Civic Intelligence

Medley Partners Management LLC

Plan context: Medley Partners Management 401(K) and Profit Sharing Plan

EIN 20-8773466 • San Francisco, CA • 17 filings • 2 plans

50 California StreetSuite 3350San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$11,523,488

2024 Contributions

$709,609

Historical Graphs

Total Assets Over Time

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

$11,523,488$5,761,744$0200820162024YearValue
$11,523,488Latest year 2024

Participants Over Time

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

1580200820162024YearValue
13Latest 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
2024113$11,523,488$709,609$54,585iApproximate average salary by contribution assumption: employee only about $1,364,633 at 4% or $909,755 at 6%; with 50% employer match about $909,755 at 4% or $606,503 at 6%; with 100% employer match about $682,316 at 4% or $454,878 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$11,523,488$709,609$54,585iApproximate average salary by contribution assumption: employee only about $1,364,633 at 4% or $909,755 at 6%; with 50% employer match about $909,755 at 4% or $606,503 at 6%; with 100% employer match about $682,316 at 4% or $454,878 at 6%.
2023114$9,436,403$732,632$52,331iApproximate average salary by contribution assumption: employee only about $1,308,271 at 4% or $872,181 at 6%; with 50% employer match about $872,181 at 4% or $581,454 at 6%; with 100% employer match about $654,136 at 4% or $436,090 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-14$9,436,403$732,632$52,331iApproximate average salary by contribution assumption: employee only about $1,308,271 at 4% or $872,181 at 6%; with 50% employer match about $872,181 at 4% or $581,454 at 6%; with 100% employer match about $654,136 at 4% or $436,090 at 6%.
2022113$7,206,930$643,791$49,522iApproximate average salary by contribution assumption: employee only about $1,238,060 at 4% or $825,373 at 6%; with 50% employer match about $825,373 at 4% or $550,249 at 6%; with 100% employer match about $619,030 at 4% or $412,687 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$7,206,930$643,791$49,522iApproximate average salary by contribution assumption: employee only about $1,238,060 at 4% or $825,373 at 6%; with 50% employer match about $825,373 at 4% or $550,249 at 6%; with 100% employer match about $619,030 at 4% or $412,687 at 6%.
2021112$8,032,687$683,239$56,937iApproximate average salary by contribution assumption: employee only about $1,423,415 at 4% or $948,943 at 6%; with 50% employer match about $948,943 at 4% or $632,629 at 6%; with 100% employer match about $711,707 at 4% or $474,472 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-12$8,032,687$683,239$56,937iApproximate average salary by contribution assumption: employee only about $1,423,415 at 4% or $948,943 at 6%; with 50% employer match about $948,943 at 4% or $632,629 at 6%; with 100% employer match about $711,707 at 4% or $474,472 at 6%.
2020115$7,689,305$740,795$49,386iApproximate average salary by contribution assumption: employee only about $1,234,658 at 4% or $823,106 at 6%; with 50% employer match about $823,106 at 4% or $548,737 at 6%; with 100% employer match about $617,329 at 4% or $411,553 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-15$7,689,305$740,795$49,386iApproximate average salary by contribution assumption: employee only about $1,234,658 at 4% or $823,106 at 6%; with 50% employer match about $823,106 at 4% or $548,737 at 6%; with 100% employer match about $617,329 at 4% or $411,553 at 6%.
2019113$5,695,556$624,691$48,053iApproximate average salary by contribution assumption: employee only about $1,201,329 at 4% or $800,886 at 6%; with 50% employer match about $800,886 at 4% or $533,924 at 6%; with 100% employer match about $600,664 at 4% or $400,443 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$5,695,556$624,691$48,053iApproximate average salary by contribution assumption: employee only about $1,201,329 at 4% or $800,886 at 6%; with 50% employer match about $800,886 at 4% or $533,924 at 6%; with 100% employer match about $600,664 at 4% or $400,443 at 6%.
2018113$4,259,056$600,135$46,164iApproximate average salary by contribution assumption: employee only about $1,154,106 at 4% or $769,404 at 6%; with 50% employer match about $769,404 at 4% or $512,936 at 6%; with 100% employer match about $577,053 at 4% or $384,702 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$4,259,056$600,135$46,164iApproximate average salary by contribution assumption: employee only about $1,154,106 at 4% or $769,404 at 6%; with 50% employer match about $769,404 at 4% or $512,936 at 6%; with 100% employer match about $577,053 at 4% or $384,702 at 6%.
2017114$4,410,728$626,916$44,780iApproximate average salary by contribution assumption: employee only about $1,119,493 at 4% or $746,329 at 6%; with 50% employer match about $746,329 at 4% or $497,552 at 6%; with 100% employer match about $559,746 at 4% or $373,164 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-14$4,410,728$626,916$44,780iApproximate average salary by contribution assumption: employee only about $1,119,493 at 4% or $746,329 at 6%; with 50% employer match about $746,329 at 4% or $497,552 at 6%; with 100% employer match about $559,746 at 4% or $373,164 at 6%.
2016113$3,602,539$543,686$41,822iApproximate average salary by contribution assumption: employee only about $1,045,550 at 4% or $697,033 at 6%; with 50% employer match about $697,033 at 4% or $464,689 at 6%; with 100% employer match about $522,775 at 4% or $348,517 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$3,602,539$543,686$41,822iApproximate average salary by contribution assumption: employee only about $1,045,550 at 4% or $697,033 at 6%; with 50% employer match about $697,033 at 4% or $464,689 at 6%; with 100% employer match about $522,775 at 4% or $348,517 at 6%.
2015112$2,863,723$520,428$43,369iApproximate average salary by contribution assumption: employee only about $1,084,225 at 4% or $722,817 at 6%; with 50% employer match about $722,817 at 4% or $481,878 at 6%; with 100% employer match about $542,113 at 4% or $361,408 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-12$2,863,723$520,428$43,369iApproximate average salary by contribution assumption: employee only about $1,084,225 at 4% or $722,817 at 6%; with 50% employer match about $722,817 at 4% or $481,878 at 6%; with 100% employer match about $542,113 at 4% or $361,408 at 6%.
2014113$2,803,389$509,897$39,223iApproximate average salary by contribution assumption: employee only about $980,571 at 4% or $653,714 at 6%; with 50% employer match about $653,714 at 4% or $435,809 at 6%; with 100% employer match about $490,286 at 4% or $326,857 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-13$2,803,389$509,897$39,223iApproximate average salary by contribution assumption: employee only about $980,571 at 4% or $653,714 at 6%; with 50% employer match about $653,714 at 4% or $435,809 at 6%; with 100% employer match about $490,286 at 4% or $326,857 at 6%.
2013111$2,292,108$410,184$37,289iApproximate average salary by contribution assumption: employee only about $932,236 at 4% or $621,491 at 6%; with 50% employer match about $621,491 at 4% or $414,327 at 6%; with 100% employer match about $466,118 at 4% or $310,745 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-11$2,292,108$410,184$37,289iApproximate average salary by contribution assumption: employee only about $932,236 at 4% or $621,491 at 6%; with 50% employer match about $621,491 at 4% or $414,327 at 6%; with 100% employer match about $466,118 at 4% or $310,745 at 6%.
2012110$1,443,622$338,420$33,842iApproximate average salary by contribution assumption: employee only about $846,050 at 4% or $564,033 at 6%; with 50% employer match about $564,033 at 4% or $376,022 at 6%; with 100% employer match about $423,025 at 4% or $282,017 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-10$1,443,622$338,420$33,842iApproximate average salary by contribution assumption: employee only about $846,050 at 4% or $564,033 at 6%; with 50% employer match about $564,033 at 4% or $376,022 at 6%; with 100% employer match about $423,025 at 4% or $282,017 at 6%.
201117$919,403$256,194$36,599iApproximate average salary by contribution assumption: employee only about $914,979 at 4% or $609,986 at 6%; with 50% employer match about $609,986 at 4% or $406,657 at 6%; with 100% employer match about $457,489 at 4% or $304,993 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-7$919,403$256,194$36,599iApproximate average salary by contribution assumption: employee only about $914,979 at 4% or $609,986 at 6%; with 50% employer match about $609,986 at 4% or $406,657 at 6%; with 100% employer match about $457,489 at 4% or $304,993 at 6%.
201017$712,373$207,990$29,713iApproximate average salary by contribution assumption: employee only about $742,821 at 4% or $495,214 at 6%; with 50% employer match about $495,214 at 4% or $330,143 at 6%; with 100% employer match about $371,411 at 4% or $247,607 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-7$712,373$207,990$29,713iApproximate average salary by contribution assumption: employee only about $742,821 at 4% or $495,214 at 6%; with 50% employer match about $495,214 at 4% or $330,143 at 6%; with 100% employer match about $371,411 at 4% or $247,607 at 6%.
200914$401,780$147,683$36,921iApproximate average salary by contribution assumption: employee only about $923,019 at 4% or $615,346 at 6%; with 50% employer match about $615,346 at 4% or $410,231 at 6%; with 100% employer match about $461,509 at 4% or $307,673 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-4$401,780$147,683$36,921iApproximate average salary by contribution assumption: employee only about $923,019 at 4% or $615,346 at 6%; with 50% employer match about $615,346 at 4% or $410,231 at 6%; with 100% employer match about $461,509 at 4% or $307,673 at 6%.
200813$162,905$161,363$53,788iApproximate average salary by contribution assumption: employee only about $1,344,692 at 4% or $896,461 at 6%; with 50% employer match about $896,461 at 4% or $597,641 at 6%; with 100% employer match about $672,346 at 4% or $448,231 at 6%.
Medley Partners Management 401(K) and Profit Sharing Plan-3$162,905$161,363$53,788iApproximate average salary by contribution assumption: employee only about $1,344,692 at 4% or $896,461 at 6%; with 50% employer match about $896,461 at 4% or $597,641 at 6%; with 100% employer match about $672,346 at 4% or $448,231 at 6%.