Southern California Mountains Foundation
Plan context: 403(B) Thrift Plan of Southern California Mountains Foundation
EIN 33-0556414 • San Bernardino, CA • 17 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$743,317
2024 Contributions
$123,369
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 | 27 | $743,317 | $123,369 | $4,569iApproximate average salary by contribution assumption: employee only about $114,231 at 4% or $76,154 at 6%; with 50% employer match about $76,154 at 4% or $50,769 at 6%; with 100% employer match about $57,115 at 4% or $38,077 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 27 | $743,317 | $123,369 | $4,569iApproximate average salary by contribution assumption: employee only about $114,231 at 4% or $76,154 at 6%; with 50% employer match about $76,154 at 4% or $50,769 at 6%; with 100% employer match about $57,115 at 4% or $38,077 at 6%. |
| 2023 | 1 | 24 | $567,563 | $132,234 | $5,510iApproximate average salary by contribution assumption: employee only about $137,744 at 4% or $91,829 at 6%; with 50% employer match about $91,829 at 4% or $61,219 at 6%; with 100% employer match about $68,872 at 4% or $45,915 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 24 | $567,563 | $132,234 | $5,510iApproximate average salary by contribution assumption: employee only about $137,744 at 4% or $91,829 at 6%; with 50% employer match about $91,829 at 4% or $61,219 at 6%; with 100% employer match about $68,872 at 4% or $45,915 at 6%. |
| 2022 | 2 | 27 | $659,046 | $166,156 | $6,154iApproximate average salary by contribution assumption: employee only about $153,848 at 4% or $102,565 at 6%; with 50% employer match about $102,565 at 4% or $68,377 at 6%; with 100% employer match about $76,924 at 4% or $51,283 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 27 | $398,007 | $83,078 | $3,077iApproximate average salary by contribution assumption: employee only about $76,924 at 4% or $51,283 at 6%; with 50% employer match about $51,283 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 27 | $261,039 | $83,078 | $3,077iApproximate average salary by contribution assumption: employee only about $76,924 at 4% or $51,283 at 6%; with 50% employer match about $51,283 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%. |
| 2021 | 1 | 22 | $358,156 | $61,742 | $2,806iApproximate average salary by contribution assumption: employee only about $70,161 at 4% or $46,774 at 6%; with 50% employer match about $46,774 at 4% or $31,183 at 6%; with 100% employer match about $35,081 at 4% or $23,387 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 22 | $358,156 | $61,742 | $2,806iApproximate average salary by contribution assumption: employee only about $70,161 at 4% or $46,774 at 6%; with 50% employer match about $46,774 at 4% or $31,183 at 6%; with 100% employer match about $35,081 at 4% or $23,387 at 6%. |
| 2020 | 1 | 21 | $267,609 | $44,840 | $2,135iApproximate average salary by contribution assumption: employee only about $53,381 at 4% or $35,587 at 6%; with 50% employer match about $35,587 at 4% or $23,725 at 6%; with 100% employer match about $26,690 at 4% or $17,794 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 21 | $267,609 | $44,840 | $2,135iApproximate average salary by contribution assumption: employee only about $53,381 at 4% or $35,587 at 6%; with 50% employer match about $35,587 at 4% or $23,725 at 6%; with 100% employer match about $26,690 at 4% or $17,794 at 6%. |
| 2019 | 1 | 19 | $236,161 | $16,026 | $843iApproximate average salary by contribution assumption: employee only about $21,087 at 4% or $14,058 at 6%; with 50% employer match about $14,058 at 4% or $9,372 at 6%; with 100% employer match about $10,543 at 4% or $7,029 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 19 | $236,161 | $16,026 | $843iApproximate average salary by contribution assumption: employee only about $21,087 at 4% or $14,058 at 6%; with 50% employer match about $14,058 at 4% or $9,372 at 6%; with 100% employer match about $10,543 at 4% or $7,029 at 6%. |
| 2018 | 1 | 16 | $180,449 | $9,092 | $568iApproximate average salary by contribution assumption: employee only about $14,206 at 4% or $9,471 at 6%; with 50% employer match about $9,471 at 4% or $6,314 at 6%; with 100% employer match about $7,103 at 4% or $4,735 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 16 | $180,449 | $9,092 | $568iApproximate average salary by contribution assumption: employee only about $14,206 at 4% or $9,471 at 6%; with 50% employer match about $9,471 at 4% or $6,314 at 6%; with 100% employer match about $7,103 at 4% or $4,735 at 6%. |
| 2017 | 1 | 14 | $193,681 | $4,944 | $353iApproximate average salary by contribution assumption: employee only about $8,829 at 4% or $5,886 at 6%; with 50% employer match about $5,886 at 4% or $3,924 at 6%; with 100% employer match about $4,414 at 4% or $2,943 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 14 | $193,681 | $4,944 | $353iApproximate average salary by contribution assumption: employee only about $8,829 at 4% or $5,886 at 6%; with 50% employer match about $5,886 at 4% or $3,924 at 6%; with 100% employer match about $4,414 at 4% or $2,943 at 6%. |
| 2016 | 1 | 9 | $169,773 | $3,167 | $352iApproximate average salary by contribution assumption: employee only about $8,797 at 4% or $5,865 at 6%; with 50% employer match about $5,865 at 4% or $3,910 at 6%; with 100% employer match about $4,399 at 4% or $2,932 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 9 | $169,773 | $3,167 | $352iApproximate average salary by contribution assumption: employee only about $8,797 at 4% or $5,865 at 6%; with 50% employer match about $5,865 at 4% or $3,910 at 6%; with 100% employer match about $4,399 at 4% or $2,932 at 6%. |
| 2015 | 1 | 10 | $155,096 | $4,435 | $444iApproximate average salary by contribution assumption: employee only about $11,088 at 4% or $7,392 at 6%; with 50% employer match about $7,392 at 4% or $4,928 at 6%; with 100% employer match about $5,544 at 4% or $3,696 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 10 | $155,096 | $4,435 | $444iApproximate average salary by contribution assumption: employee only about $11,088 at 4% or $7,392 at 6%; with 50% employer match about $7,392 at 4% or $4,928 at 6%; with 100% employer match about $5,544 at 4% or $3,696 at 6%. |
| 2014 | 1 | 9 | $183,294 | $4,378 | $486iApproximate average salary by contribution assumption: employee only about $12,161 at 4% or $8,107 at 6%; with 50% employer match about $8,107 at 4% or $5,405 at 6%; with 100% employer match about $6,081 at 4% or $4,054 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 9 | $183,294 | $4,378 | $486iApproximate average salary by contribution assumption: employee only about $12,161 at 4% or $8,107 at 6%; with 50% employer match about $8,107 at 4% or $5,405 at 6%; with 100% employer match about $6,081 at 4% or $4,054 at 6%. |
| 2013 | 1 | 10 | $172,502 | $22,793 | $2,279iApproximate average salary by contribution assumption: employee only about $56,983 at 4% or $37,988 at 6%; with 50% employer match about $37,988 at 4% or $25,326 at 6%; with 100% employer match about $28,491 at 4% or $18,994 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 10 | $172,502 | $22,793 | $2,279iApproximate average salary by contribution assumption: employee only about $56,983 at 4% or $37,988 at 6%; with 50% employer match about $37,988 at 4% or $25,326 at 6%; with 100% employer match about $28,491 at 4% or $18,994 at 6%. |
| 2012 | 1 | 10 | $128,836 | $24,508 | $2,451iApproximate average salary by contribution assumption: employee only about $61,270 at 4% or $40,847 at 6%; with 50% employer match about $40,847 at 4% or $27,231 at 6%; with 100% employer match about $30,635 at 4% or $20,423 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 10 | $128,836 | $24,508 | $2,451iApproximate average salary by contribution assumption: employee only about $61,270 at 4% or $40,847 at 6%; with 50% employer match about $40,847 at 4% or $27,231 at 6%; with 100% employer match about $30,635 at 4% or $20,423 at 6%. |
| 2011 | 1 | 9 | $93,964 | $9,612 | $1,068iApproximate average salary by contribution assumption: employee only about $26,700 at 4% or $17,800 at 6%; with 50% employer match about $17,800 at 4% or $11,867 at 6%; with 100% employer match about $13,350 at 4% or $8,900 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 9 | $93,964 | $9,612 | $1,068iApproximate average salary by contribution assumption: employee only about $26,700 at 4% or $17,800 at 6%; with 50% employer match about $17,800 at 4% or $11,867 at 6%; with 100% employer match about $13,350 at 4% or $8,900 at 6%. |
| 2010 | 1 | 5 | $97,754 | $8,860 | $1,772iApproximate average salary by contribution assumption: employee only about $44,300 at 4% or $29,533 at 6%; with 50% employer match about $29,533 at 4% or $19,689 at 6%; with 100% employer match about $22,150 at 4% or $14,767 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 5 | $97,754 | $8,860 | $1,772iApproximate average salary by contribution assumption: employee only about $44,300 at 4% or $29,533 at 6%; with 50% employer match about $29,533 at 4% or $19,689 at 6%; with 100% employer match about $22,150 at 4% or $14,767 at 6%. |
| 2009 | 1 | 5 | $73,326 | $5,420 | $1,084iApproximate average salary by contribution assumption: employee only about $27,100 at 4% or $18,067 at 6%; with 50% employer match about $18,067 at 4% or $12,044 at 6%; with 100% employer match about $13,550 at 4% or $9,033 at 6%. |
| 403(B) Thrift Plan of Southern California Mountains Foundation | - | 5 | $73,326 | $5,420 | $1,084iApproximate average salary by contribution assumption: employee only about $27,100 at 4% or $18,067 at 6%; with 50% employer match about $18,067 at 4% or $12,044 at 6%; with 100% employer match about $13,550 at 4% or $9,033 at 6%. |