Civic Intelligence

Equity Management Inc.

Plan context: Equity Management Inc. 401(K) Plan

EIN 36-3380490 • San Diego, CA • 27 filings • 6 plans

4370 LA Jolla Village DriveSuite 900San Diego, CA 92122
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$7,848,513

2025 Contributions

$334,692

Historical Graphs

Total Assets Over Time

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

$7,848,513$3,924,257$0199920142025YearValue
$7,848,513Latest year 2025

Participants Over Time

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

77390199920122025YearValue
31Latest year 2025

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
2025131$7,848,513$334,692$10,797iApproximate average salary by contribution assumption: employee only about $269,913 at 4% or $179,942 at 6%; with 50% employer match about $179,942 at 4% or $119,961 at 6%; with 100% employer match about $134,956 at 4% or $89,971 at 6%.
Equity Management Inc. 401(K) Plan-31$7,848,513$334,692$10,797iApproximate average salary by contribution assumption: employee only about $269,913 at 4% or $179,942 at 6%; with 50% employer match about $179,942 at 4% or $119,961 at 6%; with 100% employer match about $134,956 at 4% or $89,971 at 6%.
2024134$7,763,786$278,479$8,191iApproximate average salary by contribution assumption: employee only about $204,764 at 4% or $136,509 at 6%; with 50% employer match about $136,509 at 4% or $91,006 at 6%; with 100% employer match about $102,382 at 4% or $68,255 at 6%.
Equity Management Inc. 401(K) Plan-34$7,763,786$278,479$8,191iApproximate average salary by contribution assumption: employee only about $204,764 at 4% or $136,509 at 6%; with 50% employer match about $136,509 at 4% or $91,006 at 6%; with 100% employer match about $102,382 at 4% or $68,255 at 6%.
2023134$6,975,733$253,355$7,452iApproximate average salary by contribution assumption: employee only about $186,290 at 4% or $124,194 at 6%; with 50% employer match about $124,194 at 4% or $82,796 at 6%; with 100% employer match about $93,145 at 4% or $62,097 at 6%.
Equity Management Inc. 401(K) Plan-34$6,975,733$253,355$7,452iApproximate average salary by contribution assumption: employee only about $186,290 at 4% or $124,194 at 6%; with 50% employer match about $124,194 at 4% or $82,796 at 6%; with 100% employer match about $93,145 at 4% or $62,097 at 6%.
2022132$6,201,410$211,590$6,612iApproximate average salary by contribution assumption: employee only about $165,305 at 4% or $110,203 at 6%; with 50% employer match about $110,203 at 4% or $73,469 at 6%; with 100% employer match about $82,652 at 4% or $55,102 at 6%.
Equity Management Inc. 401(K) Plan-32$6,201,410$211,590$6,612iApproximate average salary by contribution assumption: employee only about $165,305 at 4% or $110,203 at 6%; with 50% employer match about $110,203 at 4% or $73,469 at 6%; with 100% employer match about $82,652 at 4% or $55,102 at 6%.
2021133$7,158,606$212,715$6,446iApproximate average salary by contribution assumption: employee only about $161,148 at 4% or $107,432 at 6%; with 50% employer match about $107,432 at 4% or $71,621 at 6%; with 100% employer match about $80,574 at 4% or $53,716 at 6%.
Equity Management Inc. 401(K) Plan-33$7,158,606$212,715$6,446iApproximate average salary by contribution assumption: employee only about $161,148 at 4% or $107,432 at 6%; with 50% employer match about $107,432 at 4% or $71,621 at 6%; with 100% employer match about $80,574 at 4% or $53,716 at 6%.
2020122$7,165,019$153,970$6,999iApproximate average salary by contribution assumption: employee only about $174,966 at 4% or $116,644 at 6%; with 50% employer match about $116,644 at 4% or $77,763 at 6%; with 100% employer match about $87,483 at 4% or $58,322 at 6%.
Equity Management Inc. 401(K) Plan-22$7,165,019$153,970$6,999iApproximate average salary by contribution assumption: employee only about $174,966 at 4% or $116,644 at 6%; with 50% employer match about $116,644 at 4% or $77,763 at 6%; with 100% employer match about $87,483 at 4% or $58,322 at 6%.
2019123$6,326,538$126,039$5,480iApproximate average salary by contribution assumption: employee only about $136,999 at 4% or $91,333 at 6%; with 50% employer match about $91,333 at 4% or $60,888 at 6%; with 100% employer match about $68,499 at 4% or $45,666 at 6%.
Equity Management Inc. 401(K) Plan-23$6,326,538$126,039$5,480iApproximate average salary by contribution assumption: employee only about $136,999 at 4% or $91,333 at 6%; with 50% employer match about $91,333 at 4% or $60,888 at 6%; with 100% employer match about $68,499 at 4% or $45,666 at 6%.
2018124$5,766,286$169,238$7,052iApproximate average salary by contribution assumption: employee only about $176,290 at 4% or $117,526 at 6%; with 50% employer match about $117,526 at 4% or $78,351 at 6%; with 100% employer match about $88,145 at 4% or $58,763 at 6%.
Equity Management Inc. 401(K) Plan-24$5,766,286$169,238$7,052iApproximate average salary by contribution assumption: employee only about $176,290 at 4% or $117,526 at 6%; with 50% employer match about $117,526 at 4% or $78,351 at 6%; with 100% employer match about $88,145 at 4% or $58,763 at 6%.
2017142$6,923,058$277,171$6,599iApproximate average salary by contribution assumption: employee only about $164,983 at 4% or $109,988 at 6%; with 50% employer match about $109,988 at 4% or $73,326 at 6%; with 100% employer match about $82,491 at 4% or $54,994 at 6%.
Equity Management Inc. 401(K) Plan-42$6,923,058$277,171$6,599iApproximate average salary by contribution assumption: employee only about $164,983 at 4% or $109,988 at 6%; with 50% employer match about $109,988 at 4% or $73,326 at 6%; with 100% employer match about $82,491 at 4% or $54,994 at 6%.
2016139$5,898,853$318,471$8,166iApproximate average salary by contribution assumption: employee only about $204,148 at 4% or $136,099 at 6%; with 50% employer match about $136,099 at 4% or $90,732 at 6%; with 100% employer match about $102,074 at 4% or $68,049 at 6%.
Equity Management Inc. 401(K) Plan-39$5,898,853$318,471$8,166iApproximate average salary by contribution assumption: employee only about $204,148 at 4% or $136,099 at 6%; with 50% employer match about $136,099 at 4% or $90,732 at 6%; with 100% employer match about $102,074 at 4% or $68,049 at 6%.
2015145$6,052,064$255,565$5,679iApproximate average salary by contribution assumption: employee only about $141,981 at 4% or $94,654 at 6%; with 50% employer match about $94,654 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,327 at 6%.
Equity Management Inc. 401(K) Plan-45$6,052,064$255,565$5,679iApproximate average salary by contribution assumption: employee only about $141,981 at 4% or $94,654 at 6%; with 50% employer match about $94,654 at 4% or $63,102 at 6%; with 100% employer match about $70,990 at 4% or $47,327 at 6%.
2014144$6,680,561$289,417$6,578iApproximate average salary by contribution assumption: employee only about $164,441 at 4% or $109,628 at 6%; with 50% employer match about $109,628 at 4% or $73,085 at 6%; with 100% employer match about $82,221 at 4% or $54,814 at 6%.
Equity Management Inc. 401(K) Plan-44$6,680,561$289,417$6,578iApproximate average salary by contribution assumption: employee only about $164,441 at 4% or $109,628 at 6%; with 50% employer match about $109,628 at 4% or $73,085 at 6%; with 100% employer match about $82,221 at 4% or $54,814 at 6%.
2013143$7,215,664$323,238$7,517iApproximate average salary by contribution assumption: employee only about $187,929 at 4% or $125,286 at 6%; with 50% employer match about $125,286 at 4% or $83,524 at 6%; with 100% employer match about $93,965 at 4% or $62,643 at 6%.
Equity Management Inc. 401(K) Plan-43$7,215,664$323,238$7,517iApproximate average salary by contribution assumption: employee only about $187,929 at 4% or $125,286 at 6%; with 50% employer match about $125,286 at 4% or $83,524 at 6%; with 100% employer match about $93,965 at 4% or $62,643 at 6%.
2012143$6,123,937$297,267$6,913iApproximate average salary by contribution assumption: employee only about $172,830 at 4% or $115,220 at 6%; with 50% employer match about $115,220 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%.
Equity Management Inc. 401(K) Plan-43$6,123,937$297,267$6,913iApproximate average salary by contribution assumption: employee only about $172,830 at 4% or $115,220 at 6%; with 50% employer match about $115,220 at 4% or $76,813 at 6%; with 100% employer match about $86,415 at 4% or $57,610 at 6%.
2011143$5,461,248$272,331$6,333iApproximate average salary by contribution assumption: employee only about $158,332 at 4% or $105,555 at 6%; with 50% employer match about $105,555 at 4% or $70,370 at 6%; with 100% employer match about $79,166 at 4% or $52,777 at 6%.
Equity Management Inc. 401(K) Plan-43$5,461,248$272,331$6,333iApproximate average salary by contribution assumption: employee only about $158,332 at 4% or $105,555 at 6%; with 50% employer match about $105,555 at 4% or $70,370 at 6%; with 100% employer match about $79,166 at 4% or $52,777 at 6%.
2010150$5,769,165$304,898$6,098iApproximate average salary by contribution assumption: employee only about $152,449 at 4% or $101,633 at 6%; with 50% employer match about $101,633 at 4% or $67,755 at 6%; with 100% employer match about $76,225 at 4% or $50,816 at 6%.
Equity Management Inc. 401(K) Plan-50$5,769,165$304,898$6,098iApproximate average salary by contribution assumption: employee only about $152,449 at 4% or $101,633 at 6%; with 50% employer match about $101,633 at 4% or $67,755 at 6%; with 100% employer match about $76,225 at 4% or $50,816 at 6%.
2009152$5,294,560$404,750$7,784iApproximate average salary by contribution assumption: employee only about $194,591 at 4% or $129,728 at 6%; with 50% employer match about $129,728 at 4% or $86,485 at 6%; with 100% employer match about $97,296 at 4% or $64,864 at 6%.
Equity Management Inc. 401(K) Plan-52$5,294,560$404,750$7,784iApproximate average salary by contribution assumption: employee only about $194,591 at 4% or $129,728 at 6%; with 50% employer match about $129,728 at 4% or $86,485 at 6%; with 100% employer match about $97,296 at 4% or $64,864 at 6%.
2008172$0$0-
Equity Management Inc. 401(K) Plan-72---
2007171$0$0-
Equity Management Inc. 401(K) Plan-71---
2006170$5,552,959$742,891$10,613iApproximate average salary by contribution assumption: employee only about $265,318 at 4% or $176,879 at 6%; with 50% employer match about $176,879 at 4% or $117,919 at 6%; with 100% employer match about $132,659 at 4% or $88,439 at 6%.
Equity Management Inc. 401(K) Plan-70$5,552,959$742,891$10,613iApproximate average salary by contribution assumption: employee only about $265,318 at 4% or $176,879 at 6%; with 50% employer match about $176,879 at 4% or $117,919 at 6%; with 100% employer match about $132,659 at 4% or $88,439 at 6%.
2005177$4,376,065$780,889$10,141iApproximate average salary by contribution assumption: employee only about $253,535 at 4% or $169,024 at 6%; with 50% employer match about $169,024 at 4% or $112,682 at 6%; with 100% employer match about $126,768 at 4% or $84,512 at 6%.
Equity Management Inc. 401(K) Plan-77$4,376,065$780,889$10,141iApproximate average salary by contribution assumption: employee only about $253,535 at 4% or $169,024 at 6%; with 50% employer match about $169,024 at 4% or $112,682 at 6%; with 100% employer match about $126,768 at 4% or $84,512 at 6%.
2004176$3,441,790$588,194$7,739iApproximate average salary by contribution assumption: employee only about $193,485 at 4% or $128,990 at 6%; with 50% employer match about $128,990 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,495 at 6%.
Equity Management Inc. 401(K) Plan-76$3,441,790$588,194$7,739iApproximate average salary by contribution assumption: employee only about $193,485 at 4% or $128,990 at 6%; with 50% employer match about $128,990 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,495 at 6%.
2003171$2,899,095$572,279$8,060iApproximate average salary by contribution assumption: employee only about $201,507 at 4% or $134,338 at 6%; with 50% employer match about $134,338 at 4% or $89,559 at 6%; with 100% employer match about $100,753 at 4% or $67,169 at 6%.
Equity Management Inc. 401(K) Plan-71$2,899,095$572,279$8,060iApproximate average salary by contribution assumption: employee only about $201,507 at 4% or $134,338 at 6%; with 50% employer match about $134,338 at 4% or $89,559 at 6%; with 100% employer match about $100,753 at 4% or $67,169 at 6%.
2002174$1,904,147$540,478$7,304iApproximate average salary by contribution assumption: employee only about $182,594 at 4% or $121,729 at 6%; with 50% employer match about $121,729 at 4% or $81,153 at 6%; with 100% employer match about $91,297 at 4% or $60,865 at 6%.
Equity Management Inc. 401(K) Plan-74$1,904,147$540,478$7,304iApproximate average salary by contribution assumption: employee only about $182,594 at 4% or $121,729 at 6%; with 50% employer match about $121,729 at 4% or $81,153 at 6%; with 100% employer match about $91,297 at 4% or $60,865 at 6%.
2001169$0$0-
Equity Management Inc. 401(K) Plan-69---
2000140$0$0-
Equity Management Inc. 401(K) Plan-40---
1999136$1,116,909$143,023$3,973iApproximate average salary by contribution assumption: employee only about $99,322 at 4% or $66,214 at 6%; with 50% employer match about $66,214 at 4% or $44,143 at 6%; with 100% employer match about $49,661 at 4% or $33,107 at 6%.
Equity Management Inc. 401(K) Plan-36$1,116,909$143,023$3,973iApproximate average salary by contribution assumption: employee only about $99,322 at 4% or $66,214 at 6%; with 50% employer match about $66,214 at 4% or $44,143 at 6%; with 100% employer match about $49,661 at 4% or $33,107 at 6%.