Civic Intelligence

Nvest Inc.

Plan context: Nvest Inc. 401(K) Plan

EIN 20-5695125 • San Francisco, CA • 17 filings • 4 plans

225 Valencia St#250San Francisco, CA 94103
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$12,810,521

2024 Contributions

$853,424

Historical Graphs

Total Assets Over Time

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

$12,810,521$6,405,261$0201320192024YearValue
$12,810,521Latest year 2024

Participants Over Time

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

165830201320192024YearValue
51Latest 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
2024151$12,810,521$853,424$16,734iApproximate average salary by contribution assumption: employee only about $418,345 at 4% or $278,897 at 6%; with 50% employer match about $278,897 at 4% or $185,931 at 6%; with 100% employer match about $209,173 at 4% or $139,448 at 6%.
Nvest Inc. 401(K) Plan-51$12,810,521$853,424$16,734iApproximate average salary by contribution assumption: employee only about $418,345 at 4% or $278,897 at 6%; with 50% employer match about $278,897 at 4% or $185,931 at 6%; with 100% employer match about $209,173 at 4% or $139,448 at 6%.
2023261$11,574,729$1,184,827$19,423iApproximate average salary by contribution assumption: employee only about $485,585 at 4% or $323,723 at 6%; with 50% employer match about $323,723 at 4% or $215,815 at 6%; with 100% employer match about $242,792 at 4% or $161,862 at 6%.
Nvest Inc. 401(K) Plan-61$11,574,729$1,184,827$19,423iApproximate average salary by contribution assumption: employee only about $485,585 at 4% or $323,723 at 6%; with 50% employer match about $323,723 at 4% or $215,815 at 6%; with 100% employer match about $242,792 at 4% or $161,862 at 6%.
Nvest Inc. Employee Health and Welfare Benefits Plan-54---
20222136$10,564,482$2,707,836$19,911iApproximate average salary by contribution assumption: employee only about $497,764 at 4% or $331,843 at 6%; with 50% employer match about $331,843 at 4% or $221,228 at 6%; with 100% employer match about $248,882 at 4% or $165,921 at 6%.
Nvest Inc. 401(K) Plan-136$10,564,482$2,707,836$19,911iApproximate average salary by contribution assumption: employee only about $497,764 at 4% or $331,843 at 6%; with 50% employer match about $331,843 at 4% or $221,228 at 6%; with 100% employer match about $248,882 at 4% or $165,921 at 6%.
Nvest Inc. Employee Health and Welfare Benefits Plan-132---
20212109$10,205,766$1,339,778$12,292iApproximate average salary by contribution assumption: employee only about $307,289 at 4% or $204,859 at 6%; with 50% employer match about $204,859 at 4% or $136,573 at 6%; with 100% employer match about $153,644 at 4% or $102,430 at 6%.
Nvest Inc. 401(K) Plan-109$10,205,766$1,339,778$12,292iApproximate average salary by contribution assumption: employee only about $307,289 at 4% or $204,859 at 6%; with 50% employer match about $204,859 at 4% or $136,573 at 6%; with 100% employer match about $153,644 at 4% or $102,430 at 6%.
Nvest Inc. Employee Health and Welfare Benefits Plan-101---
2020297$8,938,425$1,223,486$12,613iApproximate average salary by contribution assumption: employee only about $315,331 at 4% or $210,221 at 6%; with 50% employer match about $210,221 at 4% or $140,147 at 6%; with 100% employer match about $157,666 at 4% or $105,110 at 6%.
Nvest Inc. 401(K) Plan-97$8,938,425$1,223,486$12,613iApproximate average salary by contribution assumption: employee only about $315,331 at 4% or $210,221 at 6%; with 50% employer match about $210,221 at 4% or $140,147 at 6%; with 100% employer match about $157,666 at 4% or $105,110 at 6%.
Nvest Inc. Employee Health and Welfare Benefits Plan-95---
20192120$7,025,056$1,750,341$14,586iApproximate average salary by contribution assumption: employee only about $364,654 at 4% or $243,103 at 6%; with 50% employer match about $243,103 at 4% or $162,069 at 6%; with 100% employer match about $182,327 at 4% or $121,551 at 6%.
Nvest Inc. 401(K) Plan-120$7,025,056$1,750,341$14,586iApproximate average salary by contribution assumption: employee only about $364,654 at 4% or $243,103 at 6%; with 50% employer match about $243,103 at 4% or $162,069 at 6%; with 100% employer match about $182,327 at 4% or $121,551 at 6%.
Nvest Inc. Employee Health and Welfare Benefits Plan-102---
20181165$4,478,796$1,556,003$9,430iApproximate average salary by contribution assumption: employee only about $235,758 at 4% or $157,172 at 6%; with 50% employer match about $157,172 at 4% or $104,781 at 6%; with 100% employer match about $117,879 at 4% or $78,586 at 6%.
Nvest Inc. 401(K) Plan-165$4,478,796$1,556,003$9,430iApproximate average salary by contribution assumption: employee only about $235,758 at 4% or $157,172 at 6%; with 50% employer match about $157,172 at 4% or $104,781 at 6%; with 100% employer match about $117,879 at 4% or $78,586 at 6%.
20171165$3,613,900$2,042,941$12,381iApproximate average salary by contribution assumption: employee only about $309,537 at 4% or $206,358 at 6%; with 50% employer match about $206,358 at 4% or $137,572 at 6%; with 100% employer match about $154,768 at 4% or $103,179 at 6%.
Nvest Inc. 401(K) Plan-165$3,613,900$2,042,941$12,381iApproximate average salary by contribution assumption: employee only about $309,537 at 4% or $206,358 at 6%; with 50% employer match about $206,358 at 4% or $137,572 at 6%; with 100% employer match about $154,768 at 4% or $103,179 at 6%.
2016197$1,169,915$455,057$4,691iApproximate average salary by contribution assumption: employee only about $117,283 at 4% or $78,188 at 6%; with 50% employer match about $78,188 at 4% or $52,126 at 6%; with 100% employer match about $58,641 at 4% or $39,094 at 6%.
Nvest Inc. 401(K) Plan-97$1,169,915$455,057$4,691iApproximate average salary by contribution assumption: employee only about $117,283 at 4% or $78,188 at 6%; with 50% employer match about $78,188 at 4% or $52,126 at 6%; with 100% employer match about $58,641 at 4% or $39,094 at 6%.
2015147$654,290$341,879$7,274iApproximate average salary by contribution assumption: employee only about $181,851 at 4% or $121,234 at 6%; with 50% employer match about $121,234 at 4% or $80,822 at 6%; with 100% employer match about $90,925 at 4% or $60,617 at 6%.
Nvest Inc. 401(K) Plan-47$654,290$341,879$7,274iApproximate average salary by contribution assumption: employee only about $181,851 at 4% or $121,234 at 6%; with 50% employer match about $121,234 at 4% or $80,822 at 6%; with 100% employer match about $90,925 at 4% or $60,617 at 6%.
2014132$347,488$291,452$9,108iApproximate average salary by contribution assumption: employee only about $227,697 at 4% or $151,798 at 6%; with 50% employer match about $151,798 at 4% or $101,199 at 6%; with 100% employer match about $113,848 at 4% or $75,899 at 6%.
Nvest Inc. 401(K) Plan-32$347,488$291,452$9,108iApproximate average salary by contribution assumption: employee only about $227,697 at 4% or $151,798 at 6%; with 50% employer match about $151,798 at 4% or $101,199 at 6%; with 100% employer match about $113,848 at 4% or $75,899 at 6%.
2013119$42,872$41,303$2,174iApproximate average salary by contribution assumption: employee only about $54,346 at 4% or $36,231 at 6%; with 50% employer match about $36,231 at 4% or $24,154 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%.
Nvest Inc. 401(K) Plan-19$42,872$41,303$2,174iApproximate average salary by contribution assumption: employee only about $54,346 at 4% or $36,231 at 6%; with 50% employer match about $36,231 at 4% or $24,154 at 6%; with 100% employer match about $27,173 at 4% or $18,115 at 6%.