Civic Intelligence

Dfj Growth Management LLC

Plan context: Dfj Growth Management LLC 401(K) Plan & Trust

EIN 20-4297505 • San Mateo, CA • 17 filings • 3 plans

1 North B Street, Suite 2500San Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,918,071

2024 Contributions

$637,794

Historical Graphs

Total Assets Over Time

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

$4,918,071$2,459,036$0200820162024YearValue
$4,918,071Latest year 2024

Participants Over Time

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

26130200820162024YearValue
26Latest year 2024

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
2024126$4,918,071$637,794$24,531iApproximate average salary by contribution assumption: employee only about $613,263 at 4% or $408,842 at 6%; with 50% employer match about $408,842 at 4% or $272,562 at 6%; with 100% employer match about $306,632 at 4% or $204,421 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-26$4,918,071$637,794$24,531iApproximate average salary by contribution assumption: employee only about $613,263 at 4% or $408,842 at 6%; with 50% employer match about $408,842 at 4% or $272,562 at 6%; with 100% employer match about $306,632 at 4% or $204,421 at 6%.
2023123$3,985,155$445,157$19,355iApproximate average salary by contribution assumption: employee only about $483,866 at 4% or $322,578 at 6%; with 50% employer match about $322,578 at 4% or $215,052 at 6%; with 100% employer match about $241,933 at 4% or $161,289 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-23$3,985,155$445,157$19,355iApproximate average salary by contribution assumption: employee only about $483,866 at 4% or $322,578 at 6%; with 50% employer match about $322,578 at 4% or $215,052 at 6%; with 100% employer match about $241,933 at 4% or $161,289 at 6%.
2022123$3,124,869$367,373$15,973iApproximate average salary by contribution assumption: employee only about $399,318 at 4% or $266,212 at 6%; with 50% employer match about $266,212 at 4% or $177,475 at 6%; with 100% employer match about $199,659 at 4% or $133,106 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-23$3,124,869$367,373$15,973iApproximate average salary by contribution assumption: employee only about $399,318 at 4% or $266,212 at 6%; with 50% employer match about $266,212 at 4% or $177,475 at 6%; with 100% employer match about $199,659 at 4% or $133,106 at 6%.
2021121$3,399,847$316,233$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-21$3,399,847$316,233$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
2020121$2,718,902$289,149$13,769iApproximate average salary by contribution assumption: employee only about $344,225 at 4% or $229,483 at 6%; with 50% employer match about $229,483 at 4% or $152,989 at 6%; with 100% employer match about $172,113 at 4% or $114,742 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-21$2,718,902$289,149$13,769iApproximate average salary by contribution assumption: employee only about $344,225 at 4% or $229,483 at 6%; with 50% employer match about $229,483 at 4% or $152,989 at 6%; with 100% employer match about $172,113 at 4% or $114,742 at 6%.
2019119$2,199,115$252,270$13,277iApproximate average salary by contribution assumption: employee only about $331,934 at 4% or $221,289 at 6%; with 50% employer match about $221,289 at 4% or $147,526 at 6%; with 100% employer match about $165,967 at 4% or $110,645 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-19$2,199,115$252,270$13,277iApproximate average salary by contribution assumption: employee only about $331,934 at 4% or $221,289 at 6%; with 50% employer match about $221,289 at 4% or $147,526 at 6%; with 100% employer match about $165,967 at 4% or $110,645 at 6%.
2018116$1,588,526$215,834$13,490iApproximate average salary by contribution assumption: employee only about $337,241 at 4% or $224,827 at 6%; with 50% employer match about $224,827 at 4% or $149,885 at 6%; with 100% employer match about $168,620 at 4% or $112,414 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-16$1,588,526$215,834$13,490iApproximate average salary by contribution assumption: employee only about $337,241 at 4% or $224,827 at 6%; with 50% employer match about $224,827 at 4% or $149,885 at 6%; with 100% employer match about $168,620 at 4% or $112,414 at 6%.
2017115$1,521,689$181,826$12,122iApproximate average salary by contribution assumption: employee only about $303,043 at 4% or $202,029 at 6%; with 50% employer match about $202,029 at 4% or $134,686 at 6%; with 100% employer match about $151,522 at 4% or $101,014 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-15$1,521,689$181,826$12,122iApproximate average salary by contribution assumption: employee only about $303,043 at 4% or $202,029 at 6%; with 50% employer match about $202,029 at 4% or $134,686 at 6%; with 100% employer match about $151,522 at 4% or $101,014 at 6%.
2016113$1,131,268$166,635$12,818iApproximate average salary by contribution assumption: employee only about $320,452 at 4% or $213,635 at 6%; with 50% employer match about $213,635 at 4% or $142,423 at 6%; with 100% employer match about $160,226 at 4% or $106,817 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-13$1,131,268$166,635$12,818iApproximate average salary by contribution assumption: employee only about $320,452 at 4% or $213,635 at 6%; with 50% employer match about $213,635 at 4% or $142,423 at 6%; with 100% employer match about $160,226 at 4% or $106,817 at 6%.
2015114$926,945$109,007$7,786iApproximate average salary by contribution assumption: employee only about $194,655 at 4% or $129,770 at 6%; with 50% employer match about $129,770 at 4% or $86,513 at 6%; with 100% employer match about $97,328 at 4% or $64,885 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-14$926,945$109,007$7,786iApproximate average salary by contribution assumption: employee only about $194,655 at 4% or $129,770 at 6%; with 50% employer match about $129,770 at 4% or $86,513 at 6%; with 100% employer match about $97,328 at 4% or $64,885 at 6%.
2014111$825,043$213,026$19,366iApproximate average salary by contribution assumption: employee only about $484,150 at 4% or $322,767 at 6%; with 50% employer match about $322,767 at 4% or $215,178 at 6%; with 100% employer match about $242,075 at 4% or $161,383 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-11$825,043$213,026$19,366iApproximate average salary by contribution assumption: employee only about $484,150 at 4% or $322,767 at 6%; with 50% employer match about $322,767 at 4% or $215,178 at 6%; with 100% employer match about $242,075 at 4% or $161,383 at 6%.
201319$608,458$103,357$11,484iApproximate average salary by contribution assumption: employee only about $287,103 at 4% or $191,402 at 6%; with 50% employer match about $191,402 at 4% or $127,601 at 6%; with 100% employer match about $143,551 at 4% or $95,701 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-9$608,458$103,357$11,484iApproximate average salary by contribution assumption: employee only about $287,103 at 4% or $191,402 at 6%; with 50% employer match about $191,402 at 4% or $127,601 at 6%; with 100% employer match about $143,551 at 4% or $95,701 at 6%.
201218$467,108$80,150$10,019iApproximate average salary by contribution assumption: employee only about $250,469 at 4% or $166,979 at 6%; with 50% employer match about $166,979 at 4% or $111,319 at 6%; with 100% employer match about $125,234 at 4% or $83,490 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-8$467,108$80,150$10,019iApproximate average salary by contribution assumption: employee only about $250,469 at 4% or $166,979 at 6%; with 50% employer match about $166,979 at 4% or $111,319 at 6%; with 100% employer match about $125,234 at 4% or $83,490 at 6%.
201119$398,979$99,422$11,047iApproximate average salary by contribution assumption: employee only about $276,172 at 4% or $184,115 at 6%; with 50% employer match about $184,115 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-9$398,979$99,422$11,047iApproximate average salary by contribution assumption: employee only about $276,172 at 4% or $184,115 at 6%; with 50% employer match about $184,115 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
2010110$330,250$95,097$9,510iApproximate average salary by contribution assumption: employee only about $237,743 at 4% or $158,495 at 6%; with 50% employer match about $158,495 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,248 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-10$330,250$95,097$9,510iApproximate average salary by contribution assumption: employee only about $237,743 at 4% or $158,495 at 6%; with 50% employer match about $158,495 at 4% or $105,663 at 6%; with 100% employer match about $118,871 at 4% or $79,248 at 6%.
200917$208,253$92,711$13,244iApproximate average salary by contribution assumption: employee only about $331,111 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-7$208,253$92,711$13,244iApproximate average salary by contribution assumption: employee only about $331,111 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%.
200814$78,702$83,902$20,976iApproximate average salary by contribution assumption: employee only about $524,388 at 4% or $349,592 at 6%; with 50% employer match about $349,592 at 4% or $233,061 at 6%; with 100% employer match about $262,194 at 4% or $174,796 at 6%.
Dfj Growth Management LLC 401(K) Plan & Trust-4$78,702$83,902$20,976iApproximate average salary by contribution assumption: employee only about $524,388 at 4% or $349,592 at 6%; with 50% employer match about $349,592 at 4% or $233,061 at 6%; with 100% employer match about $262,194 at 4% or $174,796 at 6%.