Civic Intelligence

Bay Equity LLC

Plan context: Bay Equity 401(K) Plan

EIN 26-0360466 • San Francisco, CA • 28 filings • 4 plans

100 California St., Ste. 1100San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

750

2024 Assets

$52,127,303

2024 Contributions

$5,542,563

Historical Graphs

Total Assets Over Time

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

$52,127,303$26,063,652$0201020172024YearValue
$52,127,303Latest year 2024

Participants Over Time

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

1,2366180201020172024YearValue
750Latest 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
20242750$52,127,303$5,542,563$7,390iApproximate average salary by contribution assumption: employee only about $184,752 at 4% or $123,168 at 6%; with 50% employer match about $123,168 at 4% or $82,112 at 6%; with 100% employer match about $92,376 at 4% or $61,584 at 6%.
Bay Equity 401(K) Plan-750$52,127,303$5,542,563$7,390iApproximate average salary by contribution assumption: employee only about $184,752 at 4% or $123,168 at 6%; with 50% employer match about $123,168 at 4% or $82,112 at 6%; with 100% employer match about $92,376 at 4% or $61,584 at 6%.
Bay Equity LLC Health and Welfare Plan-685---
20232784$48,868,161$6,262,225$7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%.
Bay Equity 401(K) Plan-784$48,868,161$6,262,225$7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%.
Bay Equity LLC Health and Welfare Plan-754---
202221,236$40,736,914$8,577,705$6,940iApproximate average salary by contribution assumption: employee only about $173,497 at 4% or $115,665 at 6%; with 50% employer match about $115,665 at 4% or $77,110 at 6%; with 100% employer match about $86,749 at 4% or $57,832 at 6%.
Bay Equity 401(K) Plan-942$40,736,914$8,577,705$9,106iApproximate average salary by contribution assumption: employee only about $227,646 at 4% or $151,764 at 6%; with 50% employer match about $151,764 at 4% or $101,176 at 6%; with 100% employer match about $113,823 at 4% or $75,882 at 6%.
Bay Equity LLC Health and Welfare Plan-1,236---
202121,158$47,202,660$8,131,625$7,022iApproximate average salary by contribution assumption: employee only about $175,553 at 4% or $117,035 at 6%; with 50% employer match about $117,035 at 4% or $78,024 at 6%; with 100% employer match about $87,777 at 4% or $58,518 at 6%.
Bay Equity 401(K) Plan-1,158$47,202,660$8,131,625$7,022iApproximate average salary by contribution assumption: employee only about $175,553 at 4% or $117,035 at 6%; with 50% employer match about $117,035 at 4% or $78,024 at 6%; with 100% employer match about $87,777 at 4% or $58,518 at 6%.
Bay Equity LLC Health and Welfare Plan-1,117---
202021,154$36,937,896$8,547,336$7,407iApproximate average salary by contribution assumption: employee only about $185,168 at 4% or $123,445 at 6%; with 50% employer match about $123,445 at 4% or $82,297 at 6%; with 100% employer match about $92,584 at 4% or $61,723 at 6%.
Bay Equity 401(K) Plan-1,154$36,937,896$8,547,336$7,407iApproximate average salary by contribution assumption: employee only about $185,168 at 4% or $123,445 at 6%; with 50% employer match about $123,445 at 4% or $82,297 at 6%; with 100% employer match about $92,584 at 4% or $61,723 at 6%.
Bay Equity LLC Health and Welfare Plan-1,063---
201921,035$27,746,274$5,813,520$5,617iApproximate average salary by contribution assumption: employee only about $140,423 at 4% or $93,615 at 6%; with 50% employer match about $93,615 at 4% or $62,410 at 6%; with 100% employer match about $70,212 at 4% or $46,808 at 6%.
Bay Equity 401(K) Plan-1,035$27,746,274$5,813,520$5,617iApproximate average salary by contribution assumption: employee only about $140,423 at 4% or $93,615 at 6%; with 50% employer match about $93,615 at 4% or $62,410 at 6%; with 100% employer match about $70,212 at 4% or $46,808 at 6%.
Bay Equity LLC Health and Welfare Plan-880---
20182965$19,583,544$5,304,192$5,497iApproximate average salary by contribution assumption: employee only about $137,414 at 4% or $91,610 at 6%; with 50% employer match about $91,610 at 4% or $61,073 at 6%; with 100% employer match about $68,707 at 4% or $45,805 at 6%.
Bay Equity 401(K) Plan-965$19,583,544$5,304,192$5,497iApproximate average salary by contribution assumption: employee only about $137,414 at 4% or $91,610 at 6%; with 50% employer match about $91,610 at 4% or $61,073 at 6%; with 100% employer match about $68,707 at 4% or $45,805 at 6%.
Bay Equity LLC Health and Welfare Plan-883---
201721,172$18,848,391$6,635,135$5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%.
Bay Equity 401(K) Plan-1,153$18,848,391$6,635,135$5,755iApproximate average salary by contribution assumption: employee only about $143,867 at 4% or $95,911 at 6%; with 50% employer match about $95,911 at 4% or $63,941 at 6%; with 100% employer match about $71,933 at 4% or $47,956 at 6%.
Bay Equity LLC Health and Welfare Plan-1,172---
201621,210$12,338,217$5,460,658$4,513iApproximate average salary by contribution assumption: employee only about $112,824 at 4% or $75,216 at 6%; with 50% employer match about $75,216 at 4% or $50,144 at 6%; with 100% employer match about $56,412 at 4% or $37,608 at 6%.
Bay Equity 401(K) Plan-1,157$12,338,217$5,460,658$4,720iApproximate average salary by contribution assumption: employee only about $117,992 at 4% or $78,661 at 6%; with 50% employer match about $78,661 at 4% or $52,441 at 6%; with 100% employer match about $58,996 at 4% or $39,331 at 6%.
Bay Equity LLC Health and Welfare Plan-1,210---
201521,025$7,203,077$4,654,862$4,541iApproximate average salary by contribution assumption: employee only about $113,533 at 4% or $75,689 at 6%; with 50% employer match about $75,689 at 4% or $50,459 at 6%; with 100% employer match about $56,767 at 4% or $37,844 at 6%.
Bay Equity 401(K) Plan-907$7,203,077$4,654,862$5,132iApproximate average salary by contribution assumption: employee only about $128,304 at 4% or $85,536 at 6%; with 50% employer match about $85,536 at 4% or $57,024 at 6%; with 100% employer match about $64,152 at 4% or $42,768 at 6%.
Bay Equity LLC Health and Welfare Plan-1,025---
20142693$3,432,033$2,250,411$3,247iApproximate average salary by contribution assumption: employee only about $81,184 at 4% or $54,122 at 6%; with 50% employer match about $54,122 at 4% or $36,082 at 6%; with 100% employer match about $40,592 at 4% or $27,061 at 6%.
Bay Equity 401(K) Plan-601$3,432,033$2,250,411$3,744iApproximate average salary by contribution assumption: employee only about $93,611 at 4% or $62,407 at 6%; with 50% employer match about $62,407 at 4% or $41,605 at 6%; with 100% employer match about $46,806 at 4% or $31,204 at 6%.
Bay Equity LLC Health and Welfare Plan-693---
20132441$1,650,063$850,925$1,930iApproximate average salary by contribution assumption: employee only about $48,238 at 4% or $32,159 at 6%; with 50% employer match about $32,159 at 4% or $21,439 at 6%; with 100% employer match about $24,119 at 4% or $16,079 at 6%.
Bay Equity 401(K) Plan-441$1,650,063$850,925$1,930iApproximate average salary by contribution assumption: employee only about $48,238 at 4% or $32,159 at 6%; with 50% employer match about $32,159 at 4% or $21,439 at 6%; with 100% employer match about $24,119 at 4% or $16,079 at 6%.
Bay Equity LLC Health and Welfare Plan-343---
20122376$677,924$432,295$1,150iApproximate average salary by contribution assumption: employee only about $28,743 at 4% or $19,162 at 6%; with 50% employer match about $19,162 at 4% or $12,775 at 6%; with 100% employer match about $14,372 at 4% or $9,581 at 6%.
Bay Equity 401(K) Plan-74$677,924$432,295$5,842iApproximate average salary by contribution assumption: employee only about $146,046 at 4% or $97,364 at 6%; with 50% employer match about $97,364 at 4% or $64,909 at 6%; with 100% employer match about $73,023 at 4% or $48,682 at 6%.
Bay Equity LLC Health and Welfare Plan-376---
2011138$230,831$163,945$4,314iApproximate average salary by contribution assumption: employee only about $107,859 at 4% or $71,906 at 6%; with 50% employer match about $71,906 at 4% or $47,937 at 6%; with 100% employer match about $53,929 at 4% or $35,953 at 6%.
Bay Equity 401(K) Plan-38$230,831$163,945$4,314iApproximate average salary by contribution assumption: employee only about $107,859 at 4% or $71,906 at 6%; with 50% employer match about $71,906 at 4% or $47,937 at 6%; with 100% employer match about $53,929 at 4% or $35,953 at 6%.
2010130$162,043$151,930$5,064iApproximate average salary by contribution assumption: employee only about $126,608 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,270 at 6%; with 100% employer match about $63,304 at 4% or $42,203 at 6%.
Bay Equity 401(K) Plan-30$162,043$151,930$5,064iApproximate average salary by contribution assumption: employee only about $126,608 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,270 at 6%; with 100% employer match about $63,304 at 4% or $42,203 at 6%.