Civic Intelligence

Heising-Simons Foundation

Plan context: Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust

EIN 26-0799587 • Los Altos, CA • 14 filings • 3 plans

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400 Main Street Suite 200Los Altos, CA 94022
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$19,195,665

2024 Contributions

$2,427,244

Historical Graphs

Total Assets Over Time

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

$19,195,665$9,597,833$0201120182024YearValue
$19,195,665Latest year 2024

Participants Over Time

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

76380201120182024YearValue
74Latest 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
2024174$19,195,665$2,427,244$32,801iApproximate average salary by contribution assumption: employee only about $820,015 at 4% or $546,677 at 6%; with 50% employer match about $546,677 at 4% or $364,451 at 6%; with 100% employer match about $410,007 at 4% or $273,338 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-74$19,195,665$2,427,244$32,801iApproximate average salary by contribution assumption: employee only about $820,015 at 4% or $546,677 at 6%; with 50% employer match about $546,677 at 4% or $364,451 at 6%; with 100% employer match about $410,007 at 4% or $273,338 at 6%.
2023176$18,046,903$2,364,553$31,113iApproximate average salary by contribution assumption: employee only about $777,813 at 4% or $518,542 at 6%; with 50% employer match about $518,542 at 4% or $345,695 at 6%; with 100% employer match about $388,907 at 4% or $259,271 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-76$18,046,903$2,364,553$31,113iApproximate average salary by contribution assumption: employee only about $777,813 at 4% or $518,542 at 6%; with 50% employer match about $518,542 at 4% or $345,695 at 6%; with 100% employer match about $388,907 at 4% or $259,271 at 6%.
2022175$16,147,382$2,380,554$31,741iApproximate average salary by contribution assumption: employee only about $793,518 at 4% or $529,012 at 6%; with 50% employer match about $529,012 at 4% or $352,675 at 6%; with 100% employer match about $396,759 at 4% or $264,506 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-75$16,147,382$2,380,554$31,741iApproximate average salary by contribution assumption: employee only about $793,518 at 4% or $529,012 at 6%; with 50% employer match about $529,012 at 4% or $352,675 at 6%; with 100% employer match about $396,759 at 4% or $264,506 at 6%.
2021165$16,580,013$2,315,415$35,622iApproximate average salary by contribution assumption: employee only about $890,544 at 4% or $593,696 at 6%; with 50% employer match about $593,696 at 4% or $395,797 at 6%; with 100% employer match about $445,272 at 4% or $296,848 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-65$16,580,013$2,315,415$35,622iApproximate average salary by contribution assumption: employee only about $890,544 at 4% or $593,696 at 6%; with 50% employer match about $593,696 at 4% or $395,797 at 6%; with 100% employer match about $445,272 at 4% or $296,848 at 6%.
2020156$12,449,984$1,998,547$35,688iApproximate average salary by contribution assumption: employee only about $892,208 at 4% or $594,806 at 6%; with 50% employer match about $594,806 at 4% or $396,537 at 6%; with 100% employer match about $446,104 at 4% or $297,403 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-56$12,449,984$1,998,547$35,688iApproximate average salary by contribution assumption: employee only about $892,208 at 4% or $594,806 at 6%; with 50% employer match about $594,806 at 4% or $396,537 at 6%; with 100% employer match about $446,104 at 4% or $297,403 at 6%.
2019153$9,239,891$1,642,330$30,987iApproximate average salary by contribution assumption: employee only about $774,684 at 4% or $516,456 at 6%; with 50% employer match about $516,456 at 4% or $344,304 at 6%; with 100% employer match about $387,342 at 4% or $258,228 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-53$9,239,891$1,642,330$30,987iApproximate average salary by contribution assumption: employee only about $774,684 at 4% or $516,456 at 6%; with 50% employer match about $516,456 at 4% or $344,304 at 6%; with 100% employer match about $387,342 at 4% or $258,228 at 6%.
2018146$6,171,632$1,965,645$42,731iApproximate average salary by contribution assumption: employee only about $1,068,285 at 4% or $712,190 at 6%; with 50% employer match about $712,190 at 4% or $474,793 at 6%; with 100% employer match about $534,143 at 4% or $356,095 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-46$6,171,632$1,965,645$42,731iApproximate average salary by contribution assumption: employee only about $1,068,285 at 4% or $712,190 at 6%; with 50% employer match about $712,190 at 4% or $474,793 at 6%; with 100% employer match about $534,143 at 4% or $356,095 at 6%.
2017138$4,759,371$1,323,771$34,836iApproximate average salary by contribution assumption: employee only about $870,902 at 4% or $580,601 at 6%; with 50% employer match about $580,601 at 4% or $387,068 at 6%; with 100% employer match about $435,451 at 4% or $290,301 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-38$4,759,371$1,323,771$34,836iApproximate average salary by contribution assumption: employee only about $870,902 at 4% or $580,601 at 6%; with 50% employer match about $580,601 at 4% or $387,068 at 6%; with 100% employer match about $435,451 at 4% or $290,301 at 6%.
2016131$2,848,432$1,017,862$32,834iApproximate average salary by contribution assumption: employee only about $820,856 at 4% or $547,238 at 6%; with 50% employer match about $547,238 at 4% or $364,825 at 6%; with 100% employer match about $410,428 at 4% or $273,619 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-31$2,848,432$1,017,862$32,834iApproximate average salary by contribution assumption: employee only about $820,856 at 4% or $547,238 at 6%; with 50% employer match about $547,238 at 4% or $364,825 at 6%; with 100% employer match about $410,428 at 4% or $273,619 at 6%.
2015124$1,675,833$562,055$23,419iApproximate average salary by contribution assumption: employee only about $585,474 at 4% or $390,316 at 6%; with 50% employer match about $390,316 at 4% or $260,211 at 6%; with 100% employer match about $292,737 at 4% or $195,158 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-24$1,675,833$562,055$23,419iApproximate average salary by contribution assumption: employee only about $585,474 at 4% or $390,316 at 6%; with 50% employer match about $390,316 at 4% or $260,211 at 6%; with 100% employer match about $292,737 at 4% or $195,158 at 6%.
2014111$1,142,178$580,769$52,797iApproximate average salary by contribution assumption: employee only about $1,319,930 at 4% or $879,953 at 6%; with 50% employer match about $879,953 at 4% or $586,635 at 6%; with 100% employer match about $659,965 at 4% or $439,977 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-11$1,142,178$580,769$52,797iApproximate average salary by contribution assumption: employee only about $1,319,930 at 4% or $879,953 at 6%; with 50% employer match about $879,953 at 4% or $586,635 at 6%; with 100% employer match about $659,965 at 4% or $439,977 at 6%.
201319$498,668$183,412$20,379iApproximate average salary by contribution assumption: employee only about $509,478 at 4% or $339,652 at 6%; with 50% employer match about $339,652 at 4% or $226,435 at 6%; with 100% employer match about $254,739 at 4% or $169,826 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-9$498,668$183,412$20,379iApproximate average salary by contribution assumption: employee only about $509,478 at 4% or $339,652 at 6%; with 50% employer match about $339,652 at 4% or $226,435 at 6%; with 100% employer match about $254,739 at 4% or $169,826 at 6%.
201215$248,830$266,209$53,242iApproximate average salary by contribution assumption: employee only about $1,331,045 at 4% or $887,363 at 6%; with 50% employer match about $887,363 at 4% or $591,576 at 6%; with 100% employer match about $665,523 at 4% or $443,682 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-5$248,830$266,209$53,242iApproximate average salary by contribution assumption: employee only about $1,331,045 at 4% or $887,363 at 6%; with 50% employer match about $887,363 at 4% or $591,576 at 6%; with 100% employer match about $665,523 at 4% or $443,682 at 6%.
201113$17,771$17,159$5,720iApproximate average salary by contribution assumption: employee only about $142,992 at 4% or $95,328 at 6%; with 50% employer match about $95,328 at 4% or $63,552 at 6%; with 100% employer match about $71,496 at 4% or $47,664 at 6%.
Heising-Simons Foundation 401(K) Profit Sharing Plan and Trust-3$17,771$17,159$5,720iApproximate average salary by contribution assumption: employee only about $142,992 at 4% or $95,328 at 6%; with 50% employer match about $95,328 at 4% or $63,552 at 6%; with 100% employer match about $71,496 at 4% or $47,664 at 6%.