First Graduate
Plan context: First Graduate Defined Contribution Retirement Plan
EIN 94-3381171 • San Francisco, CA • 18 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
38
2019 Assets
$2,030,521
2019 Contributions
$124,989
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 38 | $2,030,521 | $124,989 | $3,289iApproximate average salary by contribution assumption: employee only about $82,230 at 4% or $54,820 at 6%; with 50% employer match about $54,820 at 4% or $36,546 at 6%; with 100% employer match about $41,115 at 4% or $27,410 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 38 | $2,030,521 | $124,989 | $3,289iApproximate average salary by contribution assumption: employee only about $82,230 at 4% or $54,820 at 6%; with 50% employer match about $54,820 at 4% or $36,546 at 6%; with 100% employer match about $41,115 at 4% or $27,410 at 6%. |
| 2018 | 1 | 38 | $1,739,568 | $71,816 | $1,890iApproximate average salary by contribution assumption: employee only about $47,247 at 4% or $31,498 at 6%; with 50% employer match about $31,498 at 4% or $20,999 at 6%; with 100% employer match about $23,624 at 4% or $15,749 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 38 | $1,739,568 | $71,816 | $1,890iApproximate average salary by contribution assumption: employee only about $47,247 at 4% or $31,498 at 6%; with 50% employer match about $31,498 at 4% or $20,999 at 6%; with 100% employer match about $23,624 at 4% or $15,749 at 6%. |
| 2017 | 1 | 36 | $1,748,497 | $326,133 | $9,059iApproximate average salary by contribution assumption: employee only about $226,481 at 4% or $150,988 at 6%; with 50% employer match about $150,988 at 4% or $100,658 at 6%; with 100% employer match about $113,241 at 4% or $75,494 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 36 | $1,748,497 | $326,133 | $9,059iApproximate average salary by contribution assumption: employee only about $226,481 at 4% or $150,988 at 6%; with 50% employer match about $150,988 at 4% or $100,658 at 6%; with 100% employer match about $113,241 at 4% or $75,494 at 6%. |
| 2016 | 1 | 31 | $1,240,650 | $96,651 | $3,118iApproximate average salary by contribution assumption: employee only about $77,944 at 4% or $51,963 at 6%; with 50% employer match about $51,963 at 4% or $34,642 at 6%; with 100% employer match about $38,972 at 4% or $25,981 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 31 | $1,240,650 | $96,651 | $3,118iApproximate average salary by contribution assumption: employee only about $77,944 at 4% or $51,963 at 6%; with 50% employer match about $51,963 at 4% or $34,642 at 6%; with 100% employer match about $38,972 at 4% or $25,981 at 6%. |
| 2015 | 1 | 31 | $1,107,273 | $108,636 | $3,504iApproximate average salary by contribution assumption: employee only about $87,610 at 4% or $58,406 at 6%; with 50% employer match about $58,406 at 4% or $38,938 at 6%; with 100% employer match about $43,805 at 4% or $29,203 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 31 | $1,107,273 | $108,636 | $3,504iApproximate average salary by contribution assumption: employee only about $87,610 at 4% or $58,406 at 6%; with 50% employer match about $58,406 at 4% or $38,938 at 6%; with 100% employer match about $43,805 at 4% or $29,203 at 6%. |
| 2014 | 1 | 31 | $1,019,437 | $95,300 | $3,074iApproximate average salary by contribution assumption: employee only about $76,855 at 4% or $51,237 at 6%; with 50% employer match about $51,237 at 4% or $34,158 at 6%; with 100% employer match about $38,427 at 4% or $25,618 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 31 | $1,019,437 | $95,300 | $3,074iApproximate average salary by contribution assumption: employee only about $76,855 at 4% or $51,237 at 6%; with 50% employer match about $51,237 at 4% or $34,158 at 6%; with 100% employer match about $38,427 at 4% or $25,618 at 6%. |
| 2013 | 1 | 27 | $955,059 | $70,733 | $2,620iApproximate average salary by contribution assumption: employee only about $65,494 at 4% or $43,662 at 6%; with 50% employer match about $43,662 at 4% or $29,108 at 6%; with 100% employer match about $32,747 at 4% or $21,831 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 27 | $955,059 | $70,733 | $2,620iApproximate average salary by contribution assumption: employee only about $65,494 at 4% or $43,662 at 6%; with 50% employer match about $43,662 at 4% or $29,108 at 6%; with 100% employer match about $32,747 at 4% or $21,831 at 6%. |
| 2012 | 1 | 24 | $759,034 | $76,157 | $3,173iApproximate average salary by contribution assumption: employee only about $79,330 at 4% or $52,887 at 6%; with 50% employer match about $52,887 at 4% or $35,258 at 6%; with 100% employer match about $39,665 at 4% or $26,443 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 24 | $759,034 | $76,157 | $3,173iApproximate average salary by contribution assumption: employee only about $79,330 at 4% or $52,887 at 6%; with 50% employer match about $52,887 at 4% or $35,258 at 6%; with 100% employer match about $39,665 at 4% or $26,443 at 6%. |
| 2011 | 1 | 23 | $658,758 | $64,824 | $2,818iApproximate average salary by contribution assumption: employee only about $70,461 at 4% or $46,974 at 6%; with 50% employer match about $46,974 at 4% or $31,316 at 6%; with 100% employer match about $35,230 at 4% or $23,487 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 23 | $658,758 | $64,824 | $2,818iApproximate average salary by contribution assumption: employee only about $70,461 at 4% or $46,974 at 6%; with 50% employer match about $46,974 at 4% or $31,316 at 6%; with 100% employer match about $35,230 at 4% or $23,487 at 6%. |
| 2010 | 1 | 20 | $595,898 | $56,464 | $2,823iApproximate average salary by contribution assumption: employee only about $70,580 at 4% or $47,053 at 6%; with 50% employer match about $47,053 at 4% or $31,369 at 6%; with 100% employer match about $35,290 at 4% or $23,527 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 20 | $595,898 | $56,464 | $2,823iApproximate average salary by contribution assumption: employee only about $70,580 at 4% or $47,053 at 6%; with 50% employer match about $47,053 at 4% or $31,369 at 6%; with 100% employer match about $35,290 at 4% or $23,527 at 6%. |
| 2009 | 1 | 18 | $490,016 | $67,882 | $3,771iApproximate average salary by contribution assumption: employee only about $94,281 at 4% or $62,854 at 6%; with 50% employer match about $62,854 at 4% or $41,902 at 6%; with 100% employer match about $47,140 at 4% or $31,427 at 6%. |
| First Graduate Defined Contribution Retirement Plan | - | 18 | $490,016 | $67,882 | $3,771iApproximate average salary by contribution assumption: employee only about $94,281 at 4% or $62,854 at 6%; with 50% employer match about $62,854 at 4% or $41,902 at 6%; with 100% employer match about $47,140 at 4% or $31,427 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| First Graduate Defined Contribution Retirement Plan | - | 0 | - | - | - |