Civic Intelligence

Algert Global LLC

Plan context: ALGERT GLOBAL RETIREMENT PLAN

EIN 47-0881014 • San Francisco, CA • 26 filings • 6 plans

101 California Street, Suite 3240San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$14,233,511

2024 Contributions

$988,265

Historical Graphs

Total Assets Over Time

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

$14,233,511$7,116,756$0200920172024YearValue
$14,233,511Latest year 2024

Participants Over Time

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

26130200920172024YearValue
26Latest 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
2024126$14,233,511$988,265$38,010iApproximate average salary by contribution assumption: employee only about $950,255 at 4% or $633,503 at 6%; with 50% employer match about $633,503 at 4% or $422,335 at 6%; with 100% employer match about $475,127 at 4% or $316,752 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-26$14,233,511$988,265$38,010iApproximate average salary by contribution assumption: employee only about $950,255 at 4% or $633,503 at 6%; with 50% employer match about $633,503 at 4% or $422,335 at 6%; with 100% employer match about $475,127 at 4% or $316,752 at 6%.
2023124$12,322,547$849,309$35,388iApproximate average salary by contribution assumption: employee only about $884,697 at 4% or $589,798 at 6%; with 50% employer match about $589,798 at 4% or $393,199 at 6%; with 100% employer match about $442,348 at 4% or $294,899 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-24$12,322,547$849,309$35,388iApproximate average salary by contribution assumption: employee only about $884,697 at 4% or $589,798 at 6%; with 50% employer match about $589,798 at 4% or $393,199 at 6%; with 100% employer match about $442,348 at 4% or $294,899 at 6%.
2022124$9,720,852$756,007$31,500iApproximate average salary by contribution assumption: employee only about $787,507 at 4% or $525,005 at 6%; with 50% employer match about $525,005 at 4% or $350,003 at 6%; with 100% employer match about $393,754 at 4% or $262,502 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-24$9,720,852$756,007$31,500iApproximate average salary by contribution assumption: employee only about $787,507 at 4% or $525,005 at 6%; with 50% employer match about $525,005 at 4% or $350,003 at 6%; with 100% employer match about $393,754 at 4% or $262,502 at 6%.
2021123$10,431,022$206,149$8,963iApproximate average salary by contribution assumption: employee only about $224,075 at 4% or $149,383 at 6%; with 50% employer match about $149,383 at 4% or $99,589 at 6%; with 100% employer match about $112,038 at 4% or $74,692 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-23$10,431,022$206,149$8,963iApproximate average salary by contribution assumption: employee only about $224,075 at 4% or $149,383 at 6%; with 50% employer match about $149,383 at 4% or $99,589 at 6%; with 100% employer match about $112,038 at 4% or $74,692 at 6%.
2020124$8,798,581$384,746$16,031iApproximate average salary by contribution assumption: employee only about $400,777 at 4% or $267,185 at 6%; with 50% employer match about $267,185 at 4% or $178,123 at 6%; with 100% employer match about $200,389 at 4% or $133,592 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-24$8,798,581$384,746$16,031iApproximate average salary by contribution assumption: employee only about $400,777 at 4% or $267,185 at 6%; with 50% employer match about $267,185 at 4% or $178,123 at 6%; with 100% employer match about $200,389 at 4% or $133,592 at 6%.
2019125$7,656,700$621,975$24,879iApproximate average salary by contribution assumption: employee only about $621,975 at 4% or $414,650 at 6%; with 50% employer match about $414,650 at 4% or $276,433 at 6%; with 100% employer match about $310,988 at 4% or $207,325 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-25$7,656,700$621,975$24,879iApproximate average salary by contribution assumption: employee only about $621,975 at 4% or $414,650 at 6%; with 50% employer match about $414,650 at 4% or $276,433 at 6%; with 100% employer match about $310,988 at 4% or $207,325 at 6%.
2018124$5,912,407$1,038,789$43,283iApproximate average salary by contribution assumption: employee only about $1,082,072 at 4% or $721,381 at 6%; with 50% employer match about $721,381 at 4% or $480,921 at 6%; with 100% employer match about $541,036 at 4% or $360,691 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-24$5,912,407$1,038,789$43,283iApproximate average salary by contribution assumption: employee only about $1,082,072 at 4% or $721,381 at 6%; with 50% employer match about $721,381 at 4% or $480,921 at 6%; with 100% employer match about $541,036 at 4% or $360,691 at 6%.
2017124$5,280,689$1,821,821$75,909iApproximate average salary by contribution assumption: employee only about $1,897,730 at 4% or $1,265,153 at 6%; with 50% employer match about $1,265,153 at 4% or $843,436 at 6%; with 100% employer match about $948,865 at 4% or $632,577 at 6%.
ALGERT GLOBAL RETIREMENT PLAN-24$5,280,689$1,821,821$75,909iApproximate average salary by contribution assumption: employee only about $1,897,730 at 4% or $1,265,153 at 6%; with 50% employer match about $1,265,153 at 4% or $843,436 at 6%; with 100% employer match about $948,865 at 4% or $632,577 at 6%.
2016117$2,887,183$580,889$34,170iApproximate average salary by contribution assumption: employee only about $854,249 at 4% or $569,499 at 6%; with 50% employer match about $569,499 at 4% or $379,666 at 6%; with 100% employer match about $427,124 at 4% or $284,750 at 6%.
ALGERT GLOBAL LLC PROFIT SHARING PLAN-17$2,887,183$580,889$34,170iApproximate average salary by contribution assumption: employee only about $854,249 at 4% or $569,499 at 6%; with 50% employer match about $569,499 at 4% or $379,666 at 6%; with 100% employer match about $427,124 at 4% or $284,750 at 6%.
2015211$2,192,197$515,355$46,850iApproximate average salary by contribution assumption: employee only about $1,171,261 at 4% or $780,841 at 6%; with 50% employer match about $780,841 at 4% or $520,561 at 6%; with 100% employer match about $585,631 at 4% or $390,420 at 6%.
ALGERT GLOBAL LLC PROFIT SHARING PLAN-11$2,192,197$515,355$46,850iApproximate average salary by contribution assumption: employee only about $1,171,261 at 4% or $780,841 at 6%; with 50% employer match about $780,841 at 4% or $520,561 at 6%; with 100% employer match about $585,631 at 4% or $390,420 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-0$0$0-
2014213$2,914,009$772,509$59,424iApproximate average salary by contribution assumption: employee only about $1,485,594 at 4% or $990,396 at 6%; with 50% employer match about $990,396 at 4% or $660,264 at 6%; with 100% employer match about $742,797 at 4% or $495,198 at 6%.
ALGERT COLDIRON INVESTORS LLC PROFIT SHARING PLAN-13$2,290,891$505,868$38,913iApproximate average salary by contribution assumption: employee only about $972,823 at 4% or $648,549 at 6%; with 50% employer match about $648,549 at 4% or $432,366 at 6%; with 100% employer match about $486,412 at 4% or $324,274 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-1$623,118$266,641$266,641iApproximate average salary by contribution assumption: employee only about $6,666,025 at 4% or $4,444,017 at 6%; with 50% employer match about $4,444,017 at 4% or $2,962,678 at 6%; with 100% employer match about $3,333,013 at 4% or $2,222,008 at 6%.
2013211$5,332,620$858,060$78,005iApproximate average salary by contribution assumption: employee only about $1,950,136 at 4% or $1,300,091 at 6%; with 50% employer match about $1,300,091 at 4% or $866,727 at 6%; with 100% employer match about $975,068 at 4% or $650,045 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$3,042,543$359,500$59,917iApproximate average salary by contribution assumption: employee only about $1,497,917 at 4% or $998,611 at 6%; with 50% employer match about $998,611 at 4% or $665,741 at 6%; with 100% employer match about $748,958 at 4% or $499,306 at 6%.
ALGERT COLDIRON INVESTORS LLC PROFIT SHARING PLAN-11$2,290,077$498,560$45,324iApproximate average salary by contribution assumption: employee only about $1,133,091 at 4% or $755,394 at 6%; with 50% employer match about $755,394 at 4% or $503,596 at 6%; with 100% employer match about $566,545 at 4% or $377,697 at 6%.
2012211$3,803,133$1,055,599$95,964iApproximate average salary by contribution assumption: employee only about $2,399,089 at 4% or $1,599,392 at 6%; with 50% employer match about $1,599,392 at 4% or $1,066,262 at 6%; with 100% employer match about $1,199,544 at 4% or $799,696 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$2,121,361$599,231$99,872iApproximate average salary by contribution assumption: employee only about $2,496,796 at 4% or $1,664,531 at 6%; with 50% employer match about $1,664,531 at 4% or $1,109,687 at 6%; with 100% employer match about $1,248,398 at 4% or $832,265 at 6%.
ALGERT COLDIRON INVESTORS LLC PROFIT SHARING PLAN-11$1,681,772$456,368$41,488iApproximate average salary by contribution assumption: employee only about $1,037,200 at 4% or $691,467 at 6%; with 50% employer match about $691,467 at 4% or $460,978 at 6%; with 100% employer match about $518,600 at 4% or $345,733 at 6%.
201139$3,825,083$1,279,765$142,196iApproximate average salary by contribution assumption: employee only about $3,554,903 at 4% or $2,369,935 at 6%; with 50% employer match about $2,369,935 at 4% or $1,579,957 at 6%; with 100% employer match about $1,777,451 at 4% or $1,184,968 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$1,326,277$436,725$72,788iApproximate average salary by contribution assumption: employee only about $1,819,688 at 4% or $1,213,125 at 6%; with 50% employer match about $1,213,125 at 4% or $808,750 at 6%; with 100% employer match about $909,844 at 4% or $606,563 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$1,326,277$436,725$72,788iApproximate average salary by contribution assumption: employee only about $1,819,688 at 4% or $1,213,125 at 6%; with 50% employer match about $1,213,125 at 4% or $808,750 at 6%; with 100% employer match about $909,844 at 4% or $606,563 at 6%.
ALGERT COLDIRON INVESTORS, LLC PROFIT SHARING PLAN-9$1,172,529$406,315$45,146iApproximate average salary by contribution assumption: employee only about $1,128,653 at 4% or $752,435 at 6%; with 50% employer match about $752,435 at 4% or $501,623 at 6%; with 100% employer match about $564,326 at 4% or $376,218 at 6%.
201039$2,571,252$1,222,073$135,786iApproximate average salary by contribution assumption: employee only about $3,394,647 at 4% or $2,263,098 at 6%; with 50% employer match about $2,263,098 at 4% or $1,508,732 at 6%; with 100% employer match about $1,697,324 at 4% or $1,131,549 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$887,053$412,004$68,667iApproximate average salary by contribution assumption: employee only about $1,716,683 at 4% or $1,144,456 at 6%; with 50% employer match about $1,144,456 at 4% or $762,970 at 6%; with 100% employer match about $858,342 at 4% or $572,228 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$887,053$412,004$68,667iApproximate average salary by contribution assumption: employee only about $1,716,683 at 4% or $1,144,456 at 6%; with 50% employer match about $1,144,456 at 4% or $762,970 at 6%; with 100% employer match about $858,342 at 4% or $572,228 at 6%.
ALGERT COLDIRON INVESTORS, LLC PROFIT SHARING PLAN-9$797,146$398,065$44,229iApproximate average salary by contribution assumption: employee only about $1,105,736 at 4% or $737,157 at 6%; with 50% employer match about $737,157 at 4% or $491,438 at 6%; with 100% employer match about $552,868 at 4% or $368,579 at 6%.
200939$1,151,488$1,151,488$127,943iApproximate average salary by contribution assumption: employee only about $3,198,578 at 4% or $2,132,385 at 6%; with 50% employer match about $2,132,385 at 4% or $1,421,590 at 6%; with 100% employer match about $1,599,289 at 4% or $1,066,193 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$386,558$386,558$64,426iApproximate average salary by contribution assumption: employee only about $1,610,658 at 4% or $1,073,772 at 6%; with 50% employer match about $1,073,772 at 4% or $715,848 at 6%; with 100% employer match about $805,329 at 4% or $536,886 at 6%.
Algert Coldiron Investors LLC Pension Plan & Trust-6$386,558$386,558$64,426iApproximate average salary by contribution assumption: employee only about $1,610,658 at 4% or $1,073,772 at 6%; with 50% employer match about $1,073,772 at 4% or $715,848 at 6%; with 100% employer match about $805,329 at 4% or $536,886 at 6%.
ALGERT COLDIRON INVESTORS, LLC PROFIT SHARING PLAN-9$378,372$378,372$42,041iApproximate average salary by contribution assumption: employee only about $1,051,033 at 4% or $700,689 at 6%; with 50% employer match about $700,689 at 4% or $467,126 at 6%; with 100% employer match about $525,517 at 4% or $350,344 at 6%.