Toward Maximum Independence
Plan context: Toward Maximum Independence 401(K) Plan
EIN 33-0185759 • San Diego, CA • 61 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
361
2025 Assets
$9,401,332
2025 Contributions
$1,471,597
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 361 | $0 | $0 | - |
| Toward Maximum Independence Welfare Benefits Plan | - | 361 | - | - | - |
| 2024 | 2 | 341 | $9,401,332 | $1,471,597 | $4,316iApproximate average salary by contribution assumption: employee only about $107,888 at 4% or $71,926 at 6%; with 50% employer match about $71,926 at 4% or $47,950 at 6%; with 100% employer match about $53,944 at 4% or $35,963 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 341 | $9,401,332 | $1,471,597 | $4,316iApproximate average salary by contribution assumption: employee only about $107,888 at 4% or $71,926 at 6%; with 50% employer match about $71,926 at 4% or $47,950 at 6%; with 100% employer match about $53,944 at 4% or $35,963 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 338 | - | - | - |
| 2023 | 2 | 318 | $7,470,778 | $1,195,796 | $3,760iApproximate average salary by contribution assumption: employee only about $94,009 at 4% or $62,673 at 6%; with 50% employer match about $62,673 at 4% or $41,782 at 6%; with 100% employer match about $47,005 at 4% or $31,336 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 318 | $7,470,778 | $1,195,796 | $3,760iApproximate average salary by contribution assumption: employee only about $94,009 at 4% or $62,673 at 6%; with 50% employer match about $62,673 at 4% or $41,782 at 6%; with 100% employer match about $47,005 at 4% or $31,336 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 313 | - | - | - |
| 2022 | 2 | 288 | $5,555,862 | $990,333 | $3,439iApproximate average salary by contribution assumption: employee only about $85,966 at 4% or $57,311 at 6%; with 50% employer match about $57,311 at 4% or $38,207 at 6%; with 100% employer match about $42,983 at 4% or $28,655 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 282 | $5,555,862 | $990,333 | $3,512iApproximate average salary by contribution assumption: employee only about $87,795 at 4% or $58,530 at 6%; with 50% employer match about $58,530 at 4% or $39,020 at 6%; with 100% employer match about $43,898 at 4% or $29,265 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 288 | - | - | - |
| 2021 | 2 | 289 | $6,055,358 | $1,004,697 | $3,476iApproximate average salary by contribution assumption: employee only about $86,912 at 4% or $57,941 at 6%; with 50% employer match about $57,941 at 4% or $38,627 at 6%; with 100% employer match about $43,456 at 4% or $28,971 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 289 | $6,055,358 | $1,004,697 | $3,476iApproximate average salary by contribution assumption: employee only about $86,912 at 4% or $57,941 at 6%; with 50% employer match about $57,941 at 4% or $38,627 at 6%; with 100% employer match about $43,456 at 4% or $28,971 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 264 | - | - | - |
| 2020 | 5 | 330 | $7,369,189 | $1,344,501 | $4,074iApproximate average salary by contribution assumption: employee only about $101,856 at 4% or $67,904 at 6%; with 50% employer match about $67,904 at 4% or $45,269 at 6%; with 100% employer match about $50,928 at 4% or $33,952 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 330 | $4,882,001 | $851,996 | $2,582iApproximate average salary by contribution assumption: employee only about $64,545 at 4% or $43,030 at 6%; with 50% employer match about $43,030 at 4% or $28,687 at 6%; with 100% employer match about $32,273 at 4% or $21,515 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 239 | $2,487,188 | $165,624 | $693iApproximate average salary by contribution assumption: employee only about $17,325 at 4% or $11,550 at 6%; with 50% employer match about $11,550 at 4% or $7,700 at 6%; with 100% employer match about $8,662 at 4% or $5,775 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 278 | - | - | - |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 0 | $0 | $148,542 | - |
| TOWARDS MAXIMUM INDEPENDENCE RETIREMENT PLAN III | - | 0 | $0 | $178,339 | - |
| 2019 | 2 | 297 | $3,699,641 | $691,094 | $2,327iApproximate average salary by contribution assumption: employee only about $58,173 at 4% or $38,782 at 6%; with 50% employer match about $38,782 at 4% or $25,855 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 297 | $3,699,641 | $691,094 | $2,327iApproximate average salary by contribution assumption: employee only about $58,173 at 4% or $38,782 at 6%; with 50% employer match about $38,782 at 4% or $25,855 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 282 | - | - | - |
| 2018 | 2 | 265 | $2,754,473 | $555,539 | $2,096iApproximate average salary by contribution assumption: employee only about $52,409 at 4% or $34,940 at 6%; with 50% employer match about $34,940 at 4% or $23,293 at 6%; with 100% employer match about $26,205 at 4% or $17,470 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 265 | $2,754,473 | $555,539 | $2,096iApproximate average salary by contribution assumption: employee only about $52,409 at 4% or $34,940 at 6%; with 50% employer match about $34,940 at 4% or $23,293 at 6%; with 100% employer match about $26,205 at 4% or $17,470 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 239 | - | - | - |
| 2017 | 4 | 218 | $2,487,567 | $492,505 | $2,259iApproximate average salary by contribution assumption: employee only about $56,480 at 4% or $37,653 at 6%; with 50% employer match about $37,653 at 4% or $25,102 at 6%; with 100% employer match about $28,240 at 4% or $18,827 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 80 | $1,076,895 | $165,624 | $2,070iApproximate average salary by contribution assumption: employee only about $51,758 at 4% or $34,505 at 6%; with 50% employer match about $34,505 at 4% or $23,003 at 6%; with 100% employer match about $25,879 at 4% or $17,253 at 6%. |
| TOWARDS MAXIMUM INDEPENDENCE RETIREMENT PLAN III | - | 80 | $786,036 | $178,339 | $2,229iApproximate average salary by contribution assumption: employee only about $55,731 at 4% or $37,154 at 6%; with 50% employer match about $37,154 at 4% or $24,769 at 6%; with 100% employer match about $27,865 at 4% or $18,577 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 79 | $624,636 | $148,542 | $1,880iApproximate average salary by contribution assumption: employee only about $47,007 at 4% or $31,338 at 6%; with 50% employer match about $31,338 at 4% or $20,892 at 6%; with 100% employer match about $23,503 at 4% or $15,669 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 218 | - | - | - |
| 2016 | 3 | 182 | $2,054,289 | $488,660 | $2,685iApproximate average salary by contribution assumption: employee only about $67,124 at 4% or $44,749 at 6%; with 50% employer match about $44,749 at 4% or $29,833 at 6%; with 100% employer match about $33,562 at 4% or $22,375 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 119 | $1,097,918 | $255,715 | $2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,814 at 6%; with 50% employer match about $35,814 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 128 | $956,371 | $232,945 | $1,820iApproximate average salary by contribution assumption: employee only about $45,497 at 4% or $30,331 at 6%; with 50% employer match about $30,331 at 4% or $20,221 at 6%; with 100% employer match about $22,749 at 4% or $15,166 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 182 | - | - | - |
| 2015 | 3 | 143 | $1,503,087 | $188,838 | $1,321iApproximate average salary by contribution assumption: employee only about $33,014 at 4% or $22,009 at 6%; with 50% employer match about $22,009 at 4% or $14,673 at 6%; with 100% employer match about $16,507 at 4% or $11,005 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 33 | $814,346 | $111,288 | $3,372iApproximate average salary by contribution assumption: employee only about $84,309 at 4% or $56,206 at 6%; with 50% employer match about $56,206 at 4% or $37,471 at 6%; with 100% employer match about $42,155 at 4% or $28,103 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 31 | $688,741 | $77,550 | $2,502iApproximate average salary by contribution assumption: employee only about $62,540 at 4% or $41,694 at 6%; with 50% employer match about $41,694 at 4% or $27,796 at 6%; with 100% employer match about $31,270 at 4% or $20,847 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 143 | - | - | - |
| 2014 | 4 | 167 | $1,611,013 | $168,359 | $1,008iApproximate average salary by contribution assumption: employee only about $25,203 at 4% or $16,802 at 6%; with 50% employer match about $16,802 at 4% or $11,202 at 6%; with 100% employer match about $12,602 at 4% or $8,401 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 32 | $993,499 | $93,482 | $2,921iApproximate average salary by contribution assumption: employee only about $73,033 at 4% or $48,689 at 6%; with 50% employer match about $48,689 at 4% or $32,459 at 6%; with 100% employer match about $36,516 at 4% or $24,344 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 29 | $617,514 | $72,377 | $2,496iApproximate average salary by contribution assumption: employee only about $62,394 at 4% or $41,596 at 6%; with 50% employer match about $41,596 at 4% or $27,731 at 6%; with 100% employer match about $31,197 at 4% or $20,798 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 1 | - | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 167 | - | - | - |
| 2013 | 4 | 163 | $1,386,356 | $147,845 | $907iApproximate average salary by contribution assumption: employee only about $22,676 at 4% or $15,117 at 6%; with 50% employer match about $15,117 at 4% or $10,078 at 6%; with 100% employer match about $11,338 at 4% or $7,559 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 29 | $842,716 | $79,621 | $2,746iApproximate average salary by contribution assumption: employee only about $68,639 at 4% or $45,759 at 6%; with 50% employer match about $45,759 at 4% or $30,506 at 6%; with 100% employer match about $34,319 at 4% or $22,880 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 32 | $542,727 | $63,811 | $1,994iApproximate average salary by contribution assumption: employee only about $49,852 at 4% or $33,235 at 6%; with 50% employer match about $33,235 at 4% or $22,157 at 6%; with 100% employer match about $24,926 at 4% or $16,617 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 2 | $913 | $4,413 | $2,207iApproximate average salary by contribution assumption: employee only about $55,163 at 4% or $36,775 at 6%; with 50% employer match about $36,775 at 4% or $24,517 at 6%; with 100% employer match about $27,581 at 4% or $18,388 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 163 | - | - | - |
| 2012 | 3 | 160 | $1,110,240 | $137,354 | $858iApproximate average salary by contribution assumption: employee only about $21,462 at 4% or $14,308 at 6%; with 50% employer match about $14,308 at 4% or $9,538 at 6%; with 100% employer match about $10,731 at 4% or $7,154 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 47 | $661,601 | $91,163 | $1,940iApproximate average salary by contribution assumption: employee only about $48,491 at 4% or $32,327 at 6%; with 50% employer match about $32,327 at 4% or $21,552 at 6%; with 100% employer match about $24,245 at 4% or $16,164 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 19 | $448,639 | $46,191 | $2,431iApproximate average salary by contribution assumption: employee only about $60,778 at 4% or $40,518 at 6%; with 50% employer match about $40,518 at 4% or $27,012 at 6%; with 100% employer match about $30,389 at 4% or $20,259 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 160 | - | - | - |
| 2011 | 4 | 152 | $904,117 | $160,263 | $1,054iApproximate average salary by contribution assumption: employee only about $26,359 at 4% or $17,573 at 6%; with 50% employer match about $17,573 at 4% or $11,715 at 6%; with 100% employer match about $13,180 at 4% or $8,786 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 48 | $521,954 | $98,291 | $2,048iApproximate average salary by contribution assumption: employee only about $51,193 at 4% or $34,129 at 6%; with 50% employer match about $34,129 at 4% or $22,753 at 6%; with 100% employer match about $25,597 at 4% or $17,064 at 6%. |
| TOWARD MAXIMUM INDEPENDENCE, INC. RETIREMENT PLAN | - | 21 | $382,163 | $59,472 | $2,832iApproximate average salary by contribution assumption: employee only about $70,800 at 4% or $47,200 at 6%; with 50% employer match about $47,200 at 4% or $31,467 at 6%; with 100% employer match about $35,400 at 4% or $23,600 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 152 | - | - | - |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 1 | - | $2,500 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2010 | 3 | 158 | $842,639 | $182,271 | $1,154iApproximate average salary by contribution assumption: employee only about $28,840 at 4% or $19,227 at 6%; with 50% employer match about $19,227 at 4% or $12,818 at 6%; with 100% employer match about $14,420 at 4% or $9,613 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 128 | $841,458 | $177,872 | $1,390iApproximate average salary by contribution assumption: employee only about $34,741 at 4% or $23,160 at 6%; with 50% employer match about $23,160 at 4% or $15,440 at 6%; with 100% employer match about $17,370 at 4% or $11,580 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 3 | $1,181 | $4,399 | $1,466iApproximate average salary by contribution assumption: employee only about $36,658 at 4% or $24,439 at 6%; with 50% employer match about $24,439 at 4% or $16,293 at 6%; with 100% employer match about $18,329 at 4% or $12,219 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 158 | - | - | - |
| 2009 | 3 | 130 | $619,678 | $183,262 | $1,410iApproximate average salary by contribution assumption: employee only about $35,243 at 4% or $23,495 at 6%; with 50% employer match about $23,495 at 4% or $15,663 at 6%; with 100% employer match about $17,621 at 4% or $11,748 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 130 | $619,670 | $175,583 | $1,351iApproximate average salary by contribution assumption: employee only about $33,766 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,255 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 6 | $8 | $7,679 | $1,280iApproximate average salary by contribution assumption: employee only about $31,996 at 4% or $21,331 at 6%; with 50% employer match about $21,331 at 4% or $14,220 at 6%; with 100% employer match about $15,998 at 4% or $10,665 at 6%. |
| Toward Maximum Independence Welfare Benefits Plan | - | 129 | - | - | - |
| 2008 | 2 | 126 | $360,027 | $131,647 | $1,045iApproximate average salary by contribution assumption: employee only about $26,120 at 4% or $17,414 at 6%; with 50% employer match about $17,414 at 4% or $11,609 at 6%; with 100% employer match about $13,060 at 4% or $8,707 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 126 | $359,881 | $126,447 | $1,004iApproximate average salary by contribution assumption: employee only about $25,089 at 4% or $16,726 at 6%; with 50% employer match about $16,726 at 4% or $11,151 at 6%; with 100% employer match about $12,544 at 4% or $8,363 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 4 | $146 | $5,200 | $1,300iApproximate average salary by contribution assumption: employee only about $32,500 at 4% or $21,667 at 6%; with 50% employer match about $21,667 at 4% or $14,444 at 6%; with 100% employer match about $16,250 at 4% or $10,833 at 6%. |
| 2007 | 2 | 98 | $169 | $3,550 | $36iApproximate average salary by contribution assumption: employee only about $906 at 4% or $604 at 6%; with 50% employer match about $604 at 4% or $402 at 6%; with 100% employer match about $453 at 4% or $302 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 3 | $169 | $3,550 | $1,183iApproximate average salary by contribution assumption: employee only about $29,583 at 4% or $19,722 at 6%; with 50% employer match about $19,722 at 4% or $13,148 at 6%; with 100% employer match about $14,792 at 4% or $9,861 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 98 | - | - | - |
| 2006 | 2 | 102 | $439,887 | $55,585 | $545iApproximate average salary by contribution assumption: employee only about $13,624 at 4% or $9,083 at 6%; with 50% employer match about $9,083 at 4% or $6,055 at 6%; with 100% employer match about $6,812 at 4% or $4,541 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 102 | $436,999 | $47,350 | $464iApproximate average salary by contribution assumption: employee only about $11,605 at 4% or $7,737 at 6%; with 50% employer match about $7,737 at 4% or $5,158 at 6%; with 100% employer match about $5,803 at 4% or $3,868 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 7 | $2,888 | $8,235 | $1,176iApproximate average salary by contribution assumption: employee only about $29,411 at 4% or $19,607 at 6%; with 50% employer match about $19,607 at 4% or $13,071 at 6%; with 100% employer match about $14,705 at 4% or $9,804 at 6%. |
| 2005 | 2 | 93 | $377,970 | $73,108 | $786iApproximate average salary by contribution assumption: employee only about $19,653 at 4% or $13,102 at 6%; with 50% employer match about $13,102 at 4% or $8,735 at 6%; with 100% employer match about $9,826 at 4% or $6,551 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 93 | $376,074 | $64,640 | $695iApproximate average salary by contribution assumption: employee only about $17,376 at 4% or $11,584 at 6%; with 50% employer match about $11,584 at 4% or $7,723 at 6%; with 100% employer match about $8,688 at 4% or $5,792 at 6%. |
| Toward Maximum Independence - 125 Cafeteria Plan | - | 12 | $1,896 | $8,468 | $706iApproximate average salary by contribution assumption: employee only about $17,642 at 4% or $11,761 at 6%; with 50% employer match about $11,761 at 4% or $7,841 at 6%; with 100% employer match about $8,821 at 4% or $5,881 at 6%. |
| 2004 | 1 | 83 | $320,569 | $80,842 | $974iApproximate average salary by contribution assumption: employee only about $24,350 at 4% or $16,233 at 6%; with 50% employer match about $16,233 at 4% or $10,822 at 6%; with 100% employer match about $12,175 at 4% or $8,117 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 83 | $320,569 | $80,842 | $974iApproximate average salary by contribution assumption: employee only about $24,350 at 4% or $16,233 at 6%; with 50% employer match about $16,233 at 4% or $10,822 at 6%; with 100% employer match about $12,175 at 4% or $8,117 at 6%. |
| 2003 | 1 | 99 | $234,318 | $85,574 | $864iApproximate average salary by contribution assumption: employee only about $21,610 at 4% or $14,406 at 6%; with 50% employer match about $14,406 at 4% or $9,604 at 6%; with 100% employer match about $10,805 at 4% or $7,203 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 99 | $234,318 | $85,574 | $864iApproximate average salary by contribution assumption: employee only about $21,610 at 4% or $14,406 at 6%; with 50% employer match about $14,406 at 4% or $9,604 at 6%; with 100% employer match about $10,805 at 4% or $7,203 at 6%. |
| 2002 | 1 | 98 | $138,897 | $89,887 | $917iApproximate average salary by contribution assumption: employee only about $22,930 at 4% or $15,287 at 6%; with 50% employer match about $15,287 at 4% or $10,191 at 6%; with 100% employer match about $11,465 at 4% or $7,643 at 6%. |
| Toward Maximum Independence 401(K) Plan | - | 98 | $138,897 | $89,887 | $917iApproximate average salary by contribution assumption: employee only about $22,930 at 4% or $15,287 at 6%; with 50% employer match about $15,287 at 4% or $10,191 at 6%; with 100% employer match about $11,465 at 4% or $7,643 at 6%. |
| 2001 | 1 | 112 | $0 | $0 | - |
| Toward Maximum Independence 401(K) Plan | - | 112 | - | - | - |