Civic Intelligence

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

1381 South First StreetSan Jose, CA 95110
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

$2,658,906$1,329,453$0201020182025YearValue
$2,658,906Latest year 2025

Participants Over Time

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

105530201020182025YearValue
100Latest year 2025

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
20252100$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---
20242105$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---
2023159$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%.
2022299$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---
2021160$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%.
2020152$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%.
2019157$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%.
2018161$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%.
2017160$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%.
2016157$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%.
2015163$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%.
2014162$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%.
2013161$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%.
2012162$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%.
2011154$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%.
2010119$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%.