Civic Intelligence

Menlo Advisors LLC

Plan context: Menlo Advisors LLC 401K Profit Sharing Plan

EIN 72-1533493 • Menlo Park, CA • 19 filings • 4 plans

525 Middlefield Road - Suite 118Menlo Park, CA 94025
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$3,332,927

2021 Contributions

$131,730

Historical Graphs

Total Assets Over Time

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

$3,523,012$1,761,506$0200320122021YearValue
$3,332,927Latest year 2021

Participants Over Time

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

320200320122021YearValue
2Latest year 2021

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
202112$3,332,927$131,730$65,865iApproximate average salary by contribution assumption: employee only about $1,646,625 at 4% or $1,097,750 at 6%; with 50% employer match about $1,097,750 at 4% or $731,833 at 6%; with 100% employer match about $823,313 at 4% or $548,875 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-2$3,332,927$131,730$65,865iApproximate average salary by contribution assumption: employee only about $1,646,625 at 4% or $1,097,750 at 6%; with 50% employer match about $1,097,750 at 4% or $731,833 at 6%; with 100% employer match about $823,313 at 4% or $548,875 at 6%.
202013$3,523,012$141,967$47,322iApproximate average salary by contribution assumption: employee only about $1,183,058 at 4% or $788,706 at 6%; with 50% employer match about $788,706 at 4% or $525,804 at 6%; with 100% employer match about $591,529 at 4% or $394,353 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$3,523,012$141,967$47,322iApproximate average salary by contribution assumption: employee only about $1,183,058 at 4% or $788,706 at 6%; with 50% employer match about $788,706 at 4% or $525,804 at 6%; with 100% employer match about $591,529 at 4% or $394,353 at 6%.
201913$2,656,920$138,920$46,307iApproximate average salary by contribution assumption: employee only about $1,157,667 at 4% or $771,778 at 6%; with 50% employer match about $771,778 at 4% or $514,519 at 6%; with 100% employer match about $578,833 at 4% or $385,889 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$2,656,920$138,920$46,307iApproximate average salary by contribution assumption: employee only about $1,157,667 at 4% or $771,778 at 6%; with 50% employer match about $771,778 at 4% or $514,519 at 6%; with 100% employer match about $578,833 at 4% or $385,889 at 6%.
201813$2,180,964$137,800$45,933iApproximate average salary by contribution assumption: employee only about $1,148,333 at 4% or $765,556 at 6%; with 50% employer match about $765,556 at 4% or $510,370 at 6%; with 100% employer match about $574,167 at 4% or $382,778 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$2,180,964$137,800$45,933iApproximate average salary by contribution assumption: employee only about $1,148,333 at 4% or $765,556 at 6%; with 50% employer match about $765,556 at 4% or $510,370 at 6%; with 100% employer match about $574,167 at 4% or $382,778 at 6%.
201713$2,155,019$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$2,155,019$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
201613$1,798,303$56,333$18,778iApproximate average salary by contribution assumption: employee only about $469,442 at 4% or $312,961 at 6%; with 50% employer match about $312,961 at 4% or $208,641 at 6%; with 100% employer match about $234,721 at 4% or $156,481 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,798,303$56,333$18,778iApproximate average salary by contribution assumption: employee only about $469,442 at 4% or $312,961 at 6%; with 50% employer match about $312,961 at 4% or $208,641 at 6%; with 100% employer match about $234,721 at 4% or $156,481 at 6%.
201513$1,698,796$136,380$45,460iApproximate average salary by contribution assumption: employee only about $1,136,500 at 4% or $757,667 at 6%; with 50% employer match about $757,667 at 4% or $505,111 at 6%; with 100% employer match about $568,250 at 4% or $378,833 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,698,796$136,380$45,460iApproximate average salary by contribution assumption: employee only about $1,136,500 at 4% or $757,667 at 6%; with 50% employer match about $757,667 at 4% or $505,111 at 6%; with 100% employer match about $568,250 at 4% or $378,833 at 6%.
201413$1,623,775$134,587$44,862iApproximate average salary by contribution assumption: employee only about $1,121,558 at 4% or $747,706 at 6%; with 50% employer match about $747,706 at 4% or $498,470 at 6%; with 100% employer match about $560,779 at 4% or $373,853 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,623,775$134,587$44,862iApproximate average salary by contribution assumption: employee only about $1,121,558 at 4% or $747,706 at 6%; with 50% employer match about $747,706 at 4% or $498,470 at 6%; with 100% employer match about $560,779 at 4% or $373,853 at 6%.
201313$1,487,858$128,662$42,887iApproximate average salary by contribution assumption: employee only about $1,072,183 at 4% or $714,789 at 6%; with 50% employer match about $714,789 at 4% or $476,526 at 6%; with 100% employer match about $536,092 at 4% or $357,394 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,487,858$128,662$42,887iApproximate average salary by contribution assumption: employee only about $1,072,183 at 4% or $714,789 at 6%; with 50% employer match about $714,789 at 4% or $476,526 at 6%; with 100% employer match about $536,092 at 4% or $357,394 at 6%.
201213$1,241,237$120,206$40,069iApproximate average salary by contribution assumption: employee only about $1,001,717 at 4% or $667,811 at 6%; with 50% employer match about $667,811 at 4% or $445,207 at 6%; with 100% employer match about $500,858 at 4% or $333,906 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,241,237$120,206$40,069iApproximate average salary by contribution assumption: employee only about $1,001,717 at 4% or $667,811 at 6%; with 50% employer match about $667,811 at 4% or $445,207 at 6%; with 100% employer match about $500,858 at 4% or $333,906 at 6%.
201113$1,135,156$118,310$39,437iApproximate average salary by contribution assumption: employee only about $985,917 at 4% or $657,278 at 6%; with 50% employer match about $657,278 at 4% or $438,185 at 6%; with 100% employer match about $492,958 at 4% or $328,639 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,135,156$118,310$39,437iApproximate average salary by contribution assumption: employee only about $985,917 at 4% or $657,278 at 6%; with 50% employer match about $657,278 at 4% or $438,185 at 6%; with 100% employer match about $492,958 at 4% or $328,639 at 6%.
201013$1,070,654$118,310$39,437iApproximate average salary by contribution assumption: employee only about $985,917 at 4% or $657,278 at 6%; with 50% employer match about $657,278 at 4% or $438,185 at 6%; with 100% employer match about $492,958 at 4% or $328,639 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$1,070,654$118,310$39,437iApproximate average salary by contribution assumption: employee only about $985,917 at 4% or $657,278 at 6%; with 50% employer match about $657,278 at 4% or $438,185 at 6%; with 100% employer match about $492,958 at 4% or $328,639 at 6%.
200913$883,269$118,808$39,603iApproximate average salary by contribution assumption: employee only about $990,067 at 4% or $660,044 at 6%; with 50% employer match about $660,044 at 4% or $440,030 at 6%; with 100% employer match about $495,033 at 4% or $330,022 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$883,269$118,808$39,603iApproximate average salary by contribution assumption: employee only about $990,067 at 4% or $660,044 at 6%; with 50% employer match about $660,044 at 4% or $440,030 at 6%; with 100% employer match about $495,033 at 4% or $330,022 at 6%.
200813$624,220$96,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$624,220$96,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
200713$741,312$95,772$31,924iApproximate average salary by contribution assumption: employee only about $798,100 at 4% or $532,067 at 6%; with 50% employer match about $532,067 at 4% or $354,711 at 6%; with 100% employer match about $399,050 at 4% or $266,033 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$741,312$95,772$31,924iApproximate average salary by contribution assumption: employee only about $798,100 at 4% or $532,067 at 6%; with 50% employer match about $532,067 at 4% or $354,711 at 6%; with 100% employer match about $399,050 at 4% or $266,033 at 6%.
200613$593,309$102,651$34,217iApproximate average salary by contribution assumption: employee only about $855,425 at 4% or $570,283 at 6%; with 50% employer match about $570,283 at 4% or $380,189 at 6%; with 100% employer match about $427,713 at 4% or $285,142 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$593,309$102,651$34,217iApproximate average salary by contribution assumption: employee only about $855,425 at 4% or $570,283 at 6%; with 50% employer match about $570,283 at 4% or $380,189 at 6%; with 100% employer match about $427,713 at 4% or $285,142 at 6%.
200513$440,504$91,449$30,483iApproximate average salary by contribution assumption: employee only about $762,075 at 4% or $508,050 at 6%; with 50% employer match about $508,050 at 4% or $338,700 at 6%; with 100% employer match about $381,038 at 4% or $254,025 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$440,504$91,449$30,483iApproximate average salary by contribution assumption: employee only about $762,075 at 4% or $508,050 at 6%; with 50% employer match about $508,050 at 4% or $338,700 at 6%; with 100% employer match about $381,038 at 4% or $254,025 at 6%.
200413$313,306$200,249$66,750iApproximate average salary by contribution assumption: employee only about $1,668,742 at 4% or $1,112,494 at 6%; with 50% employer match about $1,112,494 at 4% or $741,663 at 6%; with 100% employer match about $834,371 at 4% or $556,247 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$313,306$200,249$66,750iApproximate average salary by contribution assumption: employee only about $1,668,742 at 4% or $1,112,494 at 6%; with 50% employer match about $1,112,494 at 4% or $741,663 at 6%; with 100% employer match about $834,371 at 4% or $556,247 at 6%.
200313$100,376$99,811$33,270iApproximate average salary by contribution assumption: employee only about $831,758 at 4% or $554,506 at 6%; with 50% employer match about $554,506 at 4% or $369,670 at 6%; with 100% employer match about $415,879 at 4% or $277,253 at 6%.
Menlo Advisors LLC 401K Profit Sharing Plan-3$100,376$99,811$33,270iApproximate average salary by contribution assumption: employee only about $831,758 at 4% or $554,506 at 6%; with 50% employer match about $554,506 at 4% or $369,670 at 6%; with 100% employer match about $415,879 at 4% or $277,253 at 6%.