Civic Intelligence

Parnassus Investments

Plan context: Parnassus Investments Retirement Savings Plan

EIN 94-2943858 • San Francisco, CA • 16 filings • 2 plans

One Market StSuite #1600San Francisco, CA 94105-1407
Current Snapshot

Latest Year

2020

2020 Participants

64

2020 Assets

$30,385,018

2020 Contributions

$2,476,765

Historical Graphs

Total Assets Over Time

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

$30,385,018$15,192,509$0200620132020YearValue
$30,385,018Latest year 2020

Participants Over Time

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

64320200220132020YearValue
64Latest year 2020

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
2020164$30,385,018$2,476,765$38,699iApproximate average salary by contribution assumption: employee only about $967,486 at 4% or $644,991 at 6%; with 50% employer match about $644,991 at 4% or $429,994 at 6%; with 100% employer match about $483,743 at 4% or $322,495 at 6%.
Parnassus Investments Retirement Savings Plan-64$30,385,018$2,476,765$38,699iApproximate average salary by contribution assumption: employee only about $967,486 at 4% or $644,991 at 6%; with 50% employer match about $644,991 at 4% or $429,994 at 6%; with 100% employer match about $483,743 at 4% or $322,495 at 6%.
2019164$22,546,396$2,192,982$34,265iApproximate average salary by contribution assumption: employee only about $856,634 at 4% or $571,089 at 6%; with 50% employer match about $571,089 at 4% or $380,726 at 6%; with 100% employer match about $428,317 at 4% or $285,545 at 6%.
Parnassus Investments Retirement Savings Plan-64$22,546,396$2,192,982$34,265iApproximate average salary by contribution assumption: employee only about $856,634 at 4% or $571,089 at 6%; with 50% employer match about $571,089 at 4% or $380,726 at 6%; with 100% employer match about $428,317 at 4% or $285,545 at 6%.
2018157$15,628,363$1,951,194$34,231iApproximate average salary by contribution assumption: employee only about $855,787 at 4% or $570,525 at 6%; with 50% employer match about $570,525 at 4% or $380,350 at 6%; with 100% employer match about $427,893 at 4% or $285,262 at 6%.
Parnassus Investments Retirement Savings Plan-57$15,628,363$1,951,194$34,231iApproximate average salary by contribution assumption: employee only about $855,787 at 4% or $570,525 at 6%; with 50% employer match about $570,525 at 4% or $380,350 at 6%; with 100% employer match about $427,893 at 4% or $285,262 at 6%.
2017152$15,111,491$1,816,220$34,927iApproximate average salary by contribution assumption: employee only about $873,183 at 4% or $582,122 at 6%; with 50% employer match about $582,122 at 4% or $388,081 at 6%; with 100% employer match about $436,591 at 4% or $291,061 at 6%.
Parnassus Investments Retirement Savings Plan-52$15,111,491$1,816,220$34,927iApproximate average salary by contribution assumption: employee only about $873,183 at 4% or $582,122 at 6%; with 50% employer match about $582,122 at 4% or $388,081 at 6%; with 100% employer match about $436,591 at 4% or $291,061 at 6%.
2016151$11,205,995$1,570,913$30,802iApproximate average salary by contribution assumption: employee only about $770,055 at 4% or $513,370 at 6%; with 50% employer match about $513,370 at 4% or $342,247 at 6%; with 100% employer match about $385,028 at 4% or $256,685 at 6%.
Parnassus Investments Retirement Savings Plan-51$11,205,995$1,570,913$30,802iApproximate average salary by contribution assumption: employee only about $770,055 at 4% or $513,370 at 6%; with 50% employer match about $513,370 at 4% or $342,247 at 6%; with 100% employer match about $385,028 at 4% or $256,685 at 6%.
2015146$8,509,492$1,132,718$24,624iApproximate average salary by contribution assumption: employee only about $615,608 at 4% or $410,405 at 6%; with 50% employer match about $410,405 at 4% or $273,603 at 6%; with 100% employer match about $307,804 at 4% or $205,203 at 6%.
Parnassus Investments Retirement Savings Plan-46$8,509,492$1,132,718$24,624iApproximate average salary by contribution assumption: employee only about $615,608 at 4% or $410,405 at 6%; with 50% employer match about $410,405 at 4% or $273,603 at 6%; with 100% employer match about $307,804 at 4% or $205,203 at 6%.
2014143$7,865,120$1,108,676$25,783iApproximate average salary by contribution assumption: employee only about $644,579 at 4% or $429,719 at 6%; with 50% employer match about $429,719 at 4% or $286,480 at 6%; with 100% employer match about $322,290 at 4% or $214,860 at 6%.
Parnassus Investments Retirement Savings Plan-43$7,865,120$1,108,676$25,783iApproximate average salary by contribution assumption: employee only about $644,579 at 4% or $429,719 at 6%; with 50% employer match about $429,719 at 4% or $286,480 at 6%; with 100% employer match about $322,290 at 4% or $214,860 at 6%.
2013141$6,237,939$900,287$21,958iApproximate average salary by contribution assumption: employee only about $548,955 at 4% or $365,970 at 6%; with 50% employer match about $365,970 at 4% or $243,980 at 6%; with 100% employer match about $274,478 at 4% or $182,985 at 6%.
Parnassus Investments Retirement Savings Plan-41$6,237,939$900,287$21,958iApproximate average salary by contribution assumption: employee only about $548,955 at 4% or $365,970 at 6%; with 50% employer match about $365,970 at 4% or $243,980 at 6%; with 100% employer match about $274,478 at 4% or $182,985 at 6%.
2012140$4,127,043$774,861$19,372iApproximate average salary by contribution assumption: employee only about $484,288 at 4% or $322,859 at 6%; with 50% employer match about $322,859 at 4% or $215,239 at 6%; with 100% employer match about $242,144 at 4% or $161,429 at 6%.
Parnassus Investments Retirement Savings Plan-40$4,127,043$774,861$19,372iApproximate average salary by contribution assumption: employee only about $484,288 at 4% or $322,859 at 6%; with 50% employer match about $322,859 at 4% or $215,239 at 6%; with 100% employer match about $242,144 at 4% or $161,429 at 6%.
2011138$2,843,320$702,631$18,490iApproximate average salary by contribution assumption: employee only about $462,257 at 4% or $308,171 at 6%; with 50% employer match about $308,171 at 4% or $205,448 at 6%; with 100% employer match about $231,129 at 4% or $154,086 at 6%.
Parnassus Investments Retirement Savings Plan-38$2,843,320$702,631$18,490iApproximate average salary by contribution assumption: employee only about $462,257 at 4% or $308,171 at 6%; with 50% employer match about $308,171 at 4% or $205,448 at 6%; with 100% employer match about $231,129 at 4% or $154,086 at 6%.
2010135$2,265,371$604,651$17,276iApproximate average salary by contribution assumption: employee only about $431,894 at 4% or $287,929 at 6%; with 50% employer match about $287,929 at 4% or $191,953 at 6%; with 100% employer match about $215,947 at 4% or $143,965 at 6%.
Parnassus Investments Retirement Savings Plan-35$2,265,371$604,651$17,276iApproximate average salary by contribution assumption: employee only about $431,894 at 4% or $287,929 at 6%; with 50% employer match about $287,929 at 4% or $191,953 at 6%; with 100% employer match about $215,947 at 4% or $143,965 at 6%.
2009133$1,452,528$500,512$15,167iApproximate average salary by contribution assumption: employee only about $379,176 at 4% or $252,784 at 6%; with 50% employer match about $252,784 at 4% or $168,523 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
Parnassus Investments Retirement Savings Plan-33$1,452,528$500,512$15,167iApproximate average salary by contribution assumption: employee only about $379,176 at 4% or $252,784 at 6%; with 50% employer match about $252,784 at 4% or $168,523 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
2008127$717,201$566,122$20,967iApproximate average salary by contribution assumption: employee only about $524,187 at 4% or $349,458 at 6%; with 50% employer match about $349,458 at 4% or $232,972 at 6%; with 100% employer match about $262,094 at 4% or $174,729 at 6%.
Parnassus Investments Retirement Savings Plan-27$717,201$566,122$20,967iApproximate average salary by contribution assumption: employee only about $524,187 at 4% or $349,458 at 6%; with 50% employer match about $349,458 at 4% or $232,972 at 6%; with 100% employer match about $262,094 at 4% or $174,729 at 6%.
2007126$437,563$351,571$13,522iApproximate average salary by contribution assumption: employee only about $338,049 at 4% or $225,366 at 6%; with 50% employer match about $225,366 at 4% or $150,244 at 6%; with 100% employer match about $169,025 at 4% or $112,683 at 6%.
Parnassus Investments Retirement Savings Plan-26$437,563$351,571$13,522iApproximate average salary by contribution assumption: employee only about $338,049 at 4% or $225,366 at 6%; with 50% employer match about $225,366 at 4% or $150,244 at 6%; with 100% employer match about $169,025 at 4% or $112,683 at 6%.
2006126$81,444$76,976$2,961iApproximate average salary by contribution assumption: employee only about $74,015 at 4% or $49,344 at 6%; with 50% employer match about $49,344 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%.
Parnassus Investments Retirement Savings Plan-26$81,444$76,976$2,961iApproximate average salary by contribution assumption: employee only about $74,015 at 4% or $49,344 at 6%; with 50% employer match about $49,344 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%.
2002113$0$0-
PARNASSUS INVESTMENTS CAFETERIA PLAN-13---