Civic Intelligence

Metric Theory LLC

Plan context: Metric Theory 401(K) Plan & Trust

EIN 46-0936369 • San Francisco, CA • 11 filings • 3 plans

311 California Street, Suite 200San Francisco, CA 94104
Current Snapshot

Latest Year

2021

2021 Participants

133

2021 Assets

$2,438,268

2021 Contributions

$1,361,075

Historical Graphs

Total Assets Over Time

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

$2,438,268$1,219,134$0201520182020YearValue
$2,438,268Latest year 2020

Participants Over Time

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

133670201520182020YearValue
133Latest year 2020

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
202120$0$1,361,075-
Metric Theory Health and Welfare Plan-0---
Metric Theory 401(K) Plan & Trust-0-$1,361,075-
20202133$2,438,268$874,555$6,576iApproximate average salary by contribution assumption: employee only about $164,390 at 4% or $109,593 at 6%; with 50% employer match about $109,593 at 4% or $73,062 at 6%; with 100% employer match about $82,195 at 4% or $54,797 at 6%.
Metric Theory 401(K) Plan & Trust-133$2,438,268$874,555$6,576iApproximate average salary by contribution assumption: employee only about $164,390 at 4% or $109,593 at 6%; with 50% employer match about $109,593 at 4% or $73,062 at 6%; with 100% employer match about $82,195 at 4% or $54,797 at 6%.
Metric Theory Health and Welfare Plan-132---
20192129$1,434,830$596,583$4,625iApproximate average salary by contribution assumption: employee only about $115,617 at 4% or $77,078 at 6%; with 50% employer match about $77,078 at 4% or $51,385 at 6%; with 100% employer match about $57,808 at 4% or $38,539 at 6%.
Metric Theory 401(K) Plan & Trust-124$1,434,830$596,583$4,811iApproximate average salary by contribution assumption: employee only about $120,279 at 4% or $80,186 at 6%; with 50% employer match about $80,186 at 4% or $53,457 at 6%; with 100% employer match about $60,139 at 4% or $40,093 at 6%.
Metric Theory Health and Welfare Plan-129---
20182127$684,669$292,236$2,301iApproximate average salary by contribution assumption: employee only about $57,527 at 4% or $38,351 at 6%; with 50% employer match about $38,351 at 4% or $25,567 at 6%; with 100% employer match about $28,763 at 4% or $19,176 at 6%.
Metric Theory 401(K) Plan & Trust-71$684,669$292,236$4,116iApproximate average salary by contribution assumption: employee only about $102,900 at 4% or $68,600 at 6%; with 50% employer match about $68,600 at 4% or $45,733 at 6%; with 100% employer match about $51,450 at 4% or $34,300 at 6%.
Metric Theory Health and Welfare Plan-127---
2017146$479,677$184,220$4,005iApproximate average salary by contribution assumption: employee only about $100,120 at 4% or $66,746 at 6%; with 50% employer match about $66,746 at 4% or $44,498 at 6%; with 100% employer match about $50,060 at 4% or $33,373 at 6%.
Metric Theory 401(K) Plan & Trust-46$479,677$184,220$4,005iApproximate average salary by contribution assumption: employee only about $100,120 at 4% or $66,746 at 6%; with 50% employer match about $66,746 at 4% or $44,498 at 6%; with 100% employer match about $50,060 at 4% or $33,373 at 6%.
2016125$236,746$152,062$6,082iApproximate average salary by contribution assumption: employee only about $152,062 at 4% or $101,375 at 6%; with 50% employer match about $101,375 at 4% or $67,583 at 6%; with 100% employer match about $76,031 at 4% or $50,687 at 6%.
Metric Theory 401(K) Plan & Trust-25$236,746$152,062$6,082iApproximate average salary by contribution assumption: employee only about $152,062 at 4% or $101,375 at 6%; with 50% employer match about $101,375 at 4% or $67,583 at 6%; with 100% employer match about $76,031 at 4% or $50,687 at 6%.
2015118$69,991$72,974$4,054iApproximate average salary by contribution assumption: employee only about $101,353 at 4% or $67,569 at 6%; with 50% employer match about $67,569 at 4% or $45,046 at 6%; with 100% employer match about $50,676 at 4% or $33,784 at 6%.
Metric Theory 401(K) Plan & Trust-18$69,991$72,974$4,054iApproximate average salary by contribution assumption: employee only about $101,353 at 4% or $67,569 at 6%; with 50% employer match about $67,569 at 4% or $45,046 at 6%; with 100% employer match about $50,676 at 4% or $33,784 at 6%.