Civic Intelligence

Metta Fund

Plan context: Metta Fund 403(B) Plan

EIN 94-2992640 • San Francisco, CA • 20 filings • 2 plans

101 Montgomery St, Suite 2200San Francisco, CA 94104
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,595,155

2025 Contributions

$318,481

Historical Graphs

Total Assets Over Time

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

$2,595,155$1,297,578$0200920172025YearValue
$2,595,155Latest year 2025

Participants Over Time

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

1160200520162025YearValue
11Latest 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
2025111$2,595,155$318,481$28,953iApproximate average salary by contribution assumption: employee only about $723,820 at 4% or $482,547 at 6%; with 50% employer match about $482,547 at 4% or $321,698 at 6%; with 100% employer match about $361,910 at 4% or $241,273 at 6%.
Metta Fund 403(B) Plan-11$2,595,155$318,481$28,953iApproximate average salary by contribution assumption: employee only about $723,820 at 4% or $482,547 at 6%; with 50% employer match about $482,547 at 4% or $321,698 at 6%; with 100% employer match about $361,910 at 4% or $241,273 at 6%.
2024111$2,002,980$218,546$19,868iApproximate average salary by contribution assumption: employee only about $496,695 at 4% or $331,130 at 6%; with 50% employer match about $331,130 at 4% or $220,754 at 6%; with 100% employer match about $248,348 at 4% or $165,565 at 6%.
Metta Fund 403(B) Plan-11$2,002,980$218,546$19,868iApproximate average salary by contribution assumption: employee only about $496,695 at 4% or $331,130 at 6%; with 50% employer match about $331,130 at 4% or $220,754 at 6%; with 100% employer match about $248,348 at 4% or $165,565 at 6%.
2023111$1,598,245$210,847$19,168iApproximate average salary by contribution assumption: employee only about $479,198 at 4% or $319,465 at 6%; with 50% employer match about $319,465 at 4% or $212,977 at 6%; with 100% employer match about $239,599 at 4% or $159,733 at 6%.
Metta Fund 403(B) Plan-11$1,598,245$210,847$19,168iApproximate average salary by contribution assumption: employee only about $479,198 at 4% or $319,465 at 6%; with 50% employer match about $319,465 at 4% or $212,977 at 6%; with 100% employer match about $239,599 at 4% or $159,733 at 6%.
2022110$1,217,238$171,813$17,181iApproximate average salary by contribution assumption: employee only about $429,533 at 4% or $286,355 at 6%; with 50% employer match about $286,355 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,178 at 6%.
Metta Fund 403(B) Plan-10$1,217,238$171,813$17,181iApproximate average salary by contribution assumption: employee only about $429,533 at 4% or $286,355 at 6%; with 50% employer match about $286,355 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,178 at 6%.
2021110$1,239,166$156,839$15,684iApproximate average salary by contribution assumption: employee only about $392,098 at 4% or $261,398 at 6%; with 50% employer match about $261,398 at 4% or $174,266 at 6%; with 100% employer match about $196,049 at 4% or $130,699 at 6%.
Metta Fund 403(B) Plan-10$1,239,166$156,839$15,684iApproximate average salary by contribution assumption: employee only about $392,098 at 4% or $261,398 at 6%; with 50% employer match about $261,398 at 4% or $174,266 at 6%; with 100% employer match about $196,049 at 4% or $130,699 at 6%.
2020110$949,739$129,460$12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%.
Metta Fund 403(B) Plan-10$949,739$129,460$12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%.
201919$724,579$134,891$14,988iApproximate average salary by contribution assumption: employee only about $374,697 at 4% or $249,798 at 6%; with 50% employer match about $249,798 at 4% or $166,532 at 6%; with 100% employer match about $187,349 at 4% or $124,899 at 6%.
Metta Fund 403(B) Plan-9$724,579$134,891$14,988iApproximate average salary by contribution assumption: employee only about $374,697 at 4% or $249,798 at 6%; with 50% employer match about $249,798 at 4% or $166,532 at 6%; with 100% employer match about $187,349 at 4% or $124,899 at 6%.
201818$477,911$119,464$14,933iApproximate average salary by contribution assumption: employee only about $373,325 at 4% or $248,883 at 6%; with 50% employer match about $248,883 at 4% or $165,922 at 6%; with 100% employer match about $186,663 at 4% or $124,442 at 6%.
Metta Fund 403(B) Plan-8$477,911$119,464$14,933iApproximate average salary by contribution assumption: employee only about $373,325 at 4% or $248,883 at 6%; with 50% employer match about $248,883 at 4% or $165,922 at 6%; with 100% employer match about $186,663 at 4% or $124,442 at 6%.
201718$412,375$83,565$10,446iApproximate average salary by contribution assumption: employee only about $261,141 at 4% or $174,094 at 6%; with 50% employer match about $174,094 at 4% or $116,063 at 6%; with 100% employer match about $130,570 at 4% or $87,047 at 6%.
Metta Fund 403(B) Plan-8$412,375$83,565$10,446iApproximate average salary by contribution assumption: employee only about $261,141 at 4% or $174,094 at 6%; with 50% employer match about $174,094 at 4% or $116,063 at 6%; with 100% employer match about $130,570 at 4% or $87,047 at 6%.
201618$560,564$70,297$8,787iApproximate average salary by contribution assumption: employee only about $219,678 at 4% or $146,452 at 6%; with 50% employer match about $146,452 at 4% or $97,635 at 6%; with 100% employer match about $109,839 at 4% or $73,226 at 6%.
Metta Fund 403(B) Plan-8$560,564$70,297$8,787iApproximate average salary by contribution assumption: employee only about $219,678 at 4% or $146,452 at 6%; with 50% employer match about $146,452 at 4% or $97,635 at 6%; with 100% employer match about $109,839 at 4% or $73,226 at 6%.
201517$460,336$59,254$8,465iApproximate average salary by contribution assumption: employee only about $211,621 at 4% or $141,081 at 6%; with 50% employer match about $141,081 at 4% or $94,054 at 6%; with 100% employer match about $105,811 at 4% or $70,540 at 6%.
Metta Fund 403(B) Plan-7$460,336$59,254$8,465iApproximate average salary by contribution assumption: employee only about $211,621 at 4% or $141,081 at 6%; with 50% employer match about $141,081 at 4% or $94,054 at 6%; with 100% employer match about $105,811 at 4% or $70,540 at 6%.
201416$496,121$48,280$8,047iApproximate average salary by contribution assumption: employee only about $201,167 at 4% or $134,111 at 6%; with 50% employer match about $134,111 at 4% or $89,407 at 6%; with 100% employer match about $100,583 at 4% or $67,056 at 6%.
Metta Fund 403(B) Plan-6$496,121$48,280$8,047iApproximate average salary by contribution assumption: employee only about $201,167 at 4% or $134,111 at 6%; with 50% employer match about $134,111 at 4% or $89,407 at 6%; with 100% employer match about $100,583 at 4% or $67,056 at 6%.
201316$407,415$66,800$11,133iApproximate average salary by contribution assumption: employee only about $278,333 at 4% or $185,556 at 6%; with 50% employer match about $185,556 at 4% or $123,704 at 6%; with 100% employer match about $139,167 at 4% or $92,778 at 6%.
Metta Fund 403(B) Plan-6$407,415$66,800$11,133iApproximate average salary by contribution assumption: employee only about $278,333 at 4% or $185,556 at 6%; with 50% employer match about $185,556 at 4% or $123,704 at 6%; with 100% employer match about $139,167 at 4% or $92,778 at 6%.
201215$267,790$57,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Metta Fund 403(B) Plan-5$267,790$57,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201115$185,840$57,400$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
Metta Fund 403(B) Plan-5$185,840$57,400$11,480iApproximate average salary by contribution assumption: employee only about $287,000 at 4% or $191,333 at 6%; with 50% employer match about $191,333 at 4% or $127,556 at 6%; with 100% employer match about $143,500 at 4% or $95,667 at 6%.
201015$131,681$56,200$11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%.
Metta Fund 403(B) Plan-5$131,681$56,200$11,240iApproximate average salary by contribution assumption: employee only about $281,000 at 4% or $187,333 at 6%; with 50% employer match about $187,333 at 4% or $124,889 at 6%; with 100% employer match about $140,500 at 4% or $93,667 at 6%.
200915$63,323$53,785$10,757iApproximate average salary by contribution assumption: employee only about $268,925 at 4% or $179,283 at 6%; with 50% employer match about $179,283 at 4% or $119,522 at 6%; with 100% employer match about $134,463 at 4% or $89,642 at 6%.
Metta Fund 403(B) Plan-5$63,323$53,785$10,757iApproximate average salary by contribution assumption: employee only about $268,925 at 4% or $179,283 at 6%; with 50% employer match about $179,283 at 4% or $119,522 at 6%; with 100% employer match about $134,463 at 4% or $89,642 at 6%.
200813$0$0-
Metta Fund 403(B) Plan-3---
200713$0$0-
Metta Fund 403(B) Plan-3---
200513$0$0-
Metta Fund 403(B) Plan-3---