THEISS RESEARCH
Plan context: THEISS RESEARCH 403(B)
EIN 65-1268370 • LA Jolla, CA • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
57
2024 Assets
$3,801,799
2024 Contributions
$379,244
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 | 57 | $3,801,799 | $379,244 | $6,653iApproximate average salary by contribution assumption: employee only about $166,335 at 4% or $110,890 at 6%; with 50% employer match about $110,890 at 4% or $73,927 at 6%; with 100% employer match about $83,168 at 4% or $55,445 at 6%. |
| THEISS RESEARCH 403(B) | - | 57 | $3,801,799 | $379,244 | $6,653iApproximate average salary by contribution assumption: employee only about $166,335 at 4% or $110,890 at 6%; with 50% employer match about $110,890 at 4% or $73,927 at 6%; with 100% employer match about $83,168 at 4% or $55,445 at 6%. |
| 2023 | 1 | 53 | $2,966,095 | $321,892 | $6,073iApproximate average salary by contribution assumption: employee only about $151,836 at 4% or $101,224 at 6%; with 50% employer match about $101,224 at 4% or $67,483 at 6%; with 100% employer match about $75,918 at 4% or $50,612 at 6%. |
| THEISS RESEARCH 403(B) | - | 53 | $2,966,095 | $321,892 | $6,073iApproximate average salary by contribution assumption: employee only about $151,836 at 4% or $101,224 at 6%; with 50% employer match about $101,224 at 4% or $67,483 at 6%; with 100% employer match about $75,918 at 4% or $50,612 at 6%. |
| 2022 | 1 | 47 | $2,441,022 | $326,179 | $6,940iApproximate average salary by contribution assumption: employee only about $173,499 at 4% or $115,666 at 6%; with 50% employer match about $115,666 at 4% or $77,111 at 6%; with 100% employer match about $86,750 at 4% or $57,833 at 6%. |
| THEISS RESEARCH 403(B) | - | 47 | $2,441,022 | $326,179 | $6,940iApproximate average salary by contribution assumption: employee only about $173,499 at 4% or $115,666 at 6%; with 50% employer match about $115,666 at 4% or $77,111 at 6%; with 100% employer match about $86,750 at 4% or $57,833 at 6%. |
| 2021 | 1 | 42 | $3,040,353 | $351,252 | $8,363iApproximate average salary by contribution assumption: employee only about $209,079 at 4% or $139,386 at 6%; with 50% employer match about $139,386 at 4% or $92,924 at 6%; with 100% employer match about $104,539 at 4% or $69,693 at 6%. |
| THEISS RESEARCH 403(B) | - | 42 | $3,040,353 | $351,252 | $8,363iApproximate average salary by contribution assumption: employee only about $209,079 at 4% or $139,386 at 6%; with 50% employer match about $139,386 at 4% or $92,924 at 6%; with 100% employer match about $104,539 at 4% or $69,693 at 6%. |
| 2020 | 1 | 39 | $2,509,269 | $377,689 | $9,684iApproximate average salary by contribution assumption: employee only about $242,108 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,054 at 4% or $80,703 at 6%. |
| THEISS RESEARCH 403(B) | - | 39 | $2,509,269 | $377,689 | $9,684iApproximate average salary by contribution assumption: employee only about $242,108 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,054 at 4% or $80,703 at 6%. |
| 2019 | 1 | 43 | $1,805,548 | $384,358 | $8,939iApproximate average salary by contribution assumption: employee only about $223,464 at 4% or $148,976 at 6%; with 50% employer match about $148,976 at 4% or $99,317 at 6%; with 100% employer match about $111,732 at 4% or $74,488 at 6%. |
| THEISS RESEARCH 403(B) | - | 43 | $1,805,548 | $384,358 | $8,939iApproximate average salary by contribution assumption: employee only about $223,464 at 4% or $148,976 at 6%; with 50% employer match about $148,976 at 4% or $99,317 at 6%; with 100% employer match about $111,732 at 4% or $74,488 at 6%. |
| 2018 | 1 | 39 | $1,206,800 | $459,691 | $11,787iApproximate average salary by contribution assumption: employee only about $294,674 at 4% or $196,449 at 6%; with 50% employer match about $196,449 at 4% or $130,966 at 6%; with 100% employer match about $147,337 at 4% or $98,225 at 6%. |
| THEISS RESEARCH 403(B) | - | 39 | $1,206,800 | $459,691 | $11,787iApproximate average salary by contribution assumption: employee only about $294,674 at 4% or $196,449 at 6%; with 50% employer match about $196,449 at 4% or $130,966 at 6%; with 100% employer match about $147,337 at 4% or $98,225 at 6%. |
| 2017 | 1 | 35 | $878,150 | $226,075 | $6,459iApproximate average salary by contribution assumption: employee only about $161,482 at 4% or $107,655 at 6%; with 50% employer match about $107,655 at 4% or $71,770 at 6%; with 100% employer match about $80,741 at 4% or $53,827 at 6%. |
| THEISS RESEARCH 403(B) | - | 35 | $878,150 | $226,075 | $6,459iApproximate average salary by contribution assumption: employee only about $161,482 at 4% or $107,655 at 6%; with 50% employer match about $107,655 at 4% or $71,770 at 6%; with 100% employer match about $80,741 at 4% or $53,827 at 6%. |
| 2016 | 1 | 32 | $580,272 | $225,115 | $7,035iApproximate average salary by contribution assumption: employee only about $175,871 at 4% or $117,247 at 6%; with 50% employer match about $117,247 at 4% or $78,165 at 6%; with 100% employer match about $87,936 at 4% or $58,624 at 6%. |
| THEISS RESEARCH 403(B) | - | 32 | $580,272 | $225,115 | $7,035iApproximate average salary by contribution assumption: employee only about $175,871 at 4% or $117,247 at 6%; with 50% employer match about $117,247 at 4% or $78,165 at 6%; with 100% employer match about $87,936 at 4% or $58,624 at 6%. |
| 2015 | 1 | 21 | $322,014 | $106,401 | $5,067iApproximate average salary by contribution assumption: employee only about $126,668 at 4% or $84,445 at 6%; with 50% employer match about $84,445 at 4% or $56,297 at 6%; with 100% employer match about $63,334 at 4% or $42,223 at 6%. |
| THEISS RESEARCH 403(B) | - | 21 | $322,014 | $106,401 | $5,067iApproximate average salary by contribution assumption: employee only about $126,668 at 4% or $84,445 at 6%; with 50% employer match about $84,445 at 4% or $56,297 at 6%; with 100% employer match about $63,334 at 4% or $42,223 at 6%. |
| 2014 | 1 | 12 | $215,690 | $67,646 | $5,637iApproximate average salary by contribution assumption: employee only about $140,929 at 4% or $93,953 at 6%; with 50% employer match about $93,953 at 4% or $62,635 at 6%; with 100% employer match about $70,465 at 4% or $46,976 at 6%. |
| THEISS RESEARCH 403(B) | - | 12 | $215,690 | $67,646 | $5,637iApproximate average salary by contribution assumption: employee only about $140,929 at 4% or $93,953 at 6%; with 50% employer match about $93,953 at 4% or $62,635 at 6%; with 100% employer match about $70,465 at 4% or $46,976 at 6%. |
| 2013 | 1 | 9 | $138,679 | $59,164 | $6,574iApproximate average salary by contribution assumption: employee only about $164,344 at 4% or $109,563 at 6%; with 50% employer match about $109,563 at 4% or $73,042 at 6%; with 100% employer match about $82,172 at 4% or $54,781 at 6%. |
| THEISS RESEARCH 403(B) | - | 9 | $138,679 | $59,164 | $6,574iApproximate average salary by contribution assumption: employee only about $164,344 at 4% or $109,563 at 6%; with 50% employer match about $109,563 at 4% or $73,042 at 6%; with 100% employer match about $82,172 at 4% or $54,781 at 6%. |
| 2012 | 1 | 6 | $60,778 | $27,814 | $4,636iApproximate average salary by contribution assumption: employee only about $115,892 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,631 at 6%. |
| THEISS RESEARCH 403(B) | - | 6 | $60,778 | $27,814 | $4,636iApproximate average salary by contribution assumption: employee only about $115,892 at 4% or $77,261 at 6%; with 50% employer match about $77,261 at 4% or $51,507 at 6%; with 100% employer match about $57,946 at 4% or $38,631 at 6%. |
| 2011 | 1 | 3 | $28,014 | $12,342 | $4,114iApproximate average salary by contribution assumption: employee only about $102,850 at 4% or $68,567 at 6%; with 50% employer match about $68,567 at 4% or $45,711 at 6%; with 100% employer match about $51,425 at 4% or $34,283 at 6%. |
| THEISS RESEARCH 403(B) | - | 3 | $28,014 | $12,342 | $4,114iApproximate average salary by contribution assumption: employee only about $102,850 at 4% or $68,567 at 6%; with 50% employer match about $68,567 at 4% or $45,711 at 6%; with 100% employer match about $51,425 at 4% or $34,283 at 6%. |
| 2010 | 1 | 3 | $16,584 | $12,504 | $4,168iApproximate average salary by contribution assumption: employee only about $104,200 at 4% or $69,467 at 6%; with 50% employer match about $69,467 at 4% or $46,311 at 6%; with 100% employer match about $52,100 at 4% or $34,733 at 6%. |
| THEISS RESEARCH 403(B) | - | 3 | $16,584 | $12,504 | $4,168iApproximate average salary by contribution assumption: employee only about $104,200 at 4% or $69,467 at 6%; with 50% employer match about $69,467 at 4% or $46,311 at 6%; with 100% employer match about $52,100 at 4% or $34,733 at 6%. |
| 2009 | 1 | 2 | $2,795 | $2,784 | $1,392iApproximate average salary by contribution assumption: employee only about $34,800 at 4% or $23,200 at 6%; with 50% employer match about $23,200 at 4% or $15,467 at 6%; with 100% employer match about $17,400 at 4% or $11,600 at 6%. |
| THEISS RESEARCH 403(B) | - | 2 | $2,795 | $2,784 | $1,392iApproximate average salary by contribution assumption: employee only about $34,800 at 4% or $23,200 at 6%; with 50% employer match about $23,200 at 4% or $15,467 at 6%; with 100% employer match about $17,400 at 4% or $11,600 at 6%. |