Civic Intelligence

Pandadoc Inc.

Plan context: Quote Roller Inc. DBA Pandadoc 401(K) Plan

EIN 45-3821815 • San Francisco, CA • 14 filings • 3 plans

565 Commercial, 2nd FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

188

2024 Assets

$7,646,178

2024 Contributions

$2,640,913

Historical Graphs

Total Assets Over Time

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

$7,646,178$3,823,089$0201620202024YearValue
$7,646,178Latest year 2024

Participants Over Time

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

2361180201620202024YearValue
188Latest 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
20242188$7,646,178$2,640,913$14,047iApproximate average salary by contribution assumption: employee only about $351,185 at 4% or $234,123 at 6%; with 50% employer match about $234,123 at 4% or $156,082 at 6%; with 100% employer match about $175,593 at 4% or $117,062 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-181$7,646,178$2,640,913$14,591iApproximate average salary by contribution assumption: employee only about $364,767 at 4% or $243,178 at 6%; with 50% employer match about $243,178 at 4% or $162,119 at 6%; with 100% employer match about $182,383 at 4% or $121,589 at 6%.
Pandadoc Inc. Employee Health and Welfare Benefits Plan-188---
20232182$5,190,720$1,908,816$10,488iApproximate average salary by contribution assumption: employee only about $262,200 at 4% or $174,800 at 6%; with 50% employer match about $174,800 at 4% or $116,533 at 6%; with 100% employer match about $131,100 at 4% or $87,400 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-181$5,190,720$1,908,816$10,546iApproximate average salary by contribution assumption: employee only about $263,649 at 4% or $175,766 at 6%; with 50% employer match about $175,766 at 4% or $117,177 at 6%; with 100% employer match about $131,824 at 4% or $87,883 at 6%.
Pandadoc Inc. Employee Health and Welfare Benefits Plan-182---
20222236$3,158,391$1,804,047$7,644iApproximate average salary by contribution assumption: employee only about $191,107 at 4% or $127,404 at 6%; with 50% employer match about $127,404 at 4% or $84,936 at 6%; with 100% employer match about $95,553 at 4% or $63,702 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-227$3,158,391$1,804,047$7,947iApproximate average salary by contribution assumption: employee only about $198,684 at 4% or $132,456 at 6%; with 50% employer match about $132,456 at 4% or $88,304 at 6%; with 100% employer match about $99,342 at 4% or $66,228 at 6%.
Pandadoc Inc. Employee Health and Welfare Benefits Plan-236---
20212215$2,598,146$1,038,794$4,832iApproximate average salary by contribution assumption: employee only about $120,790 at 4% or $80,527 at 6%; with 50% employer match about $80,527 at 4% or $53,684 at 6%; with 100% employer match about $60,395 at 4% or $40,263 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-211$2,598,146$1,038,794$4,923iApproximate average salary by contribution assumption: employee only about $123,080 at 4% or $82,053 at 6%; with 50% employer match about $82,053 at 4% or $54,702 at 6%; with 100% employer match about $61,540 at 4% or $41,027 at 6%.
Pandadoc Inc. Employee Health and Welfare Benefits Plan-215---
20202124$1,624,496$606,005$4,887iApproximate average salary by contribution assumption: employee only about $122,178 at 4% or $81,452 at 6%; with 50% employer match about $81,452 at 4% or $54,302 at 6%; with 100% employer match about $61,089 at 4% or $40,726 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-124$1,624,496$606,005$4,887iApproximate average salary by contribution assumption: employee only about $122,178 at 4% or $81,452 at 6%; with 50% employer match about $81,452 at 4% or $54,302 at 6%; with 100% employer match about $61,089 at 4% or $40,726 at 6%.
Pandadoc Inc. Employee Health and Welfare Benefits Plan-120---
2019192$1,082,171$531,366$5,776iApproximate average salary by contribution assumption: employee only about $144,393 at 4% or $96,262 at 6%; with 50% employer match about $96,262 at 4% or $64,175 at 6%; with 100% employer match about $72,196 at 4% or $48,131 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-92$1,082,171$531,366$5,776iApproximate average salary by contribution assumption: employee only about $144,393 at 4% or $96,262 at 6%; with 50% employer match about $96,262 at 4% or $64,175 at 6%; with 100% employer match about $72,196 at 4% or $48,131 at 6%.
2018173$639,893$317,589$4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,509 at 6%; with 50% employer match about $72,509 at 4% or $48,339 at 6%; with 100% employer match about $54,382 at 4% or $36,254 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-73$639,893$317,589$4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,509 at 6%; with 50% employer match about $72,509 at 4% or $48,339 at 6%; with 100% employer match about $54,382 at 4% or $36,254 at 6%.
2017159$407,573$241,984$4,101iApproximate average salary by contribution assumption: employee only about $102,536 at 4% or $68,357 at 6%; with 50% employer match about $68,357 at 4% or $45,571 at 6%; with 100% employer match about $51,268 at 4% or $34,179 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-59$407,573$241,984$4,101iApproximate average salary by contribution assumption: employee only about $102,536 at 4% or $68,357 at 6%; with 50% employer match about $68,357 at 4% or $45,571 at 6%; with 100% employer match about $51,268 at 4% or $34,179 at 6%.
2016133$136,104$134,078$4,063iApproximate average salary by contribution assumption: employee only about $101,574 at 4% or $67,716 at 6%; with 50% employer match about $67,716 at 4% or $45,144 at 6%; with 100% employer match about $50,787 at 4% or $33,858 at 6%.
Quote Roller Inc. DBA Pandadoc 401(K) Plan-33$136,104$134,078$4,063iApproximate average salary by contribution assumption: employee only about $101,574 at 4% or $67,716 at 6%; with 50% employer match about $67,716 at 4% or $45,144 at 6%; with 100% employer match about $50,787 at 4% or $33,858 at 6%.