Mary'S Shelter DBA Mary'S Path
Plan context: Mary'S Shelter 403(B) Retirement Plan
EIN 33-0203768 • Santa Ana, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$982,843
2024 Contributions
$274,205
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 | 47 | $982,843 | $274,205 | $5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%. |
| Mary'S Shelter 403(B) Retirement Plan | - | 47 | $982,843 | $274,205 | $5,834iApproximate average salary by contribution assumption: employee only about $145,854 at 4% or $97,236 at 6%; with 50% employer match about $97,236 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%. |
| 2023 | 1 | 45 | $663,818 | $278,931 | $6,198iApproximate average salary by contribution assumption: employee only about $154,962 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| Mary'S Shelter 403(B) Retirement Plan | - | 45 | $663,818 | $278,931 | $6,198iApproximate average salary by contribution assumption: employee only about $154,962 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| 2022 | 1 | 48 | $345,090 | $204,373 | $4,258iApproximate average salary by contribution assumption: employee only about $106,444 at 4% or $70,963 at 6%; with 50% employer match about $70,963 at 4% or $47,309 at 6%; with 100% employer match about $53,222 at 4% or $35,481 at 6%. |
| Mary'S Shelter 403(B) Retirement Plan | - | 48 | $345,090 | $204,373 | $4,258iApproximate average salary by contribution assumption: employee only about $106,444 at 4% or $70,963 at 6%; with 50% employer match about $70,963 at 4% or $47,309 at 6%; with 100% employer match about $53,222 at 4% or $35,481 at 6%. |
| 2021 | 1 | 44 | $223,464 | $215,700 | $4,902iApproximate average salary by contribution assumption: employee only about $122,557 at 4% or $81,705 at 6%; with 50% employer match about $81,705 at 4% or $54,470 at 6%; with 100% employer match about $61,278 at 4% or $40,852 at 6%. |
| Mary'S Shelter 403(B) Retirement Plan | - | 44 | $223,464 | $215,700 | $4,902iApproximate average salary by contribution assumption: employee only about $122,557 at 4% or $81,705 at 6%; with 50% employer match about $81,705 at 4% or $54,470 at 6%; with 100% employer match about $61,278 at 4% or $40,852 at 6%. |