Fidelity bond in place
Not reported
Filing4701 Patrick Henry Dr Bldg 5 SuiteSanta Clara, CA 95054-1863
INSTEDD RETIREMENT PLAN
INSTEDD • EIN 20-4895174 • Santa Clara, CA • Plan year 2019
Filing Insights
Participants
Down9 → 8
-1 • -11.11%
Assets
No comparison- → $399,497
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $291,622 | $0 | - |
| INSTEDD RETIREMENT PLAN | - | 4 | $291,622 | $0 | - |
| 2023 | 1 | 7 | $474,255 | $0 | - |
| INSTEDD RETIREMENT PLAN | - | 7 | $474,255 | $0 | - |
| 2022 | 1 | 7 | $408,433 | $6,750 | $964iApproximate average salary by contribution assumption: employee only about $24,107 at 4% or $16,071 at 6%; with 50% employer match about $16,071 at 4% or $10,714 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 7 | $408,433 | $6,750 | $964iApproximate average salary by contribution assumption: employee only about $24,107 at 4% or $16,071 at 6%; with 50% employer match about $16,071 at 4% or $10,714 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%. |
| 2021 | 1 | 7 | $512,776 | $12,050 | $1,721iApproximate average salary by contribution assumption: employee only about $43,036 at 4% or $28,690 at 6%; with 50% employer match about $28,690 at 4% or $19,127 at 6%; with 100% employer match about $21,518 at 4% or $14,345 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 7 | $512,776 | $12,050 | $1,721iApproximate average salary by contribution assumption: employee only about $43,036 at 4% or $28,690 at 6%; with 50% employer match about $28,690 at 4% or $19,127 at 6%; with 100% employer match about $21,518 at 4% or $14,345 at 6%. |
| 2020 | 1 | 8 | $506,326 | $15,414 | $1,927iApproximate average salary by contribution assumption: employee only about $48,169 at 4% or $32,113 at 6%; with 50% employer match about $32,113 at 4% or $21,408 at 6%; with 100% employer match about $24,084 at 4% or $16,056 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 8 | $506,326 | $15,414 | $1,927iApproximate average salary by contribution assumption: employee only about $48,169 at 4% or $32,113 at 6%; with 50% employer match about $32,113 at 4% or $21,408 at 6%; with 100% employer match about $24,084 at 4% or $16,056 at 6%. |
| 2019 | 1 | 8 | $399,497 | $18,266 | $2,283iApproximate average salary by contribution assumption: employee only about $57,081 at 4% or $38,054 at 6%; with 50% employer match about $38,054 at 4% or $25,369 at 6%; with 100% employer match about $28,541 at 4% or $19,027 at 6%. |
| INSTEDD RETIREMENT PLAN | Current | 8 | $399,497 | $18,266 | $2,283iApproximate average salary by contribution assumption: employee only about $57,081 at 4% or $38,054 at 6%; with 50% employer match about $38,054 at 4% or $25,369 at 6%; with 100% employer match about $28,541 at 4% or $19,027 at 6%. |
| 2018 | 1 | 9 | $309,009 | $27,381 | $3,042iApproximate average salary by contribution assumption: employee only about $76,058 at 4% or $50,706 at 6%; with 50% employer match about $50,706 at 4% or $33,804 at 6%; with 100% employer match about $38,029 at 4% or $25,353 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 9 | $309,009 | $27,381 | $3,042iApproximate average salary by contribution assumption: employee only about $76,058 at 4% or $50,706 at 6%; with 50% employer match about $50,706 at 4% or $33,804 at 6%; with 100% employer match about $38,029 at 4% or $25,353 at 6%. |
| 2017 | 1 | 8 | $301,081 | $22,041 | $2,755iApproximate average salary by contribution assumption: employee only about $68,878 at 4% or $45,919 at 6%; with 50% employer match about $45,919 at 4% or $30,613 at 6%; with 100% employer match about $34,439 at 4% or $22,959 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 8 | $301,081 | $22,041 | $2,755iApproximate average salary by contribution assumption: employee only about $68,878 at 4% or $45,919 at 6%; with 50% employer match about $45,919 at 4% or $30,613 at 6%; with 100% employer match about $34,439 at 4% or $22,959 at 6%. |
| 2016 | 1 | 9 | $226,516 | $18,357 | $2,040iApproximate average salary by contribution assumption: employee only about $50,992 at 4% or $33,994 at 6%; with 50% employer match about $33,994 at 4% or $22,663 at 6%; with 100% employer match about $25,496 at 4% or $16,997 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 9 | $226,516 | $18,357 | $2,040iApproximate average salary by contribution assumption: employee only about $50,992 at 4% or $33,994 at 6%; with 50% employer match about $33,994 at 4% or $22,663 at 6%; with 100% employer match about $25,496 at 4% or $16,997 at 6%. |
| 2015 | 1 | 8 | $195,329 | $25,575 | $3,197iApproximate average salary by contribution assumption: employee only about $79,922 at 4% or $53,281 at 6%; with 50% employer match about $53,281 at 4% or $35,521 at 6%; with 100% employer match about $39,961 at 4% or $26,641 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 8 | $195,329 | $25,575 | $3,197iApproximate average salary by contribution assumption: employee only about $79,922 at 4% or $53,281 at 6%; with 50% employer match about $53,281 at 4% or $35,521 at 6%; with 100% employer match about $39,961 at 4% or $26,641 at 6%. |
| 2014 | 1 | 8 | $175,732 | $25,014 | $3,127iApproximate average salary by contribution assumption: employee only about $78,169 at 4% or $52,113 at 6%; with 50% employer match about $52,113 at 4% or $34,742 at 6%; with 100% employer match about $39,084 at 4% or $26,056 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 8 | $175,732 | $25,014 | $3,127iApproximate average salary by contribution assumption: employee only about $78,169 at 4% or $52,113 at 6%; with 50% employer match about $52,113 at 4% or $34,742 at 6%; with 100% employer match about $39,084 at 4% or $26,056 at 6%. |
| 2013 | 1 | 7 | $146,280 | $29,245 | $4,178iApproximate average salary by contribution assumption: employee only about $104,446 at 4% or $69,631 at 6%; with 50% employer match about $69,631 at 4% or $46,421 at 6%; with 100% employer match about $52,223 at 4% or $34,815 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 7 | $146,280 | $29,245 | $4,178iApproximate average salary by contribution assumption: employee only about $104,446 at 4% or $69,631 at 6%; with 50% employer match about $69,631 at 4% or $46,421 at 6%; with 100% employer match about $52,223 at 4% or $34,815 at 6%. |
| 2012 | 1 | 7 | $93,732 | $11,894 | $1,699iApproximate average salary by contribution assumption: employee only about $42,479 at 4% or $28,319 at 6%; with 50% employer match about $28,319 at 4% or $18,879 at 6%; with 100% employer match about $21,239 at 4% or $14,160 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 7 | $93,732 | $11,894 | $1,699iApproximate average salary by contribution assumption: employee only about $42,479 at 4% or $28,319 at 6%; with 50% employer match about $28,319 at 4% or $18,879 at 6%; with 100% employer match about $21,239 at 4% or $14,160 at 6%. |
| 2011 | 1 | 3 | $69,571 | $10,189 | $3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 3 | $69,571 | $10,189 | $3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%. |
| 2010 | 1 | 5 | $135,647 | $29,737 | $5,947iApproximate average salary by contribution assumption: employee only about $148,685 at 4% or $99,123 at 6%; with 50% employer match about $99,123 at 4% or $66,082 at 6%; with 100% employer match about $74,343 at 4% or $49,562 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 5 | $135,647 | $29,737 | $5,947iApproximate average salary by contribution assumption: employee only about $148,685 at 4% or $99,123 at 6%; with 50% employer match about $99,123 at 4% or $66,082 at 6%; with 100% employer match about $74,343 at 4% or $49,562 at 6%. |
| 2009 | 1 | 5 | $87,364 | $29,477 | $5,895iApproximate average salary by contribution assumption: employee only about $147,385 at 4% or $98,257 at 6%; with 50% employer match about $98,257 at 4% or $65,504 at 6%; with 100% employer match about $73,693 at 4% or $49,128 at 6%. |
| INSTEDD RETIREMENT PLAN | - | 5 | $87,364 | $29,477 | $5,895iApproximate average salary by contribution assumption: employee only about $147,385 at 4% or $98,257 at 6%; with 50% employer match about $98,257 at 4% or $65,504 at 6%; with 100% employer match about $73,693 at 4% or $49,128 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| INSTEDD RETIREMENT PLAN | - | 0 | - | - | - |
Schedule Details
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Filing received by DOL Sep 30, 2020