Civic Intelligence

Sf Partnership

Plan context: Sf Partnership Retirement Trust

EIN 94-3135337 • San Francisco, CA • 23 filings • 2 plans

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235 Montgomery StreetSte 965San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,565,617

2024 Contributions

$99,050

Historical Graphs

Total Assets Over Time

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

$4,726,314$2,363,157$0200320142024YearValue
$3,565,617Latest year 2024

Participants Over Time

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

420200320142024YearValue
3Latest 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
202413$3,565,617$99,050$33,017iApproximate average salary by contribution assumption: employee only about $825,417 at 4% or $550,278 at 6%; with 50% employer match about $550,278 at 4% or $366,852 at 6%; with 100% employer match about $412,708 at 4% or $275,139 at 6%.
Sf Partnership Retirement Trust-3$3,565,617$99,050$33,017iApproximate average salary by contribution assumption: employee only about $825,417 at 4% or $550,278 at 6%; with 50% employer match about $550,278 at 4% or $366,852 at 6%; with 100% employer match about $412,708 at 4% or $275,139 at 6%.
202313$2,945,097$97,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Sf Partnership Retirement Trust-3$2,945,097$97,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
202223$4,726,314$190,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Sf Partnership Retirement Trust-3$2,363,157$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
Sf Partnership Retirement Trust-3$2,363,157$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
202113$2,741,600$91,002$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
Sf Partnership Retirement Trust-3$2,741,600$91,002$30,334iApproximate average salary by contribution assumption: employee only about $758,350 at 4% or $505,567 at 6%; with 50% employer match about $505,567 at 4% or $337,044 at 6%; with 100% employer match about $379,175 at 4% or $252,783 at 6%.
202013$2,208,196$91,000$30,333iApproximate average salary by contribution assumption: employee only about $758,333 at 4% or $505,556 at 6%; with 50% employer match about $505,556 at 4% or $337,037 at 6%; with 100% employer match about $379,167 at 4% or $252,778 at 6%.
Sf Partnership Retirement Trust-3$2,208,196$91,000$30,333iApproximate average salary by contribution assumption: employee only about $758,333 at 4% or $505,556 at 6%; with 50% employer match about $505,556 at 4% or $337,037 at 6%; with 100% employer match about $379,167 at 4% or $252,778 at 6%.
201913$1,855,220$86,775$28,925iApproximate average salary by contribution assumption: employee only about $723,125 at 4% or $482,083 at 6%; with 50% employer match about $482,083 at 4% or $321,389 at 6%; with 100% employer match about $361,563 at 4% or $241,042 at 6%.
Sf Partnership Retirement Trust-3$1,855,220$86,775$28,925iApproximate average salary by contribution assumption: employee only about $723,125 at 4% or $482,083 at 6%; with 50% employer match about $482,083 at 4% or $321,389 at 6%; with 100% employer match about $361,563 at 4% or $241,042 at 6%.
201813$1,400,057$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Sf Partnership Retirement Trust-3$1,400,057$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201713$1,434,054$78,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Sf Partnership Retirement Trust-3$1,434,054$78,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201613$1,126,889$76,300$25,433iApproximate average salary by contribution assumption: employee only about $635,833 at 4% or $423,889 at 6%; with 50% employer match about $423,889 at 4% or $282,593 at 6%; with 100% employer match about $317,917 at 4% or $211,944 at 6%.
Sf Partnership Retirement Trust-3$1,126,889$76,300$25,433iApproximate average salary by contribution assumption: employee only about $635,833 at 4% or $423,889 at 6%; with 50% employer match about $423,889 at 4% or $282,593 at 6%; with 100% employer match about $317,917 at 4% or $211,944 at 6%.
201513$972,146$76,150$25,383iApproximate average salary by contribution assumption: employee only about $634,583 at 4% or $423,056 at 6%; with 50% employer match about $423,056 at 4% or $282,037 at 6%; with 100% employer match about $317,292 at 4% or $211,528 at 6%.
Sf Partnership Retirement Trust-3$972,146$76,150$25,383iApproximate average salary by contribution assumption: employee only about $634,583 at 4% or $423,056 at 6%; with 50% employer match about $423,056 at 4% or $282,037 at 6%; with 100% employer match about $317,292 at 4% or $211,528 at 6%.
201413$905,121$75,158$25,053iApproximate average salary by contribution assumption: employee only about $626,317 at 4% or $417,544 at 6%; with 50% employer match about $417,544 at 4% or $278,363 at 6%; with 100% employer match about $313,158 at 4% or $208,772 at 6%.
Sf Partnership Retirement Trust-3$905,121$75,158$25,053iApproximate average salary by contribution assumption: employee only about $626,317 at 4% or $417,544 at 6%; with 50% employer match about $417,544 at 4% or $278,363 at 6%; with 100% employer match about $313,158 at 4% or $208,772 at 6%.
201313$772,070$72,415$24,138iApproximate average salary by contribution assumption: employee only about $603,458 at 4% or $402,306 at 6%; with 50% employer match about $402,306 at 4% or $268,204 at 6%; with 100% employer match about $301,729 at 4% or $201,153 at 6%.
Sf Partnership Retirement Trust-3$772,070$72,415$24,138iApproximate average salary by contribution assumption: employee only about $603,458 at 4% or $402,306 at 6%; with 50% employer match about $402,306 at 4% or $268,204 at 6%; with 100% employer match about $301,729 at 4% or $201,153 at 6%.
201213$552,619$69,601$23,200iApproximate average salary by contribution assumption: employee only about $580,008 at 4% or $386,672 at 6%; with 50% employer match about $386,672 at 4% or $257,781 at 6%; with 100% employer match about $290,004 at 4% or $193,336 at 6%.
Sf Partnership Retirement Trust-3$552,619$69,601$23,200iApproximate average salary by contribution assumption: employee only about $580,008 at 4% or $386,672 at 6%; with 50% employer match about $386,672 at 4% or $257,781 at 6%; with 100% employer match about $290,004 at 4% or $193,336 at 6%.
201113$413,475$68,800$22,933iApproximate average salary by contribution assumption: employee only about $573,333 at 4% or $382,222 at 6%; with 50% employer match about $382,222 at 4% or $254,815 at 6%; with 100% employer match about $286,667 at 4% or $191,111 at 6%.
Sf Partnership Retirement Trust-3$413,475$68,800$22,933iApproximate average salary by contribution assumption: employee only about $573,333 at 4% or $382,222 at 6%; with 50% employer match about $382,222 at 4% or $254,815 at 6%; with 100% employer match about $286,667 at 4% or $191,111 at 6%.
201013$357,108$65,656$21,885iApproximate average salary by contribution assumption: employee only about $547,133 at 4% or $364,756 at 6%; with 50% employer match about $364,756 at 4% or $243,170 at 6%; with 100% employer match about $273,567 at 4% or $182,378 at 6%.
Sf Partnership Retirement Trust-3$357,108$65,656$21,885iApproximate average salary by contribution assumption: employee only about $547,133 at 4% or $364,756 at 6%; with 50% employer match about $364,756 at 4% or $243,170 at 6%; with 100% employer match about $273,567 at 4% or $182,378 at 6%.
200914$256,089$68,122$17,031iApproximate average salary by contribution assumption: employee only about $425,763 at 4% or $283,842 at 6%; with 50% employer match about $283,842 at 4% or $189,228 at 6%; with 100% employer match about $212,881 at 4% or $141,921 at 6%.
Sf Partnership Retirement Trust-4$256,089$68,122$17,031iApproximate average salary by contribution assumption: employee only about $425,763 at 4% or $283,842 at 6%; with 50% employer match about $283,842 at 4% or $189,228 at 6%; with 100% employer match about $212,881 at 4% or $141,921 at 6%.
200813$226,686$104,746$34,915iApproximate average salary by contribution assumption: employee only about $872,883 at 4% or $581,922 at 6%; with 50% employer match about $581,922 at 4% or $387,948 at 6%; with 100% employer match about $436,442 at 4% or $290,961 at 6%.
Sf Partnership Retirement Trust-3$226,686$104,746$34,915iApproximate average salary by contribution assumption: employee only about $872,883 at 4% or $581,922 at 6%; with 50% employer match about $581,922 at 4% or $387,948 at 6%; with 100% employer match about $436,442 at 4% or $290,961 at 6%.
200714$264,438$86,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Sf Partnership Retirement Trust-4$264,438$86,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
200614$167,063$90,412$22,603iApproximate average salary by contribution assumption: employee only about $565,075 at 4% or $376,717 at 6%; with 50% employer match about $376,717 at 4% or $251,144 at 6%; with 100% employer match about $282,538 at 4% or $188,358 at 6%.
Sf Partnership Retirement Trust-4$167,063$90,412$22,603iApproximate average salary by contribution assumption: employee only about $565,075 at 4% or $376,717 at 6%; with 50% employer match about $376,717 at 4% or $251,144 at 6%; with 100% employer match about $282,538 at 4% or $188,358 at 6%.
200514$189,330$79,188$19,797iApproximate average salary by contribution assumption: employee only about $494,925 at 4% or $329,950 at 6%; with 50% employer match about $329,950 at 4% or $219,967 at 6%; with 100% employer match about $247,463 at 4% or $164,975 at 6%.
Sf Partnership Retirement Trust-4$189,330$79,188$19,797iApproximate average salary by contribution assumption: employee only about $494,925 at 4% or $329,950 at 6%; with 50% employer match about $329,950 at 4% or $219,967 at 6%; with 100% employer match about $247,463 at 4% or $164,975 at 6%.
200413$95,266$56,800$18,933iApproximate average salary by contribution assumption: employee only about $473,333 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
Sf Partnership Retirement Trust-3$95,266$56,800$18,933iApproximate average salary by contribution assumption: employee only about $473,333 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
200313$30,555$37,382$12,461iApproximate average salary by contribution assumption: employee only about $311,517 at 4% or $207,678 at 6%; with 50% employer match about $207,678 at 4% or $138,452 at 6%; with 100% employer match about $155,758 at 4% or $103,839 at 6%.
Sf Partnership Retirement Trust-3$30,555$37,382$12,461iApproximate average salary by contribution assumption: employee only about $311,517 at 4% or $207,678 at 6%; with 50% employer match about $207,678 at 4% or $138,452 at 6%; with 100% employer match about $155,758 at 4% or $103,839 at 6%.