Elbridge Stuart Foundation
Plan context: Stuart Foundation 403(B) Retirement Plan
EIN 20-0882784 • San Francisco, CA • 22 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
40
2025 Assets
$10,212,858
2025 Contributions
$973,455
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 40 | $10,212,858 | $973,455 | $24,336iApproximate average salary by contribution assumption: employee only about $608,409 at 4% or $405,606 at 6%; with 50% employer match about $405,606 at 4% or $270,404 at 6%; with 100% employer match about $304,205 at 4% or $202,803 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 40 | $10,212,858 | $973,455 | $24,336iApproximate average salary by contribution assumption: employee only about $608,409 at 4% or $405,606 at 6%; with 50% employer match about $405,606 at 4% or $270,404 at 6%; with 100% employer match about $304,205 at 4% or $202,803 at 6%. |
| 2024 | 1 | 42 | $8,953,753 | $724,658 | $17,254iApproximate average salary by contribution assumption: employee only about $431,344 at 4% or $287,563 at 6%; with 50% employer match about $287,563 at 4% or $191,708 at 6%; with 100% employer match about $215,672 at 4% or $143,781 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 42 | $8,953,753 | $724,658 | $17,254iApproximate average salary by contribution assumption: employee only about $431,344 at 4% or $287,563 at 6%; with 50% employer match about $287,563 at 4% or $191,708 at 6%; with 100% employer match about $215,672 at 4% or $143,781 at 6%. |
| 2023 | 1 | 42 | $7,980,033 | $669,682 | $15,945iApproximate average salary by contribution assumption: employee only about $398,620 at 4% or $265,747 at 6%; with 50% employer match about $265,747 at 4% or $177,165 at 6%; with 100% employer match about $199,310 at 4% or $132,873 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 42 | $7,980,033 | $669,682 | $15,945iApproximate average salary by contribution assumption: employee only about $398,620 at 4% or $265,747 at 6%; with 50% employer match about $265,747 at 4% or $177,165 at 6%; with 100% employer match about $199,310 at 4% or $132,873 at 6%. |
| 2022 | 1 | 36 | $6,306,451 | $620,294 | $17,230iApproximate average salary by contribution assumption: employee only about $430,760 at 4% or $287,173 at 6%; with 50% employer match about $287,173 at 4% or $191,449 at 6%; with 100% employer match about $215,380 at 4% or $143,587 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 36 | $6,306,451 | $620,294 | $17,230iApproximate average salary by contribution assumption: employee only about $430,760 at 4% or $287,173 at 6%; with 50% employer match about $287,173 at 4% or $191,449 at 6%; with 100% employer match about $215,380 at 4% or $143,587 at 6%. |
| 2021 | 1 | 38 | $7,019,294 | $615,779 | $16,205iApproximate average salary by contribution assumption: employee only about $405,118 at 4% or $270,079 at 6%; with 50% employer match about $270,079 at 4% or $180,052 at 6%; with 100% employer match about $202,559 at 4% or $135,039 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 38 | $7,019,294 | $615,779 | $16,205iApproximate average salary by contribution assumption: employee only about $405,118 at 4% or $270,079 at 6%; with 50% employer match about $270,079 at 4% or $180,052 at 6%; with 100% employer match about $202,559 at 4% or $135,039 at 6%. |
| 2020 | 1 | 36 | $5,539,077 | $585,601 | $16,267iApproximate average salary by contribution assumption: employee only about $406,667 at 4% or $271,112 at 6%; with 50% employer match about $271,112 at 4% or $180,741 at 6%; with 100% employer match about $203,334 at 4% or $135,556 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 36 | $5,539,077 | $585,601 | $16,267iApproximate average salary by contribution assumption: employee only about $406,667 at 4% or $271,112 at 6%; with 50% employer match about $271,112 at 4% or $180,741 at 6%; with 100% employer match about $203,334 at 4% or $135,556 at 6%. |
| 2019 | 1 | 36 | $4,406,836 | $550,897 | $15,303iApproximate average salary by contribution assumption: employee only about $382,567 at 4% or $255,045 at 6%; with 50% employer match about $255,045 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,522 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 36 | $4,406,836 | $550,897 | $15,303iApproximate average salary by contribution assumption: employee only about $382,567 at 4% or $255,045 at 6%; with 50% employer match about $255,045 at 4% or $170,030 at 6%; with 100% employer match about $191,284 at 4% or $127,522 at 6%. |
| 2018 | 1 | 38 | $4,450,084 | $633,669 | $16,676iApproximate average salary by contribution assumption: employee only about $416,888 at 4% or $277,925 at 6%; with 50% employer match about $277,925 at 4% or $185,283 at 6%; with 100% employer match about $208,444 at 4% or $138,963 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 38 | $4,450,084 | $633,669 | $16,676iApproximate average salary by contribution assumption: employee only about $416,888 at 4% or $277,925 at 6%; with 50% employer match about $277,925 at 4% or $185,283 at 6%; with 100% employer match about $208,444 at 4% or $138,963 at 6%. |
| 2017 | 1 | 40 | $4,418,454 | $685,034 | $17,126iApproximate average salary by contribution assumption: employee only about $428,146 at 4% or $285,431 at 6%; with 50% employer match about $285,431 at 4% or $190,287 at 6%; with 100% employer match about $214,073 at 4% or $142,715 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 40 | $4,418,454 | $685,034 | $17,126iApproximate average salary by contribution assumption: employee only about $428,146 at 4% or $285,431 at 6%; with 50% employer match about $285,431 at 4% or $190,287 at 6%; with 100% employer match about $214,073 at 4% or $142,715 at 6%. |
| 2016 | 1 | 22 | $3,554,094 | $583,138 | $26,506iApproximate average salary by contribution assumption: employee only about $662,657 at 4% or $441,771 at 6%; with 50% employer match about $441,771 at 4% or $294,514 at 6%; with 100% employer match about $331,328 at 4% or $220,886 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 22 | $3,554,094 | $583,138 | $26,506iApproximate average salary by contribution assumption: employee only about $662,657 at 4% or $441,771 at 6%; with 50% employer match about $441,771 at 4% or $294,514 at 6%; with 100% employer match about $331,328 at 4% or $220,886 at 6%. |
| 2015 | 1 | 38 | $2,690,206 | $615,847 | $16,207iApproximate average salary by contribution assumption: employee only about $405,163 at 4% or $270,108 at 6%; with 50% employer match about $270,108 at 4% or $180,072 at 6%; with 100% employer match about $202,581 at 4% or $135,054 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 38 | $2,690,206 | $615,847 | $16,207iApproximate average salary by contribution assumption: employee only about $405,163 at 4% or $270,108 at 6%; with 50% employer match about $270,108 at 4% or $180,072 at 6%; with 100% employer match about $202,581 at 4% or $135,054 at 6%. |
| 2014 | 1 | 40 | $3,883,910 | $580,587 | $14,515iApproximate average salary by contribution assumption: employee only about $362,867 at 4% or $241,911 at 6%; with 50% employer match about $241,911 at 4% or $161,274 at 6%; with 100% employer match about $181,433 at 4% or $120,956 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 40 | $3,883,910 | $580,587 | $14,515iApproximate average salary by contribution assumption: employee only about $362,867 at 4% or $241,911 at 6%; with 50% employer match about $241,911 at 4% or $161,274 at 6%; with 100% employer match about $181,433 at 4% or $120,956 at 6%. |
| 2013 | 1 | 35 | $3,570,151 | $490,194 | $14,006iApproximate average salary by contribution assumption: employee only about $350,139 at 4% or $233,426 at 6%; with 50% employer match about $233,426 at 4% or $155,617 at 6%; with 100% employer match about $175,069 at 4% or $116,713 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 35 | $3,570,151 | $490,194 | $14,006iApproximate average salary by contribution assumption: employee only about $350,139 at 4% or $233,426 at 6%; with 50% employer match about $233,426 at 4% or $155,617 at 6%; with 100% employer match about $175,069 at 4% or $116,713 at 6%. |
| 2012 | 1 | 33 | $2,656,722 | $384,938 | $11,665iApproximate average salary by contribution assumption: employee only about $291,620 at 4% or $194,413 at 6%; with 50% employer match about $194,413 at 4% or $129,609 at 6%; with 100% employer match about $145,810 at 4% or $97,207 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 33 | $2,656,722 | $384,938 | $11,665iApproximate average salary by contribution assumption: employee only about $291,620 at 4% or $194,413 at 6%; with 50% employer match about $194,413 at 4% or $129,609 at 6%; with 100% employer match about $145,810 at 4% or $97,207 at 6%. |
| 2011 | 1 | 31 | $2,022,083 | $368,414 | $11,884iApproximate average salary by contribution assumption: employee only about $297,108 at 4% or $198,072 at 6%; with 50% employer match about $198,072 at 4% or $132,048 at 6%; with 100% employer match about $148,554 at 4% or $99,036 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 31 | $2,022,083 | $368,414 | $11,884iApproximate average salary by contribution assumption: employee only about $297,108 at 4% or $198,072 at 6%; with 50% employer match about $198,072 at 4% or $132,048 at 6%; with 100% employer match about $148,554 at 4% or $99,036 at 6%. |
| 2010 | 1 | 27 | $2,459,516 | $390,120 | $14,449iApproximate average salary by contribution assumption: employee only about $361,222 at 4% or $240,815 at 6%; with 50% employer match about $240,815 at 4% or $160,543 at 6%; with 100% employer match about $180,611 at 4% or $120,407 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 27 | $2,459,516 | $390,120 | $14,449iApproximate average salary by contribution assumption: employee only about $361,222 at 4% or $240,815 at 6%; with 50% employer match about $240,815 at 4% or $160,543 at 6%; with 100% employer match about $180,611 at 4% or $120,407 at 6%. |
| 2009 | 1 | 25 | $2,019,861 | $476,921 | $19,077iApproximate average salary by contribution assumption: employee only about $476,921 at 4% or $317,947 at 6%; with 50% employer match about $317,947 at 4% or $211,965 at 6%; with 100% employer match about $238,461 at 4% or $158,974 at 6%. |
| Stuart Foundation 403(B) Retirement Plan | - | 25 | $2,019,861 | $476,921 | $19,077iApproximate average salary by contribution assumption: employee only about $476,921 at 4% or $317,947 at 6%; with 50% employer match about $317,947 at 4% or $211,965 at 6%; with 100% employer match about $238,461 at 4% or $158,974 at 6%. |
| 2008 | 1 | 161 | $0 | $0 | - |
| Stuart Foundation 403(B) Retirement Plan | - | 161 | - | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Stuart Foundation 403(B) Retirement Plan | - | 12 | - | - | - |
| 2006 | 1 | 14 | $0 | $0 | - |
| Stuart Foundation 403(B) Retirement Plan | - | 14 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Stuart Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Stuart Foundation 403(B) Retirement Plan | - | 0 | - | - | - |