Basis Theory Inc.
Plan context: Basis Theory Inc. 401(K) Plan
EIN 85-4214844 • Mill Valley, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
25
2025 Assets
$1,508,130
2025 Contributions
$500,557
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 | 25 | $1,508,130 | $500,557 | $20,022iApproximate average salary by contribution assumption: employee only about $500,557 at 4% or $333,705 at 6%; with 50% employer match about $333,705 at 4% or $222,470 at 6%; with 100% employer match about $250,278 at 4% or $166,852 at 6%. |
| Basis Theory Inc. 401(K) Plan | - | 25 | $1,508,130 | $500,557 | $20,022iApproximate average salary by contribution assumption: employee only about $500,557 at 4% or $333,705 at 6%; with 50% employer match about $333,705 at 4% or $222,470 at 6%; with 100% employer match about $250,278 at 4% or $166,852 at 6%. |
| 2024 | 1 | 17 | $851,240 | $219,263 | $12,898iApproximate average salary by contribution assumption: employee only about $322,446 at 4% or $214,964 at 6%; with 50% employer match about $214,964 at 4% or $143,309 at 6%; with 100% employer match about $161,223 at 4% or $107,482 at 6%. |
| Basis Theory Inc. 401(K) Plan | - | 17 | $851,240 | $219,263 | $12,898iApproximate average salary by contribution assumption: employee only about $322,446 at 4% or $214,964 at 6%; with 50% employer match about $214,964 at 4% or $143,309 at 6%; with 100% employer match about $161,223 at 4% or $107,482 at 6%. |
| 2023 | 1 | 15 | $593,047 | $271,007 | $18,067iApproximate average salary by contribution assumption: employee only about $451,678 at 4% or $301,119 at 6%; with 50% employer match about $301,119 at 4% or $200,746 at 6%; with 100% employer match about $225,839 at 4% or $150,559 at 6%. |
| Basis Theory Inc. 401(K) Plan | - | 15 | $593,047 | $271,007 | $18,067iApproximate average salary by contribution assumption: employee only about $451,678 at 4% or $301,119 at 6%; with 50% employer match about $301,119 at 4% or $200,746 at 6%; with 100% employer match about $225,839 at 4% or $150,559 at 6%. |
| 2022 | 1 | 20 | $361,742 | $320,538 | $16,027iApproximate average salary by contribution assumption: employee only about $400,673 at 4% or $267,115 at 6%; with 50% employer match about $267,115 at 4% or $178,077 at 6%; with 100% employer match about $200,336 at 4% or $133,558 at 6%. |
| Basis Theory Inc. 401(K) Plan | - | 20 | $361,742 | $320,538 | $16,027iApproximate average salary by contribution assumption: employee only about $400,673 at 4% or $267,115 at 6%; with 50% employer match about $267,115 at 4% or $178,077 at 6%; with 100% employer match about $200,336 at 4% or $133,558 at 6%. |
| 2021 | 1 | 12 | $101,030 | $96,880 | $8,073iApproximate average salary by contribution assumption: employee only about $201,833 at 4% or $134,556 at 6%; with 50% employer match about $134,556 at 4% or $89,704 at 6%; with 100% employer match about $100,917 at 4% or $67,278 at 6%. |
| Basis Theory Inc. 401(K) Plan | - | 12 | $101,030 | $96,880 | $8,073iApproximate average salary by contribution assumption: employee only about $201,833 at 4% or $134,556 at 6%; with 50% employer match about $134,556 at 4% or $89,704 at 6%; with 100% employer match about $100,917 at 4% or $67,278 at 6%. |