Civic Intelligence

Social Finance Inc.

Plan context: Social Finance Inc. 403(B) Plan

EIN 27-4620963 • Boston, MA • 14 filings • 3 plans

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2 Atlantic Avenue, 5th FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

125

2024 Assets

$12,257,066

2024 Contributions

$2,157,626

Historical Graphs

Total Assets Over Time

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

$12,257,066$6,128,533$0201320192024YearValue
$12,257,066Latest year 2024

Participants Over Time

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

144720201320192024YearValue
125Latest 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
20242125$12,257,066$2,157,626$17,261iApproximate average salary by contribution assumption: employee only about $431,525 at 4% or $287,683 at 6%; with 50% employer match about $287,683 at 4% or $191,789 at 6%; with 100% employer match about $215,763 at 4% or $143,842 at 6%.
Social Finance Inc. 403(B) Plan-125$12,257,066$2,157,626$17,261iApproximate average salary by contribution assumption: employee only about $431,525 at 4% or $287,683 at 6%; with 50% employer match about $287,683 at 4% or $191,789 at 6%; with 100% employer match about $215,763 at 4% or $143,842 at 6%.
Social Finance Group Benefits Plan-120---
20232118$8,899,212$1,925,953$16,322iApproximate average salary by contribution assumption: employee only about $408,041 at 4% or $272,027 at 6%; with 50% employer match about $272,027 at 4% or $181,352 at 6%; with 100% employer match about $204,020 at 4% or $136,014 at 6%.
Social Finance Inc. 403(B) Plan-116$8,899,212$1,925,953$16,603iApproximate average salary by contribution assumption: employee only about $415,076 at 4% or $276,717 at 6%; with 50% employer match about $276,717 at 4% or $184,478 at 6%; with 100% employer match about $207,538 at 4% or $138,359 at 6%.
Social Finance Group Benefits Plan-118---
20221144$5,892,393$1,584,064$11,000iApproximate average salary by contribution assumption: employee only about $275,011 at 4% or $183,341 at 6%; with 50% employer match about $183,341 at 4% or $122,227 at 6%; with 100% employer match about $137,506 at 4% or $91,670 at 6%.
Social Finance Inc. 403(B) Plan-144$5,892,393$1,584,064$11,000iApproximate average salary by contribution assumption: employee only about $275,011 at 4% or $183,341 at 6%; with 50% employer match about $183,341 at 4% or $122,227 at 6%; with 100% employer match about $137,506 at 4% or $91,670 at 6%.
20211106$5,500,232$1,033,342$9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%.
Social Finance Inc. 403(B) Plan-106$5,500,232$1,033,342$9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%.
2020181$4,036,727$878,234$10,842iApproximate average salary by contribution assumption: employee only about $271,060 at 4% or $180,707 at 6%; with 50% employer match about $180,707 at 4% or $120,471 at 6%; with 100% employer match about $135,530 at 4% or $90,353 at 6%.
Social Finance Inc. 403(B) Plan-81$4,036,727$878,234$10,842iApproximate average salary by contribution assumption: employee only about $271,060 at 4% or $180,707 at 6%; with 50% employer match about $180,707 at 4% or $120,471 at 6%; with 100% employer match about $135,530 at 4% or $90,353 at 6%.
2019170$2,798,328$627,529$8,965iApproximate average salary by contribution assumption: employee only about $224,118 at 4% or $149,412 at 6%; with 50% employer match about $149,412 at 4% or $99,608 at 6%; with 100% employer match about $112,059 at 4% or $74,706 at 6%.
Social Finance Inc. 403(B) Plan-70$2,798,328$627,529$8,965iApproximate average salary by contribution assumption: employee only about $224,118 at 4% or $149,412 at 6%; with 50% employer match about $149,412 at 4% or $99,608 at 6%; with 100% employer match about $112,059 at 4% or $74,706 at 6%.
2018162$2,053,324$569,605$9,187iApproximate average salary by contribution assumption: employee only about $229,679 at 4% or $153,120 at 6%; with 50% employer match about $153,120 at 4% or $102,080 at 6%; with 100% employer match about $114,840 at 4% or $76,560 at 6%.
Social Finance Inc. 403(B) Plan-62$2,053,324$569,605$9,187iApproximate average salary by contribution assumption: employee only about $229,679 at 4% or $153,120 at 6%; with 50% employer match about $153,120 at 4% or $102,080 at 6%; with 100% employer match about $114,840 at 4% or $76,560 at 6%.
2017147$1,652,005$586,320$12,475iApproximate average salary by contribution assumption: employee only about $311,872 at 4% or $207,915 at 6%; with 50% employer match about $207,915 at 4% or $138,610 at 6%; with 100% employer match about $155,936 at 4% or $103,957 at 6%.
Social Finance Inc. 403(B) Plan-47$1,652,005$586,320$12,475iApproximate average salary by contribution assumption: employee only about $311,872 at 4% or $207,915 at 6%; with 50% employer match about $207,915 at 4% or $138,610 at 6%; with 100% employer match about $155,936 at 4% or $103,957 at 6%.
2016138$852,117$397,345$10,456iApproximate average salary by contribution assumption: employee only about $261,411 at 4% or $174,274 at 6%; with 50% employer match about $174,274 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,137 at 6%.
Social Finance Inc. 403(B) Plan-38$852,117$397,345$10,456iApproximate average salary by contribution assumption: employee only about $261,411 at 4% or $174,274 at 6%; with 50% employer match about $174,274 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,137 at 6%.
2015130$397,786$225,300$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,444 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
Social Finance Inc. 403(B) Plan-30$397,786$225,300$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,444 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
2014121$195,749$137,863$6,565iApproximate average salary by contribution assumption: employee only about $164,123 at 4% or $109,415 at 6%; with 50% employer match about $109,415 at 4% or $72,943 at 6%; with 100% employer match about $82,061 at 4% or $54,708 at 6%.
Social Finance Inc. 403(B) Plan-21$195,749$137,863$6,565iApproximate average salary by contribution assumption: employee only about $164,123 at 4% or $109,415 at 6%; with 50% employer match about $109,415 at 4% or $72,943 at 6%; with 100% employer match about $82,061 at 4% or $54,708 at 6%.
2013112$50,006$49,627$4,136iApproximate average salary by contribution assumption: employee only about $103,390 at 4% or $68,926 at 6%; with 50% employer match about $68,926 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,463 at 6%.
Social Finance Inc. 403(B) Plan-12$50,006$49,627$4,136iApproximate average salary by contribution assumption: employee only about $103,390 at 4% or $68,926 at 6%; with 50% employer match about $68,926 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,463 at 6%.