Civic Intelligence

Hm Adviseco LLC DBA Nfluence Partners

Plan context: Nfluence Partners 401(K) Plan & Trust

EIN 27-4420905 • San Francisco, CA • 20 filings • 4 plans

704 Sansome StSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$922,747

2024 Contributions

$80,013

Historical Graphs

Total Assets Over Time

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

$1,937,226$968,613$0201520202024YearValue
$922,747Latest year 2024

Participants Over Time

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

1260201520202024YearValue
10Latest 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
2024210$922,747$80,013$8,001iApproximate average salary by contribution assumption: employee only about $200,033 at 4% or $133,355 at 6%; with 50% employer match about $133,355 at 4% or $88,903 at 6%; with 100% employer match about $100,016 at 4% or $66,678 at 6%.
Nfluence Partners 401(K) Plan & Trust-10$922,747$80,013$8,001iApproximate average salary by contribution assumption: employee only about $200,033 at 4% or $133,355 at 6%; with 50% employer match about $133,355 at 4% or $88,903 at 6%; with 100% employer match about $100,016 at 4% or $66,678 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-0$0--
2023212$1,937,226$201,953$16,829iApproximate average salary by contribution assumption: employee only about $420,735 at 4% or $280,490 at 6%; with 50% employer match about $280,490 at 4% or $186,994 at 6%; with 100% employer match about $210,368 at 4% or $140,245 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-12$1,072,791$151,000$12,583iApproximate average salary by contribution assumption: employee only about $314,583 at 4% or $209,722 at 6%; with 50% employer match about $209,722 at 4% or $139,815 at 6%; with 100% employer match about $157,292 at 4% or $104,861 at 6%.
Nfluence Partners 401(K) Plan & Trust-9$864,435$50,953$5,661iApproximate average salary by contribution assumption: employee only about $141,536 at 4% or $94,357 at 6%; with 50% employer match about $94,357 at 4% or $62,905 at 6%; with 100% employer match about $70,768 at 4% or $47,179 at 6%.
2022212$1,516,650$101,278$8,440iApproximate average salary by contribution assumption: employee only about $210,996 at 4% or $140,664 at 6%; with 50% employer match about $140,664 at 4% or $93,776 at 6%; with 100% employer match about $105,498 at 4% or $70,332 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-12$804,517$0-
Nfluence Partners 401(K) Plan & Trust-11$712,133$101,278$9,207iApproximate average salary by contribution assumption: employee only about $230,177 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,301 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
2021210$1,730,878$140,802$14,080iApproximate average salary by contribution assumption: employee only about $352,005 at 4% or $234,670 at 6%; with 50% employer match about $234,670 at 4% or $156,447 at 6%; with 100% employer match about $176,003 at 4% or $117,335 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-10$986,699$0-
Nfluence Partners 401(K) Plan & Trust-8$744,179$140,802$17,600iApproximate average salary by contribution assumption: employee only about $440,006 at 4% or $293,338 at 6%; with 50% employer match about $293,338 at 4% or $195,558 at 6%; with 100% employer match about $220,003 at 4% or $146,669 at 6%.
2020211$1,483,203$317,899$28,900iApproximate average salary by contribution assumption: employee only about $722,498 at 4% or $481,665 at 6%; with 50% employer match about $481,665 at 4% or $321,110 at 6%; with 100% employer match about $361,249 at 4% or $240,833 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-9$924,868$150,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Nfluence Partners 401(K) Plan & Trust-11$558,335$167,899$15,264iApproximate average salary by contribution assumption: employee only about $381,589 at 4% or $254,392 at 6%; with 50% employer match about $254,392 at 4% or $169,595 at 6%; with 100% employer match about $190,794 at 4% or $127,196 at 6%.
2019211$1,300,813$310,938$28,267iApproximate average salary by contribution assumption: employee only about $706,677 at 4% or $471,118 at 6%; with 50% employer match about $471,118 at 4% or $314,079 at 6%; with 100% employer match about $353,339 at 4% or $235,559 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-8$823,182$175,000$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
Nfluence Partners 401(K) Plan & Trust-11$477,631$135,938$12,358iApproximate average salary by contribution assumption: employee only about $308,950 at 4% or $205,967 at 6%; with 50% employer match about $205,967 at 4% or $137,311 at 6%; with 100% employer match about $154,475 at 4% or $102,983 at 6%.
201828$839,366$132,757$16,595iApproximate average salary by contribution assumption: employee only about $414,866 at 4% or $276,577 at 6%; with 50% employer match about $276,577 at 4% or $184,385 at 6%; with 100% employer match about $207,433 at 4% or $138,289 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-7$526,490$0-
Nfluence Partners 401(K) Plan & Trust-8$312,876$132,757$16,595iApproximate average salary by contribution assumption: employee only about $414,866 at 4% or $276,577 at 6%; with 50% employer match about $276,577 at 4% or $184,385 at 6%; with 100% employer match about $207,433 at 4% or $138,289 at 6%.
201728$832,573$309,309$38,664iApproximate average salary by contribution assumption: employee only about $966,591 at 4% or $644,394 at 6%; with 50% employer match about $644,394 at 4% or $429,596 at 6%; with 100% employer match about $483,295 at 4% or $322,197 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-6$567,160$138,100$23,017iApproximate average salary by contribution assumption: employee only about $575,417 at 4% or $383,611 at 6%; with 50% employer match about $383,611 at 4% or $255,741 at 6%; with 100% employer match about $287,708 at 4% or $191,806 at 6%.
Nfluence Partners 401(K) Plan & Trust-8$265,413$171,209$21,401iApproximate average salary by contribution assumption: employee only about $535,028 at 4% or $356,685 at 6%; with 50% employer match about $356,685 at 4% or $237,790 at 6%; with 100% employer match about $267,514 at 4% or $178,343 at 6%.
201626$503,860$320,055$53,343iApproximate average salary by contribution assumption: employee only about $1,333,563 at 4% or $889,042 at 6%; with 50% employer match about $889,042 at 4% or $592,694 at 6%; with 100% employer match about $666,781 at 4% or $444,521 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-4$392,024$243,737$60,934iApproximate average salary by contribution assumption: employee only about $1,523,356 at 4% or $1,015,571 at 6%; with 50% employer match about $1,015,571 at 4% or $677,047 at 6%; with 100% employer match about $761,678 at 4% or $507,785 at 6%.
Nfluence Partners 401(K) Plan & Trust-6$111,836$76,318$12,720iApproximate average salary by contribution assumption: employee only about $317,992 at 4% or $211,994 at 6%; with 50% employer match about $211,994 at 4% or $141,330 at 6%; with 100% employer match about $158,996 at 4% or $105,997 at 6%.
201524$176,795$176,795$44,199iApproximate average salary by contribution assumption: employee only about $1,104,969 at 4% or $736,646 at 6%; with 50% employer match about $736,646 at 4% or $491,097 at 6%; with 100% employer match about $552,484 at 4% or $368,323 at 6%.
Headwaters Tmt Defined Benefit Plan & Trust-4$143,747$143,747$35,937iApproximate average salary by contribution assumption: employee only about $898,419 at 4% or $598,946 at 6%; with 50% employer match about $598,946 at 4% or $399,297 at 6%; with 100% employer match about $449,209 at 4% or $299,473 at 6%.
Nfluence Partners 401(K) Plan & Trust-4$33,048$33,048$8,262iApproximate average salary by contribution assumption: employee only about $206,550 at 4% or $137,700 at 6%; with 50% employer match about $137,700 at 4% or $91,800 at 6%; with 100% employer match about $103,275 at 4% or $68,850 at 6%.