Civic Intelligence

QUESTA CAPITAL MANAGEMENT, LLC

Plan context: QUESTA CAPITAL MANAGEMENT 401(K) PLAN

EIN 81-2375649 • San Francisco, CA • 9 filings • 1 plans

501 2nd StreetSuite 403San Francisco, CA 94107
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$4,104,259

2025 Contributions

$567,996

Historical Graphs

Total Assets Over Time

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

$4,104,259$2,052,130$0201720212025YearValue
$4,104,259Latest year 2025

Participants Over Time

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

20100201720212025YearValue
19Latest year 2025

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
2025119$4,104,259$567,996$29,895iApproximate average salary by contribution assumption: employee only about $747,363 at 4% or $498,242 at 6%; with 50% employer match about $498,242 at 4% or $332,161 at 6%; with 100% employer match about $373,682 at 4% or $249,121 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-19$4,104,259$567,996$29,895iApproximate average salary by contribution assumption: employee only about $747,363 at 4% or $498,242 at 6%; with 50% employer match about $498,242 at 4% or $332,161 at 6%; with 100% employer match about $373,682 at 4% or $249,121 at 6%.
2024120$3,390,040$635,731$31,787iApproximate average salary by contribution assumption: employee only about $794,664 at 4% or $529,776 at 6%; with 50% employer match about $529,776 at 4% or $353,184 at 6%; with 100% employer match about $397,332 at 4% or $264,888 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-20$3,390,040$635,731$31,787iApproximate average salary by contribution assumption: employee only about $794,664 at 4% or $529,776 at 6%; with 50% employer match about $529,776 at 4% or $353,184 at 6%; with 100% employer match about $397,332 at 4% or $264,888 at 6%.
2023117$2,420,584$492,188$28,952iApproximate average salary by contribution assumption: employee only about $723,806 at 4% or $482,537 at 6%; with 50% employer match about $482,537 at 4% or $321,692 at 6%; with 100% employer match about $361,903 at 4% or $241,269 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-17$2,420,584$492,188$28,952iApproximate average salary by contribution assumption: employee only about $723,806 at 4% or $482,537 at 6%; with 50% employer match about $482,537 at 4% or $321,692 at 6%; with 100% employer match about $361,903 at 4% or $241,269 at 6%.
2022114$1,598,870$365,281$26,092iApproximate average salary by contribution assumption: employee only about $652,288 at 4% or $434,858 at 6%; with 50% employer match about $434,858 at 4% or $289,906 at 6%; with 100% employer match about $326,144 at 4% or $217,429 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-14$1,598,870$365,281$26,092iApproximate average salary by contribution assumption: employee only about $652,288 at 4% or $434,858 at 6%; with 50% employer match about $434,858 at 4% or $289,906 at 6%; with 100% employer match about $326,144 at 4% or $217,429 at 6%.
2021113$1,513,739$420,791$32,369iApproximate average salary by contribution assumption: employee only about $809,213 at 4% or $539,476 at 6%; with 50% employer match about $539,476 at 4% or $359,650 at 6%; with 100% employer match about $404,607 at 4% or $269,738 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-13$1,513,739$420,791$32,369iApproximate average salary by contribution assumption: employee only about $809,213 at 4% or $539,476 at 6%; with 50% employer match about $539,476 at 4% or $359,650 at 6%; with 100% employer match about $404,607 at 4% or $269,738 at 6%.
2020110$903,791$313,048$31,305iApproximate average salary by contribution assumption: employee only about $782,620 at 4% or $521,747 at 6%; with 50% employer match about $521,747 at 4% or $347,831 at 6%; with 100% employer match about $391,310 at 4% or $260,873 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-10$903,791$313,048$31,305iApproximate average salary by contribution assumption: employee only about $782,620 at 4% or $521,747 at 6%; with 50% employer match about $521,747 at 4% or $347,831 at 6%; with 100% employer match about $391,310 at 4% or $260,873 at 6%.
201917$479,220$191,125$27,304iApproximate average salary by contribution assumption: employee only about $682,589 at 4% or $455,060 at 6%; with 50% employer match about $455,060 at 4% or $303,373 at 6%; with 100% employer match about $341,295 at 4% or $227,530 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-7$479,220$191,125$27,304iApproximate average salary by contribution assumption: employee only about $682,589 at 4% or $455,060 at 6%; with 50% employer match about $455,060 at 4% or $303,373 at 6%; with 100% employer match about $341,295 at 4% or $227,530 at 6%.
201816$214,334$149,979$24,997iApproximate average salary by contribution assumption: employee only about $624,913 at 4% or $416,608 at 6%; with 50% employer match about $416,608 at 4% or $277,739 at 6%; with 100% employer match about $312,456 at 4% or $208,304 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-6$214,334$149,979$24,997iApproximate average salary by contribution assumption: employee only about $624,913 at 4% or $416,608 at 6%; with 50% employer match about $416,608 at 4% or $277,739 at 6%; with 100% employer match about $312,456 at 4% or $208,304 at 6%.
201715$82,293$80,393$16,079iApproximate average salary by contribution assumption: employee only about $401,965 at 4% or $267,977 at 6%; with 50% employer match about $267,977 at 4% or $178,651 at 6%; with 100% employer match about $200,983 at 4% or $133,988 at 6%.
QUESTA CAPITAL MANAGEMENT 401(K) PLAN-5$82,293$80,393$16,079iApproximate average salary by contribution assumption: employee only about $401,965 at 4% or $267,977 at 6%; with 50% employer match about $267,977 at 4% or $178,651 at 6%; with 100% employer match about $200,983 at 4% or $133,988 at 6%.