Civic Intelligence

Amara Financial LLC

Plan context: Amara Financial 401(K) Plan

EIN 84-5096818 • San Francisco, CA • 5 filings • 1 plans

580 California St12th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$645,810

2025 Contributions

$77,555

Historical Graphs

Total Assets Over Time

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

$645,810$322,905$0202120232025YearValue
$645,810Latest year 2025

Participants Over Time

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

320202120232025YearValue
3Latest 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
202513$645,810$77,555$25,852iApproximate average salary by contribution assumption: employee only about $646,292 at 4% or $430,861 at 6%; with 50% employer match about $430,861 at 4% or $287,241 at 6%; with 100% employer match about $323,146 at 4% or $215,431 at 6%.
Amara Financial 401(K) Plan-3$645,810$77,555$25,852iApproximate average salary by contribution assumption: employee only about $646,292 at 4% or $430,861 at 6%; with 50% employer match about $430,861 at 4% or $287,241 at 6%; with 100% employer match about $323,146 at 4% or $215,431 at 6%.
202413$471,163$126,589$42,196iApproximate average salary by contribution assumption: employee only about $1,054,908 at 4% or $703,272 at 6%; with 50% employer match about $703,272 at 4% or $468,848 at 6%; with 100% employer match about $527,454 at 4% or $351,636 at 6%.
Amara Financial 401(K) Plan-3$471,163$126,589$42,196iApproximate average salary by contribution assumption: employee only about $1,054,908 at 4% or $703,272 at 6%; with 50% employer match about $703,272 at 4% or $468,848 at 6%; with 100% employer match about $527,454 at 4% or $351,636 at 6%.
202313$284,180$64,817$21,606iApproximate average salary by contribution assumption: employee only about $540,142 at 4% or $360,094 at 6%; with 50% employer match about $360,094 at 4% or $240,063 at 6%; with 100% employer match about $270,071 at 4% or $180,047 at 6%.
Amara Financial 401(K) Plan-3$284,180$64,817$21,606iApproximate average salary by contribution assumption: employee only about $540,142 at 4% or $360,094 at 6%; with 50% employer match about $360,094 at 4% or $240,063 at 6%; with 100% employer match about $270,071 at 4% or $180,047 at 6%.
202212$175,615$50,681$25,341iApproximate average salary by contribution assumption: employee only about $633,513 at 4% or $422,342 at 6%; with 50% employer match about $422,342 at 4% or $281,561 at 6%; with 100% employer match about $316,756 at 4% or $211,171 at 6%.
Amara Financial 401(K) Plan-2$175,615$50,681$25,341iApproximate average salary by contribution assumption: employee only about $633,513 at 4% or $422,342 at 6%; with 50% employer match about $422,342 at 4% or $281,561 at 6%; with 100% employer match about $316,756 at 4% or $211,171 at 6%.
202112$147,059$142,903$71,452iApproximate average salary by contribution assumption: employee only about $1,786,288 at 4% or $1,190,858 at 6%; with 50% employer match about $1,190,858 at 4% or $793,906 at 6%; with 100% employer match about $893,144 at 4% or $595,429 at 6%.
Amara Financial 401(K) Plan-2$147,059$142,903$71,452iApproximate average salary by contribution assumption: employee only about $1,786,288 at 4% or $1,190,858 at 6%; with 50% employer match about $1,190,858 at 4% or $793,906 at 6%; with 100% employer match about $893,144 at 4% or $595,429 at 6%.