Civic Intelligence

The Annenberg Foundation Trust at Sunnylands

Plan context: The Annenberg Foundation Trust at Sunnylands 403(B) Plan

EIN 25-6774871 • Rancho Mirage, CA • 21 filings • 4 plans

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37977 Bob Hope DriveRancho Mirage, CA 92270
Current Snapshot

Latest Year

2024

2024 Participants

130

2024 Assets

$7,915,035

2024 Contributions

$1,246,117

Historical Graphs

Total Assets Over Time

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

$7,915,035$3,957,518$0200920172024YearValue
$7,915,035Latest year 2024

Participants Over Time

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

130650200920172024YearValue
130Latest 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
20242130$7,915,035$1,246,117$9,586iApproximate average salary by contribution assumption: employee only about $239,638 at 4% or $159,759 at 6%; with 50% employer match about $159,759 at 4% or $106,506 at 6%; with 100% employer match about $119,819 at 4% or $79,879 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-130$7,915,035$1,246,117$9,586iApproximate average salary by contribution assumption: employee only about $239,638 at 4% or $159,759 at 6%; with 50% employer match about $159,759 at 4% or $106,506 at 6%; with 100% employer match about $119,819 at 4% or $79,879 at 6%.
The Annenberg Foundation Trust at Sunnylands Benefits Plan-100---
20232112$6,777,751$979,297$8,744iApproximate average salary by contribution assumption: employee only about $218,593 at 4% or $145,729 at 6%; with 50% employer match about $145,729 at 4% or $97,152 at 6%; with 100% employer match about $109,297 at 4% or $72,864 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-112$6,777,751$979,297$8,744iApproximate average salary by contribution assumption: employee only about $218,593 at 4% or $145,729 at 6%; with 50% employer match about $145,729 at 4% or $97,152 at 6%; with 100% employer match about $109,297 at 4% or $72,864 at 6%.
The Annenberg Foundation Trust at Sunnylands Benefits Plan-88---
20222116$6,167,055$875,524$7,548iApproximate average salary by contribution assumption: employee only about $188,691 at 4% or $125,794 at 6%; with 50% employer match about $125,794 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-116$6,167,055$875,524$7,548iApproximate average salary by contribution assumption: employee only about $188,691 at 4% or $125,794 at 6%; with 50% employer match about $125,794 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
The Annenberg Foundation Trust at Sunnylands Benefits Plan-95---
20212111$6,732,939$903,063$8,136iApproximate average salary by contribution assumption: employee only about $203,393 at 4% or $135,595 at 6%; with 50% employer match about $135,595 at 4% or $90,397 at 6%; with 100% employer match about $101,696 at 4% or $67,798 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-111$6,732,939$903,063$8,136iApproximate average salary by contribution assumption: employee only about $203,393 at 4% or $135,595 at 6%; with 50% employer match about $135,595 at 4% or $90,397 at 6%; with 100% employer match about $101,696 at 4% or $67,798 at 6%.
The Annenberg Foundation Trust at Sunnylands Benefits Plan-93---
20202117$5,264,987$832,226$7,113iApproximate average salary by contribution assumption: employee only about $177,826 at 4% or $118,551 at 6%; with 50% employer match about $118,551 at 4% or $79,034 at 6%; with 100% employer match about $88,913 at 4% or $59,275 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-117$5,264,987$832,226$7,113iApproximate average salary by contribution assumption: employee only about $177,826 at 4% or $118,551 at 6%; with 50% employer match about $118,551 at 4% or $79,034 at 6%; with 100% employer match about $88,913 at 4% or $59,275 at 6%.
The Annenberg Foundation Trust at Sunnylands Benefits Plan-98---
20191118$4,143,742$842,008$7,136iApproximate average salary by contribution assumption: employee only about $178,392 at 4% or $118,928 at 6%; with 50% employer match about $118,928 at 4% or $79,285 at 6%; with 100% employer match about $89,196 at 4% or $59,464 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-118$4,143,742$842,008$7,136iApproximate average salary by contribution assumption: employee only about $178,392 at 4% or $118,928 at 6%; with 50% employer match about $118,928 at 4% or $79,285 at 6%; with 100% employer match about $89,196 at 4% or $59,464 at 6%.
20181102$3,158,490$760,488$7,456iApproximate average salary by contribution assumption: employee only about $186,394 at 4% or $124,263 at 6%; with 50% employer match about $124,263 at 4% or $82,842 at 6%; with 100% employer match about $93,197 at 4% or $62,131 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-102$3,158,490$760,488$7,456iApproximate average salary by contribution assumption: employee only about $186,394 at 4% or $124,263 at 6%; with 50% employer match about $124,263 at 4% or $82,842 at 6%; with 100% employer match about $93,197 at 4% or $62,131 at 6%.
2017185$2,825,107$733,549$8,630iApproximate average salary by contribution assumption: employee only about $215,750 at 4% or $143,833 at 6%; with 50% employer match about $143,833 at 4% or $95,889 at 6%; with 100% employer match about $107,875 at 4% or $71,917 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-85$2,825,107$733,549$8,630iApproximate average salary by contribution assumption: employee only about $215,750 at 4% or $143,833 at 6%; with 50% employer match about $143,833 at 4% or $95,889 at 6%; with 100% employer match about $107,875 at 4% or $71,917 at 6%.
2016162$2,176,236$462,423$7,458iApproximate average salary by contribution assumption: employee only about $186,461 at 4% or $124,307 at 6%; with 50% employer match about $124,307 at 4% or $82,872 at 6%; with 100% employer match about $93,230 at 4% or $62,154 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-62$2,176,236$462,423$7,458iApproximate average salary by contribution assumption: employee only about $186,461 at 4% or $124,307 at 6%; with 50% employer match about $124,307 at 4% or $82,872 at 6%; with 100% employer match about $93,230 at 4% or $62,154 at 6%.
2015159$1,763,574$426,483$7,229iApproximate average salary by contribution assumption: employee only about $180,713 at 4% or $120,475 at 6%; with 50% employer match about $120,475 at 4% or $80,317 at 6%; with 100% employer match about $90,357 at 4% or $60,238 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-59$1,763,574$426,483$7,229iApproximate average salary by contribution assumption: employee only about $180,713 at 4% or $120,475 at 6%; with 50% employer match about $120,475 at 4% or $80,317 at 6%; with 100% employer match about $90,357 at 4% or $60,238 at 6%.
2014151$1,379,551$379,421$7,440iApproximate average salary by contribution assumption: employee only about $185,991 at 4% or $123,994 at 6%; with 50% employer match about $123,994 at 4% or $82,663 at 6%; with 100% employer match about $92,995 at 4% or $61,997 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-51$1,379,551$379,421$7,440iApproximate average salary by contribution assumption: employee only about $185,991 at 4% or $123,994 at 6%; with 50% employer match about $123,994 at 4% or $82,663 at 6%; with 100% employer match about $92,995 at 4% or $61,997 at 6%.
2013150$1,097,032$354,555$7,091iApproximate average salary by contribution assumption: employee only about $177,278 at 4% or $118,185 at 6%; with 50% employer match about $118,185 at 4% or $78,790 at 6%; with 100% employer match about $88,639 at 4% or $59,093 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-50$1,097,032$354,555$7,091iApproximate average salary by contribution assumption: employee only about $177,278 at 4% or $118,185 at 6%; with 50% employer match about $118,185 at 4% or $78,790 at 6%; with 100% employer match about $88,639 at 4% or $59,093 at 6%.
2012139$616,159$250,443$6,422iApproximate average salary by contribution assumption: employee only about $160,540 at 4% or $107,027 at 6%; with 50% employer match about $107,027 at 4% or $71,351 at 6%; with 100% employer match about $80,270 at 4% or $53,513 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-39$616,159$250,443$6,422iApproximate average salary by contribution assumption: employee only about $160,540 at 4% or $107,027 at 6%; with 50% employer match about $107,027 at 4% or $71,351 at 6%; with 100% employer match about $80,270 at 4% or $53,513 at 6%.
2011130$448,539$205,551$6,852iApproximate average salary by contribution assumption: employee only about $171,293 at 4% or $114,195 at 6%; with 50% employer match about $114,195 at 4% or $76,130 at 6%; with 100% employer match about $85,646 at 4% or $57,098 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-30$448,539$205,551$6,852iApproximate average salary by contribution assumption: employee only about $171,293 at 4% or $114,195 at 6%; with 50% employer match about $114,195 at 4% or $76,130 at 6%; with 100% employer match about $85,646 at 4% or $57,098 at 6%.
2010127$318,555$159,947$5,924iApproximate average salary by contribution assumption: employee only about $148,099 at 4% or $98,733 at 6%; with 50% employer match about $98,733 at 4% or $65,822 at 6%; with 100% employer match about $74,050 at 4% or $49,366 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-27$318,555$159,947$5,924iApproximate average salary by contribution assumption: employee only about $148,099 at 4% or $98,733 at 6%; with 50% employer match about $98,733 at 4% or $65,822 at 6%; with 100% employer match about $74,050 at 4% or $49,366 at 6%.
2009119$132,936$73,012$3,843iApproximate average salary by contribution assumption: employee only about $96,068 at 4% or $64,046 at 6%; with 50% employer match about $64,046 at 4% or $42,697 at 6%; with 100% employer match about $48,034 at 4% or $32,023 at 6%.
The Annenberg Foundation Trust at Sunnylands 403(B) Plan-19$132,936$73,012$3,843iApproximate average salary by contribution assumption: employee only about $96,068 at 4% or $64,046 at 6%; with 50% employer match about $64,046 at 4% or $42,697 at 6%; with 100% employer match about $48,034 at 4% or $32,023 at 6%.