Civic Intelligence

Forever Balboa Park

Plan context: 403(B) Thrift Plan for Employees of Forever Balboa Park

EIN 33-0849518 • San Diego, CA • 11 filings • 4 plans

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1549 El Prado Ste 1San Diego, CA 92101-1699
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$912,233

2024 Contributions

$88,556

Historical Graphs

Total Assets Over Time

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

$958,697$479,349$0201620202024YearValue
$912,233Latest year 2024

Participants Over Time

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

24120201620202024YearValue
23Latest 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
2024123$912,233$88,556$3,850iApproximate average salary by contribution assumption: employee only about $96,257 at 4% or $64,171 at 6%; with 50% employer match about $64,171 at 4% or $42,781 at 6%; with 100% employer match about $48,128 at 4% or $32,086 at 6%.
403(B) Thrift Plan for Employees of Forever Balboa Park-23$912,233$88,556$3,850iApproximate average salary by contribution assumption: employee only about $96,257 at 4% or $64,171 at 6%; with 50% employer match about $64,171 at 4% or $42,781 at 6%; with 100% employer match about $48,128 at 4% or $32,086 at 6%.
2023120$740,266$74,737$3,737iApproximate average salary by contribution assumption: employee only about $93,421 at 4% or $62,281 at 6%; with 50% employer match about $62,281 at 4% or $41,521 at 6%; with 100% employer match about $46,711 at 4% or $31,140 at 6%.
403(B) Thrift Plan for Employees of Forever Balboa Park-20$740,266$74,737$3,737iApproximate average salary by contribution assumption: employee only about $93,421 at 4% or $62,281 at 6%; with 50% employer match about $62,281 at 4% or $41,521 at 6%; with 100% employer match about $46,711 at 4% or $31,140 at 6%.
2022224$840,905$145,662$6,069iApproximate average salary by contribution assumption: employee only about $151,731 at 4% or $101,154 at 6%; with 50% employer match about $101,154 at 4% or $67,436 at 6%; with 100% employer match about $75,866 at 4% or $50,577 at 6%.
403(B) Thrift Plan for Employees of Forever Balboa Park-24$840,905$145,662$6,069iApproximate average salary by contribution assumption: employee only about $151,731 at 4% or $101,154 at 6%; with 50% employer match about $101,154 at 4% or $67,436 at 6%; with 100% employer match about $75,866 at 4% or $50,577 at 6%.
FRIENDS OF BALBOA PARK 401(K)-0$0--
2021221$958,697$178,138$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
403(B) Thrift Plan for Employees of Forever Balboa Park-21$826,689$157,972$7,522iApproximate average salary by contribution assumption: employee only about $188,062 at 4% or $125,375 at 6%; with 50% employer match about $125,375 at 4% or $83,583 at 6%; with 100% employer match about $94,031 at 4% or $62,687 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-2$132,008$20,166$10,083iApproximate average salary by contribution assumption: employee only about $252,075 at 4% or $168,050 at 6%; with 50% employer match about $168,050 at 4% or $112,033 at 6%; with 100% employer match about $126,038 at 4% or $84,025 at 6%.
202015$168,322$37,291$7,458iApproximate average salary by contribution assumption: employee only about $186,455 at 4% or $124,303 at 6%; with 50% employer match about $124,303 at 4% or $82,869 at 6%; with 100% employer match about $93,228 at 4% or $62,152 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-5$168,322$37,291$7,458iApproximate average salary by contribution assumption: employee only about $186,455 at 4% or $124,303 at 6%; with 50% employer match about $124,303 at 4% or $82,869 at 6%; with 100% employer match about $93,228 at 4% or $62,152 at 6%.
201915$105,233$33,072$6,614iApproximate average salary by contribution assumption: employee only about $165,360 at 4% or $110,240 at 6%; with 50% employer match about $110,240 at 4% or $73,493 at 6%; with 100% employer match about $82,680 at 4% or $55,120 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-5$105,233$33,072$6,614iApproximate average salary by contribution assumption: employee only about $165,360 at 4% or $110,240 at 6%; with 50% employer match about $110,240 at 4% or $73,493 at 6%; with 100% employer match about $82,680 at 4% or $55,120 at 6%.
201815$56,762$25,492$5,098iApproximate average salary by contribution assumption: employee only about $127,460 at 4% or $84,973 at 6%; with 50% employer match about $84,973 at 4% or $56,649 at 6%; with 100% employer match about $63,730 at 4% or $42,487 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-5$56,762$25,492$5,098iApproximate average salary by contribution assumption: employee only about $127,460 at 4% or $84,973 at 6%; with 50% employer match about $84,973 at 4% or $56,649 at 6%; with 100% employer match about $63,730 at 4% or $42,487 at 6%.
201713$35,495$11,892$3,964iApproximate average salary by contribution assumption: employee only about $99,100 at 4% or $66,067 at 6%; with 50% employer match about $66,067 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-3$35,495$11,892$3,964iApproximate average salary by contribution assumption: employee only about $99,100 at 4% or $66,067 at 6%; with 50% employer match about $66,067 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%.
201613$21,443$20,383$6,794iApproximate average salary by contribution assumption: employee only about $169,858 at 4% or $113,239 at 6%; with 50% employer match about $113,239 at 4% or $75,493 at 6%; with 100% employer match about $84,929 at 4% or $56,619 at 6%.
FRIENDS OF BALBOA PARK 401(K) PLAN-3$21,443$20,383$6,794iApproximate average salary by contribution assumption: employee only about $169,858 at 4% or $113,239 at 6%; with 50% employer match about $113,239 at 4% or $75,493 at 6%; with 100% employer match about $84,929 at 4% or $56,619 at 6%.