Civic Intelligence

Financial Technology Partners

Plan context: Financial Technology Partners 401 K Profit Sharing Plan Trust

EIN 20-4542623 • San Francisco, CA • 17 filings • 5 plans

100 California St Ste 700San Francisco, CA 94111-4512
Current Snapshot

Latest Year

2024

2024 Participants

161

2024 Assets

$9,957,710

2024 Contributions

$1,480,122

Historical Graphs

Total Assets Over Time

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

$9,957,710$4,978,855$0200820162023YearValue
$9,957,710Latest year 2023

Participants Over Time

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

191960200820162023YearValue
161Latest year 2023

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
202410$0$1,480,122-
Financial Technology Partners 401 K Profit Sharing Plan Trust-0-$1,480,122-
20231161$9,957,710$2,239,613$13,911iApproximate average salary by contribution assumption: employee only about $347,766 at 4% or $231,844 at 6%; with 50% employer match about $231,844 at 4% or $154,563 at 6%; with 100% employer match about $173,883 at 4% or $115,922 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-161$9,957,710$2,239,613$13,911iApproximate average salary by contribution assumption: employee only about $347,766 at 4% or $231,844 at 6%; with 50% employer match about $231,844 at 4% or $154,563 at 6%; with 100% employer match about $173,883 at 4% or $115,922 at 6%.
20221191$6,569,077$2,328,585$12,192iApproximate average salary by contribution assumption: employee only about $304,789 at 4% or $203,192 at 6%; with 50% employer match about $203,192 at 4% or $135,462 at 6%; with 100% employer match about $152,394 at 4% or $101,596 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-191$6,569,077$2,328,585$12,192iApproximate average salary by contribution assumption: employee only about $304,789 at 4% or $203,192 at 6%; with 50% employer match about $203,192 at 4% or $135,462 at 6%; with 100% employer match about $152,394 at 4% or $101,596 at 6%.
20211160$5,938,758$1,139,460$7,122iApproximate average salary by contribution assumption: employee only about $178,041 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,129 at 6%; with 100% employer match about $89,020 at 4% or $59,347 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-160$5,938,758$1,139,460$7,122iApproximate average salary by contribution assumption: employee only about $178,041 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,129 at 6%; with 100% employer match about $89,020 at 4% or $59,347 at 6%.
20201128$4,777,415$987,300$7,713iApproximate average salary by contribution assumption: employee only about $192,832 at 4% or $128,555 at 6%; with 50% employer match about $128,555 at 4% or $85,703 at 6%; with 100% employer match about $96,416 at 4% or $64,277 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-128$4,777,415$987,300$7,713iApproximate average salary by contribution assumption: employee only about $192,832 at 4% or $128,555 at 6%; with 50% employer match about $128,555 at 4% or $85,703 at 6%; with 100% employer match about $96,416 at 4% or $64,277 at 6%.
2019160$3,078,612$706,982$11,783iApproximate average salary by contribution assumption: employee only about $294,576 at 4% or $196,384 at 6%; with 50% employer match about $196,384 at 4% or $130,923 at 6%; with 100% employer match about $147,288 at 4% or $98,192 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-60$3,078,612$706,982$11,783iApproximate average salary by contribution assumption: employee only about $294,576 at 4% or $196,384 at 6%; with 50% employer match about $196,384 at 4% or $130,923 at 6%; with 100% employer match about $147,288 at 4% or $98,192 at 6%.
2018142$1,927,175$550,396$13,105iApproximate average salary by contribution assumption: employee only about $327,617 at 4% or $218,411 at 6%; with 50% employer match about $218,411 at 4% or $145,607 at 6%; with 100% employer match about $163,808 at 4% or $109,206 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-42$1,927,175$550,396$13,105iApproximate average salary by contribution assumption: employee only about $327,617 at 4% or $218,411 at 6%; with 50% employer match about $218,411 at 4% or $145,607 at 6%; with 100% employer match about $163,808 at 4% or $109,206 at 6%.
2017134$1,778,130$402,783$11,847iApproximate average salary by contribution assumption: employee only about $296,164 at 4% or $197,443 at 6%; with 50% employer match about $197,443 at 4% or $131,628 at 6%; with 100% employer match about $148,082 at 4% or $98,721 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-34$1,778,130$402,783$11,847iApproximate average salary by contribution assumption: employee only about $296,164 at 4% or $197,443 at 6%; with 50% employer match about $197,443 at 4% or $131,628 at 6%; with 100% employer match about $148,082 at 4% or $98,721 at 6%.
2016127$1,311,795$263,386$9,755iApproximate average salary by contribution assumption: employee only about $243,876 at 4% or $162,584 at 6%; with 50% employer match about $162,584 at 4% or $108,389 at 6%; with 100% employer match about $121,938 at 4% or $81,292 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-27$1,311,795$263,386$9,755iApproximate average salary by contribution assumption: employee only about $243,876 at 4% or $162,584 at 6%; with 50% employer match about $162,584 at 4% or $108,389 at 6%; with 100% employer match about $121,938 at 4% or $81,292 at 6%.
2015124$1,038,333$281,162$11,715iApproximate average salary by contribution assumption: employee only about $292,877 at 4% or $195,251 at 6%; with 50% employer match about $195,251 at 4% or $130,168 at 6%; with 100% employer match about $146,439 at 4% or $97,626 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-24$1,038,333$281,162$11,715iApproximate average salary by contribution assumption: employee only about $292,877 at 4% or $195,251 at 6%; with 50% employer match about $195,251 at 4% or $130,168 at 6%; with 100% employer match about $146,439 at 4% or $97,626 at 6%.
2014118$778,398$197,051$10,947iApproximate average salary by contribution assumption: employee only about $273,682 at 4% or $182,455 at 6%; with 50% employer match about $182,455 at 4% or $121,636 at 6%; with 100% employer match about $136,841 at 4% or $91,227 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-18$778,398$197,051$10,947iApproximate average salary by contribution assumption: employee only about $273,682 at 4% or $182,455 at 6%; with 50% employer match about $182,455 at 4% or $121,636 at 6%; with 100% employer match about $136,841 at 4% or $91,227 at 6%.
2013113$623,319$133,821$10,294iApproximate average salary by contribution assumption: employee only about $257,348 at 4% or $171,565 at 6%; with 50% employer match about $171,565 at 4% or $114,377 at 6%; with 100% employer match about $128,674 at 4% or $85,783 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-13$623,319$133,821$10,294iApproximate average salary by contribution assumption: employee only about $257,348 at 4% or $171,565 at 6%; with 50% employer match about $171,565 at 4% or $114,377 at 6%; with 100% employer match about $128,674 at 4% or $85,783 at 6%.
2012111$378,591$109,449$9,950iApproximate average salary by contribution assumption: employee only about $248,748 at 4% or $165,832 at 6%; with 50% employer match about $165,832 at 4% or $110,555 at 6%; with 100% employer match about $124,374 at 4% or $82,916 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-11$378,591$109,449$9,950iApproximate average salary by contribution assumption: employee only about $248,748 at 4% or $165,832 at 6%; with 50% employer match about $165,832 at 4% or $110,555 at 6%; with 100% employer match about $124,374 at 4% or $82,916 at 6%.
201119$279,726$84,159$9,351iApproximate average salary by contribution assumption: employee only about $233,775 at 4% or $155,850 at 6%; with 50% employer match about $155,850 at 4% or $103,900 at 6%; with 100% employer match about $116,888 at 4% or $77,925 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-9$279,726$84,159$9,351iApproximate average salary by contribution assumption: employee only about $233,775 at 4% or $155,850 at 6%; with 50% employer match about $155,850 at 4% or $103,900 at 6%; with 100% employer match about $116,888 at 4% or $77,925 at 6%.
201019$228,649$94,475$10,497iApproximate average salary by contribution assumption: employee only about $262,431 at 4% or $174,954 at 6%; with 50% employer match about $174,954 at 4% or $116,636 at 6%; with 100% employer match about $131,215 at 4% or $87,477 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-9$228,649$94,475$10,497iApproximate average salary by contribution assumption: employee only about $262,431 at 4% or $174,954 at 6%; with 50% employer match about $174,954 at 4% or $116,636 at 6%; with 100% employer match about $131,215 at 4% or $87,477 at 6%.
200919$197,195$88,594$9,844iApproximate average salary by contribution assumption: employee only about $246,094 at 4% or $164,063 at 6%; with 50% employer match about $164,063 at 4% or $109,375 at 6%; with 100% employer match about $123,047 at 4% or $82,031 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-9$197,195$88,594$9,844iApproximate average salary by contribution assumption: employee only about $246,094 at 4% or $164,063 at 6%; with 50% employer match about $164,063 at 4% or $109,375 at 6%; with 100% employer match about $123,047 at 4% or $82,031 at 6%.
2008118$74,670$113,553$6,309iApproximate average salary by contribution assumption: employee only about $157,713 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,094 at 6%; with 100% employer match about $78,856 at 4% or $52,571 at 6%.
Financial Technology Partners 401 K Profit Sharing Plan Trust-18$74,670$113,553$6,309iApproximate average salary by contribution assumption: employee only about $157,713 at 4% or $105,142 at 6%; with 50% employer match about $105,142 at 4% or $70,094 at 6%; with 100% employer match about $78,856 at 4% or $52,571 at 6%.