HOUSING MATTERS
Plan context: 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS
EIN 77-0126783 • Santa Cruz, CA • 8 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
165
2023 Assets
$920,753
2023 Contributions
$362,960
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 | 165 | $920,753 | $362,960 | $2,200iApproximate average salary by contribution assumption: employee only about $54,994 at 4% or $36,663 at 6%; with 50% employer match about $36,663 at 4% or $24,442 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS | - | 165 | $920,753 | $362,960 | $2,200iApproximate average salary by contribution assumption: employee only about $54,994 at 4% or $36,663 at 6%; with 50% employer match about $36,663 at 4% or $24,442 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%. |
| 2022 | 1 | 147 | $520,019 | $231,696 | $1,576iApproximate average salary by contribution assumption: employee only about $39,404 at 4% or $26,269 at 6%; with 50% employer match about $26,269 at 4% or $17,513 at 6%; with 100% employer match about $19,702 at 4% or $13,135 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS | - | 147 | $520,019 | $231,696 | $1,576iApproximate average salary by contribution assumption: employee only about $39,404 at 4% or $26,269 at 6%; with 50% employer match about $26,269 at 4% or $17,513 at 6%; with 100% employer match about $19,702 at 4% or $13,135 at 6%. |
| 2021 | 2 | 119 | $486,919 | $301,102 | $2,530iApproximate average salary by contribution assumption: employee only about $63,257 at 4% or $42,171 at 6%; with 50% employer match about $42,171 at 4% or $28,114 at 6%; with 100% employer match about $31,628 at 4% or $21,086 at 6%. |
| 403(B) THRIFT PLAN OF HOUSING MATTERS | - | 65 | $243,869 | $161,512 | $2,485iApproximate average salary by contribution assumption: employee only about $62,120 at 4% or $41,413 at 6%; with 50% employer match about $41,413 at 4% or $27,609 at 6%; with 100% employer match about $31,060 at 4% or $20,707 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS | - | 119 | $243,050 | $139,590 | $1,173iApproximate average salary by contribution assumption: employee only about $29,326 at 4% or $19,550 at 6%; with 50% employer match about $19,550 at 4% or $13,034 at 6%; with 100% employer match about $14,663 at 4% or $9,775 at 6%. |
| 2020 | 1 | 72 | $277,768 | $57,999 | $806iApproximate average salary by contribution assumption: employee only about $20,139 at 4% or $13,426 at 6%; with 50% employer match about $13,426 at 4% or $8,950 at 6%; with 100% employer match about $10,069 at 4% or $6,713 at 6%. |
| 403(B) THRIFT PLAN OF HOUSING MATTERS | - | 72 | $277,768 | $57,999 | $806iApproximate average salary by contribution assumption: employee only about $20,139 at 4% or $13,426 at 6%; with 50% employer match about $13,426 at 4% or $8,950 at 6%; with 100% employer match about $10,069 at 4% or $6,713 at 6%. |
| 2019 | 1 | 45 | $171,785 | $46,855 | $1,041iApproximate average salary by contribution assumption: employee only about $26,031 at 4% or $17,354 at 6%; with 50% employer match about $17,354 at 4% or $11,569 at 6%; with 100% employer match about $13,015 at 4% or $8,677 at 6%. |
| 403(B) THRIFT PLAN OF HOUSING MATTERS | - | 45 | $171,785 | $46,855 | $1,041iApproximate average salary by contribution assumption: employee only about $26,031 at 4% or $17,354 at 6%; with 50% employer match about $17,354 at 4% or $11,569 at 6%; with 100% employer match about $13,015 at 4% or $8,677 at 6%. |
| 2018 | 1 | 50 | $127,119 | $54,463 | $1,089iApproximate average salary by contribution assumption: employee only about $27,232 at 4% or $18,154 at 6%; with 50% employer match about $18,154 at 4% or $12,103 at 6%; with 100% employer match about $13,616 at 4% or $9,077 at 6%. |
| 403(B) THRIFT PLAN OF HOMELESS SERVICES CENTER | - | 50 | $127,119 | $54,463 | $1,089iApproximate average salary by contribution assumption: employee only about $27,232 at 4% or $18,154 at 6%; with 50% employer match about $18,154 at 4% or $12,103 at 6%; with 100% employer match about $13,616 at 4% or $9,077 at 6%. |
| 2017 | 1 | 42 | $156,069 | $157,564 | $3,752iApproximate average salary by contribution assumption: employee only about $93,788 at 4% or $62,525 at 6%; with 50% employer match about $62,525 at 4% or $41,684 at 6%; with 100% employer match about $46,894 at 4% or $31,263 at 6%. |
| 403 B THRIFT PLAN OF HOMELESS SERVICES CENTER | - | 42 | $156,069 | $157,564 | $3,752iApproximate average salary by contribution assumption: employee only about $93,788 at 4% or $62,525 at 6%; with 50% employer match about $62,525 at 4% or $41,684 at 6%; with 100% employer match about $46,894 at 4% or $31,263 at 6%. |