Civic Intelligence

Firsthand Capital Management Inc.

Plan context: Firsthand Capital Management Retirement Trust

EIN 27-0416642 • San Jose, CA • 10 filings • 2 plans

150 Almaden Blvd.Suite #1250San Jose, CA 95113
Current Snapshot

Latest Year

2019

2019 Participants

14

2019 Assets

$1,499,257

2019 Contributions

$8,601

Historical Graphs

Total Assets Over Time

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

$1,776,782$888,391$0201020142018YearValue
$1,499,257Latest year 2018

Participants Over Time

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

1470201020142018YearValue
14Latest year 2018

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
201910$0$8,601-
Firsthand Capital Management Retirement Trust-0$0$8,601-
2018114$1,499,257$215,202$15,372iApproximate average salary by contribution assumption: employee only about $384,289 at 4% or $256,193 at 6%; with 50% employer match about $256,193 at 4% or $170,795 at 6%; with 100% employer match about $192,145 at 4% or $128,096 at 6%.
Firsthand Capital Management Retirement Trust-14$1,499,257$215,202$15,372iApproximate average salary by contribution assumption: employee only about $384,289 at 4% or $256,193 at 6%; with 50% employer match about $256,193 at 4% or $170,795 at 6%; with 100% employer match about $192,145 at 4% or $128,096 at 6%.
2017114$1,776,782$205,919$14,709iApproximate average salary by contribution assumption: employee only about $367,713 at 4% or $245,142 at 6%; with 50% employer match about $245,142 at 4% or $163,428 at 6%; with 100% employer match about $183,856 at 4% or $122,571 at 6%.
Firsthand Capital Management Retirement Trust-14$1,776,782$205,919$14,709iApproximate average salary by contribution assumption: employee only about $367,713 at 4% or $245,142 at 6%; with 50% employer match about $245,142 at 4% or $163,428 at 6%; with 100% employer match about $183,856 at 4% or $122,571 at 6%.
2016114$1,102,980$215,091$15,364iApproximate average salary by contribution assumption: employee only about $384,091 at 4% or $256,061 at 6%; with 50% employer match about $256,061 at 4% or $170,707 at 6%; with 100% employer match about $192,046 at 4% or $128,030 at 6%.
Firsthand Capital Management Retirement Trust-14$1,102,980$215,091$15,364iApproximate average salary by contribution assumption: employee only about $384,091 at 4% or $256,061 at 6%; with 50% employer match about $256,061 at 4% or $170,707 at 6%; with 100% employer match about $192,046 at 4% or $128,030 at 6%.
2015114$828,602$224,117$16,008iApproximate average salary by contribution assumption: employee only about $400,209 at 4% or $266,806 at 6%; with 50% employer match about $266,806 at 4% or $177,871 at 6%; with 100% employer match about $200,104 at 4% or $133,403 at 6%.
Firsthand Capital Management Retirement Trust-14$828,602$224,117$16,008iApproximate average salary by contribution assumption: employee only about $400,209 at 4% or $266,806 at 6%; with 50% employer match about $266,806 at 4% or $177,871 at 6%; with 100% employer match about $200,104 at 4% or $133,403 at 6%.
2014112$602,978$145,298$12,108iApproximate average salary by contribution assumption: employee only about $302,704 at 4% or $201,803 at 6%; with 50% employer match about $201,803 at 4% or $134,535 at 6%; with 100% employer match about $151,352 at 4% or $100,901 at 6%.
Firsthand Capital Management Retirement Trust-12$602,978$145,298$12,108iApproximate average salary by contribution assumption: employee only about $302,704 at 4% or $201,803 at 6%; with 50% employer match about $201,803 at 4% or $134,535 at 6%; with 100% employer match about $151,352 at 4% or $100,901 at 6%.
2013112$549,668$113,296$9,441iApproximate average salary by contribution assumption: employee only about $236,033 at 4% or $157,356 at 6%; with 50% employer match about $157,356 at 4% or $104,904 at 6%; with 100% employer match about $118,017 at 4% or $78,678 at 6%.
Firsthand Capital Management Retirement Trust-12$549,668$113,296$9,441iApproximate average salary by contribution assumption: employee only about $236,033 at 4% or $157,356 at 6%; with 50% employer match about $157,356 at 4% or $104,904 at 6%; with 100% employer match about $118,017 at 4% or $78,678 at 6%.
2012112$282,660$144,859$12,072iApproximate average salary by contribution assumption: employee only about $301,790 at 4% or $201,193 at 6%; with 50% employer match about $201,193 at 4% or $134,129 at 6%; with 100% employer match about $150,895 at 4% or $100,597 at 6%.
Firsthand Capital Management Retirement Trust-12$282,660$144,859$12,072iApproximate average salary by contribution assumption: employee only about $301,790 at 4% or $201,193 at 6%; with 50% employer match about $201,193 at 4% or $134,129 at 6%; with 100% employer match about $150,895 at 4% or $100,597 at 6%.
2011112$205,553$147,451$12,288iApproximate average salary by contribution assumption: employee only about $307,190 at 4% or $204,793 at 6%; with 50% employer match about $204,793 at 4% or $136,529 at 6%; with 100% employer match about $153,595 at 4% or $102,397 at 6%.
Firsthand Capital Management Retirement Trust-12$205,553$147,451$12,288iApproximate average salary by contribution assumption: employee only about $307,190 at 4% or $204,793 at 6%; with 50% employer match about $204,793 at 4% or $136,529 at 6%; with 100% employer match about $153,595 at 4% or $102,397 at 6%.
2010110$66,203$61,917$6,192iApproximate average salary by contribution assumption: employee only about $154,793 at 4% or $103,195 at 6%; with 50% employer match about $103,195 at 4% or $68,797 at 6%; with 100% employer match about $77,396 at 4% or $51,598 at 6%.
Firsthand Capital Management Retirement Trust-10$66,203$61,917$6,192iApproximate average salary by contribution assumption: employee only about $154,793 at 4% or $103,195 at 6%; with 50% employer match about $103,195 at 4% or $68,797 at 6%; with 100% employer match about $77,396 at 4% or $51,598 at 6%.