Civic Intelligence

Regis Management Company LLC

Plan context: Regis Management Company LLC 401K Plan

EIN 91-2190016 • Palo Alto, CA • 22 filings • 1 plans

300 Hamilton Avenue4th FloorPalo Alto, CA 94301
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,027,074

2024 Contributions

$24,986

Historical Graphs

Total Assets Over Time

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

$5,126,707$2,563,354$0200320142024YearValue
$2,027,074Latest year 2024

Participants Over Time

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

22110200320142024YearValue
4Latest 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
202414$2,027,074$24,986$6,247iApproximate average salary by contribution assumption: employee only about $156,163 at 4% or $104,108 at 6%; with 50% employer match about $104,108 at 4% or $69,406 at 6%; with 100% employer match about $78,081 at 4% or $52,054 at 6%.
Regis Management Company LLC 401K Plan-4$2,027,074$24,986$6,247iApproximate average salary by contribution assumption: employee only about $156,163 at 4% or $104,108 at 6%; with 50% employer match about $104,108 at 4% or $69,406 at 6%; with 100% employer match about $78,081 at 4% or $52,054 at 6%.
202312$1,728,854$24,507$12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%.
Regis Management Company LLC 401K Plan-2$1,728,854$24,507$12,254iApproximate average salary by contribution assumption: employee only about $306,338 at 4% or $204,225 at 6%; with 50% employer match about $204,225 at 4% or $136,150 at 6%; with 100% employer match about $153,169 at 4% or $102,113 at 6%.
202214$4,335,312$548,603$137,151iApproximate average salary by contribution assumption: employee only about $3,428,769 at 4% or $2,285,846 at 6%; with 50% employer match about $2,285,846 at 4% or $1,523,897 at 6%; with 100% employer match about $1,714,384 at 4% or $1,142,923 at 6%.
Regis Management Company LLC 401K Plan-4$4,335,312$548,603$137,151iApproximate average salary by contribution assumption: employee only about $3,428,769 at 4% or $2,285,846 at 6%; with 50% employer match about $2,285,846 at 4% or $1,523,897 at 6%; with 100% employer match about $1,714,384 at 4% or $1,142,923 at 6%.
2021115$5,126,707$391,631$26,109iApproximate average salary by contribution assumption: employee only about $652,718 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
Regis Management Company LLC 401K Plan-15$5,126,707$391,631$26,109iApproximate average salary by contribution assumption: employee only about $652,718 at 4% or $435,146 at 6%; with 50% employer match about $435,146 at 4% or $290,097 at 6%; with 100% employer match about $326,359 at 4% or $217,573 at 6%.
2020117$4,158,967$367,899$21,641iApproximate average salary by contribution assumption: employee only about $541,028 at 4% or $360,685 at 6%; with 50% employer match about $360,685 at 4% or $240,457 at 6%; with 100% employer match about $270,514 at 4% or $180,343 at 6%.
Regis Management Company LLC 401K Plan-17$4,158,967$367,899$21,641iApproximate average salary by contribution assumption: employee only about $541,028 at 4% or $360,685 at 6%; with 50% employer match about $360,685 at 4% or $240,457 at 6%; with 100% employer match about $270,514 at 4% or $180,343 at 6%.
2019117$3,679,614$365,018$21,472iApproximate average salary by contribution assumption: employee only about $536,791 at 4% or $357,861 at 6%; with 50% employer match about $357,861 at 4% or $238,574 at 6%; with 100% employer match about $268,396 at 4% or $178,930 at 6%.
Regis Management Company LLC 401K Plan-17$3,679,614$365,018$21,472iApproximate average salary by contribution assumption: employee only about $536,791 at 4% or $357,861 at 6%; with 50% employer match about $357,861 at 4% or $238,574 at 6%; with 100% employer match about $268,396 at 4% or $178,930 at 6%.
2018117$2,825,019$353,579$20,799iApproximate average salary by contribution assumption: employee only about $519,969 at 4% or $346,646 at 6%; with 50% employer match about $346,646 at 4% or $231,097 at 6%; with 100% employer match about $259,985 at 4% or $173,323 at 6%.
Regis Management Company LLC 401K Plan-17$2,825,019$353,579$20,799iApproximate average salary by contribution assumption: employee only about $519,969 at 4% or $346,646 at 6%; with 50% employer match about $346,646 at 4% or $231,097 at 6%; with 100% employer match about $259,985 at 4% or $173,323 at 6%.
2017118$2,809,346$308,837$17,158iApproximate average salary by contribution assumption: employee only about $428,940 at 4% or $285,960 at 6%; with 50% employer match about $285,960 at 4% or $190,640 at 6%; with 100% employer match about $214,470 at 4% or $142,980 at 6%.
Regis Management Company LLC 401K Plan-18$2,809,346$308,837$17,158iApproximate average salary by contribution assumption: employee only about $428,940 at 4% or $285,960 at 6%; with 50% employer match about $285,960 at 4% or $190,640 at 6%; with 100% employer match about $214,470 at 4% or $142,980 at 6%.
2016112$2,117,724$272,912$22,743iApproximate average salary by contribution assumption: employee only about $568,567 at 4% or $379,044 at 6%; with 50% employer match about $379,044 at 4% or $252,696 at 6%; with 100% employer match about $284,283 at 4% or $189,522 at 6%.
Regis Management Company LLC 401K Plan-12$2,117,724$272,912$22,743iApproximate average salary by contribution assumption: employee only about $568,567 at 4% or $379,044 at 6%; with 50% employer match about $379,044 at 4% or $252,696 at 6%; with 100% employer match about $284,283 at 4% or $189,522 at 6%.
2015111$1,898,035$270,004$24,546iApproximate average salary by contribution assumption: employee only about $613,645 at 4% or $409,097 at 6%; with 50% employer match about $409,097 at 4% or $272,731 at 6%; with 100% employer match about $306,823 at 4% or $204,548 at 6%.
Regis Management Company LLC 401K Plan-11$1,898,035$270,004$24,546iApproximate average salary by contribution assumption: employee only about $613,645 at 4% or $409,097 at 6%; with 50% employer match about $409,097 at 4% or $272,731 at 6%; with 100% employer match about $306,823 at 4% or $204,548 at 6%.
2014111$1,730,492$166,000$15,091iApproximate average salary by contribution assumption: employee only about $377,273 at 4% or $251,515 at 6%; with 50% employer match about $251,515 at 4% or $167,677 at 6%; with 100% employer match about $188,636 at 4% or $125,758 at 6%.
Regis Management Company LLC 401K Plan-11$1,730,492$166,000$15,091iApproximate average salary by contribution assumption: employee only about $377,273 at 4% or $251,515 at 6%; with 50% employer match about $251,515 at 4% or $167,677 at 6%; with 100% employer match about $188,636 at 4% or $125,758 at 6%.
2013111$1,487,539$164,470$14,952iApproximate average salary by contribution assumption: employee only about $373,795 at 4% or $249,197 at 6%; with 50% employer match about $249,197 at 4% or $166,131 at 6%; with 100% employer match about $186,898 at 4% or $124,598 at 6%.
Regis Management Company LLC 401K Plan-11$1,487,539$164,470$14,952iApproximate average salary by contribution assumption: employee only about $373,795 at 4% or $249,197 at 6%; with 50% employer match about $249,197 at 4% or $166,131 at 6%; with 100% employer match about $186,898 at 4% or $124,598 at 6%.
2012112$1,095,742$157,634$13,136iApproximate average salary by contribution assumption: employee only about $328,404 at 4% or $218,936 at 6%; with 50% employer match about $218,936 at 4% or $145,957 at 6%; with 100% employer match about $164,202 at 4% or $109,468 at 6%.
Regis Management Company LLC 401K Plan-12$1,095,742$157,634$13,136iApproximate average salary by contribution assumption: employee only about $328,404 at 4% or $218,936 at 6%; with 50% employer match about $218,936 at 4% or $145,957 at 6%; with 100% employer match about $164,202 at 4% or $109,468 at 6%.
2011113$827,029$149,190$11,476iApproximate average salary by contribution assumption: employee only about $286,904 at 4% or $191,269 at 6%; with 50% employer match about $191,269 at 4% or $127,513 at 6%; with 100% employer match about $143,452 at 4% or $95,635 at 6%.
Regis Management Company LLC 401K Plan-13$827,029$149,190$11,476iApproximate average salary by contribution assumption: employee only about $286,904 at 4% or $191,269 at 6%; with 50% employer match about $191,269 at 4% or $127,513 at 6%; with 100% employer match about $143,452 at 4% or $95,635 at 6%.
2010116$743,255$174,079$10,880iApproximate average salary by contribution assumption: employee only about $271,998 at 4% or $181,332 at 6%; with 50% employer match about $181,332 at 4% or $120,888 at 6%; with 100% employer match about $135,999 at 4% or $90,666 at 6%.
Regis Management Company LLC 401K Plan-16$743,255$174,079$10,880iApproximate average salary by contribution assumption: employee only about $271,998 at 4% or $181,332 at 6%; with 50% employer match about $181,332 at 4% or $120,888 at 6%; with 100% employer match about $135,999 at 4% or $90,666 at 6%.
2009121$630,776$167,399$7,971iApproximate average salary by contribution assumption: employee only about $199,285 at 4% or $132,856 at 6%; with 50% employer match about $132,856 at 4% or $88,571 at 6%; with 100% employer match about $99,642 at 4% or $66,428 at 6%.
Regis Management Company LLC 401K Plan-21$630,776$167,399$7,971iApproximate average salary by contribution assumption: employee only about $199,285 at 4% or $132,856 at 6%; with 50% employer match about $132,856 at 4% or $88,571 at 6%; with 100% employer match about $99,642 at 4% or $66,428 at 6%.
2008122$0$0-
Regis Management Company LLC 401K Plan-22---
2007120$317,190$142,825$7,141iApproximate average salary by contribution assumption: employee only about $178,531 at 4% or $119,021 at 6%; with 50% employer match about $119,021 at 4% or $79,347 at 6%; with 100% employer match about $89,266 at 4% or $59,510 at 6%.
Regis Management Company LLC 401K Plan-20$317,190$142,825$7,141iApproximate average salary by contribution assumption: employee only about $178,531 at 4% or $119,021 at 6%; with 50% employer match about $119,021 at 4% or $79,347 at 6%; with 100% employer match about $89,266 at 4% or $59,510 at 6%.
2006113$189,743$46,991$3,615iApproximate average salary by contribution assumption: employee only about $90,367 at 4% or $60,245 at 6%; with 50% employer match about $60,245 at 4% or $40,163 at 6%; with 100% employer match about $45,184 at 4% or $30,122 at 6%.
Regis Management Company LLC 401K Plan-13$189,743$46,991$3,615iApproximate average salary by contribution assumption: employee only about $90,367 at 4% or $60,245 at 6%; with 50% employer match about $60,245 at 4% or $40,163 at 6%; with 100% employer match about $45,184 at 4% or $30,122 at 6%.
200517$123,538$35,263$5,038iApproximate average salary by contribution assumption: employee only about $125,939 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
Regis Management Company LLC 401K Plan-7$123,538$35,263$5,038iApproximate average salary by contribution assumption: employee only about $125,939 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
200415$87,597$76,043$15,209iApproximate average salary by contribution assumption: employee only about $380,215 at 4% or $253,477 at 6%; with 50% employer match about $253,477 at 4% or $168,984 at 6%; with 100% employer match about $190,108 at 4% or $126,738 at 6%.
Regis Management Company LLC 401K Plan-5$87,597$76,043$15,209iApproximate average salary by contribution assumption: employee only about $380,215 at 4% or $253,477 at 6%; with 50% employer match about $253,477 at 4% or $168,984 at 6%; with 100% employer match about $190,108 at 4% or $126,738 at 6%.
200313$5,408$5,260$1,753iApproximate average salary by contribution assumption: employee only about $43,833 at 4% or $29,222 at 6%; with 50% employer match about $29,222 at 4% or $19,481 at 6%; with 100% employer match about $21,917 at 4% or $14,611 at 6%.
Regis Management Company LLC 401K Plan-3$5,408$5,260$1,753iApproximate average salary by contribution assumption: employee only about $43,833 at 4% or $29,222 at 6%; with 50% employer match about $29,222 at 4% or $19,481 at 6%; with 100% employer match about $21,917 at 4% or $14,611 at 6%.