Collegesource Inc.
Plan context: COLLEGESOURCE, INC. RETIREMENT PLAN
EIN 20-1009018 • San Diego, CA • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
105
2024 Assets
$20,017,231
2024 Contributions
$1,206,734
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 | 105 | $20,017,231 | $1,206,734 | $11,493iApproximate average salary by contribution assumption: employee only about $287,318 at 4% or $191,545 at 6%; with 50% employer match about $191,545 at 4% or $127,697 at 6%; with 100% employer match about $143,659 at 4% or $95,773 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 105 | $20,017,231 | $1,206,734 | $11,493iApproximate average salary by contribution assumption: employee only about $287,318 at 4% or $191,545 at 6%; with 50% employer match about $191,545 at 4% or $127,697 at 6%; with 100% employer match about $143,659 at 4% or $95,773 at 6%. |
| 2023 | 1 | 95 | $16,755,699 | $1,098,058 | $11,559iApproximate average salary by contribution assumption: employee only about $288,963 at 4% or $192,642 at 6%; with 50% employer match about $192,642 at 4% or $128,428 at 6%; with 100% employer match about $144,481 at 4% or $96,321 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 95 | $16,755,699 | $1,098,058 | $11,559iApproximate average salary by contribution assumption: employee only about $288,963 at 4% or $192,642 at 6%; with 50% employer match about $192,642 at 4% or $128,428 at 6%; with 100% employer match about $144,481 at 4% or $96,321 at 6%. |
| 2022 | 1 | 96 | $13,502,419 | $1,069,663 | $11,142iApproximate average salary by contribution assumption: employee only about $278,558 at 4% or $185,705 at 6%; with 50% employer match about $185,705 at 4% or $123,804 at 6%; with 100% employer match about $139,279 at 4% or $92,853 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 96 | $13,502,419 | $1,069,663 | $11,142iApproximate average salary by contribution assumption: employee only about $278,558 at 4% or $185,705 at 6%; with 50% employer match about $185,705 at 4% or $123,804 at 6%; with 100% employer match about $139,279 at 4% or $92,853 at 6%. |
| 2021 | 1 | 101 | $15,815,705 | $1,073,573 | $10,629iApproximate average salary by contribution assumption: employee only about $265,736 at 4% or $177,157 at 6%; with 50% employer match about $177,157 at 4% or $118,105 at 6%; with 100% employer match about $132,868 at 4% or $88,579 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 101 | $15,815,705 | $1,073,573 | $10,629iApproximate average salary by contribution assumption: employee only about $265,736 at 4% or $177,157 at 6%; with 50% employer match about $177,157 at 4% or $118,105 at 6%; with 100% employer match about $132,868 at 4% or $88,579 at 6%. |
| 2020 | 1 | 105 | $13,353,511 | $879,221 | $8,374iApproximate average salary by contribution assumption: employee only about $209,338 at 4% or $139,559 at 6%; with 50% employer match about $139,559 at 4% or $93,039 at 6%; with 100% employer match about $104,669 at 4% or $69,779 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 105 | $13,353,511 | $879,221 | $8,374iApproximate average salary by contribution assumption: employee only about $209,338 at 4% or $139,559 at 6%; with 50% employer match about $139,559 at 4% or $93,039 at 6%; with 100% employer match about $104,669 at 4% or $69,779 at 6%. |
| 2019 | 1 | 107 | $11,350,630 | $931,852 | $8,709iApproximate average salary by contribution assumption: employee only about $217,722 at 4% or $145,148 at 6%; with 50% employer match about $145,148 at 4% or $96,766 at 6%; with 100% employer match about $108,861 at 4% or $72,574 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 107 | $11,350,630 | $931,852 | $8,709iApproximate average salary by contribution assumption: employee only about $217,722 at 4% or $145,148 at 6%; with 50% employer match about $145,148 at 4% or $96,766 at 6%; with 100% employer match about $108,861 at 4% or $72,574 at 6%. |
| 2018 | 1 | 105 | $8,567,641 | $785,841 | $7,484iApproximate average salary by contribution assumption: employee only about $187,105 at 4% or $124,737 at 6%; with 50% employer match about $124,737 at 4% or $83,158 at 6%; with 100% employer match about $93,553 at 4% or $62,368 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 105 | $8,567,641 | $785,841 | $7,484iApproximate average salary by contribution assumption: employee only about $187,105 at 4% or $124,737 at 6%; with 50% employer match about $124,737 at 4% or $83,158 at 6%; with 100% employer match about $93,553 at 4% or $62,368 at 6%. |
| 2017 | 2 | 104 | $8,496,119 | $727,715 | $6,997iApproximate average salary by contribution assumption: employee only about $174,931 at 4% or $116,621 at 6%; with 50% employer match about $116,621 at 4% or $77,747 at 6%; with 100% employer match about $87,466 at 4% or $58,310 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 104 | $8,496,119 | $727,715 | $6,997iApproximate average salary by contribution assumption: employee only about $174,931 at 4% or $116,621 at 6%; with 50% employer match about $116,621 at 4% or $77,747 at 6%; with 100% employer match about $87,466 at 4% or $58,310 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | $0 | - | - |
| 2016 | 2 | 101 | $7,323,890 | $753,323 | $7,459iApproximate average salary by contribution assumption: employee only about $186,466 at 4% or $124,311 at 6%; with 50% employer match about $124,311 at 4% or $82,874 at 6%; with 100% employer match about $93,233 at 4% or $62,155 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 101 | $6,720,423 | $753,323 | $7,459iApproximate average salary by contribution assumption: employee only about $186,466 at 4% or $124,311 at 6%; with 50% employer match about $124,311 at 4% or $82,874 at 6%; with 100% employer match about $93,233 at 4% or $62,155 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 17 | $603,467 | - | - |
| 2015 | 2 | 101 | $6,217,216 | $635,367 | $6,291iApproximate average salary by contribution assumption: employee only about $157,269 at 4% or $104,846 at 6%; with 50% employer match about $104,846 at 4% or $69,897 at 6%; with 100% employer match about $78,635 at 4% or $52,423 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 101 | $5,647,228 | $635,367 | $6,291iApproximate average salary by contribution assumption: employee only about $157,269 at 4% or $104,846 at 6%; with 50% employer match about $104,846 at 4% or $69,897 at 6%; with 100% employer match about $78,635 at 4% or $52,423 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 17 | $569,988 | - | - |
| 2014 | 2 | 92 | $5,668,839 | $534,048 | $5,805iApproximate average salary by contribution assumption: employee only about $145,122 at 4% or $96,748 at 6%; with 50% employer match about $96,748 at 4% or $64,499 at 6%; with 100% employer match about $72,561 at 4% or $48,374 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN RETIREMENT PLAN | - | 92 | $5,130,456 | $534,048 | $5,805iApproximate average salary by contribution assumption: employee only about $145,122 at 4% or $96,748 at 6%; with 50% employer match about $96,748 at 4% or $64,499 at 6%; with 100% employer match about $72,561 at 4% or $48,374 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 17 | $538,383 | - | - |
| 2013 | 2 | 90 | $4,890,155 | $658,616 | $7,318iApproximate average salary by contribution assumption: employee only about $182,949 at 4% or $121,966 at 6%; with 50% employer match about $121,966 at 4% or $81,311 at 6%; with 100% employer match about $91,474 at 4% or $60,983 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN RETIREMENT PLAN | - | 90 | $4,381,609 | $658,616 | $7,318iApproximate average salary by contribution assumption: employee only about $182,949 at 4% or $121,966 at 6%; with 50% employer match about $121,966 at 4% or $81,311 at 6%; with 100% employer match about $91,474 at 4% or $60,983 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 17 | $508,546 | - | - |
| 2012 | 2 | 87 | $3,762,302 | $1,194,839 | $13,734iApproximate average salary by contribution assumption: employee only about $343,345 at 4% or $228,896 at 6%; with 50% employer match about $228,896 at 4% or $152,598 at 6%; with 100% employer match about $171,672 at 4% or $114,448 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 87 | $3,278,238 | $1,194,839 | $13,734iApproximate average salary by contribution assumption: employee only about $343,345 at 4% or $228,896 at 6%; with 50% employer match about $228,896 at 4% or $152,598 at 6%; with 100% employer match about $171,672 at 4% or $114,448 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 18 | $484,064 | - | - |
| 2011 | 2 | 56 | $2,357,665 | $171,945 | $3,070iApproximate average salary by contribution assumption: employee only about $76,761 at 4% or $51,174 at 6%; with 50% employer match about $51,174 at 4% or $34,116 at 6%; with 100% employer match about $38,381 at 4% or $25,587 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 56 | $1,900,301 | $171,945 | $3,070iApproximate average salary by contribution assumption: employee only about $76,761 at 4% or $51,174 at 6%; with 50% employer match about $51,174 at 4% or $34,116 at 6%; with 100% employer match about $38,381 at 4% or $25,587 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 18 | $457,364 | - | - |
| 2010 | 2 | 57 | $2,434,668 | $160,187 | $2,810iApproximate average salary by contribution assumption: employee only about $70,257 at 4% or $46,838 at 6%; with 50% employer match about $46,838 at 4% or $31,226 at 6%; with 100% employer match about $35,129 at 4% or $23,419 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 57 | $1,931,022 | $160,187 | $2,810iApproximate average salary by contribution assumption: employee only about $70,257 at 4% or $46,838 at 6%; with 50% employer match about $46,838 at 4% or $31,226 at 6%; with 100% employer match about $35,129 at 4% or $23,419 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 20 | $503,646 | - | - |
| 2009 | 2 | 57 | $2,106,974 | $162,080 | $2,844iApproximate average salary by contribution assumption: employee only about $71,088 at 4% or $47,392 at 6%; with 50% employer match about $47,392 at 4% or $31,595 at 6%; with 100% employer match about $35,544 at 4% or $23,696 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 57 | $1,609,771 | $162,080 | $2,844iApproximate average salary by contribution assumption: employee only about $71,088 at 4% or $47,392 at 6%; with 50% employer match about $47,392 at 4% or $31,595 at 6%; with 100% employer match about $35,544 at 4% or $23,696 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 21 | $497,203 | - | - |
| 2008 | 2 | 27 | $1,154,559 | $311,266 | $11,528iApproximate average salary by contribution assumption: employee only about $288,209 at 4% or $192,140 at 6%; with 50% employer match about $192,140 at 4% or $128,093 at 6%; with 100% employer match about $144,105 at 4% or $96,070 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 27 | $1,154,559 | $311,266 | $11,528iApproximate average salary by contribution assumption: employee only about $288,209 at 4% or $192,140 at 6%; with 50% employer match about $192,140 at 4% or $128,093 at 6%; with 100% employer match about $144,105 at 4% or $96,070 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | - | - | - |
| 2007 | 2 | 27 | $0 | $0 | - |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 27 | - | - | - |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | - | - | - |
| 2006 | 2 | 27 | $1,445,043 | $134,407 | $4,978iApproximate average salary by contribution assumption: employee only about $124,451 at 4% or $82,967 at 6%; with 50% employer match about $82,967 at 4% or $55,312 at 6%; with 100% employer match about $62,225 at 4% or $41,484 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 27 | $1,445,043 | $134,407 | $4,978iApproximate average salary by contribution assumption: employee only about $124,451 at 4% or $82,967 at 6%; with 50% employer match about $82,967 at 4% or $55,312 at 6%; with 100% employer match about $62,225 at 4% or $41,484 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | - | - | - |
| 2005 | 2 | 23 | $1,195,882 | $148,929 | $6,475iApproximate average salary by contribution assumption: employee only about $161,879 at 4% or $107,920 at 6%; with 50% employer match about $107,920 at 4% or $71,946 at 6%; with 100% employer match about $80,940 at 4% or $53,960 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 23 | $1,195,882 | $148,929 | $6,475iApproximate average salary by contribution assumption: employee only about $161,879 at 4% or $107,920 at 6%; with 50% employer match about $107,920 at 4% or $71,946 at 6%; with 100% employer match about $80,940 at 4% or $53,960 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | - | - | - |
| 2004 | 2 | 25 | $1,010,665 | $155,780 | $6,231iApproximate average salary by contribution assumption: employee only about $155,780 at 4% or $103,853 at 6%; with 50% employer match about $103,853 at 4% or $69,236 at 6%; with 100% employer match about $77,890 at 4% or $51,927 at 6%. |
| COLLEGESOURCE, INC. RETIREMENT PLAN | - | 25 | $1,010,665 | $155,780 | $6,231iApproximate average salary by contribution assumption: employee only about $155,780 at 4% or $103,853 at 6%; with 50% employer match about $103,853 at 4% or $69,236 at 6%; with 100% employer match about $77,890 at 4% or $51,927 at 6%. |
| Career Guidance Foundation Flex Plus 403(B) Annuity Plan | - | 0 | - | - | - |