $535,596 at 6%; with 50% employer match about $535,596 at 4% or $357,064 at 6%; with 100% employer match about $401,697 at 4% or $267,798 at 6%.
DCI Investment Management Retirement Trust-36$6,113,760$1,156,887$32,136iApproximate average salary by contribution assumption: employee only about $803,394 at 4% or $535,596 at 6%; with 50% employer match about $535,596 at 4% or $357,064 at 6%; with 100% employer match about $401,697 at 4% or $267,798 at 6%.
2011125$4,712,908$1,264,326$50,573iApproximate average salary by contribution assumption: employee only about $1,264,326 at 4% or $842,884 at 6%; with 50% employer match about $842,884 at 4% or $561,923 at 6%; with 100% employer match about $632,163 at 4% or $421,442 at 6%.
DCI Investment Management Retirement Trust-25$4,712,908$1,264,326$50,573iApproximate average salary by contribution assumption: employee only about $1,264,326 at 4% or $842,884 at 6%; with 50% employer match about $842,884 at 4% or $561,923 at 6%; with 100% employer match about $632,163 at 4% or $421,442 at 6%.
2010129$3,619,148$1,155,725$39,853iApproximate average salary by contribution assumption: employee only about $996,315 at 4% or $664,210 at 6%; with 50% employer match about $664,210 at 4% or $442,807 at 6%; with 100% employer match about $498,157 at 4% or $332,105 at 6%.
DCI Investment Management Retirement Trust-29$3,619,148$1,155,725$39,853iApproximate average salary by contribution assumption: employee only about $996,315 at 4% or $664,210 at 6%; with 50% employer match about $664,210 at 4% or $442,807 at 6%; with 100% employer match about $498,157 at 4% or $332,105 at 6%.
2009123$2,170,895$984,611$42,809iApproximate average salary by contribution assumption: employee only about $1,070,229 at 4% or $713,486 at 6%; with 50% employer match about $713,486 at 4% or $475,657 at 6%; with 100% employer match about $535,115 at 4% or $356,743 at 6%.
DCI Investment Management Retirement Trust-23$2,170,895$984,611$42,809iApproximate average salary by contribution assumption: employee only about $1,070,229 at 4% or $713,486 at 6%; with 50% employer match about $713,486 at 4% or $475,657 at 6%; with 100% employer match about $535,115 at 4% or $356,743 at 6%.
2008122$1,056,677$785,440$35,702iApproximate average salary by contribution assumption: employee only about $892,545 at 4% or $595,030 at 6%; with 50% employer match about $595,030 at 4% or $396,687 at 6%; with 100% employer match about $446,273 at 4% or $297,515 at 6%.
DCI Investment Management Retirement Trust-22$1,056,677$785,440$35,702iApproximate average salary by contribution assumption: employee only about $892,545 at 4% or $595,030 at 6%; with 50% employer match about $595,030 at 4% or $396,687 at 6%; with 100% employer match about $446,273 at 4% or $297,515 at 6%.
2007119$608,755$180,589$9,505iApproximate average salary by contribution assumption: employee only about $237,617 at 4% or $158,411 at 6%; with 50% employer match about $158,411 at 4% or $105,608 at 6%; with 100% employer match about $118,809 at 4% or $79,206 at 6%.
DCI Investment Management Retirement Trust-19$608,755$180,589$9,505iApproximate average salary by contribution assumption: employee only about $237,617 at 4% or $158,411 at 6%; with 50% employer match about $158,411 at 4% or $105,608 at 6%; with 100% employer match about $118,809 at 4% or $79,206 at 6%.
2006115$557,122$212,311$14,154iApproximate average salary by contribution assumption: employee only about $353,852 at 4% or $235,901 at 6%; with 50% employer match about $235,901 at 4% or $157,267 at 6%; with 100% employer match about $176,926 at 4% or $117,951 at 6%.
DCI Investment Management Retirement Trust-15$557,122$212,311$14,154iApproximate average salary by contribution assumption: employee only about $353,852 at 4% or $235,901 at 6%; with 50% employer match about $235,901 at 4% or $157,267 at 6%; with 100% employer match about $176,926 at 4% or $117,951 at 6%.
2005120$309,076$260,266$13,013iApproximate average salary by contribution assumption: employee only about $325,333 at 4% or $216,888 at 6%; with 50% employer match about $216,888 at 4% or $144,592 at 6%; with 100% employer match about $162,666 at 4% or $108,444 at 6%.
DCI Investment Management Retirement Trust-20$309,076$260,266$13,013iApproximate average salary by contribution assumption: employee only about $325,333 at 4% or $216,888 at 6%; with 50% employer match about $216,888 at 4% or $144,592 at 6%; with 100% employer match about $162,666 at 4% or $108,444 at 6%.
200417$38,590$37,880$5,411iApproximate average salary by contribution assumption: employee only about $135,286 at 4% or $90,190 at 6%; with 50% employer match about $90,190 at 4% or $60,127 at 6%; with 100% employer match about $67,643 at 4% or $45,095 at 6%.
DCI Investment Management Retirement Trust-7$38,590$37,880$5,411iApproximate average salary by contribution assumption: employee only about $135,286 at 4% or $90,190 at 6%; with 50% employer match about $90,190 at 4% or $60,127 at 6%; with 100% employer match about $67,643 at 4% or $45,095 at 6%.