Civic Intelligence

SORTLY INC.

Plan context: SORTLY 401(K) PLAN

EIN 46-4060204 • San Francisco, CA • 6 filings • 1 plans

353 Kearny St.San Francisco, CA 94108
Current Snapshot

Latest Year

2025

2025 Participants

58

2025 Assets

$978,444

2025 Contributions

$429,966

Historical Graphs

Total Assets Over Time

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

$978,444$489,222$0202020232025YearValue
$978,444Latest year 2025

Participants Over Time

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

58290202020232025YearValue
58Latest 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
2025158$978,444$429,966$7,413iApproximate average salary by contribution assumption: employee only about $185,330 at 4% or $123,553 at 6%; with 50% employer match about $123,553 at 4% or $82,369 at 6%; with 100% employer match about $92,665 at 4% or $61,777 at 6%.
SORTLY 401(K) PLAN-58$978,444$429,966$7,413iApproximate average salary by contribution assumption: employee only about $185,330 at 4% or $123,553 at 6%; with 50% employer match about $123,553 at 4% or $82,369 at 6%; with 100% employer match about $92,665 at 4% or $61,777 at 6%.
2024136$749,809$185,205$5,145iApproximate average salary by contribution assumption: employee only about $128,615 at 4% or $85,743 at 6%; with 50% employer match about $85,743 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,872 at 6%.
SORTLY 401(K) PLAN-36$749,809$185,205$5,145iApproximate average salary by contribution assumption: employee only about $128,615 at 4% or $85,743 at 6%; with 50% employer match about $85,743 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,872 at 6%.
2023127$579,514$202,213$7,489iApproximate average salary by contribution assumption: employee only about $187,234 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,215 at 6%; with 100% employer match about $93,617 at 4% or $62,411 at 6%.
SORTLY 401(K) PLAN-27$579,514$202,213$7,489iApproximate average salary by contribution assumption: employee only about $187,234 at 4% or $124,823 at 6%; with 50% employer match about $124,823 at 4% or $83,215 at 6%; with 100% employer match about $93,617 at 4% or $62,411 at 6%.
2022121$412,428$290,163$13,817iApproximate average salary by contribution assumption: employee only about $345,432 at 4% or $230,288 at 6%; with 50% employer match about $230,288 at 4% or $153,525 at 6%; with 100% employer match about $172,716 at 4% or $115,144 at 6%.
SORTLY 401(K) PLAN-21$412,428$290,163$13,817iApproximate average salary by contribution assumption: employee only about $345,432 at 4% or $230,288 at 6%; with 50% employer match about $230,288 at 4% or $153,525 at 6%; with 100% employer match about $172,716 at 4% or $115,144 at 6%.
2021118$221,463$119,182$6,621iApproximate average salary by contribution assumption: employee only about $165,531 at 4% or $110,354 at 6%; with 50% employer match about $110,354 at 4% or $73,569 at 6%; with 100% employer match about $82,765 at 4% or $55,177 at 6%.
SORTLY 401(K) PLAN-18$221,463$119,182$6,621iApproximate average salary by contribution assumption: employee only about $165,531 at 4% or $110,354 at 6%; with 50% employer match about $110,354 at 4% or $73,569 at 6%; with 100% employer match about $82,765 at 4% or $55,177 at 6%.
2020111$120,631$104,491$9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,546 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%.
SORTLY 401(K) PLAN-11$120,631$104,491$9,499iApproximate average salary by contribution assumption: employee only about $237,480 at 4% or $158,320 at 6%; with 50% employer match about $158,320 at 4% or $105,546 at 6%; with 100% employer match about $118,740 at 4% or $79,160 at 6%.