Civic Intelligence

Presidio Financial Partners LLC

Plan context: The Presidio Group LLC 401(K) Plan

EIN 94-3316574 • San Francisco, CA • 7 filings • 2 plans

101 California Street, Ste. 1200San Francisco, CA 94111
Current Snapshot

Latest Year

2016

2016 Participants

85

2016 Assets

$4,864,156

2016 Contributions

$1,219,366

Historical Graphs

Total Assets Over Time

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

$4,864,156$2,432,078$0201020132015YearValue
$4,864,156Latest year 2015

Participants Over Time

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

85430201020132015YearValue
85Latest year 2015

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
201610$0$0-
The Presidio Group LLC 401(K) Plan-0$0--
2015185$4,864,156$1,219,366$14,345iApproximate average salary by contribution assumption: employee only about $358,637 at 4% or $239,091 at 6%; with 50% employer match about $239,091 at 4% or $159,394 at 6%; with 100% employer match about $179,319 at 4% or $119,546 at 6%.
The Presidio Group LLC 401(K) Plan-85$4,864,156$1,219,366$14,345iApproximate average salary by contribution assumption: employee only about $358,637 at 4% or $239,091 at 6%; with 50% employer match about $239,091 at 4% or $159,394 at 6%; with 100% employer match about $179,319 at 4% or $119,546 at 6%.
2014178$4,665,781$1,271,512$16,301iApproximate average salary by contribution assumption: employee only about $407,536 at 4% or $271,691 at 6%; with 50% employer match about $271,691 at 4% or $181,127 at 6%; with 100% employer match about $203,768 at 4% or $135,845 at 6%.
The Presidio Group LLC 401(K) Plan-78$4,665,781$1,271,512$16,301iApproximate average salary by contribution assumption: employee only about $407,536 at 4% or $271,691 at 6%; with 50% employer match about $271,691 at 4% or $181,127 at 6%; with 100% employer match about $203,768 at 4% or $135,845 at 6%.
2013174$3,950,156$873,015$11,798iApproximate average salary by contribution assumption: employee only about $294,938 at 4% or $196,625 at 6%; with 50% employer match about $196,625 at 4% or $131,083 at 6%; with 100% employer match about $147,469 at 4% or $98,313 at 6%.
The Presidio Group LLC 401(K) Plan-74$3,950,156$873,015$11,798iApproximate average salary by contribution assumption: employee only about $294,938 at 4% or $196,625 at 6%; with 50% employer match about $196,625 at 4% or $131,083 at 6%; with 100% employer match about $147,469 at 4% or $98,313 at 6%.
2012170$2,858,418$1,026,040$14,658iApproximate average salary by contribution assumption: employee only about $366,443 at 4% or $244,295 at 6%; with 50% employer match about $244,295 at 4% or $162,863 at 6%; with 100% employer match about $183,221 at 4% or $122,148 at 6%.
The Presidio Group LLC 401(K) Plan-70$2,858,418$1,026,040$14,658iApproximate average salary by contribution assumption: employee only about $366,443 at 4% or $244,295 at 6%; with 50% employer match about $244,295 at 4% or $162,863 at 6%; with 100% employer match about $183,221 at 4% or $122,148 at 6%.
2011159$2,216,055$1,111,653$18,842iApproximate average salary by contribution assumption: employee only about $471,039 at 4% or $314,026 at 6%; with 50% employer match about $314,026 at 4% or $209,351 at 6%; with 100% employer match about $235,520 at 4% or $157,013 at 6%.
The Presidio Group LLC 401(K) Plan-59$2,216,055$1,111,653$18,842iApproximate average salary by contribution assumption: employee only about $471,039 at 4% or $314,026 at 6%; with 50% employer match about $314,026 at 4% or $209,351 at 6%; with 100% employer match about $235,520 at 4% or $157,013 at 6%.
2010151$1,280,434$1,170,028$22,942iApproximate average salary by contribution assumption: employee only about $573,543 at 4% or $382,362 at 6%; with 50% employer match about $382,362 at 4% or $254,908 at 6%; with 100% employer match about $286,772 at 4% or $191,181 at 6%.
The Presidio Group LLC 401(K) Plan-51$1,280,434$1,170,028$22,942iApproximate average salary by contribution assumption: employee only about $573,543 at 4% or $382,362 at 6%; with 50% employer match about $382,362 at 4% or $254,908 at 6%; with 100% employer match about $286,772 at 4% or $191,181 at 6%.