Generate Capital
Plan context: Generate Capital Inc. 401(K) Plan
EIN 47-1343093 • San Francisco, CA • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
261
2024 Assets
$25,361,583
2024 Contributions
$7,589,484
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 261 | $25,361,583 | $7,589,484 | $29,078iApproximate average salary by contribution assumption: employee only about $726,962 at 4% or $484,641 at 6%; with 50% employer match about $484,641 at 4% or $323,094 at 6%; with 100% employer match about $363,481 at 4% or $242,321 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 250 | $25,361,583 | $7,589,484 | $30,358iApproximate average salary by contribution assumption: employee only about $758,948 at 4% or $505,966 at 6%; with 50% employer match about $505,966 at 4% or $337,310 at 6%; with 100% employer match about $379,474 at 4% or $252,983 at 6%. |
| Generate Capital Health & Welfare Plan | - | 261 | - | - | - |
| 2023 | 2 | 217 | $17,172,031 | $5,689,608 | $26,219iApproximate average salary by contribution assumption: employee only about $655,485 at 4% or $436,990 at 6%; with 50% employer match about $436,990 at 4% or $291,327 at 6%; with 100% employer match about $327,742 at 4% or $218,495 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 213 | $17,172,031 | $5,689,608 | $26,712iApproximate average salary by contribution assumption: employee only about $667,794 at 4% or $445,196 at 6%; with 50% employer match about $445,196 at 4% or $296,797 at 6%; with 100% employer match about $333,897 at 4% or $222,598 at 6%. |
| Generate Capital Health & Welfare Plan | - | 217 | - | - | - |
| 2022 | 2 | 200 | $9,465,088 | $5,299,070 | $26,495iApproximate average salary by contribution assumption: employee only about $662,384 at 4% or $441,589 at 6%; with 50% employer match about $441,589 at 4% or $294,393 at 6%; with 100% employer match about $331,192 at 4% or $220,795 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 175 | $9,465,088 | $5,299,070 | $30,280iApproximate average salary by contribution assumption: employee only about $757,010 at 4% or $504,673 at 6%; with 50% employer match about $504,673 at 4% or $336,449 at 6%; with 100% employer match about $378,505 at 4% or $252,337 at 6%. |
| Generate Capital Health & Welfare Plan | - | 200 | - | - | - |
| 2021 | 1 | 148 | $6,168,984 | $3,343,193 | $22,589iApproximate average salary by contribution assumption: employee only about $564,729 at 4% or $376,486 at 6%; with 50% employer match about $376,486 at 4% or $250,990 at 6%; with 100% employer match about $282,364 at 4% or $188,243 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 148 | $6,168,984 | $3,343,193 | $22,589iApproximate average salary by contribution assumption: employee only about $564,729 at 4% or $376,486 at 6%; with 50% employer match about $376,486 at 4% or $250,990 at 6%; with 100% employer match about $282,364 at 4% or $188,243 at 6%. |
| 2020 | 1 | 76 | $2,506,916 | $1,029,154 | $13,542iApproximate average salary by contribution assumption: employee only about $338,538 at 4% or $225,692 at 6%; with 50% employer match about $225,692 at 4% or $150,461 at 6%; with 100% employer match about $169,269 at 4% or $112,846 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 76 | $2,506,916 | $1,029,154 | $13,542iApproximate average salary by contribution assumption: employee only about $338,538 at 4% or $225,692 at 6%; with 50% employer match about $225,692 at 4% or $150,461 at 6%; with 100% employer match about $169,269 at 4% or $112,846 at 6%. |
| 2019 | 1 | 42 | $1,118,693 | $543,671 | $12,945iApproximate average salary by contribution assumption: employee only about $323,614 at 4% or $215,742 at 6%; with 50% employer match about $215,742 at 4% or $143,828 at 6%; with 100% employer match about $161,807 at 4% or $107,871 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 42 | $1,118,693 | $543,671 | $12,945iApproximate average salary by contribution assumption: employee only about $323,614 at 4% or $215,742 at 6%; with 50% employer match about $215,742 at 4% or $143,828 at 6%; with 100% employer match about $161,807 at 4% or $107,871 at 6%. |
| 2018 | 1 | 25 | $486,531 | $320,328 | $12,813iApproximate average salary by contribution assumption: employee only about $320,328 at 4% or $213,552 at 6%; with 50% employer match about $213,552 at 4% or $142,368 at 6%; with 100% employer match about $160,164 at 4% or $106,776 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 25 | $486,531 | $320,328 | $12,813iApproximate average salary by contribution assumption: employee only about $320,328 at 4% or $213,552 at 6%; with 50% employer match about $213,552 at 4% or $142,368 at 6%; with 100% employer match about $160,164 at 4% or $106,776 at 6%. |
| 2017 | 1 | 14 | $200,297 | $178,346 | $12,739iApproximate average salary by contribution assumption: employee only about $318,475 at 4% or $212,317 at 6%; with 50% employer match about $212,317 at 4% or $141,544 at 6%; with 100% employer match about $159,238 at 4% or $106,158 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 14 | $200,297 | $178,346 | $12,739iApproximate average salary by contribution assumption: employee only about $318,475 at 4% or $212,317 at 6%; with 50% employer match about $212,317 at 4% or $141,544 at 6%; with 100% employer match about $159,238 at 4% or $106,158 at 6%. |
| 2016 | 1 | 6 | $7,679 | $7,483 | $1,247iApproximate average salary by contribution assumption: employee only about $31,179 at 4% or $20,786 at 6%; with 50% employer match about $20,786 at 4% or $13,857 at 6%; with 100% employer match about $15,590 at 4% or $10,393 at 6%. |
| Generate Capital Inc. 401(K) Plan | - | 6 | $7,679 | $7,483 | $1,247iApproximate average salary by contribution assumption: employee only about $31,179 at 4% or $20,786 at 6%; with 50% employer match about $20,786 at 4% or $13,857 at 6%; with 100% employer match about $15,590 at 4% or $10,393 at 6%. |