Civic Intelligence

Modern Treasury Corporation

Plan context: Modern Treasury 401(K) Plan

EIN 83-0557911 • San Francisco, CA • 9 filings • 2 plans

315 Montgomery Street10th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

176

2024 Assets

$9,363,429

2024 Contributions

$3,038,237

Historical Graphs

Total Assets Over Time

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

$9,363,429$4,681,715$0201920222024YearValue
$9,363,429Latest year 2024

Participants Over Time

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

2331170201920222024YearValue
176Latest year 2024

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
20242176$9,363,429$3,038,237$17,263iApproximate average salary by contribution assumption: employee only about $431,568 at 4% or $287,712 at 6%; with 50% employer match about $287,712 at 4% or $191,808 at 6%; with 100% employer match about $215,784 at 4% or $143,856 at 6%.
Modern Treasury 401(K) Plan-176$9,363,429$3,038,237$17,263iApproximate average salary by contribution assumption: employee only about $431,568 at 4% or $287,712 at 6%; with 50% employer match about $287,712 at 4% or $191,808 at 6%; with 100% employer match about $215,784 at 4% or $143,856 at 6%.
Modern Treasury Corporation Health & Welfare Plan-165---
20232160$6,282,007$2,705,050$16,907iApproximate average salary by contribution assumption: employee only about $422,664 at 4% or $281,776 at 6%; with 50% employer match about $281,776 at 4% or $187,851 at 6%; with 100% employer match about $211,332 at 4% or $140,888 at 6%.
Modern Treasury 401(K) Plan-160$6,282,007$2,705,050$16,907iApproximate average salary by contribution assumption: employee only about $422,664 at 4% or $281,776 at 6%; with 50% employer match about $281,776 at 4% or $187,851 at 6%; with 100% employer match about $211,332 at 4% or $140,888 at 6%.
Modern Treasury Corporation Health & Welfare Plan-151---
20222233$3,357,248$2,400,508$10,303iApproximate average salary by contribution assumption: employee only about $257,565 at 4% or $171,710 at 6%; with 50% employer match about $171,710 at 4% or $114,473 at 6%; with 100% employer match about $128,783 at 4% or $85,855 at 6%.
Modern Treasury 401(K) Plan-197$3,357,248$2,400,508$12,185iApproximate average salary by contribution assumption: employee only about $304,633 at 4% or $203,089 at 6%; with 50% employer match about $203,089 at 4% or $135,392 at 6%; with 100% employer match about $152,316 at 4% or $101,544 at 6%.
Modern Treasury Corporation Health & Welfare Plan-233---
2021159$1,370,852$1,069,389$18,125iApproximate average salary by contribution assumption: employee only about $453,131 at 4% or $302,087 at 6%; with 50% employer match about $302,087 at 4% or $201,392 at 6%; with 100% employer match about $226,565 at 4% or $151,044 at 6%.
Modern Treasury 401(K) Plan-59$1,370,852$1,069,389$18,125iApproximate average salary by contribution assumption: employee only about $453,131 at 4% or $302,087 at 6%; with 50% employer match about $302,087 at 4% or $201,392 at 6%; with 100% employer match about $226,565 at 4% or $151,044 at 6%.
2020114$212,628$144,424$10,316iApproximate average salary by contribution assumption: employee only about $257,900 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,950 at 4% or $85,967 at 6%.
Modern Treasury 401(K) Plan-14$212,628$144,424$10,316iApproximate average salary by contribution assumption: employee only about $257,900 at 4% or $171,933 at 6%; with 50% employer match about $171,933 at 4% or $114,622 at 6%; with 100% employer match about $128,950 at 4% or $85,967 at 6%.
201916$36,706$34,061$5,677iApproximate average salary by contribution assumption: employee only about $141,921 at 4% or $94,614 at 6%; with 50% employer match about $94,614 at 4% or $63,076 at 6%; with 100% employer match about $70,960 at 4% or $47,307 at 6%.
Modern Treasury 401(K) Plan-6$36,706$34,061$5,677iApproximate average salary by contribution assumption: employee only about $141,921 at 4% or $94,614 at 6%; with 50% employer match about $94,614 at 4% or $63,076 at 6%; with 100% employer match about $70,960 at 4% or $47,307 at 6%.