Persona Identities Inc.
Plan context: Persona 401(K) Plan
EIN 38-4087866 • San Francisco, CA • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
252
2024 Assets
$18,935,553
2024 Contributions
$5,563,021
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 252 | $18,935,553 | $5,563,021 | $22,075iApproximate average salary by contribution assumption: employee only about $551,887 at 4% or $367,925 at 6%; with 50% employer match about $367,925 at 4% or $245,283 at 6%; with 100% employer match about $275,944 at 4% or $183,962 at 6%. |
| Persona 401(K) Plan | - | 252 | $18,935,553 | $5,563,021 | $22,075iApproximate average salary by contribution assumption: employee only about $551,887 at 4% or $367,925 at 6%; with 50% employer match about $367,925 at 4% or $245,283 at 6%; with 100% employer match about $275,944 at 4% or $183,962 at 6%. |
| Persona Identities Inc. Employee Health and Welfare Benefits Plan | - | 246 | - | - | - |
| 2023 | 2 | 208 | $11,640,156 | $5,058,272 | $24,319iApproximate average salary by contribution assumption: employee only about $607,965 at 4% or $405,310 at 6%; with 50% employer match about $405,310 at 4% or $270,207 at 6%; with 100% employer match about $303,983 at 4% or $202,655 at 6%. |
| Persona 401(K) Plan | - | 199 | $11,640,156 | $5,058,272 | $25,418iApproximate average salary by contribution assumption: employee only about $635,461 at 4% or $423,641 at 6%; with 50% employer match about $423,641 at 4% or $282,427 at 6%; with 100% employer match about $317,731 at 4% or $211,820 at 6%. |
| Persona Identities Inc. Employee Health and Welfare Benefits Plan | - | 208 | - | - | - |
| 2022 | 2 | 200 | $5,773,894 | $3,888,320 | $19,442iApproximate average salary by contribution assumption: employee only about $486,040 at 4% or $324,027 at 6%; with 50% employer match about $324,027 at 4% or $216,018 at 6%; with 100% employer match about $243,020 at 4% or $162,013 at 6%. |
| Persona 401(K) Plan | - | 200 | $5,773,894 | $3,888,320 | $19,442iApproximate average salary by contribution assumption: employee only about $486,040 at 4% or $324,027 at 6%; with 50% employer match about $324,027 at 4% or $216,018 at 6%; with 100% employer match about $243,020 at 4% or $162,013 at 6%. |
| Persona Identities Inc. Employee Health and Welfare Benefits Plan | - | 185 | - | - | - |
| 2021 | 1 | 99 | $2,502,194 | $1,741,747 | $17,593iApproximate average salary by contribution assumption: employee only about $439,835 at 4% or $293,223 at 6%; with 50% employer match about $293,223 at 4% or $195,482 at 6%; with 100% employer match about $219,918 at 4% or $146,612 at 6%. |
| Persona 401(K) Plan | - | 99 | $2,502,194 | $1,741,747 | $17,593iApproximate average salary by contribution assumption: employee only about $439,835 at 4% or $293,223 at 6%; with 50% employer match about $293,223 at 4% or $195,482 at 6%; with 100% employer match about $219,918 at 4% or $146,612 at 6%. |
| 2020 | 1 | 37 | $562,139 | $511,441 | $13,823iApproximate average salary by contribution assumption: employee only about $345,568 at 4% or $230,379 at 6%; with 50% employer match about $230,379 at 4% or $153,586 at 6%; with 100% employer match about $172,784 at 4% or $115,189 at 6%. |
| Persona 401(K) Plan | - | 37 | $562,139 | $511,441 | $13,823iApproximate average salary by contribution assumption: employee only about $345,568 at 4% or $230,379 at 6%; with 50% employer match about $230,379 at 4% or $153,586 at 6%; with 100% employer match about $172,784 at 4% or $115,189 at 6%. |