The Christensen Fund
Plan context: The Christensen Fund 401(K) Plan
EIN 94-6055879 • San Francisco, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,623,601
2024 Contributions
$333,570
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $1,623,601 | $333,570 | $33,357iApproximate average salary by contribution assumption: employee only about $833,925 at 4% or $555,950 at 6%; with 50% employer match about $555,950 at 4% or $370,633 at 6%; with 100% employer match about $416,963 at 4% or $277,975 at 6%. |
| The Christensen Fund 401(K) Plan | - | 10 | $1,623,601 | $333,570 | $33,357iApproximate average salary by contribution assumption: employee only about $833,925 at 4% or $555,950 at 6%; with 50% employer match about $555,950 at 4% or $370,633 at 6%; with 100% employer match about $416,963 at 4% or $277,975 at 6%. |
| 2023 | 1 | 8 | $1,079,076 | $305,455 | $38,182iApproximate average salary by contribution assumption: employee only about $954,547 at 4% or $636,365 at 6%; with 50% employer match about $636,365 at 4% or $424,243 at 6%; with 100% employer match about $477,273 at 4% or $318,182 at 6%. |
| The Christensen Fund 401(K) Plan | - | 8 | $1,079,076 | $305,455 | $38,182iApproximate average salary by contribution assumption: employee only about $954,547 at 4% or $636,365 at 6%; with 50% employer match about $636,365 at 4% or $424,243 at 6%; with 100% employer match about $477,273 at 4% or $318,182 at 6%. |
| 2022 | 1 | 9 | $571,096 | $645,053 | $71,673iApproximate average salary by contribution assumption: employee only about $1,791,814 at 4% or $1,194,543 at 6%; with 50% employer match about $1,194,543 at 4% or $796,362 at 6%; with 100% employer match about $895,907 at 4% or $597,271 at 6%. |
| The Christensen Fund 401(K) Plan | - | 9 | $571,096 | $645,053 | $71,673iApproximate average salary by contribution assumption: employee only about $1,791,814 at 4% or $1,194,543 at 6%; with 50% employer match about $1,194,543 at 4% or $796,362 at 6%; with 100% employer match about $895,907 at 4% or $597,271 at 6%. |