Civic Intelligence

Fundbox Inc.

Plan context: Fundbox 401(K) Plan

EIN 36-4759182 • San Francisco, CA • 10 filings • 2 plans

300 Montgomery StreetSte 900San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

89

2024 Assets

$5,941,598

2024 Contributions

$783,229

Historical Graphs

Total Assets Over Time

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

$5,941,598$2,970,799$0201820212024YearValue
$5,941,598Latest year 2024

Participants Over Time

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

151760201820212024YearValue
89Latest 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
2024189$5,941,598$783,229$8,800iApproximate average salary by contribution assumption: employee only about $220,008 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
Fundbox 401(K) Plan-89$5,941,598$783,229$8,800iApproximate average salary by contribution assumption: employee only about $220,008 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
2023285$4,701,364$942,838$11,092iApproximate average salary by contribution assumption: employee only about $277,305 at 4% or $184,870 at 6%; with 50% employer match about $184,870 at 4% or $123,247 at 6%; with 100% employer match about $138,653 at 4% or $92,435 at 6%.
Fundbox 401(K) Plan-84$4,701,364$942,838$11,224iApproximate average salary by contribution assumption: employee only about $280,607 at 4% or $187,071 at 6%; with 50% employer match about $187,071 at 4% or $124,714 at 6%; with 100% employer match about $140,303 at 4% or $93,536 at 6%.
FUNDBOX, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN-85---
20222151$3,801,006$1,798,788$11,913iApproximate average salary by contribution assumption: employee only about $297,813 at 4% or $198,542 at 6%; with 50% employer match about $198,542 at 4% or $132,361 at 6%; with 100% employer match about $148,906 at 4% or $99,271 at 6%.
Fundbox 401(K) Plan-129$3,801,006$1,798,788$13,944iApproximate average salary by contribution assumption: employee only about $348,602 at 4% or $232,402 at 6%; with 50% employer match about $232,402 at 4% or $154,934 at 6%; with 100% employer match about $174,301 at 4% or $116,201 at 6%.
FUNDBOX, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN-151---
20211147$3,426,807$1,086,806$7,393iApproximate average salary by contribution assumption: employee only about $184,831 at 4% or $123,221 at 6%; with 50% employer match about $123,221 at 4% or $82,147 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%.
Fundbox 401(K) Plan-147$3,426,807$1,086,806$7,393iApproximate average salary by contribution assumption: employee only about $184,831 at 4% or $123,221 at 6%; with 50% employer match about $123,221 at 4% or $82,147 at 6%; with 100% employer match about $92,415 at 4% or $61,610 at 6%.
2020283$2,708,122$863,654$10,405iApproximate average salary by contribution assumption: employee only about $260,137 at 4% or $173,424 at 6%; with 50% employer match about $173,424 at 4% or $115,616 at 6%; with 100% employer match about $130,068 at 4% or $86,712 at 6%.
Fundbox 401(K) Plan-78$2,708,122$863,654$11,072iApproximate average salary by contribution assumption: employee only about $276,812 at 4% or $184,541 at 6%; with 50% employer match about $184,541 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
FUNDBOX, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN-83---
2019175$1,904,367$1,069,909$14,265iApproximate average salary by contribution assumption: employee only about $356,636 at 4% or $237,758 at 6%; with 50% employer match about $237,758 at 4% or $158,505 at 6%; with 100% employer match about $178,318 at 4% or $118,879 at 6%.
Fundbox 401(K) Plan-75$1,904,367$1,069,909$14,265iApproximate average salary by contribution assumption: employee only about $356,636 at 4% or $237,758 at 6%; with 50% employer match about $237,758 at 4% or $158,505 at 6%; with 100% employer match about $178,318 at 4% or $118,879 at 6%.
2018156$792,603$411,444$7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,454 at 6%; with 50% employer match about $122,454 at 4% or $81,636 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%.
Fundbox 401(K) Plan-56$792,603$411,444$7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,454 at 6%; with 50% employer match about $122,454 at 4% or $81,636 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%.