Herb Block Foundation
Plan context: Herb Block Foundation 403(B)
EIN 26-0008276 • Washington, DC • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,852,300
2024 Contributions
$58,115
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 | 3 | $1,852,300 | $58,115 | $19,372iApproximate average salary by contribution assumption: employee only about $484,292 at 4% or $322,861 at 6%; with 50% employer match about $322,861 at 4% or $215,241 at 6%; with 100% employer match about $242,146 at 4% or $161,431 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $1,852,300 | $58,115 | $19,372iApproximate average salary by contribution assumption: employee only about $484,292 at 4% or $322,861 at 6%; with 50% employer match about $322,861 at 4% or $215,241 at 6%; with 100% employer match about $242,146 at 4% or $161,431 at 6%. |
| 2023 | 1 | 3 | $1,532,861 | $48,314 | $16,105iApproximate average salary by contribution assumption: employee only about $402,617 at 4% or $268,411 at 6%; with 50% employer match about $268,411 at 4% or $178,941 at 6%; with 100% employer match about $201,308 at 4% or $134,206 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $1,532,861 | $48,314 | $16,105iApproximate average salary by contribution assumption: employee only about $402,617 at 4% or $268,411 at 6%; with 50% employer match about $268,411 at 4% or $178,941 at 6%; with 100% employer match about $201,308 at 4% or $134,206 at 6%. |
| 2022 | 1 | 3 | $1,283,923 | $47,744 | $15,915iApproximate average salary by contribution assumption: employee only about $397,867 at 4% or $265,244 at 6%; with 50% employer match about $265,244 at 4% or $176,830 at 6%; with 100% employer match about $198,933 at 4% or $132,622 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $1,283,923 | $47,744 | $15,915iApproximate average salary by contribution assumption: employee only about $397,867 at 4% or $265,244 at 6%; with 50% employer match about $265,244 at 4% or $176,830 at 6%; with 100% employer match about $198,933 at 4% or $132,622 at 6%. |
| 2021 | 1 | 3 | $1,497,707 | $37,557 | $12,519iApproximate average salary by contribution assumption: employee only about $312,975 at 4% or $208,650 at 6%; with 50% employer match about $208,650 at 4% or $139,100 at 6%; with 100% employer match about $156,488 at 4% or $104,325 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $1,497,707 | $37,557 | $12,519iApproximate average salary by contribution assumption: employee only about $312,975 at 4% or $208,650 at 6%; with 50% employer match about $208,650 at 4% or $139,100 at 6%; with 100% employer match about $156,488 at 4% or $104,325 at 6%. |
| 2020 | 1 | 3 | $1,203,758 | $44,333 | $14,778iApproximate average salary by contribution assumption: employee only about $369,442 at 4% or $246,294 at 6%; with 50% employer match about $246,294 at 4% or $164,196 at 6%; with 100% employer match about $184,721 at 4% or $123,147 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $1,203,758 | $44,333 | $14,778iApproximate average salary by contribution assumption: employee only about $369,442 at 4% or $246,294 at 6%; with 50% employer match about $246,294 at 4% or $164,196 at 6%; with 100% employer match about $184,721 at 4% or $123,147 at 6%. |
| 2019 | 1 | 3 | $999,598 | $46,512 | $15,504iApproximate average salary by contribution assumption: employee only about $387,600 at 4% or $258,400 at 6%; with 50% employer match about $258,400 at 4% or $172,267 at 6%; with 100% employer match about $193,800 at 4% or $129,200 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $999,598 | $46,512 | $15,504iApproximate average salary by contribution assumption: employee only about $387,600 at 4% or $258,400 at 6%; with 50% employer match about $258,400 at 4% or $172,267 at 6%; with 100% employer match about $193,800 at 4% or $129,200 at 6%. |
| 2018 | 1 | 3 | $800,444 | $42,766 | $14,255iApproximate average salary by contribution assumption: employee only about $356,383 at 4% or $237,589 at 6%; with 50% employer match about $237,589 at 4% or $158,393 at 6%; with 100% employer match about $178,192 at 4% or $118,794 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $800,444 | $42,766 | $14,255iApproximate average salary by contribution assumption: employee only about $356,383 at 4% or $237,589 at 6%; with 50% employer match about $237,589 at 4% or $158,393 at 6%; with 100% employer match about $178,192 at 4% or $118,794 at 6%. |
| 2017 | 1 | 3 | $803,123 | $36,530 | $12,177iApproximate average salary by contribution assumption: employee only about $304,417 at 4% or $202,944 at 6%; with 50% employer match about $202,944 at 4% or $135,296 at 6%; with 100% employer match about $152,208 at 4% or $101,472 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $803,123 | $36,530 | $12,177iApproximate average salary by contribution assumption: employee only about $304,417 at 4% or $202,944 at 6%; with 50% employer match about $202,944 at 4% or $135,296 at 6%; with 100% employer match about $152,208 at 4% or $101,472 at 6%. |
| 2016 | 1 | 3 | $659,986 | $40,548 | $13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $659,986 | $40,548 | $13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%. |
| 2015 | 1 | 3 | $558,974 | $38,727 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $558,974 | $38,727 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| 2014 | 1 | 3 | $530,238 | $44,435 | $14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $530,238 | $44,435 | $14,812iApproximate average salary by contribution assumption: employee only about $370,292 at 4% or $246,861 at 6%; with 50% employer match about $246,861 at 4% or $164,574 at 6%; with 100% employer match about $185,146 at 4% or $123,431 at 6%. |
| 2013 | 1 | 3 | $439,989 | $45,082 | $15,027iApproximate average salary by contribution assumption: employee only about $375,683 at 4% or $250,456 at 6%; with 50% employer match about $250,456 at 4% or $166,970 at 6%; with 100% employer match about $187,842 at 4% or $125,228 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $439,989 | $45,082 | $15,027iApproximate average salary by contribution assumption: employee only about $375,683 at 4% or $250,456 at 6%; with 50% employer match about $250,456 at 4% or $166,970 at 6%; with 100% employer match about $187,842 at 4% or $125,228 at 6%. |
| 2012 | 1 | 3 | $314,179 | $50,363 | $16,788iApproximate average salary by contribution assumption: employee only about $419,692 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,530 at 6%; with 100% employer match about $209,846 at 4% or $139,897 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $314,179 | $50,363 | $16,788iApproximate average salary by contribution assumption: employee only about $419,692 at 4% or $279,794 at 6%; with 50% employer match about $279,794 at 4% or $186,530 at 6%; with 100% employer match about $209,846 at 4% or $139,897 at 6%. |
| 2011 | 1 | 3 | $264,369 | $26,920 | $8,973iApproximate average salary by contribution assumption: employee only about $224,333 at 4% or $149,556 at 6%; with 50% employer match about $149,556 at 4% or $99,704 at 6%; with 100% employer match about $112,167 at 4% or $74,778 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $264,369 | $26,920 | $8,973iApproximate average salary by contribution assumption: employee only about $224,333 at 4% or $149,556 at 6%; with 50% employer match about $149,556 at 4% or $99,704 at 6%; with 100% employer match about $112,167 at 4% or $74,778 at 6%. |
| 2010 | 1 | 3 | $237,887 | $26,300 | $8,767iApproximate average salary by contribution assumption: employee only about $219,167 at 4% or $146,111 at 6%; with 50% employer match about $146,111 at 4% or $97,407 at 6%; with 100% employer match about $109,583 at 4% or $73,056 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $237,887 | $26,300 | $8,767iApproximate average salary by contribution assumption: employee only about $219,167 at 4% or $146,111 at 6%; with 50% employer match about $146,111 at 4% or $97,407 at 6%; with 100% employer match about $109,583 at 4% or $73,056 at 6%. |
| 2009 | 1 | 3 | $188,778 | $43,000 | $14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%. |
| Herb Block Foundation 403(B) | - | 3 | $188,778 | $43,000 | $14,333iApproximate average salary by contribution assumption: employee only about $358,333 at 4% or $238,889 at 6%; with 50% employer match about $238,889 at 4% or $159,259 at 6%; with 100% employer match about $179,167 at 4% or $119,444 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Herb Block Foundation 403(B) | - | 0 | - | - | - |