Orange County Bar Foundation
Plan context: Orange County Bar Foundation 403 B Retirement Plan
EIN 23-7068923 • Santa Ana, CA • 25 filings • 3 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Orange County Bar Foundation 403 B Retirement Plan | - | 0 | - | - | - |