Semper Fi and America'S Fund
Plan context: Semper Fi & America'S Fund Erisa 403(B) Plan
EIN 26-0086305 • 11 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
203
2024 Assets
$6,347,751
2024 Contributions
$1,727,345
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 | 203 | $6,347,751 | $1,727,345 | $8,509iApproximate average salary by contribution assumption: employee only about $212,727 at 4% or $141,818 at 6%; with 50% employer match about $141,818 at 4% or $94,545 at 6%; with 100% employer match about $106,364 at 4% or $70,909 at 6%. |
| Semper Fi & America'S Fund Erisa 403(B) Plan | - | 203 | $6,347,751 | $1,727,345 | $8,509iApproximate average salary by contribution assumption: employee only about $212,727 at 4% or $141,818 at 6%; with 50% employer match about $141,818 at 4% or $94,545 at 6%; with 100% employer match about $106,364 at 4% or $70,909 at 6%. |
| 2023 | 2 | 184 | $4,045,657 | $1,183,140 | $6,430iApproximate average salary by contribution assumption: employee only about $160,753 at 4% or $107,168 at 6%; with 50% employer match about $107,168 at 4% or $71,446 at 6%; with 100% employer match about $80,376 at 4% or $53,584 at 6%. |
| Semper Fi & America'S Fund Erisa 403(B) Plan | - | 184 | $4,045,657 | $1,183,140 | $6,430iApproximate average salary by contribution assumption: employee only about $160,753 at 4% or $107,168 at 6%; with 50% employer match about $107,168 at 4% or $71,446 at 6%; with 100% employer match about $80,376 at 4% or $53,584 at 6%. |
| SEMPER FI & AMERICA'S FUND WELFARE BENEFIT PLAN | - | 169 | - | - | - |
| 2022 | 2 | 181 | $2,537,488 | $1,042,782 | $5,761iApproximate average salary by contribution assumption: employee only about $144,031 at 4% or $96,020 at 6%; with 50% employer match about $96,020 at 4% or $64,014 at 6%; with 100% employer match about $72,015 at 4% or $48,010 at 6%. |
| Semper Fi & America'S Fund Erisa 403(B) Plan | - | 181 | $2,537,488 | $1,042,782 | $5,761iApproximate average salary by contribution assumption: employee only about $144,031 at 4% or $96,020 at 6%; with 50% employer match about $96,020 at 4% or $64,014 at 6%; with 100% employer match about $72,015 at 4% or $48,010 at 6%. |
| SEMPER FI & AMERICA'S FUND WELFARE BENEFIT PLAN | - | 154 | - | - | - |
| 2021 | 2 | 173 | $1,963,057 | $861,951 | $4,982iApproximate average salary by contribution assumption: employee only about $124,559 at 4% or $83,040 at 6%; with 50% employer match about $83,040 at 4% or $55,360 at 6%; with 100% employer match about $62,280 at 4% or $41,520 at 6%. |
| Semper Fi & America'S Fund Erisa 403(B) Plan | - | 173 | $1,963,057 | $861,951 | $4,982iApproximate average salary by contribution assumption: employee only about $124,559 at 4% or $83,040 at 6%; with 50% employer match about $83,040 at 4% or $55,360 at 6%; with 100% employer match about $62,280 at 4% or $41,520 at 6%. |
| SEMPER FI & AMERICA'S FUND WELFARE BENEFIT PLAN | - | 150 | - | - | - |
| 2020 | 2 | 167 | $907,215 | $790,752 | $4,735iApproximate average salary by contribution assumption: employee only about $118,376 at 4% or $78,917 at 6%; with 50% employer match about $78,917 at 4% or $52,612 at 6%; with 100% employer match about $59,188 at 4% or $39,459 at 6%. |
| Semper Fi & America'S Fund Erisa 403(B) Plan | - | 167 | $907,215 | $790,752 | $4,735iApproximate average salary by contribution assumption: employee only about $118,376 at 4% or $78,917 at 6%; with 50% employer match about $78,917 at 4% or $52,612 at 6%; with 100% employer match about $59,188 at 4% or $39,459 at 6%. |
| SEMPER FI & AMERICA'S FUND WELFARE BENEFIT PLAN | - | 140 | - | - | - |
| 2019 | 1 | 125 | $0 | $0 | - |
| INJURED MARINE SEMPER FI FUND WELFARE BENEFIT PLAN | - | 125 | - | - | - |
| 2018 | 1 | 131 | $0 | $0 | - |
| INJURED MARINE SEMPER FI FUND WELFARE BENEFIT PLAN | - | 131 | - | - | - |