Civic Intelligence

Hearthstone Housing Foundation

Plan context: Hearthstone Housing Foundation Retirement Plan

EIN 33-0651131 • Newport Beach, CA • 14 filings • 1 plans

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1401 Dove St,Ste 620Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$931,167

2024 Contributions

$151,929

Historical Graphs

Total Assets Over Time

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

$931,167$465,584$0201120182024YearValue
$931,167Latest year 2024

Participants Over Time

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

630201120182024YearValue
6Latest 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
202416$931,167$151,929$25,322iApproximate average salary by contribution assumption: employee only about $633,038 at 4% or $422,025 at 6%; with 50% employer match about $422,025 at 4% or $281,350 at 6%; with 100% employer match about $316,519 at 4% or $211,013 at 6%.
Hearthstone Housing Foundation Retirement Plan-6$931,167$151,929$25,322iApproximate average salary by contribution assumption: employee only about $633,038 at 4% or $422,025 at 6%; with 50% employer match about $422,025 at 4% or $281,350 at 6%; with 100% employer match about $316,519 at 4% or $211,013 at 6%.
202315$752,452$0-
Hearthstone Housing Foundation Retirement Plan-5$752,452--
202215$731,169$67,315$13,463iApproximate average salary by contribution assumption: employee only about $336,575 at 4% or $224,383 at 6%; with 50% employer match about $224,383 at 4% or $149,589 at 6%; with 100% employer match about $168,288 at 4% or $112,192 at 6%.
Hearthstone Housing Foundation Retirement Plan-5$731,169$67,315$13,463iApproximate average salary by contribution assumption: employee only about $336,575 at 4% or $224,383 at 6%; with 50% employer match about $224,383 at 4% or $149,589 at 6%; with 100% employer match about $168,288 at 4% or $112,192 at 6%.
202115$653,497$63,783$12,757iApproximate average salary by contribution assumption: employee only about $318,915 at 4% or $212,610 at 6%; with 50% employer match about $212,610 at 4% or $141,740 at 6%; with 100% employer match about $159,458 at 4% or $106,305 at 6%.
Hearthstone Housing Foundation Retirement Plan-5$653,497$63,783$12,757iApproximate average salary by contribution assumption: employee only about $318,915 at 4% or $212,610 at 6%; with 50% employer match about $212,610 at 4% or $141,740 at 6%; with 100% employer match about $159,458 at 4% or $106,305 at 6%.
202016$574,921$64,088$10,681iApproximate average salary by contribution assumption: employee only about $267,033 at 4% or $178,022 at 6%; with 50% employer match about $178,022 at 4% or $118,681 at 6%; with 100% employer match about $133,517 at 4% or $89,011 at 6%.
Hearthstone Housing Foundation Retirement Plan-6$574,921$64,088$10,681iApproximate average salary by contribution assumption: employee only about $267,033 at 4% or $178,022 at 6%; with 50% employer match about $178,022 at 4% or $118,681 at 6%; with 100% employer match about $133,517 at 4% or $89,011 at 6%.
201915$497,851$61,258$12,252iApproximate average salary by contribution assumption: employee only about $306,290 at 4% or $204,193 at 6%; with 50% employer match about $204,193 at 4% or $136,129 at 6%; with 100% employer match about $153,145 at 4% or $102,097 at 6%.
Hearthstone Housing Foundation Retirement Plan-5$497,851$61,258$12,252iApproximate average salary by contribution assumption: employee only about $306,290 at 4% or $204,193 at 6%; with 50% employer match about $204,193 at 4% or $136,129 at 6%; with 100% employer match about $153,145 at 4% or $102,097 at 6%.
201814$425,720$56,838$14,210iApproximate average salary by contribution assumption: employee only about $355,238 at 4% or $236,825 at 6%; with 50% employer match about $236,825 at 4% or $157,883 at 6%; with 100% employer match about $177,619 at 4% or $118,413 at 6%.
Hearthstone Housing Foundation Retirement Plan-4$425,720$56,838$14,210iApproximate average salary by contribution assumption: employee only about $355,238 at 4% or $236,825 at 6%; with 50% employer match about $236,825 at 4% or $157,883 at 6%; with 100% employer match about $177,619 at 4% or $118,413 at 6%.
201713$361,425$56,717$18,906iApproximate average salary by contribution assumption: employee only about $472,642 at 4% or $315,094 at 6%; with 50% employer match about $315,094 at 4% or $210,063 at 6%; with 100% employer match about $236,321 at 4% or $157,547 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$361,425$56,717$18,906iApproximate average salary by contribution assumption: employee only about $472,642 at 4% or $315,094 at 6%; with 50% employer match about $315,094 at 4% or $210,063 at 6%; with 100% employer match about $236,321 at 4% or $157,547 at 6%.
201612$298,513$54,679$27,340iApproximate average salary by contribution assumption: employee only about $683,488 at 4% or $455,658 at 6%; with 50% employer match about $455,658 at 4% or $303,772 at 6%; with 100% employer match about $341,744 at 4% or $227,829 at 6%.
Hearthstone Housing Foundation Retirement Plan-2$298,513$54,679$27,340iApproximate average salary by contribution assumption: employee only about $683,488 at 4% or $455,658 at 6%; with 50% employer match about $455,658 at 4% or $303,772 at 6%; with 100% employer match about $341,744 at 4% or $227,829 at 6%.
201513$250,402$53,988$17,996iApproximate average salary by contribution assumption: employee only about $449,900 at 4% or $299,933 at 6%; with 50% employer match about $299,933 at 4% or $199,956 at 6%; with 100% employer match about $224,950 at 4% or $149,967 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$250,402$53,988$17,996iApproximate average salary by contribution assumption: employee only about $449,900 at 4% or $299,933 at 6%; with 50% employer match about $299,933 at 4% or $199,956 at 6%; with 100% employer match about $224,950 at 4% or $149,967 at 6%.
201413$192,050$55,405$18,468iApproximate average salary by contribution assumption: employee only about $461,708 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,854 at 4% or $153,903 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$192,050$55,405$18,468iApproximate average salary by contribution assumption: employee only about $461,708 at 4% or $307,806 at 6%; with 50% employer match about $307,806 at 4% or $205,204 at 6%; with 100% employer match about $230,854 at 4% or $153,903 at 6%.
201313$133,478$54,445$18,148iApproximate average salary by contribution assumption: employee only about $453,708 at 4% or $302,472 at 6%; with 50% employer match about $302,472 at 4% or $201,648 at 6%; with 100% employer match about $226,854 at 4% or $151,236 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$133,478$54,445$18,148iApproximate average salary by contribution assumption: employee only about $453,708 at 4% or $302,472 at 6%; with 50% employer match about $302,472 at 4% or $201,648 at 6%; with 100% employer match about $226,854 at 4% or $151,236 at 6%.
201213$78,374$40,790$13,597iApproximate average salary by contribution assumption: employee only about $339,917 at 4% or $226,611 at 6%; with 50% employer match about $226,611 at 4% or $151,074 at 6%; with 100% employer match about $169,958 at 4% or $113,306 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$78,374$40,790$13,597iApproximate average salary by contribution assumption: employee only about $339,917 at 4% or $226,611 at 6%; with 50% employer match about $226,611 at 4% or $151,074 at 6%; with 100% employer match about $169,958 at 4% or $113,306 at 6%.
201113$37,756$37,728$12,576iApproximate average salary by contribution assumption: employee only about $314,400 at 4% or $209,600 at 6%; with 50% employer match about $209,600 at 4% or $139,733 at 6%; with 100% employer match about $157,200 at 4% or $104,800 at 6%.
Hearthstone Housing Foundation Retirement Plan-3$37,756$37,728$12,576iApproximate average salary by contribution assumption: employee only about $314,400 at 4% or $209,600 at 6%; with 50% employer match about $209,600 at 4% or $139,733 at 6%; with 100% employer match about $157,200 at 4% or $104,800 at 6%.