Sacred Heart Community Service
Plan context: Sacred Heart Community Services Section 403(B) Tax Deferred Annuity
EIN 23-7179787 • San Jose, CA • 19 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
100
2025 Assets
$2,658,906
2025 Contributions
$277,248
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 100 | $2,658,906 | $277,248 | $2,772iApproximate average salary by contribution assumption: employee only about $69,312 at 4% or $46,208 at 6%; with 50% employer match about $46,208 at 4% or $30,805 at 6%; with 100% employer match about $34,656 at 4% or $23,104 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 62 | $2,658,906 | $277,248 | $4,472iApproximate average salary by contribution assumption: employee only about $111,794 at 4% or $74,529 at 6%; with 50% employer match about $74,529 at 4% or $49,686 at 6%; with 100% employer match about $55,897 at 4% or $37,265 at 6%. |
| Sacred Heart Community Service Welfare Benefit Plan | - | 100 | - | - | - |
| 2024 | 2 | 105 | $2,379,342 | $209,132 | $1,992iApproximate average salary by contribution assumption: employee only about $49,793 at 4% or $33,196 at 6%; with 50% employer match about $33,196 at 4% or $22,130 at 6%; with 100% employer match about $24,897 at 4% or $16,598 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 60 | $2,379,342 | $209,132 | $3,486iApproximate average salary by contribution assumption: employee only about $87,138 at 4% or $58,092 at 6%; with 50% employer match about $58,092 at 4% or $38,728 at 6%; with 100% employer match about $43,569 at 4% or $29,046 at 6%. |
| Sacred Heart Community Service Welfare Benefit Plan | - | 105 | - | - | - |
| 2023 | 1 | 59 | $2,102,883 | $349,154 | $5,918iApproximate average salary by contribution assumption: employee only about $147,947 at 4% or $98,631 at 6%; with 50% employer match about $98,631 at 4% or $65,754 at 6%; with 100% employer match about $73,973 at 4% or $49,316 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 59 | $2,102,883 | $349,154 | $5,918iApproximate average salary by contribution assumption: employee only about $147,947 at 4% or $98,631 at 6%; with 50% employer match about $98,631 at 4% or $65,754 at 6%; with 100% employer match about $73,973 at 4% or $49,316 at 6%. |
| 2022 | 2 | 99 | $1,607,429 | $191,056 | $1,930iApproximate average salary by contribution assumption: employee only about $48,246 at 4% or $32,164 at 6%; with 50% employer match about $32,164 at 4% or $21,443 at 6%; with 100% employer match about $24,123 at 4% or $16,082 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 59 | $1,607,429 | $191,056 | $3,238iApproximate average salary by contribution assumption: employee only about $80,956 at 4% or $53,971 at 6%; with 50% employer match about $53,971 at 4% or $35,980 at 6%; with 100% employer match about $40,478 at 4% or $26,985 at 6%. |
| Sacred Heart Community Service Welfare Benefit Plan | - | 99 | - | - | - |
| 2021 | 1 | 60 | $1,843,317 | $157,035 | $2,617iApproximate average salary by contribution assumption: employee only about $65,431 at 4% or $43,621 at 6%; with 50% employer match about $43,621 at 4% or $29,081 at 6%; with 100% employer match about $32,716 at 4% or $21,810 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 60 | $1,843,317 | $157,035 | $2,617iApproximate average salary by contribution assumption: employee only about $65,431 at 4% or $43,621 at 6%; with 50% employer match about $43,621 at 4% or $29,081 at 6%; with 100% employer match about $32,716 at 4% or $21,810 at 6%. |
| 2020 | 1 | 52 | $1,363,591 | $118,709 | $2,283iApproximate average salary by contribution assumption: employee only about $57,072 at 4% or $38,048 at 6%; with 50% employer match about $38,048 at 4% or $25,365 at 6%; with 100% employer match about $28,536 at 4% or $19,024 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 52 | $1,363,591 | $118,709 | $2,283iApproximate average salary by contribution assumption: employee only about $57,072 at 4% or $38,048 at 6%; with 50% employer match about $38,048 at 4% or $25,365 at 6%; with 100% employer match about $28,536 at 4% or $19,024 at 6%. |
| 2019 | 1 | 57 | $1,243,758 | $105,950 | $1,859iApproximate average salary by contribution assumption: employee only about $46,469 at 4% or $30,980 at 6%; with 50% employer match about $30,980 at 4% or $20,653 at 6%; with 100% employer match about $23,235 at 4% or $15,490 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 57 | $1,243,758 | $105,950 | $1,859iApproximate average salary by contribution assumption: employee only about $46,469 at 4% or $30,980 at 6%; with 50% employer match about $30,980 at 4% or $20,653 at 6%; with 100% employer match about $23,235 at 4% or $15,490 at 6%. |
| 2018 | 1 | 61 | $1,113,102 | $124,775 | $2,045iApproximate average salary by contribution assumption: employee only about $51,137 at 4% or $34,092 at 6%; with 50% employer match about $34,092 at 4% or $22,728 at 6%; with 100% employer match about $25,569 at 4% or $17,046 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 61 | $1,113,102 | $124,775 | $2,045iApproximate average salary by contribution assumption: employee only about $51,137 at 4% or $34,092 at 6%; with 50% employer match about $34,092 at 4% or $22,728 at 6%; with 100% employer match about $25,569 at 4% or $17,046 at 6%. |
| 2017 | 1 | 60 | $1,103,130 | $140,691 | $2,345iApproximate average salary by contribution assumption: employee only about $58,621 at 4% or $39,081 at 6%; with 50% employer match about $39,081 at 4% or $26,054 at 6%; with 100% employer match about $29,311 at 4% or $19,540 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 60 | $1,103,130 | $140,691 | $2,345iApproximate average salary by contribution assumption: employee only about $58,621 at 4% or $39,081 at 6%; with 50% employer match about $39,081 at 4% or $26,054 at 6%; with 100% employer match about $29,311 at 4% or $19,540 at 6%. |
| 2016 | 1 | 57 | $900,255 | $135,235 | $2,373iApproximate average salary by contribution assumption: employee only about $59,314 at 4% or $39,542 at 6%; with 50% employer match about $39,542 at 4% or $26,362 at 6%; with 100% employer match about $29,657 at 4% or $19,771 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 57 | $900,255 | $135,235 | $2,373iApproximate average salary by contribution assumption: employee only about $59,314 at 4% or $39,542 at 6%; with 50% employer match about $39,542 at 4% or $26,362 at 6%; with 100% employer match about $29,657 at 4% or $19,771 at 6%. |
| 2015 | 1 | 63 | $727,599 | $122,416 | $1,943iApproximate average salary by contribution assumption: employee only about $48,578 at 4% or $32,385 at 6%; with 50% employer match about $32,385 at 4% or $21,590 at 6%; with 100% employer match about $24,289 at 4% or $16,193 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 63 | $727,599 | $122,416 | $1,943iApproximate average salary by contribution assumption: employee only about $48,578 at 4% or $32,385 at 6%; with 50% employer match about $32,385 at 4% or $21,590 at 6%; with 100% employer match about $24,289 at 4% or $16,193 at 6%. |
| 2014 | 1 | 62 | $650,655 | $129,884 | $2,095iApproximate average salary by contribution assumption: employee only about $52,373 at 4% or $34,915 at 6%; with 50% employer match about $34,915 at 4% or $23,277 at 6%; with 100% employer match about $26,186 at 4% or $17,458 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 62 | $650,655 | $129,884 | $2,095iApproximate average salary by contribution assumption: employee only about $52,373 at 4% or $34,915 at 6%; with 50% employer match about $34,915 at 4% or $23,277 at 6%; with 100% employer match about $26,186 at 4% or $17,458 at 6%. |
| 2013 | 1 | 61 | $510,827 | $120,322 | $1,972iApproximate average salary by contribution assumption: employee only about $49,312 at 4% or $32,875 at 6%; with 50% employer match about $32,875 at 4% or $21,917 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 61 | $510,827 | $120,322 | $1,972iApproximate average salary by contribution assumption: employee only about $49,312 at 4% or $32,875 at 6%; with 50% employer match about $32,875 at 4% or $21,917 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%. |
| 2012 | 1 | 62 | $370,911 | $124,054 | $2,001iApproximate average salary by contribution assumption: employee only about $50,022 at 4% or $33,348 at 6%; with 50% employer match about $33,348 at 4% or $22,232 at 6%; with 100% employer match about $25,011 at 4% or $16,674 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 62 | $370,911 | $124,054 | $2,001iApproximate average salary by contribution assumption: employee only about $50,022 at 4% or $33,348 at 6%; with 50% employer match about $33,348 at 4% or $22,232 at 6%; with 100% employer match about $25,011 at 4% or $16,674 at 6%. |
| 2011 | 1 | 54 | $238,107 | $79,132 | $1,465iApproximate average salary by contribution assumption: employee only about $36,635 at 4% or $24,423 at 6%; with 50% employer match about $24,423 at 4% or $16,282 at 6%; with 100% employer match about $18,318 at 4% or $12,212 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 54 | $238,107 | $79,132 | $1,465iApproximate average salary by contribution assumption: employee only about $36,635 at 4% or $24,423 at 6%; with 50% employer match about $24,423 at 4% or $16,282 at 6%; with 100% employer match about $18,318 at 4% or $12,212 at 6%. |
| 2010 | 1 | 19 | $164,471 | $58,657 | $3,087iApproximate average salary by contribution assumption: employee only about $77,180 at 4% or $51,454 at 6%; with 50% employer match about $51,454 at 4% or $34,302 at 6%; with 100% employer match about $38,590 at 4% or $25,727 at 6%. |
| Sacred Heart Community Services Section 403(B) Tax Deferred Annuity | - | 19 | $164,471 | $58,657 | $3,087iApproximate average salary by contribution assumption: employee only about $77,180 at 4% or $51,454 at 6%; with 50% employer match about $51,454 at 4% or $34,302 at 6%; with 100% employer match about $38,590 at 4% or $25,727 at 6%. |