Civic Intelligence

Beneficial State Foundation

Plan context: Beneficial State Foundation 401K Plan

EIN 20-5253663 • Oakland, CA • 16 filings • 5 plans

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1438 Webster StreetSuite 300Oakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,051,324

2024 Contributions

$287,871

Historical Graphs

Total Assets Over Time

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

$4,051,324$2,025,662$0200920172024YearValue
$4,051,324Latest year 2024

Participants Over Time

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

32160200820172024YearValue
15Latest 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
2024115$4,051,324$287,871$19,191iApproximate average salary by contribution assumption: employee only about $479,785 at 4% or $319,857 at 6%; with 50% employer match about $319,857 at 4% or $213,238 at 6%; with 100% employer match about $239,893 at 4% or $159,928 at 6%.
Beneficial State Foundation 401K Plan-15$4,051,324$287,871$19,191iApproximate average salary by contribution assumption: employee only about $479,785 at 4% or $319,857 at 6%; with 50% employer match about $319,857 at 4% or $213,238 at 6%; with 100% employer match about $239,893 at 4% or $159,928 at 6%.
2023122$3,442,422$240,865$10,948iApproximate average salary by contribution assumption: employee only about $273,710 at 4% or $182,473 at 6%; with 50% employer match about $182,473 at 4% or $121,649 at 6%; with 100% employer match about $136,855 at 4% or $91,237 at 6%.
Beneficial State Foundation 401K Plan-22$3,442,422$240,865$10,948iApproximate average salary by contribution assumption: employee only about $273,710 at 4% or $182,473 at 6%; with 50% employer match about $182,473 at 4% or $121,649 at 6%; with 100% employer match about $136,855 at 4% or $91,237 at 6%.
2022121$2,763,804$286,319$13,634iApproximate average salary by contribution assumption: employee only about $340,856 at 4% or $227,237 at 6%; with 50% employer match about $227,237 at 4% or $151,492 at 6%; with 100% employer match about $170,428 at 4% or $113,619 at 6%.
Beneficial State Foundation 401K Plan-21$2,763,804$286,319$13,634iApproximate average salary by contribution assumption: employee only about $340,856 at 4% or $227,237 at 6%; with 50% employer match about $227,237 at 4% or $151,492 at 6%; with 100% employer match about $170,428 at 4% or $113,619 at 6%.
2021132$3,044,783$431,278$13,477iApproximate average salary by contribution assumption: employee only about $336,936 at 4% or $224,624 at 6%; with 50% employer match about $224,624 at 4% or $149,749 at 6%; with 100% employer match about $168,468 at 4% or $112,312 at 6%.
Beneficial State Foundation 401K Plan-32$3,044,783$431,278$13,477iApproximate average salary by contribution assumption: employee only about $336,936 at 4% or $224,624 at 6%; with 50% employer match about $224,624 at 4% or $149,749 at 6%; with 100% employer match about $168,468 at 4% or $112,312 at 6%.
2020132$2,312,744$517,922$16,185iApproximate average salary by contribution assumption: employee only about $404,627 at 4% or $269,751 at 6%; with 50% employer match about $269,751 at 4% or $179,834 at 6%; with 100% employer match about $202,313 at 4% or $134,876 at 6%.
Beneficial State Foundation 401K Plan-32$2,312,744$517,922$16,185iApproximate average salary by contribution assumption: employee only about $404,627 at 4% or $269,751 at 6%; with 50% employer match about $269,751 at 4% or $179,834 at 6%; with 100% employer match about $202,313 at 4% or $134,876 at 6%.
2019129$1,509,405$176,935$6,101iApproximate average salary by contribution assumption: employee only about $152,530 at 4% or $101,687 at 6%; with 50% employer match about $101,687 at 4% or $67,791 at 6%; with 100% employer match about $76,265 at 4% or $50,843 at 6%.
Beneficial State Foundation 401K Plan-29$1,509,405$176,935$6,101iApproximate average salary by contribution assumption: employee only about $152,530 at 4% or $101,687 at 6%; with 50% employer match about $101,687 at 4% or $67,791 at 6%; with 100% employer match about $76,265 at 4% or $50,843 at 6%.
2018115$1,165,679$271,948$18,130iApproximate average salary by contribution assumption: employee only about $453,247 at 4% or $302,164 at 6%; with 50% employer match about $302,164 at 4% or $201,443 at 6%; with 100% employer match about $226,623 at 4% or $151,082 at 6%.
Beneficial State Foundation 401K Plan-15$1,165,679$271,948$18,130iApproximate average salary by contribution assumption: employee only about $453,247 at 4% or $302,164 at 6%; with 50% employer match about $302,164 at 4% or $201,443 at 6%; with 100% employer match about $226,623 at 4% or $151,082 at 6%.
201719$965,735$177,592$19,732iApproximate average salary by contribution assumption: employee only about $493,311 at 4% or $328,874 at 6%; with 50% employer match about $328,874 at 4% or $219,249 at 6%; with 100% employer match about $246,656 at 4% or $164,437 at 6%.
Beneficial State Foundation 401K Plan-9$965,735$177,592$19,732iApproximate average salary by contribution assumption: employee only about $493,311 at 4% or $328,874 at 6%; with 50% employer match about $328,874 at 4% or $219,249 at 6%; with 100% employer match about $246,656 at 4% or $164,437 at 6%.
2016111$673,827$157,517$14,320iApproximate average salary by contribution assumption: employee only about $357,993 at 4% or $238,662 at 6%; with 50% employer match about $238,662 at 4% or $159,108 at 6%; with 100% employer match about $178,997 at 4% or $119,331 at 6%.
Beneficial State Foundation 401K Plan-11$673,827$157,517$14,320iApproximate average salary by contribution assumption: employee only about $357,993 at 4% or $238,662 at 6%; with 50% employer match about $238,662 at 4% or $159,108 at 6%; with 100% employer match about $178,997 at 4% or $119,331 at 6%.
201518$508,161$146,894$18,362iApproximate average salary by contribution assumption: employee only about $459,044 at 4% or $306,029 at 6%; with 50% employer match about $306,029 at 4% or $204,019 at 6%; with 100% employer match about $229,522 at 4% or $153,015 at 6%.
Beneficial State Foundation 401K Plan-8$508,161$146,894$18,362iApproximate average salary by contribution assumption: employee only about $459,044 at 4% or $306,029 at 6%; with 50% employer match about $306,029 at 4% or $204,019 at 6%; with 100% employer match about $229,522 at 4% or $153,015 at 6%.
201418$454,152$91,276$11,410iApproximate average salary by contribution assumption: employee only about $285,238 at 4% or $190,158 at 6%; with 50% employer match about $190,158 at 4% or $126,772 at 6%; with 100% employer match about $142,619 at 4% or $95,079 at 6%.
Beneficial State Foundation 401K Plan-8$454,152$91,276$11,410iApproximate average salary by contribution assumption: employee only about $285,238 at 4% or $190,158 at 6%; with 50% employer match about $190,158 at 4% or $126,772 at 6%; with 100% employer match about $142,619 at 4% or $95,079 at 6%.
201312$362,228$52,736$26,368iApproximate average salary by contribution assumption: employee only about $659,200 at 4% or $439,467 at 6%; with 50% employer match about $439,467 at 4% or $292,978 at 6%; with 100% employer match about $329,600 at 4% or $219,733 at 6%.
Beneficial State Foundation 401K Plan-2$362,228$52,736$26,368iApproximate average salary by contribution assumption: employee only about $659,200 at 4% or $439,467 at 6%; with 50% employer match about $439,467 at 4% or $292,978 at 6%; with 100% employer match about $329,600 at 4% or $219,733 at 6%.
201214$275,479$55,748$13,937iApproximate average salary by contribution assumption: employee only about $348,425 at 4% or $232,283 at 6%; with 50% employer match about $232,283 at 4% or $154,856 at 6%; with 100% employer match about $174,213 at 4% or $116,142 at 6%.
Beneficial State Foundation 401K Plan-4$275,479$55,748$13,937iApproximate average salary by contribution assumption: employee only about $348,425 at 4% or $232,283 at 6%; with 50% employer match about $232,283 at 4% or $154,856 at 6%; with 100% employer match about $174,213 at 4% or $116,142 at 6%.
201113$201,794$34,883$11,628iApproximate average salary by contribution assumption: employee only about $290,692 at 4% or $193,794 at 6%; with 50% employer match about $193,794 at 4% or $129,196 at 6%; with 100% employer match about $145,346 at 4% or $96,897 at 6%.
Beneficial State Foundation 401K Plan-3$201,794$34,883$11,628iApproximate average salary by contribution assumption: employee only about $290,692 at 4% or $193,794 at 6%; with 50% employer match about $193,794 at 4% or $129,196 at 6%; with 100% employer match about $145,346 at 4% or $96,897 at 6%.
200914$60,223$36,334$9,084iApproximate average salary by contribution assumption: employee only about $227,088 at 4% or $151,392 at 6%; with 50% employer match about $151,392 at 4% or $100,928 at 6%; with 100% employer match about $113,544 at 4% or $75,696 at 6%.
Beneficial State Foundation 401K Plan-4$60,223$36,334$9,084iApproximate average salary by contribution assumption: employee only about $227,088 at 4% or $151,392 at 6%; with 50% employer match about $151,392 at 4% or $100,928 at 6%; with 100% employer match about $113,544 at 4% or $75,696 at 6%.
200813$0$0-
Beneficial State Foundation 401K Plan-3---