HIGHER EDUCATION POLICY INSTITUTE
Plan context: HIGHER EDUCATION POLICY INSTITUTE 403(B) DC PLAN
EIN 77-0313194 • San Jose, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
6
2011 Assets
$1,331,468
2011 Contributions
$15,330
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $15,330 | - |
| HIGHER EDUCATION POLICY INSTITUTE 403(B) DC PLAN | - | 0 | $0 | $15,330 | - |
| 2010 | 1 | 6 | $1,331,468 | $137,370 | $22,895iApproximate average salary by contribution assumption: employee only about $572,375 at 4% or $381,583 at 6%; with 50% employer match about $381,583 at 4% or $254,389 at 6%; with 100% employer match about $286,188 at 4% or $190,792 at 6%. |
| HIGHER EDUCATION POLICY INSTITUTE 403(B) DC PLAN | - | 6 | $1,331,468 | $137,370 | $22,895iApproximate average salary by contribution assumption: employee only about $572,375 at 4% or $381,583 at 6%; with 50% employer match about $381,583 at 4% or $254,389 at 6%; with 100% employer match about $286,188 at 4% or $190,792 at 6%. |
| 2009 | 1 | 5 | $1,004,539 | $104,080 | $20,816iApproximate average salary by contribution assumption: employee only about $520,400 at 4% or $346,933 at 6%; with 50% employer match about $346,933 at 4% or $231,289 at 6%; with 100% employer match about $260,200 at 4% or $173,467 at 6%. |
| HIGHER EDUCATION POLICY INSTITUTE 403(B) DC PLAN | - | 5 | $1,004,539 | $104,080 | $20,816iApproximate average salary by contribution assumption: employee only about $520,400 at 4% or $346,933 at 6%; with 50% employer match about $346,933 at 4% or $231,289 at 6%; with 100% employer match about $260,200 at 4% or $173,467 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| HIGHER EDUCATION POLICY INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |