Civic Intelligence

CODE2040

Plan context: CODE2040 RETIREMENT TRUST

EIN 45-5026246 • San Francisco, CA • 9 filings • 1 plans

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548 Market StPmb 27707San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$921,966

2024 Contributions

$175,397

Historical Graphs

Total Assets Over Time

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

$921,966$460,983$0201620202024YearValue
$921,966Latest year 2024

Participants Over Time

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

41210201620202024YearValue
36Latest 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
2024136$921,966$175,397$4,872iApproximate average salary by contribution assumption: employee only about $121,803 at 4% or $81,202 at 6%; with 50% employer match about $81,202 at 4% or $54,135 at 6%; with 100% employer match about $60,902 at 4% or $40,601 at 6%.
CODE2040 RETIREMENT TRUST-36$921,966$175,397$4,872iApproximate average salary by contribution assumption: employee only about $121,803 at 4% or $81,202 at 6%; with 50% employer match about $81,202 at 4% or $54,135 at 6%; with 100% employer match about $60,902 at 4% or $40,601 at 6%.
2023141$700,015$80,070$1,953iApproximate average salary by contribution assumption: employee only about $48,823 at 4% or $32,549 at 6%; with 50% employer match about $32,549 at 4% or $21,699 at 6%; with 100% employer match about $24,412 at 4% or $16,274 at 6%.
CODE2040 RETIREMENT TRUST-41$700,015$80,070$1,953iApproximate average salary by contribution assumption: employee only about $48,823 at 4% or $32,549 at 6%; with 50% employer match about $32,549 at 4% or $21,699 at 6%; with 100% employer match about $24,412 at 4% or $16,274 at 6%.
2022140$547,401$96,045$2,401iApproximate average salary by contribution assumption: employee only about $60,028 at 4% or $40,019 at 6%; with 50% employer match about $40,019 at 4% or $26,679 at 6%; with 100% employer match about $30,014 at 4% or $20,009 at 6%.
CODE2040 RETIREMENT TRUST-40$547,401$96,045$2,401iApproximate average salary by contribution assumption: employee only about $60,028 at 4% or $40,019 at 6%; with 50% employer match about $40,019 at 4% or $26,679 at 6%; with 100% employer match about $30,014 at 4% or $20,009 at 6%.
2021133$560,933$125,379$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
CODE2040 RETIREMENT TRUST-33$560,933$125,379$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
2020136$520,039$108,250$3,007iApproximate average salary by contribution assumption: employee only about $75,174 at 4% or $50,116 at 6%; with 50% employer match about $50,116 at 4% or $33,410 at 6%; with 100% employer match about $37,587 at 4% or $25,058 at 6%.
CODE2040 RETIREMENT TRUST-36$520,039$108,250$3,007iApproximate average salary by contribution assumption: employee only about $75,174 at 4% or $50,116 at 6%; with 50% employer match about $50,116 at 4% or $33,410 at 6%; with 100% employer match about $37,587 at 4% or $25,058 at 6%.
2019135$353,925$65,190$1,863iApproximate average salary by contribution assumption: employee only about $46,564 at 4% or $31,043 at 6%; with 50% employer match about $31,043 at 4% or $20,695 at 6%; with 100% employer match about $23,282 at 4% or $15,521 at 6%.
CODE2040 RETIREMENT TRUST-35$353,925$65,190$1,863iApproximate average salary by contribution assumption: employee only about $46,564 at 4% or $31,043 at 6%; with 50% employer match about $31,043 at 4% or $20,695 at 6%; with 100% employer match about $23,282 at 4% or $15,521 at 6%.
2018137$258,268$122,075$3,299iApproximate average salary by contribution assumption: employee only about $82,483 at 4% or $54,989 at 6%; with 50% employer match about $54,989 at 4% or $36,659 at 6%; with 100% employer match about $41,242 at 4% or $27,494 at 6%.
CODE2040 RETIREMENT TRUST-37$258,268$122,075$3,299iApproximate average salary by contribution assumption: employee only about $82,483 at 4% or $54,989 at 6%; with 50% employer match about $54,989 at 4% or $36,659 at 6%; with 100% employer match about $41,242 at 4% or $27,494 at 6%.
2017132$278,520$167,083$5,221iApproximate average salary by contribution assumption: employee only about $130,534 at 4% or $87,022 at 6%; with 50% employer match about $87,022 at 4% or $58,015 at 6%; with 100% employer match about $65,267 at 4% or $43,511 at 6%.
CODE2040 RETIREMENT TRUST-32$278,520$167,083$5,221iApproximate average salary by contribution assumption: employee only about $130,534 at 4% or $87,022 at 6%; with 50% employer match about $87,022 at 4% or $58,015 at 6%; with 100% employer match about $65,267 at 4% or $43,511 at 6%.
2016118$77,692$75,823$4,212iApproximate average salary by contribution assumption: employee only about $105,310 at 4% or $70,206 at 6%; with 50% employer match about $70,206 at 4% or $46,804 at 6%; with 100% employer match about $52,655 at 4% or $35,103 at 6%.
CODE2040 RETIREMENT TRUST-18$77,692$75,823$4,212iApproximate average salary by contribution assumption: employee only about $105,310 at 4% or $70,206 at 6%; with 50% employer match about $70,206 at 4% or $46,804 at 6%; with 100% employer match about $52,655 at 4% or $35,103 at 6%.