Congruent Management LLC
Plan context: Congruent Management 401(K) Plan
EIN 81-4958923 • Oakland, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,879,740
2025 Contributions
$420,566
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,879,740 | $420,566 | $30,040iApproximate average salary by contribution assumption: employee only about $751,011 at 4% or $500,674 at 6%; with 50% employer match about $500,674 at 4% or $333,783 at 6%; with 100% employer match about $375,505 at 4% or $250,337 at 6%. |
| Congruent Management 401(K) Plan | - | 14 | $1,879,740 | $420,566 | $30,040iApproximate average salary by contribution assumption: employee only about $751,011 at 4% or $500,674 at 6%; with 50% employer match about $500,674 at 4% or $333,783 at 6%; with 100% employer match about $375,505 at 4% or $250,337 at 6%. |
| 2024 | 1 | 10 | $1,326,188 | $434,034 | $43,403iApproximate average salary by contribution assumption: employee only about $1,085,085 at 4% or $723,390 at 6%; with 50% employer match about $723,390 at 4% or $482,260 at 6%; with 100% employer match about $542,543 at 4% or $361,695 at 6%. |
| Congruent Management 401(K) Plan | - | 10 | $1,326,188 | $434,034 | $43,403iApproximate average salary by contribution assumption: employee only about $1,085,085 at 4% or $723,390 at 6%; with 50% employer match about $723,390 at 4% or $482,260 at 6%; with 100% employer match about $542,543 at 4% or $361,695 at 6%. |
| 2023 | 1 | 9 | $742,326 | $355,637 | $39,515iApproximate average salary by contribution assumption: employee only about $987,881 at 4% or $658,587 at 6%; with 50% employer match about $658,587 at 4% or $439,058 at 6%; with 100% employer match about $493,940 at 4% or $329,294 at 6%. |
| Congruent Management 401(K) Plan | - | 9 | $742,326 | $355,637 | $39,515iApproximate average salary by contribution assumption: employee only about $987,881 at 4% or $658,587 at 6%; with 50% employer match about $658,587 at 4% or $439,058 at 6%; with 100% employer match about $493,940 at 4% or $329,294 at 6%. |
| 2022 | 1 | 7 | $286,569 | $232,585 | $33,226iApproximate average salary by contribution assumption: employee only about $830,661 at 4% or $553,774 at 6%; with 50% employer match about $553,774 at 4% or $369,183 at 6%; with 100% employer match about $415,330 at 4% or $276,887 at 6%. |
| Congruent Management 401(K) Plan | - | 7 | $286,569 | $232,585 | $33,226iApproximate average salary by contribution assumption: employee only about $830,661 at 4% or $553,774 at 6%; with 50% employer match about $553,774 at 4% or $369,183 at 6%; with 100% employer match about $415,330 at 4% or $276,887 at 6%. |
| 2021 | 1 | 6 | $102,526 | $99,187 | $16,531iApproximate average salary by contribution assumption: employee only about $413,279 at 4% or $275,519 at 6%; with 50% employer match about $275,519 at 4% or $183,680 at 6%; with 100% employer match about $206,640 at 4% or $137,760 at 6%. |
| Congruent Management 401(K) Plan | - | 6 | $102,526 | $99,187 | $16,531iApproximate average salary by contribution assumption: employee only about $413,279 at 4% or $275,519 at 6%; with 50% employer match about $275,519 at 4% or $183,680 at 6%; with 100% employer match about $206,640 at 4% or $137,760 at 6%. |