Civic Intelligence

THE JUPITER RESEARCH FOUNDATION

Plan context: THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST

EIN 20-0513215 • Rancho Mirage, CA • 14 filings • 2 plans

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PO Box 1825Rancho Mirage, CA 92270-1059
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,222,712

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$4,843,389$2,421,695$0201120182024YearValue
$1,222,712Latest year 2024

Participants Over Time

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

1260201120182024YearValue
7Latest year 2024

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
202417$1,222,712$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-7$1,222,712$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
202318$1,177,954$29,350$3,669iApproximate average salary by contribution assumption: employee only about $91,719 at 4% or $61,146 at 6%; with 50% employer match about $61,146 at 4% or $40,764 at 6%; with 100% employer match about $45,859 at 4% or $30,573 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-8$1,177,954$29,350$3,669iApproximate average salary by contribution assumption: employee only about $91,719 at 4% or $61,146 at 6%; with 50% employer match about $61,146 at 4% or $40,764 at 6%; with 100% employer match about $45,859 at 4% or $30,573 at 6%.
202219$3,223,911$27,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-9$3,223,911$27,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
2021111$4,843,389$93,700$8,518iApproximate average salary by contribution assumption: employee only about $212,955 at 4% or $141,970 at 6%; with 50% employer match about $141,970 at 4% or $94,646 at 6%; with 100% employer match about $106,477 at 4% or $70,985 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-11$4,843,389$93,700$8,518iApproximate average salary by contribution assumption: employee only about $212,955 at 4% or $141,970 at 6%; with 50% employer match about $141,970 at 4% or $94,646 at 6%; with 100% employer match about $106,477 at 4% or $70,985 at 6%.
2020112$3,498,774$158,600$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
THE JUPITER RESEARCH FOUNDATION-12$3,498,774$158,600$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
2019111$1,662,285$169,850$15,441iApproximate average salary by contribution assumption: employee only about $386,023 at 4% or $257,348 at 6%; with 50% employer match about $257,348 at 4% or $171,566 at 6%; with 100% employer match about $193,011 at 4% or $128,674 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-11$1,662,285$169,850$15,441iApproximate average salary by contribution assumption: employee only about $386,023 at 4% or $257,348 at 6%; with 50% employer match about $257,348 at 4% or $171,566 at 6%; with 100% employer match about $193,011 at 4% or $128,674 at 6%.
2018110$1,133,196$142,900$14,290iApproximate average salary by contribution assumption: employee only about $357,250 at 4% or $238,167 at 6%; with 50% employer match about $238,167 at 4% or $158,778 at 6%; with 100% employer match about $178,625 at 4% or $119,083 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-10$1,133,196$142,900$14,290iApproximate average salary by contribution assumption: employee only about $357,250 at 4% or $238,167 at 6%; with 50% employer match about $238,167 at 4% or $158,778 at 6%; with 100% employer match about $178,625 at 4% or $119,083 at 6%.
2017111$1,142,221$167,115$15,192iApproximate average salary by contribution assumption: employee only about $379,807 at 4% or $253,205 at 6%; with 50% employer match about $253,205 at 4% or $168,803 at 6%; with 100% employer match about $189,903 at 4% or $126,602 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-11$1,142,221$167,115$15,192iApproximate average salary by contribution assumption: employee only about $379,807 at 4% or $253,205 at 6%; with 50% employer match about $253,205 at 4% or $168,803 at 6%; with 100% employer match about $189,903 at 4% or $126,602 at 6%.
2016111$796,967$204,166$18,561iApproximate average salary by contribution assumption: employee only about $464,014 at 4% or $309,342 at 6%; with 50% employer match about $309,342 at 4% or $206,228 at 6%; with 100% employer match about $232,007 at 4% or $154,671 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-11$796,967$204,166$18,561iApproximate average salary by contribution assumption: employee only about $464,014 at 4% or $309,342 at 6%; with 50% employer match about $309,342 at 4% or $206,228 at 6%; with 100% employer match about $232,007 at 4% or $154,671 at 6%.
201519$551,659$147,973$16,441iApproximate average salary by contribution assumption: employee only about $411,036 at 4% or $274,024 at 6%; with 50% employer match about $274,024 at 4% or $182,683 at 6%; with 100% employer match about $205,518 at 4% or $137,012 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-9$551,659$147,973$16,441iApproximate average salary by contribution assumption: employee only about $411,036 at 4% or $274,024 at 6%; with 50% employer match about $274,024 at 4% or $182,683 at 6%; with 100% employer match about $205,518 at 4% or $137,012 at 6%.
201416$368,094$92,900$15,483iApproximate average salary by contribution assumption: employee only about $387,083 at 4% or $258,056 at 6%; with 50% employer match about $258,056 at 4% or $172,037 at 6%; with 100% employer match about $193,542 at 4% or $129,028 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-6$368,094$92,900$15,483iApproximate average salary by contribution assumption: employee only about $387,083 at 4% or $258,056 at 6%; with 50% employer match about $258,056 at 4% or $172,037 at 6%; with 100% employer match about $193,542 at 4% or $129,028 at 6%.
201316$270,137$92,650$15,442iApproximate average salary by contribution assumption: employee only about $386,042 at 4% or $257,361 at 6%; with 50% employer match about $257,361 at 4% or $171,574 at 6%; with 100% employer match about $193,021 at 4% or $128,681 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-6$270,137$92,650$15,442iApproximate average salary by contribution assumption: employee only about $386,042 at 4% or $257,361 at 6%; with 50% employer match about $257,361 at 4% or $171,574 at 6%; with 100% employer match about $193,021 at 4% or $128,681 at 6%.
201216$145,418$101,433$16,906iApproximate average salary by contribution assumption: employee only about $422,638 at 4% or $281,758 at 6%; with 50% employer match about $281,758 at 4% or $187,839 at 6%; with 100% employer match about $211,319 at 4% or $140,879 at 6%.
THE JUPITER RESEARCH FOUNDATION RETIREMENT TRUST-6$145,418$101,433$16,906iApproximate average salary by contribution assumption: employee only about $422,638 at 4% or $281,758 at 6%; with 50% employer match about $281,758 at 4% or $187,839 at 6%; with 100% employer match about $211,319 at 4% or $140,879 at 6%.
201114$36,912$36,200$9,050iApproximate average salary by contribution assumption: employee only about $226,250 at 4% or $150,833 at 6%; with 50% employer match about $150,833 at 4% or $100,556 at 6%; with 100% employer match about $113,125 at 4% or $75,417 at 6%.
THE JUPITER RESEARCH FOUNDATION-4$36,912$36,200$9,050iApproximate average salary by contribution assumption: employee only about $226,250 at 4% or $150,833 at 6%; with 50% employer match about $150,833 at 4% or $100,556 at 6%; with 100% employer match about $113,125 at 4% or $75,417 at 6%.