Civic Intelligence

Specialty Family Foundation

Plan context: Specialty Family Foundation 401(K) Profit Sharing Plan

EIN 20-4896662 • Santa Monica, CA • 9 filings • 1 plans

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501 Santa Monica Blvd., Suite 703Santa Monica, CA 90401
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$512,843

2020 Contributions

$84,406

Historical Graphs

Total Assets Over Time

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

$512,843$256,422$0201220162020YearValue
$512,843Latest year 2020

Participants Over Time

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

420201220162020YearValue
4Latest year 2020

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
202014$512,843$84,406$21,102iApproximate average salary by contribution assumption: employee only about $527,538 at 4% or $351,692 at 6%; with 50% employer match about $351,692 at 4% or $234,461 at 6%; with 100% employer match about $263,769 at 4% or $175,846 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-4$512,843$84,406$21,102iApproximate average salary by contribution assumption: employee only about $527,538 at 4% or $351,692 at 6%; with 50% employer match about $351,692 at 4% or $234,461 at 6%; with 100% employer match about $263,769 at 4% or $175,846 at 6%.
201914$344,438$50,487$12,622iApproximate average salary by contribution assumption: employee only about $315,544 at 4% or $210,363 at 6%; with 50% employer match about $210,363 at 4% or $140,242 at 6%; with 100% employer match about $157,772 at 4% or $105,181 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-4$344,438$50,487$12,622iApproximate average salary by contribution assumption: employee only about $315,544 at 4% or $210,363 at 6%; with 50% employer match about $210,363 at 4% or $140,242 at 6%; with 100% employer match about $157,772 at 4% or $105,181 at 6%.
201813$242,352$47,988$15,996iApproximate average salary by contribution assumption: employee only about $399,900 at 4% or $266,600 at 6%; with 50% employer match about $266,600 at 4% or $177,733 at 6%; with 100% employer match about $199,950 at 4% or $133,300 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$242,352$47,988$15,996iApproximate average salary by contribution assumption: employee only about $399,900 at 4% or $266,600 at 6%; with 50% employer match about $266,600 at 4% or $177,733 at 6%; with 100% employer match about $199,950 at 4% or $133,300 at 6%.
201713$220,281$44,102$14,701iApproximate average salary by contribution assumption: employee only about $367,517 at 4% or $245,011 at 6%; with 50% employer match about $245,011 at 4% or $163,341 at 6%; with 100% employer match about $183,758 at 4% or $122,506 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$220,281$44,102$14,701iApproximate average salary by contribution assumption: employee only about $367,517 at 4% or $245,011 at 6%; with 50% employer match about $245,011 at 4% or $163,341 at 6%; with 100% employer match about $183,758 at 4% or $122,506 at 6%.
201613$203,085$47,730$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$203,085$47,730$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
201513$144,613$47,709$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$144,613$47,709$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
201413$102,609$45,684$15,228iApproximate average salary by contribution assumption: employee only about $380,700 at 4% or $253,800 at 6%; with 50% employer match about $253,800 at 4% or $169,200 at 6%; with 100% employer match about $190,350 at 4% or $126,900 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$102,609$45,684$15,228iApproximate average salary by contribution assumption: employee only about $380,700 at 4% or $253,800 at 6%; with 50% employer match about $253,800 at 4% or $169,200 at 6%; with 100% employer match about $190,350 at 4% or $126,900 at 6%.
201314$71,478$38,695$9,674iApproximate average salary by contribution assumption: employee only about $241,844 at 4% or $161,229 at 6%; with 50% employer match about $161,229 at 4% or $107,486 at 6%; with 100% employer match about $120,922 at 4% or $80,615 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-4$71,478$38,695$9,674iApproximate average salary by contribution assumption: employee only about $241,844 at 4% or $161,229 at 6%; with 50% employer match about $161,229 at 4% or $107,486 at 6%; with 100% employer match about $120,922 at 4% or $80,615 at 6%.
201213$28,103$112,975$37,658iApproximate average salary by contribution assumption: employee only about $941,458 at 4% or $627,639 at 6%; with 50% employer match about $627,639 at 4% or $418,426 at 6%; with 100% employer match about $470,729 at 4% or $313,819 at 6%.
Specialty Family Foundation 401(K) Profit Sharing Plan-3$28,103$112,975$37,658iApproximate average salary by contribution assumption: employee only about $941,458 at 4% or $627,639 at 6%; with 50% employer match about $627,639 at 4% or $418,426 at 6%; with 100% employer match about $470,729 at 4% or $313,819 at 6%.