Civic Intelligence

OPTIMISM LLC DBA BARRETTSF

Plan context: BARRETT HOFHERR 401(K) PLAN & TRUST

EIN 46-0896811 • San Francisco, CA • 13 filings • 2 plans

250 Sutter Street, Suite 200San Francisco, CA 94108
Current Snapshot

Latest Year

2025

2025 Participants

47

2025 Assets

$4,099,988

2025 Contributions

$416,169

Historical Graphs

Total Assets Over Time

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

$4,099,988$2,049,994$0201320192025YearValue
$4,099,988Latest year 2025

Participants Over Time

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

47240201320192025YearValue
47Latest year 2025

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
2025147$4,099,988$416,169$8,855iApproximate average salary by contribution assumption: employee only about $221,366 at 4% or $147,578 at 6%; with 50% employer match about $147,578 at 4% or $98,385 at 6%; with 100% employer match about $110,683 at 4% or $73,789 at 6%.
BARRETT HOFHERR 401(K) PLAN & TRUST-47$4,099,988$416,169$8,855iApproximate average salary by contribution assumption: employee only about $221,366 at 4% or $147,578 at 6%; with 50% employer match about $147,578 at 4% or $98,385 at 6%; with 100% employer match about $110,683 at 4% or $73,789 at 6%.
2024143$3,195,289$367,739$8,552iApproximate average salary by contribution assumption: employee only about $213,802 at 4% or $142,534 at 6%; with 50% employer match about $142,534 at 4% or $95,023 at 6%; with 100% employer match about $106,901 at 4% or $71,267 at 6%.
BARRETTSF 401(K) PLAN & TRUST-43$3,195,289$367,739$8,552iApproximate average salary by contribution assumption: employee only about $213,802 at 4% or $142,534 at 6%; with 50% employer match about $142,534 at 4% or $95,023 at 6%; with 100% employer match about $106,901 at 4% or $71,267 at 6%.
2023146$2,646,337$398,046$8,653iApproximate average salary by contribution assumption: employee only about $216,329 at 4% or $144,220 at 6%; with 50% employer match about $144,220 at 4% or $96,146 at 6%; with 100% employer match about $108,165 at 4% or $72,110 at 6%.
BARRETTSF 401(K) PLAN & TRUST-46$2,646,337$398,046$8,653iApproximate average salary by contribution assumption: employee only about $216,329 at 4% or $144,220 at 6%; with 50% employer match about $144,220 at 4% or $96,146 at 6%; with 100% employer match about $108,165 at 4% or $72,110 at 6%.
2022142$2,529,201$307,748$7,327iApproximate average salary by contribution assumption: employee only about $183,183 at 4% or $122,122 at 6%; with 50% employer match about $122,122 at 4% or $81,415 at 6%; with 100% employer match about $91,592 at 4% or $61,061 at 6%.
BARRETTSF 401(K) PLAN & TRUST-42$2,529,201$307,748$7,327iApproximate average salary by contribution assumption: employee only about $183,183 at 4% or $122,122 at 6%; with 50% employer match about $122,122 at 4% or $81,415 at 6%; with 100% employer match about $91,592 at 4% or $61,061 at 6%.
2021126$2,916,424$346,044$13,309iApproximate average salary by contribution assumption: employee only about $332,735 at 4% or $221,823 at 6%; with 50% employer match about $221,823 at 4% or $147,882 at 6%; with 100% employer match about $166,367 at 4% or $110,912 at 6%.
BARRETTSF 401(K) PLAN & TRUST-26$2,916,424$346,044$13,309iApproximate average salary by contribution assumption: employee only about $332,735 at 4% or $221,823 at 6%; with 50% employer match about $221,823 at 4% or $147,882 at 6%; with 100% employer match about $166,367 at 4% or $110,912 at 6%.
2020124$2,352,444$288,224$12,009iApproximate average salary by contribution assumption: employee only about $300,233 at 4% or $200,156 at 6%; with 50% employer match about $200,156 at 4% or $133,437 at 6%; with 100% employer match about $150,117 at 4% or $100,078 at 6%.
BARRETTSF 401(K) PLAN & TRUST-24$2,352,444$288,224$12,009iApproximate average salary by contribution assumption: employee only about $300,233 at 4% or $200,156 at 6%; with 50% employer match about $200,156 at 4% or $133,437 at 6%; with 100% employer match about $150,117 at 4% or $100,078 at 6%.
2019128$1,810,727$427,570$15,270iApproximate average salary by contribution assumption: employee only about $381,759 at 4% or $254,506 at 6%; with 50% employer match about $254,506 at 4% or $169,671 at 6%; with 100% employer match about $190,879 at 4% or $127,253 at 6%.
BARRETTSF 401(K) PLAN & TRUST-28$1,810,727$427,570$15,270iApproximate average salary by contribution assumption: employee only about $381,759 at 4% or $254,506 at 6%; with 50% employer match about $254,506 at 4% or $169,671 at 6%; with 100% employer match about $190,879 at 4% or $127,253 at 6%.
2018122$1,202,387$341,622$15,528iApproximate average salary by contribution assumption: employee only about $388,207 at 4% or $258,805 at 6%; with 50% employer match about $258,805 at 4% or $172,536 at 6%; with 100% employer match about $194,103 at 4% or $129,402 at 6%.
BARRETTSF 401(K) PLAN & TRUST-22$1,202,387$341,622$15,528iApproximate average salary by contribution assumption: employee only about $388,207 at 4% or $258,805 at 6%; with 50% employer match about $258,805 at 4% or $172,536 at 6%; with 100% employer match about $194,103 at 4% or $129,402 at 6%.
2017121$1,046,491$262,735$12,511iApproximate average salary by contribution assumption: employee only about $312,780 at 4% or $208,520 at 6%; with 50% employer match about $208,520 at 4% or $139,013 at 6%; with 100% employer match about $156,390 at 4% or $104,260 at 6%.
BARRETTSF 401(K) PLAN & TRUST-21$1,046,491$262,735$12,511iApproximate average salary by contribution assumption: employee only about $312,780 at 4% or $208,520 at 6%; with 50% employer match about $208,520 at 4% or $139,013 at 6%; with 100% employer match about $156,390 at 4% or $104,260 at 6%.
2016118$705,522$249,011$13,834iApproximate average salary by contribution assumption: employee only about $345,849 at 4% or $230,566 at 6%; with 50% employer match about $230,566 at 4% or $153,710 at 6%; with 100% employer match about $172,924 at 4% or $115,283 at 6%.
BARRETTSF 401(K) PLAN & TRUST-18$705,522$249,011$13,834iApproximate average salary by contribution assumption: employee only about $345,849 at 4% or $230,566 at 6%; with 50% employer match about $230,566 at 4% or $153,710 at 6%; with 100% employer match about $172,924 at 4% or $115,283 at 6%.
2015113$420,740$208,896$16,069iApproximate average salary by contribution assumption: employee only about $401,723 at 4% or $267,815 at 6%; with 50% employer match about $267,815 at 4% or $178,544 at 6%; with 100% employer match about $200,862 at 4% or $133,908 at 6%.
BARRETTSF 401(K) PLAN & TRUST-13$420,740$208,896$16,069iApproximate average salary by contribution assumption: employee only about $401,723 at 4% or $267,815 at 6%; with 50% employer match about $267,815 at 4% or $178,544 at 6%; with 100% employer match about $200,862 at 4% or $133,908 at 6%.
201417$235,670$197,138$28,163iApproximate average salary by contribution assumption: employee only about $704,064 at 4% or $469,376 at 6%; with 50% employer match about $469,376 at 4% or $312,917 at 6%; with 100% employer match about $352,032 at 4% or $234,688 at 6%.
BARRETTSF 401(K) PLAN & TRUST-7$235,670$197,138$28,163iApproximate average salary by contribution assumption: employee only about $704,064 at 4% or $469,376 at 6%; with 50% employer match about $469,376 at 4% or $312,917 at 6%; with 100% employer match about $352,032 at 4% or $234,688 at 6%.
201313$37,632$37,632$12,544iApproximate average salary by contribution assumption: employee only about $313,600 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,533 at 6%.
BARRETTSF 401(K) PLAN & TRUST-3$37,632$37,632$12,544iApproximate average salary by contribution assumption: employee only about $313,600 at 4% or $209,067 at 6%; with 50% employer match about $209,067 at 4% or $139,378 at 6%; with 100% employer match about $156,800 at 4% or $104,533 at 6%.