Civic Intelligence

Orange County Bar Foundation

Plan context: Orange County Bar Foundation 403 B Retirement Plan

EIN 23-7068923 • Santa Ana, CA • 25 filings • 3 plans

1605 E. 17th StreetSanta Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,053,669

2024 Contributions

$62,162

Historical Graphs

Total Assets Over Time

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

$1,390,860$695,430$0200920172024YearValue
$1,053,669Latest year 2024

Participants Over Time

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

23120200920172024YearValue
21Latest 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
2024121$1,053,669$62,162$2,960iApproximate average salary by contribution assumption: employee only about $74,002 at 4% or $49,335 at 6%; with 50% employer match about $49,335 at 4% or $32,890 at 6%; with 100% employer match about $37,001 at 4% or $24,667 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-21$1,053,669$62,162$2,960iApproximate average salary by contribution assumption: employee only about $74,002 at 4% or $49,335 at 6%; with 50% employer match about $49,335 at 4% or $32,890 at 6%; with 100% employer match about $37,001 at 4% or $24,667 at 6%.
2023123$994,946$85,491$3,717iApproximate average salary by contribution assumption: employee only about $92,925 at 4% or $61,950 at 6%; with 50% employer match about $61,950 at 4% or $41,300 at 6%; with 100% employer match about $46,463 at 4% or $30,975 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-23$994,946$85,491$3,717iApproximate average salary by contribution assumption: employee only about $92,925 at 4% or $61,950 at 6%; with 50% employer match about $61,950 at 4% or $41,300 at 6%; with 100% employer match about $46,463 at 4% or $30,975 at 6%.
2022122$1,325,900$87,002$3,955iApproximate average salary by contribution assumption: employee only about $98,866 at 4% or $65,911 at 6%; with 50% employer match about $65,911 at 4% or $43,940 at 6%; with 100% employer match about $49,433 at 4% or $32,955 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-22$1,325,900$87,002$3,955iApproximate average salary by contribution assumption: employee only about $98,866 at 4% or $65,911 at 6%; with 50% employer match about $65,911 at 4% or $43,940 at 6%; with 100% employer match about $49,433 at 4% or $32,955 at 6%.
2021120$1,390,860$77,284$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,303 at 4% or $32,202 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-20$1,390,860$77,284$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,303 at 4% or $32,202 at 6%.
2020119$1,155,976$68,794$3,621iApproximate average salary by contribution assumption: employee only about $90,518 at 4% or $60,346 at 6%; with 50% employer match about $60,346 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,173 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-19$1,155,976$68,794$3,621iApproximate average salary by contribution assumption: employee only about $90,518 at 4% or $60,346 at 6%; with 50% employer match about $60,346 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,173 at 6%.
2019116$1,010,656$67,707$4,232iApproximate average salary by contribution assumption: employee only about $105,792 at 4% or $70,528 at 6%; with 50% employer match about $70,528 at 4% or $47,019 at 6%; with 100% employer match about $52,896 at 4% or $35,264 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-16$1,010,656$67,707$4,232iApproximate average salary by contribution assumption: employee only about $105,792 at 4% or $70,528 at 6%; with 50% employer match about $70,528 at 4% or $47,019 at 6%; with 100% employer match about $52,896 at 4% or $35,264 at 6%.
2018117$811,564$68,406$4,024iApproximate average salary by contribution assumption: employee only about $100,597 at 4% or $67,065 at 6%; with 50% employer match about $67,065 at 4% or $44,710 at 6%; with 100% employer match about $50,299 at 4% or $33,532 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-17$811,564$68,406$4,024iApproximate average salary by contribution assumption: employee only about $100,597 at 4% or $67,065 at 6%; with 50% employer match about $67,065 at 4% or $44,710 at 6%; with 100% employer match about $50,299 at 4% or $33,532 at 6%.
2017116$806,563$103,126$6,445iApproximate average salary by contribution assumption: employee only about $161,134 at 4% or $107,423 at 6%; with 50% employer match about $107,423 at 4% or $71,615 at 6%; with 100% employer match about $80,567 at 4% or $53,711 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-16$806,563$103,126$6,445iApproximate average salary by contribution assumption: employee only about $161,134 at 4% or $107,423 at 6%; with 50% employer match about $107,423 at 4% or $71,615 at 6%; with 100% employer match about $80,567 at 4% or $53,711 at 6%.
2016115$632,029$88,561$5,904iApproximate average salary by contribution assumption: employee only about $147,602 at 4% or $98,401 at 6%; with 50% employer match about $98,401 at 4% or $65,601 at 6%; with 100% employer match about $73,801 at 4% or $49,201 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-15$632,029$88,561$5,904iApproximate average salary by contribution assumption: employee only about $147,602 at 4% or $98,401 at 6%; with 50% employer match about $98,401 at 4% or $65,601 at 6%; with 100% employer match about $73,801 at 4% or $49,201 at 6%.
2015113$578,051$64,032$4,926iApproximate average salary by contribution assumption: employee only about $123,138 at 4% or $82,092 at 6%; with 50% employer match about $82,092 at 4% or $54,728 at 6%; with 100% employer match about $61,569 at 4% or $41,046 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-13$578,051$64,032$4,926iApproximate average salary by contribution assumption: employee only about $123,138 at 4% or $82,092 at 6%; with 50% employer match about $82,092 at 4% or $54,728 at 6%; with 100% employer match about $61,569 at 4% or $41,046 at 6%.
2014118$612,246$64,629$3,591iApproximate average salary by contribution assumption: employee only about $89,763 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-18$612,246$64,629$3,591iApproximate average salary by contribution assumption: employee only about $89,763 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%.
2013118$530,083$61,519$3,418iApproximate average salary by contribution assumption: employee only about $85,443 at 4% or $56,962 at 6%; with 50% employer match about $56,962 at 4% or $37,975 at 6%; with 100% employer match about $42,722 at 4% or $28,481 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-18$530,083$61,519$3,418iApproximate average salary by contribution assumption: employee only about $85,443 at 4% or $56,962 at 6%; with 50% employer match about $56,962 at 4% or $37,975 at 6%; with 100% employer match about $42,722 at 4% or $28,481 at 6%.
2012113$395,354$45,198$3,477iApproximate average salary by contribution assumption: employee only about $86,919 at 4% or $57,946 at 6%; with 50% employer match about $57,946 at 4% or $38,631 at 6%; with 100% employer match about $43,460 at 4% or $28,973 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-13$395,354$45,198$3,477iApproximate average salary by contribution assumption: employee only about $86,919 at 4% or $57,946 at 6%; with 50% employer match about $57,946 at 4% or $38,631 at 6%; with 100% employer match about $43,460 at 4% or $28,973 at 6%.
2011112$308,911$43,339$3,612iApproximate average salary by contribution assumption: employee only about $90,290 at 4% or $60,193 at 6%; with 50% employer match about $60,193 at 4% or $40,129 at 6%; with 100% employer match about $45,145 at 4% or $30,097 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-12$308,911$43,339$3,612iApproximate average salary by contribution assumption: employee only about $90,290 at 4% or $60,193 at 6%; with 50% employer match about $60,193 at 4% or $40,129 at 6%; with 100% employer match about $45,145 at 4% or $30,097 at 6%.
2010111$281,332$38,474$3,498iApproximate average salary by contribution assumption: employee only about $87,441 at 4% or $58,294 at 6%; with 50% employer match about $58,294 at 4% or $38,863 at 6%; with 100% employer match about $43,720 at 4% or $29,147 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-11$281,332$38,474$3,498iApproximate average salary by contribution assumption: employee only about $87,441 at 4% or $58,294 at 6%; with 50% employer match about $58,294 at 4% or $38,863 at 6%; with 100% employer match about $43,720 at 4% or $29,147 at 6%.
200919$215,056$14,165$1,574iApproximate average salary by contribution assumption: employee only about $39,347 at 4% or $26,231 at 6%; with 50% employer match about $26,231 at 4% or $17,488 at 6%; with 100% employer match about $19,674 at 4% or $13,116 at 6%.
Orange County Bar Foundation 403 B Retirement Plan-9$215,056$14,165$1,574iApproximate average salary by contribution assumption: employee only about $39,347 at 4% or $26,231 at 6%; with 50% employer match about $26,231 at 4% or $17,488 at 6%; with 100% employer match about $19,674 at 4% or $13,116 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
Orange County Bar Foundation 403 B Retirement Plan-0---
199910$0$0-
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