Civic Intelligence

The Basic Fund

Plan context: The Basic Fund Retirement Plan

EIN 94-3290699 • Oakland, CA • 9 filings • 1 plans

1301 Clay Street 70450Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$323,811

2024 Contributions

$60,925

Historical Graphs

Total Assets Over Time

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

$323,811$161,906$0201620202024YearValue
$323,811Latest year 2024

Participants Over Time

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

1260201620202024YearValue
12Latest 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
2024112$323,811$60,925$5,077iApproximate average salary by contribution assumption: employee only about $126,927 at 4% or $84,618 at 6%; with 50% employer match about $84,618 at 4% or $56,412 at 6%; with 100% employer match about $63,464 at 4% or $42,309 at 6%.
The Basic Fund Retirement Plan-12$323,811$60,925$5,077iApproximate average salary by contribution assumption: employee only about $126,927 at 4% or $84,618 at 6%; with 50% employer match about $84,618 at 4% or $56,412 at 6%; with 100% employer match about $63,464 at 4% or $42,309 at 6%.
2023110$229,377$53,578$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
The Basic Fund Retirement Plan-10$229,377$53,578$5,358iApproximate average salary by contribution assumption: employee only about $133,945 at 4% or $89,297 at 6%; with 50% employer match about $89,297 at 4% or $59,531 at 6%; with 100% employer match about $66,973 at 4% or $44,648 at 6%.
2022111$247,324$76,642$6,967iApproximate average salary by contribution assumption: employee only about $174,186 at 4% or $116,124 at 6%; with 50% employer match about $116,124 at 4% or $77,416 at 6%; with 100% employer match about $87,093 at 4% or $58,062 at 6%.
The Basic Fund Retirement Plan-11$247,324$76,642$6,967iApproximate average salary by contribution assumption: employee only about $174,186 at 4% or $116,124 at 6%; with 50% employer match about $116,124 at 4% or $77,416 at 6%; with 100% employer match about $87,093 at 4% or $58,062 at 6%.
202119$257,413$72,872$8,097iApproximate average salary by contribution assumption: employee only about $202,422 at 4% or $134,948 at 6%; with 50% employer match about $134,948 at 4% or $89,965 at 6%; with 100% employer match about $101,211 at 4% or $67,474 at 6%.
The Basic Fund Retirement Plan-9$257,413$72,872$8,097iApproximate average salary by contribution assumption: employee only about $202,422 at 4% or $134,948 at 6%; with 50% employer match about $134,948 at 4% or $89,965 at 6%; with 100% employer match about $101,211 at 4% or $67,474 at 6%.
2020110$155,657$67,022$6,702iApproximate average salary by contribution assumption: employee only about $167,555 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,778 at 4% or $55,852 at 6%.
The Basic Fund Retirement Plan-10$155,657$67,022$6,702iApproximate average salary by contribution assumption: employee only about $167,555 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,778 at 4% or $55,852 at 6%.
201919$76,316$18,088$2,010iApproximate average salary by contribution assumption: employee only about $50,244 at 4% or $33,496 at 6%; with 50% employer match about $33,496 at 4% or $22,331 at 6%; with 100% employer match about $25,122 at 4% or $16,748 at 6%.
The Basic Fund Retirement Plan-9$76,316$18,088$2,010iApproximate average salary by contribution assumption: employee only about $50,244 at 4% or $33,496 at 6%; with 50% employer match about $33,496 at 4% or $22,331 at 6%; with 100% employer match about $25,122 at 4% or $16,748 at 6%.
201817$46,036$27,101$3,872iApproximate average salary by contribution assumption: employee only about $96,789 at 4% or $64,526 at 6%; with 50% employer match about $64,526 at 4% or $43,017 at 6%; with 100% employer match about $48,395 at 4% or $32,263 at 6%.
The Basic Fund Retirement Plan-7$46,036$27,101$3,872iApproximate average salary by contribution assumption: employee only about $96,789 at 4% or $64,526 at 6%; with 50% employer match about $64,526 at 4% or $43,017 at 6%; with 100% employer match about $48,395 at 4% or $32,263 at 6%.
201716$23,073$17,165$2,861iApproximate average salary by contribution assumption: employee only about $71,521 at 4% or $47,681 at 6%; with 50% employer match about $47,681 at 4% or $31,787 at 6%; with 100% employer match about $35,760 at 4% or $23,840 at 6%.
The Basic Fund Retirement Plan-6$23,073$17,165$2,861iApproximate average salary by contribution assumption: employee only about $71,521 at 4% or $47,681 at 6%; with 50% employer match about $47,681 at 4% or $31,787 at 6%; with 100% employer match about $35,760 at 4% or $23,840 at 6%.
201614$3,923$3,917$979iApproximate average salary by contribution assumption: employee only about $24,481 at 4% or $16,321 at 6%; with 50% employer match about $16,321 at 4% or $10,881 at 6%; with 100% employer match about $12,241 at 4% or $8,160 at 6%.
The Basic Fund Retirement Plan-4$3,923$3,917$979iApproximate average salary by contribution assumption: employee only about $24,481 at 4% or $16,321 at 6%; with 50% employer match about $16,321 at 4% or $10,881 at 6%; with 100% employer match about $12,241 at 4% or $8,160 at 6%.