THE GARY AND MARY WEST CHARITABLE TRUST
Plan context: THE GARY AND MARY WEST CHARITABLE TRUST 403(B) PLAN
EIN 47-0793015 • LA Jolla, CA • 16 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
11
2023 Assets
$2,198,101
2023 Contributions
$126,396
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 11 | $2,198,101 | $126,396 | $11,491iApproximate average salary by contribution assumption: employee only about $287,264 at 4% or $191,509 at 6%; with 50% employer match about $191,509 at 4% or $127,673 at 6%; with 100% employer match about $143,632 at 4% or $95,755 at 6%. |
| THE GARY AND MARY WEST CHARITABLE TRUST 403(B) PLAN | - | 11 | $2,198,101 | $126,396 | $11,491iApproximate average salary by contribution assumption: employee only about $287,264 at 4% or $191,509 at 6%; with 50% employer match about $191,509 at 4% or $127,673 at 6%; with 100% employer match about $143,632 at 4% or $95,755 at 6%. |
| 2021 | 1 | 10 | $2,046,145 | $244,168 | $24,417iApproximate average salary by contribution assumption: employee only about $610,420 at 4% or $406,947 at 6%; with 50% employer match about $406,947 at 4% or $271,298 at 6%; with 100% employer match about $305,210 at 4% or $203,473 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 10 | $2,046,145 | $244,168 | $24,417iApproximate average salary by contribution assumption: employee only about $610,420 at 4% or $406,947 at 6%; with 50% employer match about $406,947 at 4% or $271,298 at 6%; with 100% employer match about $305,210 at 4% or $203,473 at 6%. |
| 2020 | 1 | 10 | $1,845,987 | $157,096 | $15,710iApproximate average salary by contribution assumption: employee only about $392,740 at 4% or $261,827 at 6%; with 50% employer match about $261,827 at 4% or $174,551 at 6%; with 100% employer match about $196,370 at 4% or $130,913 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 10 | $1,845,987 | $157,096 | $15,710iApproximate average salary by contribution assumption: employee only about $392,740 at 4% or $261,827 at 6%; with 50% employer match about $261,827 at 4% or $174,551 at 6%; with 100% employer match about $196,370 at 4% or $130,913 at 6%. |
| 2019 | 1 | 11 | $1,498,656 | $160,926 | $14,630iApproximate average salary by contribution assumption: employee only about $365,741 at 4% or $243,827 at 6%; with 50% employer match about $243,827 at 4% or $162,552 at 6%; with 100% employer match about $182,870 at 4% or $121,914 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 11 | $1,498,656 | $160,926 | $14,630iApproximate average salary by contribution assumption: employee only about $365,741 at 4% or $243,827 at 6%; with 50% employer match about $243,827 at 4% or $162,552 at 6%; with 100% employer match about $182,870 at 4% or $121,914 at 6%. |
| 2018 | 1 | 11 | $1,060,673 | $199,028 | $18,093iApproximate average salary by contribution assumption: employee only about $452,336 at 4% or $301,558 at 6%; with 50% employer match about $301,558 at 4% or $201,038 at 6%; with 100% employer match about $226,168 at 4% or $150,779 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 11 | $1,060,673 | $199,028 | $18,093iApproximate average salary by contribution assumption: employee only about $452,336 at 4% or $301,558 at 6%; with 50% employer match about $301,558 at 4% or $201,038 at 6%; with 100% employer match about $226,168 at 4% or $150,779 at 6%. |
| 2017 | 1 | 11 | $1,281,571 | $193,919 | $17,629iApproximate average salary by contribution assumption: employee only about $440,725 at 4% or $293,817 at 6%; with 50% employer match about $293,817 at 4% or $195,878 at 6%; with 100% employer match about $220,363 at 4% or $146,908 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 11 | $1,281,571 | $193,919 | $17,629iApproximate average salary by contribution assumption: employee only about $440,725 at 4% or $293,817 at 6%; with 50% employer match about $293,817 at 4% or $195,878 at 6%; with 100% employer match about $220,363 at 4% or $146,908 at 6%. |
| 2016 | 1 | 11 | $904,878 | $146,830 | $13,348iApproximate average salary by contribution assumption: employee only about $333,705 at 4% or $222,470 at 6%; with 50% employer match about $222,470 at 4% or $148,313 at 6%; with 100% employer match about $166,852 at 4% or $111,235 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 11 | $904,878 | $146,830 | $13,348iApproximate average salary by contribution assumption: employee only about $333,705 at 4% or $222,470 at 6%; with 50% employer match about $222,470 at 4% or $148,313 at 6%; with 100% employer match about $166,852 at 4% or $111,235 at 6%. |
| 2015 | 1 | 8 | $782,460 | $90,525 | $11,316iApproximate average salary by contribution assumption: employee only about $282,891 at 4% or $188,594 at 6%; with 50% employer match about $188,594 at 4% or $125,729 at 6%; with 100% employer match about $141,445 at 4% or $94,297 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 8 | $782,460 | $90,525 | $11,316iApproximate average salary by contribution assumption: employee only about $282,891 at 4% or $188,594 at 6%; with 50% employer match about $188,594 at 4% or $125,729 at 6%; with 100% employer match about $141,445 at 4% or $94,297 at 6%. |
| 2014 | 1 | 8 | $720,905 | $133,086 | $16,636iApproximate average salary by contribution assumption: employee only about $415,894 at 4% or $277,263 at 6%; with 50% employer match about $277,263 at 4% or $184,842 at 6%; with 100% employer match about $207,947 at 4% or $138,631 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 8 | $720,905 | $133,086 | $16,636iApproximate average salary by contribution assumption: employee only about $415,894 at 4% or $277,263 at 6%; with 50% employer match about $277,263 at 4% or $184,842 at 6%; with 100% employer match about $207,947 at 4% or $138,631 at 6%. |
| 2013 | 1 | 10 | $760,536 | $139,802 | $13,980iApproximate average salary by contribution assumption: employee only about $349,505 at 4% or $233,003 at 6%; with 50% employer match about $233,003 at 4% or $155,336 at 6%; with 100% employer match about $174,753 at 4% or $116,502 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 10 | $760,536 | $139,802 | $13,980iApproximate average salary by contribution assumption: employee only about $349,505 at 4% or $233,003 at 6%; with 50% employer match about $233,003 at 4% or $155,336 at 6%; with 100% employer match about $174,753 at 4% or $116,502 at 6%. |
| 2012 | 1 | 10 | $519,743 | $127,328 | $12,733iApproximate average salary by contribution assumption: employee only about $318,320 at 4% or $212,213 at 6%; with 50% employer match about $212,213 at 4% or $141,476 at 6%; with 100% employer match about $159,160 at 4% or $106,107 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 10 | $519,743 | $127,328 | $12,733iApproximate average salary by contribution assumption: employee only about $318,320 at 4% or $212,213 at 6%; with 50% employer match about $212,213 at 4% or $141,476 at 6%; with 100% employer match about $159,160 at 4% or $106,107 at 6%. |
| 2011 | 1 | 12 | $427,719 | $113,004 | $9,417iApproximate average salary by contribution assumption: employee only about $235,425 at 4% or $156,950 at 6%; with 50% employer match about $156,950 at 4% or $104,633 at 6%; with 100% employer match about $117,713 at 4% or $78,475 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 12 | $427,719 | $113,004 | $9,417iApproximate average salary by contribution assumption: employee only about $235,425 at 4% or $156,950 at 6%; with 50% employer match about $156,950 at 4% or $104,633 at 6%; with 100% employer match about $117,713 at 4% or $78,475 at 6%. |
| 2010 | 1 | 9 | $334,367 | $114,717 | $12,746iApproximate average salary by contribution assumption: employee only about $318,658 at 4% or $212,439 at 6%; with 50% employer match about $212,439 at 4% or $141,626 at 6%; with 100% employer match about $159,329 at 4% or $106,219 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 9 | $334,367 | $114,717 | $12,746iApproximate average salary by contribution assumption: employee only about $318,658 at 4% or $212,439 at 6%; with 50% employer match about $212,439 at 4% or $141,626 at 6%; with 100% employer match about $159,329 at 4% or $106,219 at 6%. |
| 2009 | 1 | 9 | $186,378 | $94,074 | $10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,211 at 6%; with 50% employer match about $174,211 at 4% or $116,141 at 6%; with 100% employer match about $130,658 at 4% or $87,106 at 6%. |
| GARY AND MARY WEST FOUNDATION 403(B) PLAN | - | 9 | $186,378 | $94,074 | $10,453iApproximate average salary by contribution assumption: employee only about $261,317 at 4% or $174,211 at 6%; with 50% employer match about $174,211 at 4% or $116,141 at 6%; with 100% employer match about $130,658 at 4% or $87,106 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| GARY AND MARY WEST FOUNDATION 403B PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| GARY AND MARY WEST FOUNDATION 403B PLAN | - | 0 | - | - | - |