Civic Intelligence

Pacific Forest Trust Inc.

Plan context: Pacific Forest Trust Deferred Annuity Plan

EIN 68-0292509 • San Francisco, CA • 26 filings • 4 plans

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1001 A O'reilly AveSan Francisco, CA 94129
Current Snapshot

Latest Year

2023

2023 Participants

56

2023 Assets

$5,109,359

2023 Contributions

$270,302

Historical Graphs

Total Assets Over Time

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

$5,123,409$2,561,705$0200920162023YearValue
$5,109,359Latest year 2023

Participants Over Time

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

58290200920162023YearValue
56Latest year 2023

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
2023156$5,109,359$270,302$4,827iApproximate average salary by contribution assumption: employee only about $120,671 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,631 at 6%; with 100% employer match about $60,335 at 4% or $40,224 at 6%.
Pacific Forest Trust Deferred Annuity Plan-56$5,109,359$270,302$4,827iApproximate average salary by contribution assumption: employee only about $120,671 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,631 at 6%; with 100% employer match about $60,335 at 4% or $40,224 at 6%.
2022156$4,257,042$297,148$5,306iApproximate average salary by contribution assumption: employee only about $132,655 at 4% or $88,437 at 6%; with 50% employer match about $88,437 at 4% or $58,958 at 6%; with 100% employer match about $66,328 at 4% or $44,218 at 6%.
Pacific Forest Trust Deferred Annuity Plan-56$4,257,042$297,148$5,306iApproximate average salary by contribution assumption: employee only about $132,655 at 4% or $88,437 at 6%; with 50% employer match about $88,437 at 4% or $58,958 at 6%; with 100% employer match about $66,328 at 4% or $44,218 at 6%.
2021155$5,123,409$271,052$4,928iApproximate average salary by contribution assumption: employee only about $123,205 at 4% or $82,137 at 6%; with 50% employer match about $82,137 at 4% or $54,758 at 6%; with 100% employer match about $61,603 at 4% or $41,068 at 6%.
Pacific Forest Trust Deferred Annuity Plan-55$5,123,409$271,052$4,928iApproximate average salary by contribution assumption: employee only about $123,205 at 4% or $82,137 at 6%; with 50% employer match about $82,137 at 4% or $54,758 at 6%; with 100% employer match about $61,603 at 4% or $41,068 at 6%.
2020158$4,390,962$258,075$4,450iApproximate average salary by contribution assumption: employee only about $111,239 at 4% or $74,159 at 6%; with 50% employer match about $74,159 at 4% or $49,440 at 6%; with 100% employer match about $55,620 at 4% or $37,080 at 6%.
Pacific Forest Trust Deferred Annuity Plan-58$4,390,962$258,075$4,450iApproximate average salary by contribution assumption: employee only about $111,239 at 4% or $74,159 at 6%; with 50% employer match about $74,159 at 4% or $49,440 at 6%; with 100% employer match about $55,620 at 4% or $37,080 at 6%.
2019158$3,537,409$265,450$4,577iApproximate average salary by contribution assumption: employee only about $114,418 at 4% or $76,279 at 6%; with 50% employer match about $76,279 at 4% or $50,852 at 6%; with 100% employer match about $57,209 at 4% or $38,139 at 6%.
Pacific Forest Trust Deferred Annuity Plan-58$3,537,409$265,450$4,577iApproximate average salary by contribution assumption: employee only about $114,418 at 4% or $76,279 at 6%; with 50% employer match about $76,279 at 4% or $50,852 at 6%; with 100% employer match about $57,209 at 4% or $38,139 at 6%.
2018156$2,719,211$248,599$4,439iApproximate average salary by contribution assumption: employee only about $110,982 at 4% or $73,988 at 6%; with 50% employer match about $73,988 at 4% or $49,325 at 6%; with 100% employer match about $55,491 at 4% or $36,994 at 6%.
Pacific Forest Trust Deferred Annuity Plan-56$2,719,211$248,599$4,439iApproximate average salary by contribution assumption: employee only about $110,982 at 4% or $73,988 at 6%; with 50% employer match about $73,988 at 4% or $49,325 at 6%; with 100% employer match about $55,491 at 4% or $36,994 at 6%.
2017150$2,667,350$200,539$4,011iApproximate average salary by contribution assumption: employee only about $100,270 at 4% or $66,846 at 6%; with 50% employer match about $66,846 at 4% or $44,564 at 6%; with 100% employer match about $50,135 at 4% or $33,423 at 6%.
Pacific Forest Trust Deferred Annuity Plan-50$2,667,350$200,539$4,011iApproximate average salary by contribution assumption: employee only about $100,270 at 4% or $66,846 at 6%; with 50% employer match about $66,846 at 4% or $44,564 at 6%; with 100% employer match about $50,135 at 4% or $33,423 at 6%.
2016151$2,248,829$170,630$3,346iApproximate average salary by contribution assumption: employee only about $83,642 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,881 at 6%.
Pacific Forest Trust Deferred Annuity Plan-51$2,248,829$170,630$3,346iApproximate average salary by contribution assumption: employee only about $83,642 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,821 at 4% or $27,881 at 6%.
2015149$2,038,729$147,544$3,011iApproximate average salary by contribution assumption: employee only about $75,278 at 4% or $50,185 at 6%; with 50% employer match about $50,185 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%.
Pacific Forest Trust Deferred Annuity Plan-49$2,038,729$147,544$3,011iApproximate average salary by contribution assumption: employee only about $75,278 at 4% or $50,185 at 6%; with 50% employer match about $50,185 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%.
2014151$2,002,185$173,422$3,400iApproximate average salary by contribution assumption: employee only about $85,011 at 4% or $56,674 at 6%; with 50% employer match about $56,674 at 4% or $37,783 at 6%; with 100% employer match about $42,505 at 4% or $28,337 at 6%.
Pacific Forest Trust Deferred Annuity Plan-51$2,002,185$173,422$3,400iApproximate average salary by contribution assumption: employee only about $85,011 at 4% or $56,674 at 6%; with 50% employer match about $56,674 at 4% or $37,783 at 6%; with 100% employer match about $42,505 at 4% or $28,337 at 6%.
2013151$1,749,288$160,729$3,152iApproximate average salary by contribution assumption: employee only about $78,789 at 4% or $52,526 at 6%; with 50% employer match about $52,526 at 4% or $35,017 at 6%; with 100% employer match about $39,394 at 4% or $26,263 at 6%.
Pacific Forest Trust Deferred Annuity Plan-51$1,749,288$160,729$3,152iApproximate average salary by contribution assumption: employee only about $78,789 at 4% or $52,526 at 6%; with 50% employer match about $52,526 at 4% or $35,017 at 6%; with 100% employer match about $39,394 at 4% or $26,263 at 6%.
2012152$1,488,547$188,877$3,632iApproximate average salary by contribution assumption: employee only about $90,806 at 4% or $60,538 at 6%; with 50% employer match about $60,538 at 4% or $40,358 at 6%; with 100% employer match about $45,403 at 4% or $30,269 at 6%.
Pacific Forest Trust Deferred Annuity Plan-52$1,488,547$188,877$3,632iApproximate average salary by contribution assumption: employee only about $90,806 at 4% or $60,538 at 6%; with 50% employer match about $60,538 at 4% or $40,358 at 6%; with 100% employer match about $45,403 at 4% or $30,269 at 6%.
2011153$1,268,210$208,510$3,934iApproximate average salary by contribution assumption: employee only about $98,354 at 4% or $65,569 at 6%; with 50% employer match about $65,569 at 4% or $43,713 at 6%; with 100% employer match about $49,177 at 4% or $32,785 at 6%.
Pacific Forest Trust Deferred Annuity Plan-53$1,268,210$208,510$3,934iApproximate average salary by contribution assumption: employee only about $98,354 at 4% or $65,569 at 6%; with 50% employer match about $65,569 at 4% or $43,713 at 6%; with 100% employer match about $49,177 at 4% or $32,785 at 6%.
2010151$1,112,835$192,732$3,779iApproximate average salary by contribution assumption: employee only about $94,476 at 4% or $62,984 at 6%; with 50% employer match about $62,984 at 4% or $41,990 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
Pacific Forest Trust Deferred Annuity Plan-51$1,112,835$192,732$3,779iApproximate average salary by contribution assumption: employee only about $94,476 at 4% or $62,984 at 6%; with 50% employer match about $62,984 at 4% or $41,990 at 6%; with 100% employer match about $47,238 at 4% or $31,492 at 6%.
2009145$838,207$186,108$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,953 at 6%; with 100% employer match about $51,697 at 4% or $34,464 at 6%.
Pacific Forest Trust Deferred Annuity Plan-45$838,207$186,108$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,953 at 6%; with 100% employer match about $51,697 at 4% or $34,464 at 6%.
200810$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200710$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200610$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200510$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200410$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200310$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200210$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200110$0$0-
Pacific Forest Trust Deferred Annuity Plan-0---
200020$0$0-
Pacific Forest Trust Tax Deferred Annuity Plan-0---
Pacific Forest Trust Deferred Annuity Plan-0---
199910$0$0-
Pacific Forest Trust Tax Deferred Annuity Plan-0---