Civic Intelligence

Treya Partners

Plan context: Treya Partners 401 K Profit Sharing Plan Trust

EIN 20-8606529 • San Ramon, CA • 17 filings • 2 plans

1501 Old Ranch Estate DriveSan Ramon, CA 94582
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$4,503,121

2025 Contributions

$499,320

Historical Graphs

Total Assets Over Time

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

$4,503,121$2,251,561$0200920172025YearValue
$4,503,121Latest year 2025

Participants Over Time

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

31160200920172025YearValue
31Latest year 2025

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
2025131$4,503,121$499,320$16,107iApproximate average salary by contribution assumption: employee only about $402,677 at 4% or $268,452 at 6%; with 50% employer match about $268,452 at 4% or $178,968 at 6%; with 100% employer match about $201,339 at 4% or $134,226 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-31$4,503,121$499,320$16,107iApproximate average salary by contribution assumption: employee only about $402,677 at 4% or $268,452 at 6%; with 50% employer match about $268,452 at 4% or $178,968 at 6%; with 100% employer match about $201,339 at 4% or $134,226 at 6%.
2024123$3,349,915$700,817$30,470iApproximate average salary by contribution assumption: employee only about $761,758 at 4% or $507,838 at 6%; with 50% employer match about $507,838 at 4% or $338,559 at 6%; with 100% employer match about $380,879 at 4% or $253,919 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-23$3,349,915$700,817$30,470iApproximate average salary by contribution assumption: employee only about $761,758 at 4% or $507,838 at 6%; with 50% employer match about $507,838 at 4% or $338,559 at 6%; with 100% employer match about $380,879 at 4% or $253,919 at 6%.
2023128$2,475,480$470,441$16,801iApproximate average salary by contribution assumption: employee only about $420,037 at 4% or $280,024 at 6%; with 50% employer match about $280,024 at 4% or $186,683 at 6%; with 100% employer match about $210,018 at 4% or $140,012 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-28$2,475,480$470,441$16,801iApproximate average salary by contribution assumption: employee only about $420,037 at 4% or $280,024 at 6%; with 50% employer match about $280,024 at 4% or $186,683 at 6%; with 100% employer match about $210,018 at 4% or $140,012 at 6%.
2022126$2,266,705$316,657$12,179iApproximate average salary by contribution assumption: employee only about $304,478 at 4% or $202,985 at 6%; with 50% employer match about $202,985 at 4% or $135,324 at 6%; with 100% employer match about $152,239 at 4% or $101,493 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-26$2,266,705$316,657$12,179iApproximate average salary by contribution assumption: employee only about $304,478 at 4% or $202,985 at 6%; with 50% employer match about $202,985 at 4% or $135,324 at 6%; with 100% employer match about $152,239 at 4% or $101,493 at 6%.
2021118$2,369,594$291,195$16,178iApproximate average salary by contribution assumption: employee only about $404,438 at 4% or $269,625 at 6%; with 50% employer match about $269,625 at 4% or $179,750 at 6%; with 100% employer match about $202,219 at 4% or $134,813 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-18$2,369,594$291,195$16,178iApproximate average salary by contribution assumption: employee only about $404,438 at 4% or $269,625 at 6%; with 50% employer match about $269,625 at 4% or $179,750 at 6%; with 100% employer match about $202,219 at 4% or $134,813 at 6%.
2020117$1,826,154$222,278$13,075iApproximate average salary by contribution assumption: employee only about $326,879 at 4% or $217,920 at 6%; with 50% employer match about $217,920 at 4% or $145,280 at 6%; with 100% employer match about $163,440 at 4% or $108,960 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-17$1,826,154$222,278$13,075iApproximate average salary by contribution assumption: employee only about $326,879 at 4% or $217,920 at 6%; with 50% employer match about $217,920 at 4% or $145,280 at 6%; with 100% employer match about $163,440 at 4% or $108,960 at 6%.
2019113$1,617,583$695,009$53,462iApproximate average salary by contribution assumption: employee only about $1,336,556 at 4% or $891,037 at 6%; with 50% employer match about $891,037 at 4% or $594,025 at 6%; with 100% employer match about $668,278 at 4% or $445,519 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-13$1,617,583$695,009$53,462iApproximate average salary by contribution assumption: employee only about $1,336,556 at 4% or $891,037 at 6%; with 50% employer match about $891,037 at 4% or $594,025 at 6%; with 100% employer match about $668,278 at 4% or $445,519 at 6%.
201818$746,468$166,057$20,757iApproximate average salary by contribution assumption: employee only about $518,928 at 4% or $345,952 at 6%; with 50% employer match about $345,952 at 4% or $230,635 at 6%; with 100% employer match about $259,464 at 4% or $172,976 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-8$746,468$166,057$20,757iApproximate average salary by contribution assumption: employee only about $518,928 at 4% or $345,952 at 6%; with 50% employer match about $345,952 at 4% or $230,635 at 6%; with 100% employer match about $259,464 at 4% or $172,976 at 6%.
201718$617,248$83,290$10,411iApproximate average salary by contribution assumption: employee only about $260,281 at 4% or $173,521 at 6%; with 50% employer match about $173,521 at 4% or $115,681 at 6%; with 100% employer match about $130,141 at 4% or $86,760 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-8$617,248$83,290$10,411iApproximate average salary by contribution assumption: employee only about $260,281 at 4% or $173,521 at 6%; with 50% employer match about $173,521 at 4% or $115,681 at 6%; with 100% employer match about $130,141 at 4% or $86,760 at 6%.
201616$524,067$105,688$17,615iApproximate average salary by contribution assumption: employee only about $440,367 at 4% or $293,578 at 6%; with 50% employer match about $293,578 at 4% or $195,719 at 6%; with 100% employer match about $220,183 at 4% or $146,789 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-6$524,067$105,688$17,615iApproximate average salary by contribution assumption: employee only about $440,367 at 4% or $293,578 at 6%; with 50% employer match about $293,578 at 4% or $195,719 at 6%; with 100% employer match about $220,183 at 4% or $146,789 at 6%.
201517$410,689$96,406$13,772iApproximate average salary by contribution assumption: employee only about $344,307 at 4% or $229,538 at 6%; with 50% employer match about $229,538 at 4% or $153,025 at 6%; with 100% employer match about $172,154 at 4% or $114,769 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-7$410,689$96,406$13,772iApproximate average salary by contribution assumption: employee only about $344,307 at 4% or $229,538 at 6%; with 50% employer match about $229,538 at 4% or $153,025 at 6%; with 100% employer match about $172,154 at 4% or $114,769 at 6%.
201417$359,341$111,106$15,872iApproximate average salary by contribution assumption: employee only about $396,807 at 4% or $264,538 at 6%; with 50% employer match about $264,538 at 4% or $176,359 at 6%; with 100% employer match about $198,404 at 4% or $132,269 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-7$359,341$111,106$15,872iApproximate average salary by contribution assumption: employee only about $396,807 at 4% or $264,538 at 6%; with 50% employer match about $264,538 at 4% or $176,359 at 6%; with 100% employer match about $198,404 at 4% or $132,269 at 6%.
201317$243,253$94,411$13,487iApproximate average salary by contribution assumption: employee only about $337,182 at 4% or $224,788 at 6%; with 50% employer match about $224,788 at 4% or $149,859 at 6%; with 100% employer match about $168,591 at 4% or $112,394 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-7$243,253$94,411$13,487iApproximate average salary by contribution assumption: employee only about $337,182 at 4% or $224,788 at 6%; with 50% employer match about $224,788 at 4% or $149,859 at 6%; with 100% employer match about $168,591 at 4% or $112,394 at 6%.
201218$130,087$88,418$11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-8$130,087$88,418$11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%.
201117$109,397$48,886$6,984iApproximate average salary by contribution assumption: employee only about $174,593 at 4% or $116,395 at 6%; with 50% employer match about $116,395 at 4% or $77,597 at 6%; with 100% employer match about $87,296 at 4% or $58,198 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-7$109,397$48,886$6,984iApproximate average salary by contribution assumption: employee only about $174,593 at 4% or $116,395 at 6%; with 50% employer match about $116,395 at 4% or $77,597 at 6%; with 100% employer match about $87,296 at 4% or $58,198 at 6%.
201017$65,217$43,992$6,285iApproximate average salary by contribution assumption: employee only about $157,114 at 4% or $104,743 at 6%; with 50% employer match about $104,743 at 4% or $69,829 at 6%; with 100% employer match about $78,557 at 4% or $52,371 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-7$65,217$43,992$6,285iApproximate average salary by contribution assumption: employee only about $157,114 at 4% or $104,743 at 6%; with 50% employer match about $104,743 at 4% or $69,829 at 6%; with 100% employer match about $78,557 at 4% or $52,371 at 6%.
200915$15,953$15,658$3,132iApproximate average salary by contribution assumption: employee only about $78,290 at 4% or $52,193 at 6%; with 50% employer match about $52,193 at 4% or $34,796 at 6%; with 100% employer match about $39,145 at 4% or $26,097 at 6%.
Treya Partners 401 K Profit Sharing Plan Trust-5$15,953$15,658$3,132iApproximate average salary by contribution assumption: employee only about $78,290 at 4% or $52,193 at 6%; with 50% employer match about $52,193 at 4% or $34,796 at 6%; with 100% employer match about $39,145 at 4% or $26,097 at 6%.