Civic Intelligence

Passport Management LLC

Plan context: Passport Management LLC 401(K) Plan

EIN 41-2076095 • San Francisco, CA • 18 filings • 5 plans

Onemarket StreetSan Francisco, CA 94111
Current Snapshot

Latest Year

2016

2016 Participants

48

2016 Assets

$23,095,992

2016 Contributions

$3,342,222

Historical Graphs

Total Assets Over Time

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

$26,064,145$13,032,073$0200420112016YearValue
$23,095,992Latest year 2016

Participants Over Time

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

82410200420102016YearValue
48Latest year 2016

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
2016248$23,095,992$3,342,222$69,630iApproximate average salary by contribution assumption: employee only about $1,740,741 at 4% or $1,160,494 at 6%; with 50% employer match about $1,160,494 at 4% or $773,663 at 6%; with 100% employer match about $870,370 at 4% or $580,247 at 6%.
Passport Management LLC 401(K) Plan-47$15,004,205$1,361,117$28,960iApproximate average salary by contribution assumption: employee only about $723,998 at 4% or $482,666 at 6%; with 50% employer match about $482,666 at 4% or $321,777 at 6%; with 100% employer match about $361,999 at 4% or $241,333 at 6%.
Passport Management LLC Defined Benefit Pension Plan-48$8,091,787$1,981,105$41,273iApproximate average salary by contribution assumption: employee only about $1,031,826 at 4% or $687,884 at 6%; with 50% employer match about $687,884 at 4% or $458,589 at 6%; with 100% employer match about $515,913 at 4% or $343,942 at 6%.
2015251$26,064,145$4,259,762$83,525iApproximate average salary by contribution assumption: employee only about $2,088,119 at 4% or $1,392,079 at 6%; with 50% employer match about $1,392,079 at 4% or $928,053 at 6%; with 100% employer match about $1,044,059 at 4% or $696,040 at 6%.
Passport Management LLC 401(K) Plan-51$18,952,462$2,143,595$42,031iApproximate average salary by contribution assumption: employee only about $1,050,782 at 4% or $700,521 at 6%; with 50% employer match about $700,521 at 4% or $467,014 at 6%; with 100% employer match about $525,391 at 4% or $350,261 at 6%.
Passport Management LLC Defined Benefit Pension Plan-49$7,111,683$2,116,167$43,187iApproximate average salary by contribution assumption: employee only about $1,079,677 at 4% or $719,785 at 6%; with 50% employer match about $719,785 at 4% or $479,856 at 6%; with 100% employer match about $539,839 at 4% or $359,892 at 6%.
2014267$20,490,021$3,769,078$56,255iApproximate average salary by contribution assumption: employee only about $1,406,372 at 4% or $937,582 at 6%; with 50% employer match about $937,582 at 4% or $625,054 at 6%; with 100% employer match about $703,186 at 4% or $468,791 at 6%.
Passport Management LLC 401(K) Plan-67$15,756,522$1,720,127$25,674iApproximate average salary by contribution assumption: employee only about $641,838 at 4% or $427,892 at 6%; with 50% employer match about $427,892 at 4% or $285,262 at 6%; with 100% employer match about $320,919 at 4% or $213,946 at 6%.
Passport Management LLC Defined Benefit Pension Plan-58$4,733,499$2,048,951$35,327iApproximate average salary by contribution assumption: employee only about $883,169 at 4% or $588,779 at 6%; with 50% employer match about $588,779 at 4% or $392,519 at 6%; with 100% employer match about $441,584 at 4% or $294,390 at 6%.
2013269$17,563,159$3,406,252$49,366iApproximate average salary by contribution assumption: employee only about $1,234,149 at 4% or $822,766 at 6%; with 50% employer match about $822,766 at 4% or $548,511 at 6%; with 100% employer match about $617,075 at 4% or $411,383 at 6%.
Passport Management LLC 401(K) Plan-69$14,813,407$2,062,961$29,898iApproximate average salary by contribution assumption: employee only about $747,450 at 4% or $498,300 at 6%; with 50% employer match about $498,300 at 4% or $332,200 at 6%; with 100% employer match about $373,725 at 4% or $249,150 at 6%.
Passport Management LLC Defined Benefit Pension Plan-60$2,749,752$1,343,291$22,388iApproximate average salary by contribution assumption: employee only about $559,705 at 4% or $373,136 at 6%; with 50% employer match about $373,136 at 4% or $248,758 at 6%; with 100% employer match about $279,852 at 4% or $186,568 at 6%.
2012271$11,792,255$3,543,070$49,902iApproximate average salary by contribution assumption: employee only about $1,247,560 at 4% or $831,707 at 6%; with 50% employer match about $831,707 at 4% or $554,471 at 6%; with 100% employer match about $623,780 at 4% or $415,853 at 6%.
Passport Management LLC 401(K) Plan-71$10,467,174$2,217,989$31,239iApproximate average salary by contribution assumption: employee only about $780,982 at 4% or $520,655 at 6%; with 50% employer match about $520,655 at 4% or $347,103 at 6%; with 100% employer match about $390,491 at 4% or $260,327 at 6%.
Passport Management LLC Defined Benefit Pension Plan-56$1,325,081$1,325,081$23,662iApproximate average salary by contribution assumption: employee only about $591,554 at 4% or $394,369 at 6%; with 50% employer match about $394,369 at 4% or $262,913 at 6%; with 100% employer match about $295,777 at 4% or $197,185 at 6%.
2011182$8,914,803$1,520,608$18,544iApproximate average salary by contribution assumption: employee only about $463,600 at 4% or $309,067 at 6%; with 50% employer match about $309,067 at 4% or $206,044 at 6%; with 100% employer match about $231,800 at 4% or $154,533 at 6%.
Passport Management LLC 401(K) Plan-82$8,914,803$1,520,608$18,544iApproximate average salary by contribution assumption: employee only about $463,600 at 4% or $309,067 at 6%; with 50% employer match about $309,067 at 4% or $206,044 at 6%; with 100% employer match about $231,800 at 4% or $154,533 at 6%.
2010182$8,835,357$1,308,949$15,963iApproximate average salary by contribution assumption: employee only about $399,070 at 4% or $266,047 at 6%; with 50% employer match about $266,047 at 4% or $177,364 at 6%; with 100% employer match about $199,535 at 4% or $133,023 at 6%.
Passport Management LLC 401(K) Plan-82$8,835,357$1,308,949$15,963iApproximate average salary by contribution assumption: employee only about $399,070 at 4% or $266,047 at 6%; with 50% employer match about $266,047 at 4% or $177,364 at 6%; with 100% employer match about $199,535 at 4% or $133,023 at 6%.
2009177$6,107,363$973,259$12,640iApproximate average salary by contribution assumption: employee only about $315,993 at 4% or $210,662 at 6%; with 50% employer match about $210,662 at 4% or $140,441 at 6%; with 100% employer match about $157,997 at 4% or $105,331 at 6%.
Passport Management LLC 401(K) Plan-77$6,107,363$973,259$12,640iApproximate average salary by contribution assumption: employee only about $315,993 at 4% or $210,662 at 6%; with 50% employer match about $210,662 at 4% or $140,441 at 6%; with 100% employer match about $157,997 at 4% or $105,331 at 6%.
2008153$0$0-
Passport Management LLC 401(K) Plan-53---
2007135$0$0-
Passport Management LLC 401(K) Plan-35---
2006127$1,969,550$780,533$28,909iApproximate average salary by contribution assumption: employee only about $722,716 at 4% or $481,810 at 6%; with 50% employer match about $481,810 at 4% or $321,207 at 6%; with 100% employer match about $361,358 at 4% or $240,905 at 6%.
Passport Management LLC 401(K) Plan-27$1,969,550$780,533$28,909iApproximate average salary by contribution assumption: employee only about $722,716 at 4% or $481,810 at 6%; with 50% employer match about $481,810 at 4% or $321,207 at 6%; with 100% employer match about $361,358 at 4% or $240,905 at 6%.
2005122$957,908$428,146$19,461iApproximate average salary by contribution assumption: employee only about $486,530 at 4% or $324,353 at 6%; with 50% employer match about $324,353 at 4% or $216,235 at 6%; with 100% employer match about $243,265 at 4% or $162,177 at 6%.
Passport Management LLC 401(K) Plan-22$957,908$428,146$19,461iApproximate average salary by contribution assumption: employee only about $486,530 at 4% or $324,353 at 6%; with 50% employer match about $324,353 at 4% or $216,235 at 6%; with 100% employer match about $243,265 at 4% or $162,177 at 6%.
2004112$403,138$405,107$33,759iApproximate average salary by contribution assumption: employee only about $843,973 at 4% or $562,649 at 6%; with 50% employer match about $562,649 at 4% or $375,099 at 6%; with 100% employer match about $421,986 at 4% or $281,324 at 6%.
Passport Management LLC 401(K) Plan-12$403,138$405,107$33,759iApproximate average salary by contribution assumption: employee only about $843,973 at 4% or $562,649 at 6%; with 50% employer match about $562,649 at 4% or $375,099 at 6%; with 100% employer match about $421,986 at 4% or $281,324 at 6%.
Passport Management LLC | EIN 41-2076095 | 2016 Form 5500 Company Profile