Iconiq Capital LLC
Plan context: Iconiq Capital 401(K) Plan
EIN 45-3711766 • San Franciso, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
447
2024 Assets
$85,597,871
2024 Contributions
$15,672,004
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 | 447 | $85,597,871 | $15,672,004 | $35,060iApproximate average salary by contribution assumption: employee only about $876,510 at 4% or $584,340 at 6%; with 50% employer match about $584,340 at 4% or $389,560 at 6%; with 100% employer match about $438,255 at 4% or $292,170 at 6%. |
| Iconiq Capital 401(K) Plan | - | 447 | $85,597,871 | $15,672,004 | $35,060iApproximate average salary by contribution assumption: employee only about $876,510 at 4% or $584,340 at 6%; with 50% employer match about $584,340 at 4% or $389,560 at 6%; with 100% employer match about $438,255 at 4% or $292,170 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 441 | - | - | - |
| 2023 | 2 | 446 | $64,340,668 | $12,111,262 | $27,155iApproximate average salary by contribution assumption: employee only about $678,882 at 4% or $452,588 at 6%; with 50% employer match about $452,588 at 4% or $301,726 at 6%; with 100% employer match about $339,441 at 4% or $226,294 at 6%. |
| Iconiq Capital 401(K) Plan | - | 440 | $64,340,668 | $12,111,262 | $27,526iApproximate average salary by contribution assumption: employee only about $688,140 at 4% or $458,760 at 6%; with 50% employer match about $458,760 at 4% or $305,840 at 6%; with 100% employer match about $344,070 at 4% or $229,380 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 446 | - | - | - |
| 2022 | 3 | 432 | $43,625,558 | $10,999,365 | $25,461iApproximate average salary by contribution assumption: employee only about $636,537 at 4% or $424,358 at 6%; with 50% employer match about $424,358 at 4% or $282,905 at 6%; with 100% employer match about $318,269 at 4% or $212,179 at 6%. |
| Iconiq Capital 401(K) Plan | - | 416 | $43,625,558 | $10,999,365 | $26,441iApproximate average salary by contribution assumption: employee only about $661,020 at 4% or $440,680 at 6%; with 50% employer match about $440,680 at 4% or $293,786 at 6%; with 100% employer match about $330,510 at 4% or $220,340 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 432 | - | - | - |
| Iconiq Capital LLC Family Office Benefit Plan | - | 0 | - | - | - |
| 2021 | 3 | 346 | $41,806,732 | $8,023,815 | $23,190iApproximate average salary by contribution assumption: employee only about $579,755 at 4% or $386,504 at 6%; with 50% employer match about $386,504 at 4% or $257,669 at 6%; with 100% employer match about $289,878 at 4% or $193,252 at 6%. |
| Iconiq Capital 401(K) Plan | - | 343 | $41,806,732 | $8,023,815 | $23,393iApproximate average salary by contribution assumption: employee only about $584,826 at 4% or $389,884 at 6%; with 50% employer match about $389,884 at 4% or $259,923 at 6%; with 100% employer match about $292,413 at 4% or $194,942 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 346 | - | - | - |
| Iconiq Capital LLC Family Office Benefit Plan | - | 174 | - | - | - |
| 2020 | 3 | 268 | $29,511,762 | $6,208,343 | $23,165iApproximate average salary by contribution assumption: employee only about $579,136 at 4% or $386,091 at 6%; with 50% employer match about $386,091 at 4% or $257,394 at 6%; with 100% employer match about $289,568 at 4% or $193,045 at 6%. |
| Iconiq Capital 401(K) Plan | - | 268 | $29,511,762 | $6,208,343 | $23,165iApproximate average salary by contribution assumption: employee only about $579,136 at 4% or $386,091 at 6%; with 50% employer match about $386,091 at 4% or $257,394 at 6%; with 100% employer match about $289,568 at 4% or $193,045 at 6%. |
| Iconiq Capital LLC Family Office Benefit Plan | - | 165 | - | - | - |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 246 | - | - | - |
| 2019 | 3 | 245 | $20,494,630 | $4,956,713 | $20,231iApproximate average salary by contribution assumption: employee only about $505,787 at 4% or $337,191 at 6%; with 50% employer match about $337,191 at 4% or $224,794 at 6%; with 100% employer match about $252,894 at 4% or $168,596 at 6%. |
| Iconiq Capital 401(K) Plan | - | 239 | $20,494,630 | $4,956,713 | $20,739iApproximate average salary by contribution assumption: employee only about $518,485 at 4% or $345,656 at 6%; with 50% employer match about $345,656 at 4% or $230,438 at 6%; with 100% employer match about $259,242 at 4% or $172,828 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 245 | - | - | - |
| Iconiq Capital LLC Family Office Benefit Plan | - | 133 | - | - | - |
| 2018 | 2 | 236 | $13,193,769 | $4,745,611 | $20,109iApproximate average salary by contribution assumption: employee only about $502,713 at 4% or $335,142 at 6%; with 50% employer match about $335,142 at 4% or $223,428 at 6%; with 100% employer match about $251,357 at 4% or $167,571 at 6%. |
| Iconiq Capital 401(K) Plan | - | 229 | $13,193,769 | $4,745,611 | $20,723iApproximate average salary by contribution assumption: employee only about $518,080 at 4% or $345,387 at 6%; with 50% employer match about $345,387 at 4% or $230,258 at 6%; with 100% employer match about $259,040 at 4% or $172,693 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 236 | - | - | - |
| 2017 | 2 | 188 | $10,237,263 | $3,258,223 | $17,331iApproximate average salary by contribution assumption: employee only about $433,274 at 4% or $288,850 at 6%; with 50% employer match about $288,850 at 4% or $192,566 at 6%; with 100% employer match about $216,637 at 4% or $144,425 at 6%. |
| Iconiq Capital 401(K) Plan | - | 184 | $10,237,263 | $3,258,223 | $17,708iApproximate average salary by contribution assumption: employee only about $442,693 at 4% or $295,129 at 6%; with 50% employer match about $295,129 at 4% or $196,753 at 6%; with 100% employer match about $221,347 at 4% or $147,564 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 188 | - | - | - |
| 2016 | 2 | 159 | $5,632,429 | $2,251,968 | $14,163iApproximate average salary by contribution assumption: employee only about $354,083 at 4% or $236,055 at 6%; with 50% employer match about $236,055 at 4% or $157,370 at 6%; with 100% employer match about $177,042 at 4% or $118,028 at 6%. |
| Iconiq Capital 401(K) Plan | - | 137 | $5,632,429 | $2,251,968 | $16,438iApproximate average salary by contribution assumption: employee only about $410,943 at 4% or $273,962 at 6%; with 50% employer match about $273,962 at 4% or $182,641 at 6%; with 100% employer match about $205,472 at 4% or $136,981 at 6%. |
| Iconiq Capital LLC Health & Welfare Benefit Plan | - | 159 | - | - | - |
| 2015 | 1 | 99 | $3,235,408 | $1,698,706 | $17,159iApproximate average salary by contribution assumption: employee only about $428,966 at 4% or $285,977 at 6%; with 50% employer match about $285,977 at 4% or $190,652 at 6%; with 100% employer match about $214,483 at 4% or $142,989 at 6%. |
| Iconiq Capital 401(K) Plan | - | 99 | $3,235,408 | $1,698,706 | $17,159iApproximate average salary by contribution assumption: employee only about $428,966 at 4% or $285,977 at 6%; with 50% employer match about $285,977 at 4% or $190,652 at 6%; with 100% employer match about $214,483 at 4% or $142,989 at 6%. |
| 2014 | 1 | 65 | $1,682,047 | $777,506 | $11,962iApproximate average salary by contribution assumption: employee only about $299,041 at 4% or $199,361 at 6%; with 50% employer match about $199,361 at 4% or $132,907 at 6%; with 100% employer match about $149,520 at 4% or $99,680 at 6%. |
| Iconiq Capital 401(K) Plan | - | 65 | $1,682,047 | $777,506 | $11,962iApproximate average salary by contribution assumption: employee only about $299,041 at 4% or $199,361 at 6%; with 50% employer match about $199,361 at 4% or $132,907 at 6%; with 100% employer match about $149,520 at 4% or $99,680 at 6%. |
| 2013 | 1 | 44 | $838,042 | $651,499 | $14,807iApproximate average salary by contribution assumption: employee only about $370,170 at 4% or $246,780 at 6%; with 50% employer match about $246,780 at 4% or $164,520 at 6%; with 100% employer match about $185,085 at 4% or $123,390 at 6%. |
| Iconiq Capital 401(K) Plan | - | 44 | $838,042 | $651,499 | $14,807iApproximate average salary by contribution assumption: employee only about $370,170 at 4% or $246,780 at 6%; with 50% employer match about $246,780 at 4% or $164,520 at 6%; with 100% employer match about $185,085 at 4% or $123,390 at 6%. |
| 2012 | 1 | 20 | $162,380 | $137,537 | $6,877iApproximate average salary by contribution assumption: employee only about $171,921 at 4% or $114,614 at 6%; with 50% employer match about $114,614 at 4% or $76,409 at 6%; with 100% employer match about $85,961 at 4% or $57,307 at 6%. |
| Iconiq Capital 401(K) Plan | - | 20 | $162,380 | $137,537 | $6,877iApproximate average salary by contribution assumption: employee only about $171,921 at 4% or $114,614 at 6%; with 50% employer match about $114,614 at 4% or $76,409 at 6%; with 100% employer match about $85,961 at 4% or $57,307 at 6%. |