Exponent Partners
Plan context: Exponent Partners 401(K) Profit Sharing Plan and Trust
EIN 20-2515856 • San Francisco, CA • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$8,915,515
2024 Contributions
$767,007
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 38 | $8,915,515 | $767,007 | $20,184iApproximate average salary by contribution assumption: employee only about $504,610 at 4% or $336,407 at 6%; with 50% employer match about $336,407 at 4% or $224,271 at 6%; with 100% employer match about $252,305 at 4% or $168,203 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 38 | $7,825,942 | $660,142 | $17,372iApproximate average salary by contribution assumption: employee only about $434,304 at 4% or $289,536 at 6%; with 50% employer match about $289,536 at 4% or $193,024 at 6%; with 100% employer match about $217,152 at 4% or $144,768 at 6%. |
| Exponent Partners Employee Stock Ownership Plan | - | 37 | $1,089,573 | $106,865 | $2,888iApproximate average salary by contribution assumption: employee only about $72,206 at 4% or $48,137 at 6%; with 50% employer match about $48,137 at 4% or $32,092 at 6%; with 100% employer match about $36,103 at 4% or $24,069 at 6%. |
| 2023 | 2 | 45 | $7,813,513 | $836,912 | $18,598iApproximate average salary by contribution assumption: employee only about $464,951 at 4% or $309,967 at 6%; with 50% employer match about $309,967 at 4% or $206,645 at 6%; with 100% employer match about $232,476 at 4% or $154,984 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 42 | $6,862,915 | $836,912 | $19,926iApproximate average salary by contribution assumption: employee only about $498,162 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,405 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%. |
| Exponent Partners Employee Stock Ownership Plan | - | 45 | $950,598 | - | - |
| 2022 | 2 | 56 | $6,759,891 | $1,230,863 | $21,980iApproximate average salary by contribution assumption: employee only about $549,492 at 4% or $366,328 at 6%; with 50% employer match about $366,328 at 4% or $244,219 at 6%; with 100% employer match about $274,746 at 4% or $183,164 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 56 | $5,819,537 | $1,076,147 | $19,217iApproximate average salary by contribution assumption: employee only about $480,423 at 4% or $320,282 at 6%; with 50% employer match about $320,282 at 4% or $213,521 at 6%; with 100% employer match about $240,211 at 4% or $160,141 at 6%. |
| Exponent Partners Employee Stock Ownership Plan | - | 56 | $940,354 | $154,716 | $2,763iApproximate average salary by contribution assumption: employee only about $69,070 at 4% or $46,046 at 6%; with 50% employer match about $46,046 at 4% or $30,698 at 6%; with 100% employer match about $34,535 at 4% or $23,023 at 6%. |
| 2021 | 2 | 64 | $7,248,345 | $1,107,326 | $17,302iApproximate average salary by contribution assumption: employee only about $432,549 at 4% or $288,366 at 6%; with 50% employer match about $288,366 at 4% or $192,244 at 6%; with 100% employer match about $216,275 at 4% or $144,183 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 64 | $6,412,068 | $963,083 | $15,048iApproximate average salary by contribution assumption: employee only about $376,204 at 4% or $250,803 at 6%; with 50% employer match about $250,803 at 4% or $167,202 at 6%; with 100% employer match about $188,102 at 4% or $125,401 at 6%. |
| Exponent Partners Employee Stock Ownership Plan | - | 64 | $836,277 | $144,243 | $2,254iApproximate average salary by contribution assumption: employee only about $56,345 at 4% or $37,563 at 6%; with 50% employer match about $37,563 at 4% or $25,042 at 6%; with 100% employer match about $28,172 at 4% or $18,782 at 6%. |
| 2020 | 2 | 49 | $5,740,630 | $1,528,747 | $31,199iApproximate average salary by contribution assumption: employee only about $779,973 at 4% or $519,982 at 6%; with 50% employer match about $519,982 at 4% or $346,655 at 6%; with 100% employer match about $389,986 at 4% or $259,991 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 49 | $5,040,630 | $828,747 | $16,913iApproximate average salary by contribution assumption: employee only about $422,830 at 4% or $281,887 at 6%; with 50% employer match about $281,887 at 4% or $187,924 at 6%; with 100% employer match about $211,415 at 4% or $140,943 at 6%. |
| Exponent Partners Employee Stock Ownership Plan | - | 49 | $700,000 | $700,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2019 | 1 | 49 | $3,792,913 | $772,124 | $15,758iApproximate average salary by contribution assumption: employee only about $393,941 at 4% or $262,627 at 6%; with 50% employer match about $262,627 at 4% or $175,085 at 6%; with 100% employer match about $196,970 at 4% or $131,314 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 49 | $3,792,913 | $772,124 | $15,758iApproximate average salary by contribution assumption: employee only about $393,941 at 4% or $262,627 at 6%; with 50% employer match about $262,627 at 4% or $175,085 at 6%; with 100% employer match about $196,970 at 4% or $131,314 at 6%. |
| 2018 | 1 | 35 | $2,626,879 | $859,926 | $24,569iApproximate average salary by contribution assumption: employee only about $614,233 at 4% or $409,489 at 6%; with 50% employer match about $409,489 at 4% or $272,992 at 6%; with 100% employer match about $307,116 at 4% or $204,744 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 35 | $2,626,879 | $859,926 | $24,569iApproximate average salary by contribution assumption: employee only about $614,233 at 4% or $409,489 at 6%; with 50% employer match about $409,489 at 4% or $272,992 at 6%; with 100% employer match about $307,116 at 4% or $204,744 at 6%. |
| 2017 | 1 | 24 | $2,273,948 | $466,291 | $19,429iApproximate average salary by contribution assumption: employee only about $485,720 at 4% or $323,813 at 6%; with 50% employer match about $323,813 at 4% or $215,875 at 6%; with 100% employer match about $242,860 at 4% or $161,907 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 24 | $2,273,948 | $466,291 | $19,429iApproximate average salary by contribution assumption: employee only about $485,720 at 4% or $323,813 at 6%; with 50% employer match about $323,813 at 4% or $215,875 at 6%; with 100% employer match about $242,860 at 4% or $161,907 at 6%. |
| 2016 | 1 | 37 | $1,743,010 | $469,787 | $12,697iApproximate average salary by contribution assumption: employee only about $317,424 at 4% or $211,616 at 6%; with 50% employer match about $211,616 at 4% or $141,077 at 6%; with 100% employer match about $158,712 at 4% or $105,808 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 37 | $1,743,010 | $469,787 | $12,697iApproximate average salary by contribution assumption: employee only about $317,424 at 4% or $211,616 at 6%; with 50% employer match about $211,616 at 4% or $141,077 at 6%; with 100% employer match about $158,712 at 4% or $105,808 at 6%. |
| 2015 | 1 | 32 | $1,196,738 | $371,621 | $11,613iApproximate average salary by contribution assumption: employee only about $290,329 at 4% or $193,553 at 6%; with 50% employer match about $193,553 at 4% or $129,035 at 6%; with 100% employer match about $145,164 at 4% or $96,776 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 32 | $1,196,738 | $371,621 | $11,613iApproximate average salary by contribution assumption: employee only about $290,329 at 4% or $193,553 at 6%; with 50% employer match about $193,553 at 4% or $129,035 at 6%; with 100% employer match about $145,164 at 4% or $96,776 at 6%. |
| 2014 | 1 | 28 | $947,526 | $322,551 | $11,520iApproximate average salary by contribution assumption: employee only about $287,992 at 4% or $191,995 at 6%; with 50% employer match about $191,995 at 4% or $127,996 at 6%; with 100% employer match about $143,996 at 4% or $95,997 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 28 | $947,526 | $322,551 | $11,520iApproximate average salary by contribution assumption: employee only about $287,992 at 4% or $191,995 at 6%; with 50% employer match about $191,995 at 4% or $127,996 at 6%; with 100% employer match about $143,996 at 4% or $95,997 at 6%. |
| 2013 | 1 | 15 | $785,111 | $220,700 | $14,713iApproximate average salary by contribution assumption: employee only about $367,833 at 4% or $245,222 at 6%; with 50% employer match about $245,222 at 4% or $163,481 at 6%; with 100% employer match about $183,917 at 4% or $122,611 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 15 | $785,111 | $220,700 | $14,713iApproximate average salary by contribution assumption: employee only about $367,833 at 4% or $245,222 at 6%; with 50% employer match about $245,222 at 4% or $163,481 at 6%; with 100% employer match about $183,917 at 4% or $122,611 at 6%. |
| 2012 | 1 | 14 | $488,653 | $180,324 | $12,880iApproximate average salary by contribution assumption: employee only about $322,007 at 4% or $214,671 at 6%; with 50% employer match about $214,671 at 4% or $143,114 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 14 | $488,653 | $180,324 | $12,880iApproximate average salary by contribution assumption: employee only about $322,007 at 4% or $214,671 at 6%; with 50% employer match about $214,671 at 4% or $143,114 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%. |
| 2011 | 1 | 14 | $321,111 | $148,832 | $10,631iApproximate average salary by contribution assumption: employee only about $265,771 at 4% or $177,181 at 6%; with 50% employer match about $177,181 at 4% or $118,121 at 6%; with 100% employer match about $132,886 at 4% or $88,590 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 14 | $321,111 | $148,832 | $10,631iApproximate average salary by contribution assumption: employee only about $265,771 at 4% or $177,181 at 6%; with 50% employer match about $177,181 at 4% or $118,121 at 6%; with 100% employer match about $132,886 at 4% or $88,590 at 6%. |
| 2010 | 1 | 7 | $180,553 | $66,706 | $9,529iApproximate average salary by contribution assumption: employee only about $238,236 at 4% or $158,824 at 6%; with 50% employer match about $158,824 at 4% or $105,883 at 6%; with 100% employer match about $119,118 at 4% or $79,412 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 7 | $180,553 | $66,706 | $9,529iApproximate average salary by contribution assumption: employee only about $238,236 at 4% or $158,824 at 6%; with 50% employer match about $158,824 at 4% or $105,883 at 6%; with 100% employer match about $119,118 at 4% or $79,412 at 6%. |
| 2009 | 1 | 3 | $97,822 | $52,282 | $17,427iApproximate average salary by contribution assumption: employee only about $435,683 at 4% or $290,456 at 6%; with 50% employer match about $290,456 at 4% or $193,637 at 6%; with 100% employer match about $217,842 at 4% or $145,228 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 3 | $97,822 | $52,282 | $17,427iApproximate average salary by contribution assumption: employee only about $435,683 at 4% or $290,456 at 6%; with 50% employer match about $290,456 at 4% or $193,637 at 6%; with 100% employer match about $217,842 at 4% or $145,228 at 6%. |
| 2008 | 1 | 1 | $25,144 | $13,600 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 1 | $25,144 | $13,600 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 1 | - | - | - |
| 2006 | 1 | 1 | $8,254 | $34,215 | $34,215iApproximate average salary by contribution assumption: employee only about $855,375 at 4% or $570,250 at 6%; with 50% employer match about $570,250 at 4% or $380,167 at 6%; with 100% employer match about $427,688 at 4% or $285,125 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 1 | $8,254 | $34,215 | $34,215iApproximate average salary by contribution assumption: employee only about $855,375 at 4% or $570,250 at 6%; with 50% employer match about $570,250 at 4% or $380,167 at 6%; with 100% employer match about $427,688 at 4% or $285,125 at 6%. |
| 2005 | 1 | 2 | $23,128 | $23,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| Exponent Partners 401(K) Profit Sharing Plan and Trust | - | 2 | $23,128 | $23,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |