Civic Intelligence

Effectus Group

Plan context: Effectus Group 401(K) Savings Plan

EIN 47-1510914 • San Jose, CA • 11 filings • 1 plans

1735 Technology DriveSuite 780San Jose, CA 95110
Current Snapshot

Latest Year

2025

2025 Participants

145

2025 Assets

$14,443,079

2025 Contributions

$909,270

Historical Graphs

Total Assets Over Time

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

$14,443,079$7,221,540$0201520202024YearValue
$14,443,079Latest year 2024

Participants Over Time

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

170850201520202024YearValue
145Latest 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
202510$0$909,270-
Effectus Group 401(K) Savings Plan-0-$909,270-
20241145$14,443,079$3,303,226$22,781iApproximate average salary by contribution assumption: employee only about $569,522 at 4% or $379,681 at 6%; with 50% employer match about $379,681 at 4% or $253,121 at 6%; with 100% employer match about $284,761 at 4% or $189,841 at 6%.
Effectus Group 401(K) Savings Plan-145$14,443,079$3,303,226$22,781iApproximate average salary by contribution assumption: employee only about $569,522 at 4% or $379,681 at 6%; with 50% employer match about $379,681 at 4% or $253,121 at 6%; with 100% employer match about $284,761 at 4% or $189,841 at 6%.
20231170$10,690,141$3,457,008$20,335iApproximate average salary by contribution assumption: employee only about $508,384 at 4% or $338,922 at 6%; with 50% employer match about $338,922 at 4% or $225,948 at 6%; with 100% employer match about $254,192 at 4% or $169,461 at 6%.
Effectus Group 401(K) Savings Plan-170$10,690,141$3,457,008$20,335iApproximate average salary by contribution assumption: employee only about $508,384 at 4% or $338,922 at 6%; with 50% employer match about $338,922 at 4% or $225,948 at 6%; with 100% employer match about $254,192 at 4% or $169,461 at 6%.
20221148$6,061,588$2,465,740$16,660iApproximate average salary by contribution assumption: employee only about $416,510 at 4% or $277,673 at 6%; with 50% employer match about $277,673 at 4% or $185,116 at 6%; with 100% employer match about $208,255 at 4% or $138,837 at 6%.
Effectus Group 401(K) Savings Plan-148$6,061,588$2,465,740$16,660iApproximate average salary by contribution assumption: employee only about $416,510 at 4% or $277,673 at 6%; with 50% employer match about $277,673 at 4% or $185,116 at 6%; with 100% employer match about $208,255 at 4% or $138,837 at 6%.
20211107$4,878,355$2,079,135$19,431iApproximate average salary by contribution assumption: employee only about $485,779 at 4% or $323,853 at 6%; with 50% employer match about $323,853 at 4% or $215,902 at 6%; with 100% employer match about $242,890 at 4% or $161,926 at 6%.
Effectus Group 401(K) Savings Plan-107$4,878,355$2,079,135$19,431iApproximate average salary by contribution assumption: employee only about $485,779 at 4% or $323,853 at 6%; with 50% employer match about $323,853 at 4% or $215,902 at 6%; with 100% employer match about $242,890 at 4% or $161,926 at 6%.
2020168$2,514,387$936,673$13,775iApproximate average salary by contribution assumption: employee only about $344,365 at 4% or $229,577 at 6%; with 50% employer match about $229,577 at 4% or $153,051 at 6%; with 100% employer match about $172,183 at 4% or $114,788 at 6%.
Effectus Group 401(K) Savings Plan-68$2,514,387$936,673$13,775iApproximate average salary by contribution assumption: employee only about $344,365 at 4% or $229,577 at 6%; with 50% employer match about $229,577 at 4% or $153,051 at 6%; with 100% employer match about $172,183 at 4% or $114,788 at 6%.
2019149$1,455,285$566,894$11,569iApproximate average salary by contribution assumption: employee only about $289,232 at 4% or $192,821 at 6%; with 50% employer match about $192,821 at 4% or $128,547 at 6%; with 100% employer match about $144,616 at 4% or $96,411 at 6%.
Effectus Group 401(K) Savings Plan-49$1,455,285$566,894$11,569iApproximate average salary by contribution assumption: employee only about $289,232 at 4% or $192,821 at 6%; with 50% employer match about $192,821 at 4% or $128,547 at 6%; with 100% employer match about $144,616 at 4% or $96,411 at 6%.
2018137$776,441$543,768$14,696iApproximate average salary by contribution assumption: employee only about $367,411 at 4% or $244,941 at 6%; with 50% employer match about $244,941 at 4% or $163,294 at 6%; with 100% employer match about $183,705 at 4% or $122,470 at 6%.
Effectus Group 401(K) Savings Plan-37$776,441$543,768$14,696iApproximate average salary by contribution assumption: employee only about $367,411 at 4% or $244,941 at 6%; with 50% employer match about $244,941 at 4% or $163,294 at 6%; with 100% employer match about $183,705 at 4% or $122,470 at 6%.
2017115$324,983$188,138$12,543iApproximate average salary by contribution assumption: employee only about $313,563 at 4% or $209,042 at 6%; with 50% employer match about $209,042 at 4% or $139,361 at 6%; with 100% employer match about $156,782 at 4% or $104,521 at 6%.
Effectus Group 401(K) Savings Plan-15$324,983$188,138$12,543iApproximate average salary by contribution assumption: employee only about $313,563 at 4% or $209,042 at 6%; with 50% employer match about $209,042 at 4% or $139,361 at 6%; with 100% employer match about $156,782 at 4% or $104,521 at 6%.
201616$151,875$101,164$16,861iApproximate average salary by contribution assumption: employee only about $421,517 at 4% or $281,011 at 6%; with 50% employer match about $281,011 at 4% or $187,341 at 6%; with 100% employer match about $210,758 at 4% or $140,506 at 6%.
Effectus Group 401(K) Savings Plan-6$151,875$101,164$16,861iApproximate average salary by contribution assumption: employee only about $421,517 at 4% or $281,011 at 6%; with 50% employer match about $281,011 at 4% or $187,341 at 6%; with 100% employer match about $210,758 at 4% or $140,506 at 6%.
201515$35,313$35,368$7,074iApproximate average salary by contribution assumption: employee only about $176,840 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,596 at 6%; with 100% employer match about $88,420 at 4% or $58,947 at 6%.
Effectus Group 401(K) Savings Plan-5$35,313$35,368$7,074iApproximate average salary by contribution assumption: employee only about $176,840 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,596 at 6%; with 100% employer match about $88,420 at 4% or $58,947 at 6%.