Civic Intelligence

Blum Capital Partners, L.P.

Plan context: Blum Capital Partners, L.P. 401K Savings Plan

EIN 94-3205364 • San Francisco, CA • 26 filings • 2 plans

909 Montgomery St Ste 400San Francisco, CA 94133
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,810,800

2024 Contributions

$130,257

Historical Graphs

Total Assets Over Time

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

$10,530,833$5,265,417$0199920132024YearValue
$5,810,800Latest year 2024

Participants Over Time

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

78390199920122024YearValue
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$5,810,800$130,257$32,564iApproximate average salary by contribution assumption: employee only about $814,106 at 4% or $542,738 at 6%; with 50% employer match about $542,738 at 4% or $361,825 at 6%; with 100% employer match about $407,053 at 4% or $271,369 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-4$5,810,800$130,257$32,564iApproximate average salary by contribution assumption: employee only about $814,106 at 4% or $542,738 at 6%; with 50% employer match about $542,738 at 4% or $361,825 at 6%; with 100% employer match about $407,053 at 4% or $271,369 at 6%.
202317$6,113,486$240,707$34,387iApproximate average salary by contribution assumption: employee only about $859,668 at 4% or $573,112 at 6%; with 50% employer match about $573,112 at 4% or $382,075 at 6%; with 100% employer match about $429,834 at 4% or $286,556 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-7$6,113,486$240,707$34,387iApproximate average salary by contribution assumption: employee only about $859,668 at 4% or $573,112 at 6%; with 50% employer match about $573,112 at 4% or $382,075 at 6%; with 100% employer match about $429,834 at 4% or $286,556 at 6%.
2022110$4,986,997$284,694$28,469iApproximate average salary by contribution assumption: employee only about $711,735 at 4% or $474,490 at 6%; with 50% employer match about $474,490 at 4% or $316,327 at 6%; with 100% employer match about $355,868 at 4% or $237,245 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-10$4,986,997$284,694$28,469iApproximate average salary by contribution assumption: employee only about $711,735 at 4% or $474,490 at 6%; with 50% employer match about $474,490 at 4% or $316,327 at 6%; with 100% employer match about $355,868 at 4% or $237,245 at 6%.
2021114$7,818,992$298,180$21,299iApproximate average salary by contribution assumption: employee only about $532,464 at 4% or $354,976 at 6%; with 50% employer match about $354,976 at 4% or $236,651 at 6%; with 100% employer match about $266,232 at 4% or $177,488 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-14$7,818,992$298,180$21,299iApproximate average salary by contribution assumption: employee only about $532,464 at 4% or $354,976 at 6%; with 50% employer match about $354,976 at 4% or $236,651 at 6%; with 100% employer match about $266,232 at 4% or $177,488 at 6%.
2020116$7,128,976$325,901$20,369iApproximate average salary by contribution assumption: employee only about $509,220 at 4% or $339,480 at 6%; with 50% employer match about $339,480 at 4% or $226,320 at 6%; with 100% employer match about $254,610 at 4% or $169,740 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-16$7,128,976$325,901$20,369iApproximate average salary by contribution assumption: employee only about $509,220 at 4% or $339,480 at 6%; with 50% employer match about $339,480 at 4% or $226,320 at 6%; with 100% employer match about $254,610 at 4% or $169,740 at 6%.
2019116$6,628,361$425,018$26,564iApproximate average salary by contribution assumption: employee only about $664,091 at 4% or $442,727 at 6%; with 50% employer match about $442,727 at 4% or $295,151 at 6%; with 100% employer match about $332,045 at 4% or $221,364 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-16$6,628,361$425,018$26,564iApproximate average salary by contribution assumption: employee only about $664,091 at 4% or $442,727 at 6%; with 50% employer match about $442,727 at 4% or $295,151 at 6%; with 100% employer match about $332,045 at 4% or $221,364 at 6%.
2018127$5,668,997$558,929$20,701iApproximate average salary by contribution assumption: employee only about $517,527 at 4% or $345,018 at 6%; with 50% employer match about $345,018 at 4% or $230,012 at 6%; with 100% employer match about $258,763 at 4% or $172,509 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-27$5,668,997$558,929$20,701iApproximate average salary by contribution assumption: employee only about $517,527 at 4% or $345,018 at 6%; with 50% employer match about $345,018 at 4% or $230,012 at 6%; with 100% employer match about $258,763 at 4% or $172,509 at 6%.
2017131$6,022,813$555,705$17,926iApproximate average salary by contribution assumption: employee only about $448,149 at 4% or $298,766 at 6%; with 50% employer match about $298,766 at 4% or $199,177 at 6%; with 100% employer match about $224,075 at 4% or $149,383 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-31$6,022,813$555,705$17,926iApproximate average salary by contribution assumption: employee only about $448,149 at 4% or $298,766 at 6%; with 50% employer match about $298,766 at 4% or $199,177 at 6%; with 100% employer match about $224,075 at 4% or $149,383 at 6%.
2016129$5,241,796$552,091$19,038iApproximate average salary by contribution assumption: employee only about $475,941 at 4% or $317,294 at 6%; with 50% employer match about $317,294 at 4% or $211,529 at 6%; with 100% employer match about $237,970 at 4% or $158,647 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-29$5,241,796$552,091$19,038iApproximate average salary by contribution assumption: employee only about $475,941 at 4% or $317,294 at 6%; with 50% employer match about $317,294 at 4% or $211,529 at 6%; with 100% employer match about $237,970 at 4% or $158,647 at 6%.
2015128$5,229,232$447,263$15,974iApproximate average salary by contribution assumption: employee only about $399,342 at 4% or $266,228 at 6%; with 50% employer match about $266,228 at 4% or $177,485 at 6%; with 100% employer match about $199,671 at 4% or $133,114 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-28$5,229,232$447,263$15,974iApproximate average salary by contribution assumption: employee only about $399,342 at 4% or $266,228 at 6%; with 50% employer match about $266,228 at 4% or $177,485 at 6%; with 100% employer match about $199,671 at 4% or $133,114 at 6%.
2014124$5,673,866$467,424$19,476iApproximate average salary by contribution assumption: employee only about $486,900 at 4% or $324,600 at 6%; with 50% employer match about $324,600 at 4% or $216,400 at 6%; with 100% employer match about $243,450 at 4% or $162,300 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-24$5,673,866$467,424$19,476iApproximate average salary by contribution assumption: employee only about $486,900 at 4% or $324,600 at 6%; with 50% employer match about $324,600 at 4% or $216,400 at 6%; with 100% employer match about $243,450 at 4% or $162,300 at 6%.
2013130$6,654,022$555,306$18,510iApproximate average salary by contribution assumption: employee only about $462,755 at 4% or $308,503 at 6%; with 50% employer match about $308,503 at 4% or $205,669 at 6%; with 100% employer match about $231,378 at 4% or $154,252 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-30$6,654,022$555,306$18,510iApproximate average salary by contribution assumption: employee only about $462,755 at 4% or $308,503 at 6%; with 50% employer match about $308,503 at 4% or $205,669 at 6%; with 100% employer match about $231,378 at 4% or $154,252 at 6%.
2012129$8,471,215$911,666$31,437iApproximate average salary by contribution assumption: employee only about $785,919 at 4% or $523,946 at 6%; with 50% employer match about $523,946 at 4% or $349,297 at 6%; with 100% employer match about $392,959 at 4% or $261,973 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-29$8,471,215$911,666$31,437iApproximate average salary by contribution assumption: employee only about $785,919 at 4% or $523,946 at 6%; with 50% employer match about $523,946 at 4% or $349,297 at 6%; with 100% employer match about $392,959 at 4% or $261,973 at 6%.
2011149$8,484,604$1,005,639$20,523iApproximate average salary by contribution assumption: employee only about $513,081 at 4% or $342,054 at 6%; with 50% employer match about $342,054 at 4% or $228,036 at 6%; with 100% employer match about $256,541 at 4% or $171,027 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-49$8,484,604$1,005,639$20,523iApproximate average salary by contribution assumption: employee only about $513,081 at 4% or $342,054 at 6%; with 50% employer match about $342,054 at 4% or $228,036 at 6%; with 100% employer match about $256,541 at 4% or $171,027 at 6%.
2010178$10,530,833$1,178,175$15,105iApproximate average salary by contribution assumption: employee only about $377,620 at 4% or $251,747 at 6%; with 50% employer match about $251,747 at 4% or $167,831 at 6%; with 100% employer match about $188,810 at 4% or $125,873 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-78$10,530,833$1,178,175$15,105iApproximate average salary by contribution assumption: employee only about $377,620 at 4% or $251,747 at 6%; with 50% employer match about $251,747 at 4% or $167,831 at 6%; with 100% employer match about $188,810 at 4% or $125,873 at 6%.
2009174$9,093,022$1,339,834$18,106iApproximate average salary by contribution assumption: employee only about $452,647 at 4% or $301,764 at 6%; with 50% employer match about $301,764 at 4% or $201,176 at 6%; with 100% employer match about $226,323 at 4% or $150,882 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-74$9,093,022$1,339,834$18,106iApproximate average salary by contribution assumption: employee only about $452,647 at 4% or $301,764 at 6%; with 50% employer match about $301,764 at 4% or $201,176 at 6%; with 100% employer match about $226,323 at 4% or $150,882 at 6%.
2008158$6,730,798$1,121,029$19,328iApproximate average salary by contribution assumption: employee only about $483,202 at 4% or $322,135 at 6%; with 50% employer match about $322,135 at 4% or $214,757 at 6%; with 100% employer match about $241,601 at 4% or $161,067 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-58$6,730,798$1,121,029$19,328iApproximate average salary by contribution assumption: employee only about $483,202 at 4% or $322,135 at 6%; with 50% employer match about $322,135 at 4% or $214,757 at 6%; with 100% employer match about $241,601 at 4% or $161,067 at 6%.
2007153$0$0-
Blum Capital Partners, L.P. 401K Savings Plan-53---
2006150$6,110,251$1,043,665$20,873iApproximate average salary by contribution assumption: employee only about $521,833 at 4% or $347,888 at 6%; with 50% employer match about $347,888 at 4% or $231,926 at 6%; with 100% employer match about $260,916 at 4% or $173,944 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-50$6,110,251$1,043,665$20,873iApproximate average salary by contribution assumption: employee only about $521,833 at 4% or $347,888 at 6%; with 50% employer match about $347,888 at 4% or $231,926 at 6%; with 100% employer match about $260,916 at 4% or $173,944 at 6%.
2005155$5,469,138$1,072,465$19,499iApproximate average salary by contribution assumption: employee only about $487,484 at 4% or $324,989 at 6%; with 50% employer match about $324,989 at 4% or $216,660 at 6%; with 100% employer match about $243,742 at 4% or $162,495 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-55$5,469,138$1,072,465$19,499iApproximate average salary by contribution assumption: employee only about $487,484 at 4% or $324,989 at 6%; with 50% employer match about $324,989 at 4% or $216,660 at 6%; with 100% employer match about $243,742 at 4% or $162,495 at 6%.
2004151$4,276,251$893,412$17,518iApproximate average salary by contribution assumption: employee only about $437,947 at 4% or $291,965 at 6%; with 50% employer match about $291,965 at 4% or $194,643 at 6%; with 100% employer match about $218,974 at 4% or $145,982 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-51$4,276,251$893,412$17,518iApproximate average salary by contribution assumption: employee only about $437,947 at 4% or $291,965 at 6%; with 50% employer match about $291,965 at 4% or $194,643 at 6%; with 100% employer match about $218,974 at 4% or $145,982 at 6%.
2003153$3,672,072$857,031$16,170iApproximate average salary by contribution assumption: employee only about $404,260 at 4% or $269,507 at 6%; with 50% employer match about $269,507 at 4% or $179,671 at 6%; with 100% employer match about $202,130 at 4% or $134,753 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-53$3,672,072$857,031$16,170iApproximate average salary by contribution assumption: employee only about $404,260 at 4% or $269,507 at 6%; with 50% employer match about $269,507 at 4% or $179,671 at 6%; with 100% employer match about $202,130 at 4% or $134,753 at 6%.
2002152$2,812,561$795,362$15,295iApproximate average salary by contribution assumption: employee only about $382,386 at 4% or $254,924 at 6%; with 50% employer match about $254,924 at 4% or $169,949 at 6%; with 100% employer match about $191,193 at 4% or $127,462 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-52$2,812,561$795,362$15,295iApproximate average salary by contribution assumption: employee only about $382,386 at 4% or $254,924 at 6%; with 50% employer match about $254,924 at 4% or $169,949 at 6%; with 100% employer match about $191,193 at 4% or $127,462 at 6%.
2001148$0$0-
Blum Capital Partners, L.P. 401K Savings Plan-48---
2000136$1,847,698$397,102$11,031iApproximate average salary by contribution assumption: employee only about $275,765 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,562 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-36$1,847,698$397,102$11,031iApproximate average salary by contribution assumption: employee only about $275,765 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,562 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
1999136$1,760,196$380,993$10,583iApproximate average salary by contribution assumption: employee only about $264,578 at 4% or $176,386 at 6%; with 50% employer match about $176,386 at 4% or $117,590 at 6%; with 100% employer match about $132,289 at 4% or $88,193 at 6%.
Blum Capital Partners, L.P. 401K Savings Plan-36$1,760,196$380,993$10,583iApproximate average salary by contribution assumption: employee only about $264,578 at 4% or $176,386 at 6%; with 50% employer match about $176,386 at 4% or $117,590 at 6%; with 100% employer match about $132,289 at 4% or $88,193 at 6%.