Civic Intelligence

Qardio

Plan context: Qardio Retirement Trust

EIN 99-0374875 • San Francisco, CA • 7 filings • 1 plans

345 California StreetSuite 600 Office 85San Francisco, CA 94104
Current Snapshot

Latest Year

2022

2022 Participants

19

2022 Assets

$270,580

2022 Contributions

$93,741

Historical Graphs

Total Assets Over Time

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

$337,896$168,948$0201620192022YearValue
$270,580Latest year 2022

Participants Over Time

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

21110201620192022YearValue
19Latest year 2022

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
2022119$270,580$93,741$4,934iApproximate average salary by contribution assumption: employee only about $123,343 at 4% or $82,229 at 6%; with 50% employer match about $82,229 at 4% or $54,819 at 6%; with 100% employer match about $61,672 at 4% or $41,114 at 6%.
Qardio Retirement Trust-19$270,580$93,741$4,934iApproximate average salary by contribution assumption: employee only about $123,343 at 4% or $82,229 at 6%; with 50% employer match about $82,229 at 4% or $54,819 at 6%; with 100% employer match about $61,672 at 4% or $41,114 at 6%.
2021121$303,781$56,752$2,702iApproximate average salary by contribution assumption: employee only about $67,562 at 4% or $45,041 at 6%; with 50% employer match about $45,041 at 4% or $30,028 at 6%; with 100% employer match about $33,781 at 4% or $22,521 at 6%.
Qardio Retirement Trust-21$303,781$56,752$2,702iApproximate average salary by contribution assumption: employee only about $67,562 at 4% or $45,041 at 6%; with 50% employer match about $45,041 at 4% or $30,028 at 6%; with 100% employer match about $33,781 at 4% or $22,521 at 6%.
2020113$238,242$51,767$3,982iApproximate average salary by contribution assumption: employee only about $99,552 at 4% or $66,368 at 6%; with 50% employer match about $66,368 at 4% or $44,245 at 6%; with 100% employer match about $49,776 at 4% or $33,184 at 6%.
Qardio Retirement Trust-13$238,242$51,767$3,982iApproximate average salary by contribution assumption: employee only about $99,552 at 4% or $66,368 at 6%; with 50% employer match about $66,368 at 4% or $44,245 at 6%; with 100% employer match about $49,776 at 4% or $33,184 at 6%.
2019112$192,998$54,625$4,552iApproximate average salary by contribution assumption: employee only about $113,802 at 4% or $75,868 at 6%; with 50% employer match about $75,868 at 4% or $50,579 at 6%; with 100% employer match about $56,901 at 4% or $37,934 at 6%.
Qardio Retirement Trust-12$192,998$54,625$4,552iApproximate average salary by contribution assumption: employee only about $113,802 at 4% or $75,868 at 6%; with 50% employer match about $75,868 at 4% or $50,579 at 6%; with 100% employer match about $56,901 at 4% or $37,934 at 6%.
2018115$337,896$205,279$13,685iApproximate average salary by contribution assumption: employee only about $342,132 at 4% or $228,088 at 6%; with 50% employer match about $228,088 at 4% or $152,059 at 6%; with 100% employer match about $171,066 at 4% or $114,044 at 6%.
Qardio Retirement Trust-15$337,896$205,279$13,685iApproximate average salary by contribution assumption: employee only about $342,132 at 4% or $228,088 at 6%; with 50% employer match about $228,088 at 4% or $152,059 at 6%; with 100% employer match about $171,066 at 4% or $114,044 at 6%.
2017112$228,975$91,641$7,637iApproximate average salary by contribution assumption: employee only about $190,919 at 4% or $127,279 at 6%; with 50% employer match about $127,279 at 4% or $84,853 at 6%; with 100% employer match about $95,459 at 4% or $63,640 at 6%.
Qardio Retirement Trust-12$228,975$91,641$7,637iApproximate average salary by contribution assumption: employee only about $190,919 at 4% or $127,279 at 6%; with 50% employer match about $127,279 at 4% or $84,853 at 6%; with 100% employer match about $95,459 at 4% or $63,640 at 6%.
201616$106,623$104,199$17,367iApproximate average salary by contribution assumption: employee only about $434,163 at 4% or $289,442 at 6%; with 50% employer match about $289,442 at 4% or $192,961 at 6%; with 100% employer match about $217,081 at 4% or $144,721 at 6%.
Qardio Retirement Trust-6$106,623$104,199$17,367iApproximate average salary by contribution assumption: employee only about $434,163 at 4% or $289,442 at 6%; with 50% employer match about $289,442 at 4% or $192,961 at 6%; with 100% employer match about $217,081 at 4% or $144,721 at 6%.