Civic Intelligence

The Conrad Prebys Foundation

Plan context: The Conrad Prebys Foundation 401(K) Profit Sharing Plan & Trust

EIN 20-3216993 • San Diego, CA • 4 filings • 1 plans

1420 Kettner Blvd Ste 700San Diego, CA 92101-2433
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,314,784

2024 Contributions

$692,499

Historical Graphs

Total Assets Over Time

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

$1,314,784$657,392$0202120232024YearValue
$1,314,784Latest year 2024

Participants Over Time

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

19100202120232024YearValue
19Latest 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
2024119$1,314,784$692,499$36,447iApproximate average salary by contribution assumption: employee only about $911,183 at 4% or $607,455 at 6%; with 50% employer match about $607,455 at 4% or $404,970 at 6%; with 100% employer match about $455,591 at 4% or $303,728 at 6%.
The Conrad Prebys Foundation 401(K) Profit Sharing Plan & Trust-19$1,314,784$692,499$36,447iApproximate average salary by contribution assumption: employee only about $911,183 at 4% or $607,455 at 6%; with 50% employer match about $607,455 at 4% or $404,970 at 6%; with 100% employer match about $455,591 at 4% or $303,728 at 6%.
2023114$621,435$542,360$38,740iApproximate average salary by contribution assumption: employee only about $968,500 at 4% or $645,667 at 6%; with 50% employer match about $645,667 at 4% or $430,444 at 6%; with 100% employer match about $484,250 at 4% or $322,833 at 6%.
The Conrad Prebys Foundation 401(K) Profit Sharing Plan & Trust-14$621,435$542,360$38,740iApproximate average salary by contribution assumption: employee only about $968,500 at 4% or $645,667 at 6%; with 50% employer match about $645,667 at 4% or $430,444 at 6%; with 100% employer match about $484,250 at 4% or $322,833 at 6%.
202212$26,500$15,526$7,763iApproximate average salary by contribution assumption: employee only about $194,075 at 4% or $129,383 at 6%; with 50% employer match about $129,383 at 4% or $86,256 at 6%; with 100% employer match about $97,038 at 4% or $64,692 at 6%.
The Conrad Prebys Foundation 401(K) Profit Sharing Plan & Trust-2$26,500$15,526$7,763iApproximate average salary by contribution assumption: employee only about $194,075 at 4% or $129,383 at 6%; with 50% employer match about $129,383 at 4% or $86,256 at 6%; with 100% employer match about $97,038 at 4% or $64,692 at 6%.
202112$11,572$11,385$5,693iApproximate average salary by contribution assumption: employee only about $142,313 at 4% or $94,875 at 6%; with 50% employer match about $94,875 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,438 at 6%.
The Conrad Prebys Foundation 401(K) Profit Sharing Plan & Trust-2$11,572$11,385$5,693iApproximate average salary by contribution assumption: employee only about $142,313 at 4% or $94,875 at 6%; with 50% employer match about $94,875 at 4% or $63,250 at 6%; with 100% employer match about $71,156 at 4% or $47,438 at 6%.