Civic Intelligence

Partner Fund Management, L.P.

Plan context: Pfm Incentive Savings Trust

EIN 26-2000428 • San Francisco, CA • 23 filings • 3 plans

475 Sansome Street, Suite 17208th FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$33,307,127

2024 Contributions

$2,377,877

Historical Graphs

Total Assets Over Time

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

$34,575,123$17,287,562$0201320192024YearValue
$33,307,127Latest year 2024

Participants Over Time

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

68340201320192024YearValue
21Latest 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
2024221$33,307,127$2,377,877$113,232iApproximate average salary by contribution assumption: employee only about $2,830,806 at 4% or $1,887,204 at 6%; with 50% employer match about $1,887,204 at 4% or $1,258,136 at 6%; with 100% employer match about $1,415,403 at 4% or $943,602 at 6%.
Pfm Incentive Savings Trust-21$28,961,682$1,294,476$61,642iApproximate average salary by contribution assumption: employee only about $1,541,043 at 4% or $1,027,362 at 6%; with 50% employer match about $1,027,362 at 4% or $684,908 at 6%; with 100% employer match about $770,521 at 4% or $513,681 at 6%.
Pfmhs Cash Balance Pension Plan-8$4,345,445$1,083,401$135,425iApproximate average salary by contribution assumption: employee only about $3,385,628 at 4% or $2,257,085 at 6%; with 50% employer match about $2,257,085 at 4% or $1,504,724 at 6%; with 100% employer match about $1,692,814 at 4% or $1,128,543 at 6%.
2023229$30,478,290$2,135,453$73,636iApproximate average salary by contribution assumption: employee only about $1,840,908 at 4% or $1,227,272 at 6%; with 50% employer match about $1,227,272 at 4% or $818,181 at 6%; with 100% employer match about $920,454 at 4% or $613,636 at 6%.
Pfm Incentive Savings Trust-29$26,607,094$1,076,052$37,105iApproximate average salary by contribution assumption: employee only about $927,631 at 4% or $618,421 at 6%; with 50% employer match about $618,421 at 4% or $412,280 at 6%; with 100% employer match about $463,816 at 4% or $309,210 at 6%.
Pfmhs Cash Balance Pension Plan-9$3,871,196$1,059,401$117,711iApproximate average salary by contribution assumption: employee only about $2,942,781 at 4% or $1,961,854 at 6%; with 50% employer match about $1,961,854 at 4% or $1,307,902 at 6%; with 100% employer match about $1,471,390 at 4% or $980,927 at 6%.
2022228$24,650,668$2,411,570$86,128iApproximate average salary by contribution assumption: employee only about $2,153,188 at 4% or $1,435,458 at 6%; with 50% employer match about $1,435,458 at 4% or $956,972 at 6%; with 100% employer match about $1,076,594 at 4% or $717,729 at 6%.
Pfm Incentive Savings Trust-28$22,091,854$965,825$34,494iApproximate average salary by contribution assumption: employee only about $862,344 at 4% or $574,896 at 6%; with 50% employer match about $574,896 at 4% or $383,264 at 6%; with 100% employer match about $431,172 at 4% or $287,448 at 6%.
Pfmhs Cash Balance Pension Plan-11$2,558,814$1,445,745$131,431iApproximate average salary by contribution assumption: employee only about $3,285,784 at 4% or $2,190,523 at 6%; with 50% employer match about $2,190,523 at 4% or $1,460,348 at 6%; with 100% employer match about $1,642,892 at 4% or $1,095,261 at 6%.
2021324$34,575,123$2,074,469$86,436iApproximate average salary by contribution assumption: employee only about $2,160,905 at 4% or $1,440,603 at 6%; with 50% employer match about $1,440,603 at 4% or $960,402 at 6%; with 100% employer match about $1,080,453 at 4% or $720,302 at 6%.
Pfm Incentive Savings Trust-24$33,394,095$889,748$37,073iApproximate average salary by contribution assumption: employee only about $926,821 at 4% or $617,881 at 6%; with 50% employer match about $617,881 at 4% or $411,920 at 6%; with 100% employer match about $463,410 at 4% or $308,940 at 6%.
Pfmhs Cash Balance Pension Plan-10$1,181,028$1,181,028$118,103iApproximate average salary by contribution assumption: employee only about $2,952,570 at 4% or $1,968,380 at 6%; with 50% employer match about $1,968,380 at 4% or $1,312,253 at 6%; with 100% employer match about $1,476,285 at 4% or $984,190 at 6%.
Pfm Cash Balance Pension Plan-0-$3,693-
2020224$31,781,237$4,223,240$175,968iApproximate average salary by contribution assumption: employee only about $4,399,208 at 4% or $2,932,806 at 6%; with 50% employer match about $2,932,806 at 4% or $1,955,204 at 6%; with 100% employer match about $2,199,604 at 4% or $1,466,403 at 6%.
Pfm Incentive Savings Trust-24$31,673,263$4,218,135$175,756iApproximate average salary by contribution assumption: employee only about $4,393,891 at 4% or $2,929,260 at 6%; with 50% employer match about $2,929,260 at 4% or $1,952,840 at 6%; with 100% employer match about $2,196,945 at 4% or $1,464,630 at 6%.
Pfm Cash Balance Pension Plan-0$107,974$5,105-
2019264$32,082,585$3,789,121$59,205iApproximate average salary by contribution assumption: employee only about $1,480,125 at 4% or $986,750 at 6%; with 50% employer match about $986,750 at 4% or $657,834 at 6%; with 100% employer match about $740,063 at 4% or $493,375 at 6%.
Pfm Incentive Savings Trust-64$23,400,809$1,909,279$29,832iApproximate average salary by contribution assumption: employee only about $745,812 at 4% or $497,208 at 6%; with 50% employer match about $497,208 at 4% or $331,472 at 6%; with 100% employer match about $372,906 at 4% or $248,604 at 6%.
Pfm Cash Balance Pension Plan-27$8,681,776$1,879,842$69,624iApproximate average salary by contribution assumption: employee only about $1,740,594 at 4% or $1,160,396 at 6%; with 50% employer match about $1,160,396 at 4% or $773,598 at 6%; with 100% employer match about $870,297 at 4% or $580,198 at 6%.
2018267$26,419,604$4,040,195$60,301iApproximate average salary by contribution assumption: employee only about $1,507,535 at 4% or $1,005,024 at 6%; with 50% employer match about $1,005,024 at 4% or $670,016 at 6%; with 100% employer match about $753,768 at 4% or $502,512 at 6%.
Pfm Incentive Savings Trust-67$18,674,418$1,959,272$29,243iApproximate average salary by contribution assumption: employee only about $731,072 at 4% or $487,381 at 6%; with 50% employer match about $487,381 at 4% or $324,921 at 6%; with 100% employer match about $365,536 at 4% or $243,691 at 6%.
Pfm Cash Balance Pension Plan-37$7,745,186$2,080,923$56,241iApproximate average salary by contribution assumption: employee only about $1,406,029 at 4% or $937,353 at 6%; with 50% employer match about $937,353 at 4% or $624,902 at 6%; with 100% employer match about $703,015 at 4% or $468,676 at 6%.
2017263$26,156,380$4,042,104$64,160iApproximate average salary by contribution assumption: employee only about $1,604,010 at 4% or $1,069,340 at 6%; with 50% employer match about $1,069,340 at 4% or $712,893 at 6%; with 100% employer match about $802,005 at 4% or $534,670 at 6%.
Pfm Incentive Savings Trust-63$20,339,807$2,172,199$34,479iApproximate average salary by contribution assumption: employee only about $861,984 at 4% or $574,656 at 6%; with 50% employer match about $574,656 at 4% or $383,104 at 6%; with 100% employer match about $430,992 at 4% or $287,328 at 6%.
Pfm Cash Balance Pension Plan-37$5,816,573$1,869,905$50,538iApproximate average salary by contribution assumption: employee only about $1,263,449 at 4% or $842,300 at 6%; with 50% employer match about $842,300 at 4% or $561,533 at 6%; with 100% employer match about $631,725 at 4% or $421,150 at 6%.
2016268$19,575,943$3,770,286$55,445iApproximate average salary by contribution assumption: employee only about $1,386,135 at 4% or $924,090 at 6%; with 50% employer match about $924,090 at 4% or $616,060 at 6%; with 100% employer match about $693,067 at 4% or $462,045 at 6%.
Pfm Incentive Savings Trust-68$16,044,207$1,901,406$27,962iApproximate average salary by contribution assumption: employee only about $699,046 at 4% or $466,031 at 6%; with 50% employer match about $466,031 at 4% or $310,687 at 6%; with 100% employer match about $349,523 at 4% or $233,015 at 6%.
Pfm Cash Balance Pension Plan-36$3,531,736$1,868,880$51,913iApproximate average salary by contribution assumption: employee only about $1,297,833 at 4% or $865,222 at 6%; with 50% employer match about $865,222 at 4% or $576,815 at 6%; with 100% employer match about $648,917 at 4% or $432,611 at 6%.
2015262$16,868,805$2,613,372$42,151iApproximate average salary by contribution assumption: employee only about $1,053,779 at 4% or $702,519 at 6%; with 50% employer match about $702,519 at 4% or $468,346 at 6%; with 100% employer match about $526,890 at 4% or $351,260 at 6%.
Pfm Incentive Savings Trust-62$15,204,525$949,092$15,308iApproximate average salary by contribution assumption: employee only about $382,698 at 4% or $255,132 at 6%; with 50% employer match about $255,132 at 4% or $170,088 at 6%; with 100% employer match about $191,349 at 4% or $127,566 at 6%.
Pfm Cash Balance Pension Plan-33$1,664,280$1,664,280$50,433iApproximate average salary by contribution assumption: employee only about $1,260,818 at 4% or $840,545 at 6%; with 50% employer match about $840,545 at 4% or $560,364 at 6%; with 100% employer match about $630,409 at 4% or $420,273 at 6%.
2014159$14,459,315$2,123,784$35,996iApproximate average salary by contribution assumption: employee only about $899,908 at 4% or $599,939 at 6%; with 50% employer match about $599,939 at 4% or $399,959 at 6%; with 100% employer match about $449,954 at 4% or $299,969 at 6%.
Pfm Incentive Savings Trust-59$14,459,315$2,123,784$35,996iApproximate average salary by contribution assumption: employee only about $899,908 at 4% or $599,939 at 6%; with 50% employer match about $599,939 at 4% or $399,959 at 6%; with 100% employer match about $449,954 at 4% or $299,969 at 6%.
2013162$12,114,638$1,405,056$22,662iApproximate average salary by contribution assumption: employee only about $566,555 at 4% or $377,703 at 6%; with 50% employer match about $377,703 at 4% or $251,802 at 6%; with 100% employer match about $283,277 at 4% or $188,852 at 6%.
Pfm Incentive Savings Trust-62$12,114,638$1,405,056$22,662iApproximate average salary by contribution assumption: employee only about $566,555 at 4% or $377,703 at 6%; with 50% employer match about $377,703 at 4% or $251,802 at 6%; with 100% employer match about $283,277 at 4% or $188,852 at 6%.