Civic Intelligence

The Frost Foundation

Plan context: The Frost Foundation 401(K) Plan

EIN 72-0520342 • Santa Fe, NM • 19 filings • 3 plans

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511 Armijo Street, Suite ASanta Fe, NM 87501
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,430,121

2024 Contributions

$165,672

Historical Graphs

Total Assets Over Time

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

$3,430,121$1,715,061$0200920172024YearValue
$3,430,121Latest year 2024

Participants Over Time

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

530200920172024YearValue
5Latest 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
202415$3,430,121$165,672$33,134iApproximate average salary by contribution assumption: employee only about $828,360 at 4% or $552,240 at 6%; with 50% employer match about $552,240 at 4% or $368,160 at 6%; with 100% employer match about $414,180 at 4% or $276,120 at 6%.
The Frost Foundation 401(K) Plan-5$3,430,121$165,672$33,134iApproximate average salary by contribution assumption: employee only about $828,360 at 4% or $552,240 at 6%; with 50% employer match about $552,240 at 4% or $368,160 at 6%; with 100% employer match about $414,180 at 4% or $276,120 at 6%.
202314$2,919,049$158,750$39,688iApproximate average salary by contribution assumption: employee only about $992,188 at 4% or $661,458 at 6%; with 50% employer match about $661,458 at 4% or $440,972 at 6%; with 100% employer match about $496,094 at 4% or $330,729 at 6%.
The Frost Foundation 401(K) Plan-4$2,919,049$158,750$39,688iApproximate average salary by contribution assumption: employee only about $992,188 at 4% or $661,458 at 6%; with 50% employer match about $661,458 at 4% or $440,972 at 6%; with 100% employer match about $496,094 at 4% or $330,729 at 6%.
202213$2,379,276$135,049$45,016iApproximate average salary by contribution assumption: employee only about $1,125,408 at 4% or $750,272 at 6%; with 50% employer match about $750,272 at 4% or $500,181 at 6%; with 100% employer match about $562,704 at 4% or $375,136 at 6%.
The Frost Foundation 401(K) Plan-3$2,379,276$135,049$45,016iApproximate average salary by contribution assumption: employee only about $1,125,408 at 4% or $750,272 at 6%; with 50% employer match about $750,272 at 4% or $500,181 at 6%; with 100% employer match about $562,704 at 4% or $375,136 at 6%.
202113$2,702,134$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
The Frost Foundation 401(K) Plan-3$2,702,134$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
202013$2,305,040$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
The Frost Foundation 401(K) Plan-3$2,305,040$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
201913$1,889,502$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
The Frost Foundation 401(K) Plan-3$1,889,502$121,561$40,520iApproximate average salary by contribution assumption: employee only about $1,013,008 at 4% or $675,339 at 6%; with 50% employer match about $675,339 at 4% or $450,226 at 6%; with 100% employer match about $506,504 at 4% or $337,669 at 6%.
201813$1,480,982$120,825$40,275iApproximate average salary by contribution assumption: employee only about $1,006,875 at 4% or $671,250 at 6%; with 50% employer match about $671,250 at 4% or $447,500 at 6%; with 100% employer match about $503,438 at 4% or $335,625 at 6%.
The Frost Foundation 401(K) Plan-3$1,480,982$120,825$40,275iApproximate average salary by contribution assumption: employee only about $1,006,875 at 4% or $671,250 at 6%; with 50% employer match about $671,250 at 4% or $447,500 at 6%; with 100% employer match about $503,438 at 4% or $335,625 at 6%.
201713$1,452,357$120,500$40,167iApproximate average salary by contribution assumption: employee only about $1,004,167 at 4% or $669,444 at 6%; with 50% employer match about $669,444 at 4% or $446,296 at 6%; with 100% employer match about $502,083 at 4% or $334,722 at 6%.
The Frost Foundation 401(K) Plan-3$1,452,357$120,500$40,167iApproximate average salary by contribution assumption: employee only about $1,004,167 at 4% or $669,444 at 6%; with 50% employer match about $669,444 at 4% or $446,296 at 6%; with 100% employer match about $502,083 at 4% or $334,722 at 6%.
201613$1,181,774$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
The Frost Foundation 401(K) Plan-3$1,181,774$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
201523$1,062,951$451,473$150,491iApproximate average salary by contribution assumption: employee only about $3,762,275 at 4% or $2,508,183 at 6%; with 50% employer match about $2,508,183 at 4% or $1,672,122 at 6%; with 100% employer match about $1,881,138 at 4% or $1,254,092 at 6%.
The Frost Foundation 401(K) Plan-3$1,062,951$451,473$150,491iApproximate average salary by contribution assumption: employee only about $3,762,275 at 4% or $2,508,183 at 6%; with 50% employer match about $2,508,183 at 4% or $1,672,122 at 6%; with 100% employer match about $1,881,138 at 4% or $1,254,092 at 6%.
THE FROST FOUNDATION 403(B) PLAN-0$0$0-
201423$932,745$659,134$219,711iApproximate average salary by contribution assumption: employee only about $5,492,783 at 4% or $3,661,856 at 6%; with 50% employer match about $3,661,856 at 4% or $2,441,237 at 6%; with 100% employer match about $2,746,392 at 4% or $1,830,928 at 6%.
The Frost Foundation 401(K) Plan-3$594,621$598,948$199,649iApproximate average salary by contribution assumption: employee only about $4,991,233 at 4% or $3,327,489 at 6%; with 50% employer match about $3,327,489 at 4% or $2,218,326 at 6%; with 100% employer match about $2,495,617 at 4% or $1,663,744 at 6%.
THE FROST FOUNDATION 403(B) PLAN-2$338,124$60,186$30,093iApproximate average salary by contribution assumption: employee only about $752,325 at 4% or $501,550 at 6%; with 50% employer match about $501,550 at 4% or $334,367 at 6%; with 100% employer match about $376,163 at 4% or $250,775 at 6%.
201313$902,440$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
THE FROST FOUNDATION 403(B) PLAN-3$902,440$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
201213$736,612$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
THE FROST FOUNDATION 403(B) PLAN-3$736,612$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
201113$622,038$55,268$18,423iApproximate average salary by contribution assumption: employee only about $460,567 at 4% or $307,044 at 6%; with 50% employer match about $307,044 at 4% or $204,696 at 6%; with 100% employer match about $230,283 at 4% or $153,522 at 6%.
THE FROST FOUNDATION 403(B) PLAN-3$622,038$55,268$18,423iApproximate average salary by contribution assumption: employee only about $460,567 at 4% or $307,044 at 6%; with 50% employer match about $307,044 at 4% or $204,696 at 6%; with 100% employer match about $230,283 at 4% or $153,522 at 6%.
201013$600,039$65,104$21,701iApproximate average salary by contribution assumption: employee only about $542,533 at 4% or $361,689 at 6%; with 50% employer match about $361,689 at 4% or $241,126 at 6%; with 100% employer match about $271,267 at 4% or $180,844 at 6%.
THE FROST FOUNDATION 403(B) PLAN-3$600,039$65,104$21,701iApproximate average salary by contribution assumption: employee only about $542,533 at 4% or $361,689 at 6%; with 50% employer match about $361,689 at 4% or $241,126 at 6%; with 100% employer match about $271,267 at 4% or $180,844 at 6%.
200913$486,405$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
THE FROST FOUNDATION 403(B) PLAN-3$486,405$60,186$20,062iApproximate average salary by contribution assumption: employee only about $501,550 at 4% or $334,367 at 6%; with 50% employer match about $334,367 at 4% or $222,911 at 6%; with 100% employer match about $250,775 at 4% or $167,183 at 6%.
200810$0$0-
THE FROST FOUNDATION 403B PLAN-0---