Civic Intelligence

899 CHARLESTON DBA MOLDAW FAMILY RESIDENCES

Plan context: 899 CHARLESTON 403(B) PLAN

EIN 03-0594291 • Palo Alto, CA • 14 filings • 1 plans

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899 East Charleston RoadPalo Alto, CA 94303
Current Snapshot

Latest Year

2022

2022 Participants

76

2022 Assets

$1,299,307

2022 Contributions

$166,088

Historical Graphs

Total Assets Over Time

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

$1,299,307$649,654$0200920152021YearValue
$1,299,307Latest year 2021

Participants Over Time

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

77390200920152021YearValue
76Latest year 2021

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
202210$0$0-
899 CHARLESTON 403(B) PLAN-0$0--
2021176$1,299,307$166,088$2,185iApproximate average salary by contribution assumption: employee only about $54,634 at 4% or $36,423 at 6%; with 50% employer match about $36,423 at 4% or $24,282 at 6%; with 100% employer match about $27,317 at 4% or $18,211 at 6%.
899 CHARLESTON 403(B) PLAN-76$1,299,307$166,088$2,185iApproximate average salary by contribution assumption: employee only about $54,634 at 4% or $36,423 at 6%; with 50% employer match about $36,423 at 4% or $24,282 at 6%; with 100% employer match about $27,317 at 4% or $18,211 at 6%.
2020175$1,175,898$189,936$2,532iApproximate average salary by contribution assumption: employee only about $63,312 at 4% or $42,208 at 6%; with 50% employer match about $42,208 at 4% or $28,139 at 6%; with 100% employer match about $31,656 at 4% or $21,104 at 6%.
899 CHARLESTON 403(B) PLAN-75$1,175,898$189,936$2,532iApproximate average salary by contribution assumption: employee only about $63,312 at 4% or $42,208 at 6%; with 50% employer match about $42,208 at 4% or $28,139 at 6%; with 100% employer match about $31,656 at 4% or $21,104 at 6%.
2019177$1,076,415$183,813$2,387iApproximate average salary by contribution assumption: employee only about $59,680 at 4% or $39,786 at 6%; with 50% employer match about $39,786 at 4% or $26,524 at 6%; with 100% employer match about $29,840 at 4% or $19,893 at 6%.
899 CHARLESTON 403(B) PLAN-77$1,076,415$183,813$2,387iApproximate average salary by contribution assumption: employee only about $59,680 at 4% or $39,786 at 6%; with 50% employer match about $39,786 at 4% or $26,524 at 6%; with 100% employer match about $29,840 at 4% or $19,893 at 6%.
2018172$776,409$146,450$2,034iApproximate average salary by contribution assumption: employee only about $50,851 at 4% or $33,900 at 6%; with 50% employer match about $33,900 at 4% or $22,600 at 6%; with 100% employer match about $25,425 at 4% or $16,950 at 6%.
899 CHARLESTON 403(B) PLAN-72$776,409$146,450$2,034iApproximate average salary by contribution assumption: employee only about $50,851 at 4% or $33,900 at 6%; with 50% employer match about $33,900 at 4% or $22,600 at 6%; with 100% employer match about $25,425 at 4% or $16,950 at 6%.
2017166$692,756$121,855$1,846iApproximate average salary by contribution assumption: employee only about $46,157 at 4% or $30,771 at 6%; with 50% employer match about $30,771 at 4% or $20,514 at 6%; with 100% employer match about $23,079 at 4% or $15,386 at 6%.
899 CHARLESTON 403(B) PLAN-66$692,756$121,855$1,846iApproximate average salary by contribution assumption: employee only about $46,157 at 4% or $30,771 at 6%; with 50% employer match about $30,771 at 4% or $20,514 at 6%; with 100% employer match about $23,079 at 4% or $15,386 at 6%.
2016156$543,795$138,007$2,464iApproximate average salary by contribution assumption: employee only about $61,610 at 4% or $41,074 at 6%; with 50% employer match about $41,074 at 4% or $27,382 at 6%; with 100% employer match about $30,805 at 4% or $20,537 at 6%.
899 CHARLESTON 403(B) PLAN-56$543,795$138,007$2,464iApproximate average salary by contribution assumption: employee only about $61,610 at 4% or $41,074 at 6%; with 50% employer match about $41,074 at 4% or $27,382 at 6%; with 100% employer match about $30,805 at 4% or $20,537 at 6%.
2015147$472,799$98,734$2,101iApproximate average salary by contribution assumption: employee only about $52,518 at 4% or $35,012 at 6%; with 50% employer match about $35,012 at 4% or $23,341 at 6%; with 100% employer match about $26,259 at 4% or $17,506 at 6%.
899 CHARLESTON 403(B) PLAN-47$472,799$98,734$2,101iApproximate average salary by contribution assumption: employee only about $52,518 at 4% or $35,012 at 6%; with 50% employer match about $35,012 at 4% or $23,341 at 6%; with 100% employer match about $26,259 at 4% or $17,506 at 6%.
2014137$383,971$88,922$2,403iApproximate average salary by contribution assumption: employee only about $60,082 at 4% or $40,055 at 6%; with 50% employer match about $40,055 at 4% or $26,703 at 6%; with 100% employer match about $30,041 at 4% or $20,027 at 6%.
899 CHARLESTON 403(B) PLAN-37$383,971$88,922$2,403iApproximate average salary by contribution assumption: employee only about $60,082 at 4% or $40,055 at 6%; with 50% employer match about $40,055 at 4% or $26,703 at 6%; with 100% employer match about $30,041 at 4% or $20,027 at 6%.
2013124$277,577$84,693$3,529iApproximate average salary by contribution assumption: employee only about $88,222 at 4% or $58,815 at 6%; with 50% employer match about $58,815 at 4% or $39,210 at 6%; with 100% employer match about $44,111 at 4% or $29,407 at 6%.
899 CHARLESTON 403(B) PLAN-24$277,577$84,693$3,529iApproximate average salary by contribution assumption: employee only about $88,222 at 4% or $58,815 at 6%; with 50% employer match about $58,815 at 4% or $39,210 at 6%; with 100% employer match about $44,111 at 4% or $29,407 at 6%.
2012113$271,796$101,619$7,817iApproximate average salary by contribution assumption: employee only about $195,421 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,140 at 6%.
899 CHARLESTON 403(B) PLAN-13$271,796$101,619$7,817iApproximate average salary by contribution assumption: employee only about $195,421 at 4% or $130,281 at 6%; with 50% employer match about $130,281 at 4% or $86,854 at 6%; with 100% employer match about $97,711 at 4% or $65,140 at 6%.
2011110$149,618$78,120$7,812iApproximate average salary by contribution assumption: employee only about $195,300 at 4% or $130,200 at 6%; with 50% employer match about $130,200 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%.
899 CHARLESTON 403(B) PLAN-10$149,618$78,120$7,812iApproximate average salary by contribution assumption: employee only about $195,300 at 4% or $130,200 at 6%; with 50% employer match about $130,200 at 4% or $86,800 at 6%; with 100% employer match about $97,650 at 4% or $65,100 at 6%.
201017$75,184$60,321$8,617iApproximate average salary by contribution assumption: employee only about $215,432 at 4% or $143,621 at 6%; with 50% employer match about $143,621 at 4% or $95,748 at 6%; with 100% employer match about $107,716 at 4% or $71,811 at 6%.
899 CHARLESTON 403(B) PLAN-7$75,184$60,321$8,617iApproximate average salary by contribution assumption: employee only about $215,432 at 4% or $143,621 at 6%; with 50% employer match about $143,621 at 4% or $95,748 at 6%; with 100% employer match about $107,716 at 4% or $71,811 at 6%.
200915$24,146$10,351$2,070iApproximate average salary by contribution assumption: employee only about $51,755 at 4% or $34,503 at 6%; with 50% employer match about $34,503 at 4% or $23,002 at 6%; with 100% employer match about $25,877 at 4% or $17,252 at 6%.
899 CHARLESTON 403(B) PLAN-5$24,146$10,351$2,070iApproximate average salary by contribution assumption: employee only about $51,755 at 4% or $34,503 at 6%; with 50% employer match about $34,503 at 4% or $23,002 at 6%; with 100% employer match about $25,877 at 4% or $17,252 at 6%.