Civic Intelligence

Onereef Worldwide Stewardship

Plan context: Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust

EIN 46-4293324 • Santa Cruz, CA • 7 filings • 2 plans

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114 Oak Knoll DrSanta Cruz, CA 95060-1304
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$314,417

2024 Contributions

$89,702

Historical Graphs

Total Assets Over Time

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

$314,417$157,209$0201820212024YearValue
$314,417Latest year 2024

Participants Over Time

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

950201820212024YearValue
9Latest 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
202419$314,417$89,702$9,967iApproximate average salary by contribution assumption: employee only about $249,172 at 4% or $166,115 at 6%; with 50% employer match about $166,115 at 4% or $110,743 at 6%; with 100% employer match about $124,586 at 4% or $83,057 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-9$314,417$89,702$9,967iApproximate average salary by contribution assumption: employee only about $249,172 at 4% or $166,115 at 6%; with 50% employer match about $166,115 at 4% or $110,743 at 6%; with 100% employer match about $124,586 at 4% or $83,057 at 6%.
202315$195,813$47,737$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,123 at 6%; with 50% employer match about $159,123 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-5$195,813$47,737$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,123 at 6%; with 50% employer match about $159,123 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.
202215$129,652$55,683$11,137iApproximate average salary by contribution assumption: employee only about $278,415 at 4% or $185,610 at 6%; with 50% employer match about $185,610 at 4% or $123,740 at 6%; with 100% employer match about $139,208 at 4% or $92,805 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-5$129,652$55,683$11,137iApproximate average salary by contribution assumption: employee only about $278,415 at 4% or $185,610 at 6%; with 50% employer match about $185,610 at 4% or $123,740 at 6%; with 100% employer match about $139,208 at 4% or $92,805 at 6%.
202114$94,230$30,751$7,688iApproximate average salary by contribution assumption: employee only about $192,194 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-4$94,230$30,751$7,688iApproximate average salary by contribution assumption: employee only about $192,194 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%.
202014$89,826$30,054$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-4$89,826$30,054$7,514iApproximate average salary by contribution assumption: employee only about $187,838 at 4% or $125,225 at 6%; with 50% employer match about $125,225 at 4% or $83,483 at 6%; with 100% employer match about $93,919 at 4% or $62,613 at 6%.
201914$47,929$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-4$47,929$30,197$7,549iApproximate average salary by contribution assumption: employee only about $188,731 at 4% or $125,821 at 6%; with 50% employer match about $125,821 at 4% or $83,881 at 6%; with 100% employer match about $94,366 at 4% or $62,910 at 6%.
201812$13,498$15,129$7,565iApproximate average salary by contribution assumption: employee only about $189,113 at 4% or $126,075 at 6%; with 50% employer match about $126,075 at 4% or $84,050 at 6%; with 100% employer match about $94,556 at 4% or $63,038 at 6%.
Onereef Worldwide Stewardship 401(K) Profit Sharing Plan & Trust-2$13,498$15,129$7,565iApproximate average salary by contribution assumption: employee only about $189,113 at 4% or $126,075 at 6%; with 50% employer match about $126,075 at 4% or $84,050 at 6%; with 100% employer match about $94,556 at 4% or $63,038 at 6%.