Civic Intelligence

Btr Capital Management Inc.

Plan context: Btr Capital Management Inc. 401K Plan

EIN 68-0191645 • Oakland, CA • 39 filings • 4 plans

1999 Harrison St, Suite 1530Oakland, CA 94612
Current Snapshot

Latest Year

2023

2023 Participants

24

2023 Assets

$8,918,557

2023 Contributions

$436,830

Historical Graphs

Total Assets Over Time

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

$10,864,997$5,432,499$0199920112022YearValue
$8,918,557Latest year 2022

Participants Over Time

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

26130199920112022YearValue
24Latest year 2022

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
202310$0$0-
Btr Capital Management Inc. 401K Plan-0$0--
2022224$8,918,557$436,830$18,201iApproximate average salary by contribution assumption: employee only about $455,031 at 4% or $303,354 at 6%; with 50% employer match about $303,354 at 4% or $202,236 at 6%; with 100% employer match about $227,516 at 4% or $151,677 at 6%.
Btr Capital Management Inc. 401K Plan-24$8,918,557$423,563$17,648iApproximate average salary by contribution assumption: employee only about $441,211 at 4% or $294,141 at 6%; with 50% employer match about $294,141 at 4% or $196,094 at 6%; with 100% employer match about $220,606 at 4% or $147,070 at 6%.
BTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN-0$0$13,267-
2021224$10,864,997$1,014,796$42,283iApproximate average salary by contribution assumption: employee only about $1,057,079 at 4% or $704,719 at 6%; with 50% employer match about $704,719 at 4% or $469,813 at 6%; with 100% employer match about $528,540 at 4% or $352,360 at 6%.
Btr Capital Management Inc. 401K Plan-24$10,033,628$542,724$22,614iApproximate average salary by contribution assumption: employee only about $565,338 at 4% or $376,892 at 6%; with 50% employer match about $376,892 at 4% or $251,261 at 6%; with 100% employer match about $282,669 at 4% or $188,446 at 6%.
BTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN-12$831,369$472,072$39,339iApproximate average salary by contribution assumption: employee only about $983,483 at 4% or $655,656 at 6%; with 50% employer match about $655,656 at 4% or $437,104 at 6%; with 100% employer match about $491,742 at 4% or $327,828 at 6%.
2020226$8,320,869$828,126$31,851iApproximate average salary by contribution assumption: employee only about $796,275 at 4% or $530,850 at 6%; with 50% employer match about $530,850 at 4% or $353,900 at 6%; with 100% employer match about $398,138 at 4% or $265,425 at 6%.
Btr Capital Management Inc. 401K Plan-26$8,011,183$518,440$19,940iApproximate average salary by contribution assumption: employee only about $498,500 at 4% or $332,333 at 6%; with 50% employer match about $332,333 at 4% or $221,556 at 6%; with 100% employer match about $249,250 at 4% or $166,167 at 6%.
BTR CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN-12$309,686$309,686$25,807iApproximate average salary by contribution assumption: employee only about $645,179 at 4% or $430,119 at 6%; with 50% employer match about $430,119 at 4% or $286,746 at 6%; with 100% employer match about $322,590 at 4% or $215,060 at 6%.
2019124$7,335,203$420,193$17,508iApproximate average salary by contribution assumption: employee only about $437,701 at 4% or $291,801 at 6%; with 50% employer match about $291,801 at 4% or $194,534 at 6%; with 100% employer match about $218,851 at 4% or $145,900 at 6%.
Btr Capital Management Inc. 401K Plan-24$7,335,203$420,193$17,508iApproximate average salary by contribution assumption: employee only about $437,701 at 4% or $291,801 at 6%; with 50% employer match about $291,801 at 4% or $194,534 at 6%; with 100% employer match about $218,851 at 4% or $145,900 at 6%.
2018122$7,719,717$418,008$19,000iApproximate average salary by contribution assumption: employee only about $475,009 at 4% or $316,673 at 6%; with 50% employer match about $316,673 at 4% or $211,115 at 6%; with 100% employer match about $237,505 at 4% or $158,336 at 6%.
Btr Capital Management Inc. 401K Plan-22$7,719,717$418,008$19,000iApproximate average salary by contribution assumption: employee only about $475,009 at 4% or $316,673 at 6%; with 50% employer match about $316,673 at 4% or $211,115 at 6%; with 100% employer match about $237,505 at 4% or $158,336 at 6%.
2017117$7,792,995$402,228$23,660iApproximate average salary by contribution assumption: employee only about $591,512 at 4% or $394,341 at 6%; with 50% employer match about $394,341 at 4% or $262,894 at 6%; with 100% employer match about $295,756 at 4% or $197,171 at 6%.
Btr Capital Management Inc. 401K Plan-17$7,792,995$402,228$23,660iApproximate average salary by contribution assumption: employee only about $591,512 at 4% or $394,341 at 6%; with 50% employer match about $394,341 at 4% or $262,894 at 6%; with 100% employer match about $295,756 at 4% or $197,171 at 6%.
2016116$6,929,486$422,255$26,391iApproximate average salary by contribution assumption: employee only about $659,773 at 4% or $439,849 at 6%; with 50% employer match about $439,849 at 4% or $293,233 at 6%; with 100% employer match about $329,887 at 4% or $219,924 at 6%.
Btr Capital Management Inc. 401K Plan-16$6,929,486$422,255$26,391iApproximate average salary by contribution assumption: employee only about $659,773 at 4% or $439,849 at 6%; with 50% employer match about $439,849 at 4% or $293,233 at 6%; with 100% employer match about $329,887 at 4% or $219,924 at 6%.
2015116$6,065,406$546,798$34,175iApproximate average salary by contribution assumption: employee only about $854,372 at 4% or $569,581 at 6%; with 50% employer match about $569,581 at 4% or $379,721 at 6%; with 100% employer match about $427,186 at 4% or $284,791 at 6%.
Btr Capital Management Inc. 401K Plan-16$6,065,406$546,798$34,175iApproximate average salary by contribution assumption: employee only about $854,372 at 4% or $569,581 at 6%; with 50% employer match about $569,581 at 4% or $379,721 at 6%; with 100% employer match about $427,186 at 4% or $284,791 at 6%.
2014112$5,845,109$299,230$24,936iApproximate average salary by contribution assumption: employee only about $623,396 at 4% or $415,597 at 6%; with 50% employer match about $415,597 at 4% or $277,065 at 6%; with 100% employer match about $311,698 at 4% or $207,799 at 6%.
Btr Capital Management Inc. 401K Plan-12$5,845,109$299,230$24,936iApproximate average salary by contribution assumption: employee only about $623,396 at 4% or $415,597 at 6%; with 50% employer match about $415,597 at 4% or $277,065 at 6%; with 100% employer match about $311,698 at 4% or $207,799 at 6%.
2013112$5,496,532$328,867$27,406iApproximate average salary by contribution assumption: employee only about $685,140 at 4% or $456,760 at 6%; with 50% employer match about $456,760 at 4% or $304,506 at 6%; with 100% employer match about $342,570 at 4% or $228,380 at 6%.
Btr Capital Management Inc. 401K Plan-12$5,496,532$328,867$27,406iApproximate average salary by contribution assumption: employee only about $685,140 at 4% or $456,760 at 6%; with 50% employer match about $456,760 at 4% or $304,506 at 6%; with 100% employer match about $342,570 at 4% or $228,380 at 6%.
2012112$4,616,459$297,468$24,789iApproximate average salary by contribution assumption: employee only about $619,725 at 4% or $413,150 at 6%; with 50% employer match about $413,150 at 4% or $275,433 at 6%; with 100% employer match about $309,863 at 4% or $206,575 at 6%.
Btr Capital Management Inc. 401K Plan-12$4,616,459$297,468$24,789iApproximate average salary by contribution assumption: employee only about $619,725 at 4% or $413,150 at 6%; with 50% employer match about $413,150 at 4% or $275,433 at 6%; with 100% employer match about $309,863 at 4% or $206,575 at 6%.
2011112$4,301,535$287,894$23,991iApproximate average salary by contribution assumption: employee only about $599,779 at 4% or $399,853 at 6%; with 50% employer match about $399,853 at 4% or $266,569 at 6%; with 100% employer match about $299,890 at 4% or $199,926 at 6%.
Btr Capital Management Inc. 401K Plan-12$4,301,535$287,894$23,991iApproximate average salary by contribution assumption: employee only about $599,779 at 4% or $399,853 at 6%; with 50% employer match about $399,853 at 4% or $266,569 at 6%; with 100% employer match about $299,890 at 4% or $199,926 at 6%.
2010112$4,469,235$279,920$23,327iApproximate average salary by contribution assumption: employee only about $583,167 at 4% or $388,778 at 6%; with 50% employer match about $388,778 at 4% or $259,185 at 6%; with 100% employer match about $291,583 at 4% or $194,389 at 6%.
Btr Capital Management Inc. 401K Plan-12$4,469,235$279,920$23,327iApproximate average salary by contribution assumption: employee only about $583,167 at 4% or $388,778 at 6%; with 50% employer match about $388,778 at 4% or $259,185 at 6%; with 100% employer match about $291,583 at 4% or $194,389 at 6%.
2009212$3,606,859$2,555,545$212,962iApproximate average salary by contribution assumption: employee only about $5,324,052 at 4% or $3,549,368 at 6%; with 50% employer match about $3,549,368 at 4% or $2,366,245 at 6%; with 100% employer match about $2,662,026 at 4% or $1,774,684 at 6%.
Btr Capital Management Inc. 401K Plan-12$3,606,859$2,555,545$212,962iApproximate average salary by contribution assumption: employee only about $5,324,052 at 4% or $3,549,368 at 6%; with 50% employer match about $3,549,368 at 4% or $2,366,245 at 6%; with 100% employer match about $2,662,026 at 4% or $1,774,684 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-0$0$0-
2008210$2,893,046$235,505$23,551iApproximate average salary by contribution assumption: employee only about $588,763 at 4% or $392,508 at 6%; with 50% employer match about $392,508 at 4% or $261,672 at 6%; with 100% employer match about $294,381 at 4% or $196,254 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-8$1,953,638$128,177$16,022iApproximate average salary by contribution assumption: employee only about $400,553 at 4% or $267,035 at 6%; with 50% employer match about $267,035 at 4% or $178,024 at 6%; with 100% employer match about $200,277 at 4% or $133,518 at 6%.
Btr Capital Management Inc. 401K Plan-10$939,408$107,328$10,733iApproximate average salary by contribution assumption: employee only about $268,320 at 4% or $178,880 at 6%; with 50% employer match about $178,880 at 4% or $119,253 at 6%; with 100% employer match about $134,160 at 4% or $89,440 at 6%.
2007210$3,387,311$311,149$31,115iApproximate average salary by contribution assumption: employee only about $777,873 at 4% or $518,582 at 6%; with 50% employer match about $518,582 at 4% or $345,721 at 6%; with 100% employer match about $388,936 at 4% or $259,291 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-7$2,302,230$123,792$17,685iApproximate average salary by contribution assumption: employee only about $442,114 at 4% or $294,743 at 6%; with 50% employer match about $294,743 at 4% or $196,495 at 6%; with 100% employer match about $221,057 at 4% or $147,371 at 6%.
Btr Capital Management Inc. 401K Plan-10$1,085,081$187,357$18,736iApproximate average salary by contribution assumption: employee only about $468,393 at 4% or $312,262 at 6%; with 50% employer match about $312,262 at 4% or $208,174 at 6%; with 100% employer match about $234,196 at 4% or $156,131 at 6%.
2006210$3,101,773$202,848$20,285iApproximate average salary by contribution assumption: employee only about $507,120 at 4% or $338,080 at 6%; with 50% employer match about $338,080 at 4% or $225,387 at 6%; with 100% employer match about $253,560 at 4% or $169,040 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-5$2,218,664$102,961$20,592iApproximate average salary by contribution assumption: employee only about $514,805 at 4% or $343,203 at 6%; with 50% employer match about $343,203 at 4% or $228,802 at 6%; with 100% employer match about $257,403 at 4% or $171,602 at 6%.
Btr Capital Management Inc. 401K Plan-10$883,109$99,887$9,989iApproximate average salary by contribution assumption: employee only about $249,718 at 4% or $166,478 at 6%; with 50% employer match about $166,478 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,239 at 6%.
2005210$2,578,247$175,092$17,509iApproximate average salary by contribution assumption: employee only about $437,730 at 4% or $291,820 at 6%; with 50% employer match about $291,820 at 4% or $194,547 at 6%; with 100% employer match about $218,865 at 4% or $145,910 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-7$1,881,941$98,504$14,072iApproximate average salary by contribution assumption: employee only about $351,800 at 4% or $234,533 at 6%; with 50% employer match about $234,533 at 4% or $156,356 at 6%; with 100% employer match about $175,900 at 4% or $117,267 at 6%.
Btr Capital Management Inc. 401K Plan-10$696,306$76,588$7,659iApproximate average salary by contribution assumption: employee only about $191,470 at 4% or $127,647 at 6%; with 50% employer match about $127,647 at 4% or $85,098 at 6%; with 100% employer match about $95,735 at 4% or $63,823 at 6%.
200426$2,299,011$133,733$22,289iApproximate average salary by contribution assumption: employee only about $557,221 at 4% or $371,481 at 6%; with 50% employer match about $371,481 at 4% or $247,654 at 6%; with 100% employer match about $278,610 at 4% or $185,740 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-6$1,711,347$91,208$15,201iApproximate average salary by contribution assumption: employee only about $380,033 at 4% or $253,356 at 6%; with 50% employer match about $253,356 at 4% or $168,904 at 6%; with 100% employer match about $190,017 at 4% or $126,678 at 6%.
Btr Capital Management Inc. 401K Plan-6$587,664$42,525$7,088iApproximate average salary by contribution assumption: employee only about $177,188 at 4% or $118,125 at 6%; with 50% employer match about $118,125 at 4% or $78,750 at 6%; with 100% employer match about $88,594 at 4% or $59,063 at 6%.
200326$2,015,956$103,533$17,256iApproximate average salary by contribution assumption: employee only about $431,388 at 4% or $287,592 at 6%; with 50% employer match about $287,592 at 4% or $191,728 at 6%; with 100% employer match about $215,694 at 4% or $143,796 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-6$1,542,475$76,483$12,747iApproximate average salary by contribution assumption: employee only about $318,679 at 4% or $212,453 at 6%; with 50% employer match about $212,453 at 4% or $141,635 at 6%; with 100% employer match about $159,340 at 4% or $106,226 at 6%.
Btr Capital Management Inc. 401K Plan-6$473,481$27,050$4,508iApproximate average salary by contribution assumption: employee only about $112,708 at 4% or $75,139 at 6%; with 50% employer match about $75,139 at 4% or $50,093 at 6%; with 100% employer match about $56,354 at 4% or $37,569 at 6%.
200226$1,555,884$98,679$16,447iApproximate average salary by contribution assumption: employee only about $411,163 at 4% or $274,108 at 6%; with 50% employer match about $274,108 at 4% or $182,739 at 6%; with 100% employer match about $205,581 at 4% or $137,054 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-6$1,183,453$71,079$11,847iApproximate average salary by contribution assumption: employee only about $296,163 at 4% or $197,442 at 6%; with 50% employer match about $197,442 at 4% or $131,628 at 6%; with 100% employer match about $148,081 at 4% or $98,721 at 6%.
Btr Capital Management Inc. 401K Plan-6$372,431$27,600$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
200125$0$0-
Btr Capital Management Inc. 401K Plan-5---
Btr Capital Management Inc. Target Benefit Pension Plan-5---
200024$1,722,668$87,454$21,864iApproximate average salary by contribution assumption: employee only about $546,588 at 4% or $364,392 at 6%; with 50% employer match about $364,392 at 4% or $242,928 at 6%; with 100% employer match about $273,294 at 4% or $182,196 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-4$1,319,917$53,194$13,299iApproximate average salary by contribution assumption: employee only about $332,463 at 4% or $221,642 at 6%; with 50% employer match about $221,642 at 4% or $147,761 at 6%; with 100% employer match about $166,231 at 4% or $110,821 at 6%.
Btr Capital Management Inc. 401K Plan-4$402,751$34,260$8,565iApproximate average salary by contribution assumption: employee only about $214,125 at 4% or $142,750 at 6%; with 50% employer match about $142,750 at 4% or $95,167 at 6%; with 100% employer match about $107,063 at 4% or $71,375 at 6%.
199926$1,416,805$113,986$18,998iApproximate average salary by contribution assumption: employee only about $474,942 at 4% or $316,628 at 6%; with 50% employer match about $316,628 at 4% or $211,085 at 6%; with 100% employer match about $237,471 at 4% or $158,314 at 6%.
Btr Capital Management Inc. Target Benefit Pension Plan-6$1,099,143$68,258$11,376iApproximate average salary by contribution assumption: employee only about $284,408 at 4% or $189,606 at 6%; with 50% employer match about $189,606 at 4% or $126,404 at 6%; with 100% employer match about $142,204 at 4% or $94,803 at 6%.
Btr Capital Management Inc. 401K Plan-6$317,662$45,728$7,621iApproximate average salary by contribution assumption: employee only about $190,533 at 4% or $127,022 at 6%; with 50% employer match about $127,022 at 4% or $84,681 at 6%; with 100% employer match about $95,267 at 4% or $63,511 at 6%.