Civic Intelligence

THIRD LEAF PARTNERS LEGACY LLC

Plan context: THIRD LEAF PARTNERS LEGACY 401(K) PLAN

EIN 46-2257823 • San Francisco, CA • 7 filings • 2 plans

155 Sansome StreetSuite 610San Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,622,250

2025 Contributions

$167,082

Historical Graphs

Total Assets Over Time

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

$1,622,250$811,125$0201920222025YearValue
$1,622,250Latest year 2025

Participants Over Time

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

1260201920222025YearValue
11Latest 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
2025111$1,622,250$167,082$15,189iApproximate average salary by contribution assumption: employee only about $379,732 at 4% or $253,155 at 6%; with 50% employer match about $253,155 at 4% or $168,770 at 6%; with 100% employer match about $189,866 at 4% or $126,577 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-11$1,622,250$167,082$15,189iApproximate average salary by contribution assumption: employee only about $379,732 at 4% or $253,155 at 6%; with 50% employer match about $253,155 at 4% or $168,770 at 6%; with 100% employer match about $189,866 at 4% or $126,577 at 6%.
2024112$1,346,923$171,812$14,318iApproximate average salary by contribution assumption: employee only about $357,942 at 4% or $238,628 at 6%; with 50% employer match about $238,628 at 4% or $159,085 at 6%; with 100% employer match about $178,971 at 4% or $119,314 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-12$1,346,923$171,812$14,318iApproximate average salary by contribution assumption: employee only about $357,942 at 4% or $238,628 at 6%; with 50% employer match about $238,628 at 4% or $159,085 at 6%; with 100% employer match about $178,971 at 4% or $119,314 at 6%.
2023112$1,023,211$157,348$13,112iApproximate average salary by contribution assumption: employee only about $327,808 at 4% or $218,539 at 6%; with 50% employer match about $218,539 at 4% or $145,693 at 6%; with 100% employer match about $163,904 at 4% or $109,269 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-12$1,023,211$157,348$13,112iApproximate average salary by contribution assumption: employee only about $327,808 at 4% or $218,539 at 6%; with 50% employer match about $218,539 at 4% or $145,693 at 6%; with 100% employer match about $163,904 at 4% or $109,269 at 6%.
2022112$724,255$244,727$20,394iApproximate average salary by contribution assumption: employee only about $509,848 at 4% or $339,899 at 6%; with 50% employer match about $339,899 at 4% or $226,599 at 6%; with 100% employer match about $254,924 at 4% or $169,949 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-12$724,255$244,727$20,394iApproximate average salary by contribution assumption: employee only about $509,848 at 4% or $339,899 at 6%; with 50% employer match about $339,899 at 4% or $226,599 at 6%; with 100% employer match about $254,924 at 4% or $169,949 at 6%.
202119$595,717$355,388$39,488iApproximate average salary by contribution assumption: employee only about $987,189 at 4% or $658,126 at 6%; with 50% employer match about $658,126 at 4% or $438,751 at 6%; with 100% employer match about $493,594 at 4% or $329,063 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-9$595,717$355,388$39,488iApproximate average salary by contribution assumption: employee only about $987,189 at 4% or $658,126 at 6%; with 50% employer match about $658,126 at 4% or $438,751 at 6%; with 100% employer match about $493,594 at 4% or $329,063 at 6%.
202019$193,077$105,519$11,724iApproximate average salary by contribution assumption: employee only about $293,108 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,270 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
THIRD LEAF PARTNERS LEGACY 401(K) PLAN-9$193,077$105,519$11,724iApproximate average salary by contribution assumption: employee only about $293,108 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,270 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
201919$70,159$65,147$7,239iApproximate average salary by contribution assumption: employee only about $180,964 at 4% or $120,643 at 6%; with 50% employer match about $120,643 at 4% or $80,428 at 6%; with 100% employer match about $90,482 at 4% or $60,321 at 6%.
OLEMA PARTNERS 401(K) PLAN-9$70,159$65,147$7,239iApproximate average salary by contribution assumption: employee only about $180,964 at 4% or $120,643 at 6%; with 50% employer match about $120,643 at 4% or $80,428 at 6%; with 100% employer match about $90,482 at 4% or $60,321 at 6%.