Civic Intelligence

ISABELLA SANTOS FOUNDATION

Plan context: ISABELLA SANTOS FOUNDATION 401(K) PLAN

EIN 26-1332748 • Charlotte, NC • 1 filings • 1 plans

9935-d Rea Rd Unit 275Charlotte, NC 28277
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$26,555

2024 Contributions

$26,147

Historical Graphs

Total Assets Over Time

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

$26,555$13,278$02024YearValue
$26,555Latest year 2024

Participants Over Time

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

8402024YearValue
8Latest 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
202418$26,555$26,147$3,268iApproximate average salary by contribution assumption: employee only about $81,709 at 4% or $54,473 at 6%; with 50% employer match about $54,473 at 4% or $36,315 at 6%; with 100% employer match about $40,855 at 4% or $27,236 at 6%.
ISABELLA SANTOS FOUNDATION 401(K) PLAN-8$26,555$26,147$3,268iApproximate average salary by contribution assumption: employee only about $81,709 at 4% or $54,473 at 6%; with 50% employer match about $54,473 at 4% or $36,315 at 6%; with 100% employer match about $40,855 at 4% or $27,236 at 6%.