Civic Intelligence

Achieve

Plan context: 403(B) Thrift Plan of Achievekids

EIN 77-0412221 • Palo Alto, CA • 32 filings • 6 plans

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3860 Middlefield RoadPalo Alto, CA 94303
Current Snapshot

Latest Year

2023

2023 Participants

151

2023 Assets

$8,105,410

2023 Contributions

$353,955

Historical Graphs

Total Assets Over Time

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

$8,105,410$4,052,705$0200920162023YearValue
$8,105,410Latest year 2023

Participants Over Time

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

171860200920162023YearValue
151Latest year 2023

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
20231151$8,105,410$353,955$2,344iApproximate average salary by contribution assumption: employee only about $58,602 at 4% or $39,068 at 6%; with 50% employer match about $39,068 at 4% or $26,045 at 6%; with 100% employer match about $29,301 at 4% or $19,534 at 6%.
403(B) Thrift Plan of Achievekids-151$8,105,410$353,955$2,344iApproximate average salary by contribution assumption: employee only about $58,602 at 4% or $39,068 at 6%; with 50% employer match about $39,068 at 4% or $26,045 at 6%; with 100% employer match about $29,301 at 4% or $19,534 at 6%.
20222117$7,056,104$336,723$2,878iApproximate average salary by contribution assumption: employee only about $71,949 at 4% or $47,966 at 6%; with 50% employer match about $47,966 at 4% or $31,977 at 6%; with 100% employer match about $35,975 at 4% or $23,983 at 6%.
403(B) Thrift Plan of Achievekids-117$7,056,104$336,723$2,878iApproximate average salary by contribution assumption: employee only about $71,949 at 4% or $47,966 at 6%; with 50% employer match about $47,966 at 4% or $31,977 at 6%; with 100% employer match about $35,975 at 4% or $23,983 at 6%.
The Achievekids Employee Benefit Plan-112---
20212118$6,365,005$396,095$3,357iApproximate average salary by contribution assumption: employee only about $83,918 at 4% or $55,946 at 6%; with 50% employer match about $55,946 at 4% or $37,297 at 6%; with 100% employer match about $41,959 at 4% or $27,973 at 6%.
403(B) Thrift Plan of Achievekids-98$6,365,005$396,095$4,042iApproximate average salary by contribution assumption: employee only about $101,045 at 4% or $67,363 at 6%; with 50% employer match about $67,363 at 4% or $44,909 at 6%; with 100% employer match about $50,522 at 4% or $33,682 at 6%.
The Achievekids Employee Benefit Plan-118---
20202118$7,144,219$402,148$3,408iApproximate average salary by contribution assumption: employee only about $85,201 at 4% or $56,801 at 6%; with 50% employer match about $56,801 at 4% or $37,867 at 6%; with 100% employer match about $42,600 at 4% or $28,400 at 6%.
403(B) Thrift Plan of Achievekids-50$7,144,219$402,148$8,043iApproximate average salary by contribution assumption: employee only about $201,074 at 4% or $134,049 at 6%; with 50% employer match about $134,049 at 4% or $89,366 at 6%; with 100% employer match about $100,537 at 4% or $67,025 at 6%.
The Achievekids Employee Benefit Plan-118---
20192118$6,031,072$422,091$3,577iApproximate average salary by contribution assumption: employee only about $89,426 at 4% or $59,617 at 6%; with 50% employer match about $59,617 at 4% or $39,745 at 6%; with 100% employer match about $44,713 at 4% or $29,809 at 6%.
403(B) Thrift Plan of Achievekids-51$6,031,072$422,091$8,276iApproximate average salary by contribution assumption: employee only about $206,907 at 4% or $137,938 at 6%; with 50% employer match about $137,938 at 4% or $91,959 at 6%; with 100% employer match about $103,454 at 4% or $68,969 at 6%.
The Achievekids Employee Benefit Plan-118---
20182141$5,681,115$457,956$3,248iApproximate average salary by contribution assumption: employee only about $81,198 at 4% or $54,132 at 6%; with 50% employer match about $54,132 at 4% or $36,088 at 6%; with 100% employer match about $40,599 at 4% or $27,066 at 6%.
403(B) Thrift Plan of Achievekids-64$5,681,115$457,956$7,156iApproximate average salary by contribution assumption: employee only about $178,889 at 4% or $119,259 at 6%; with 50% employer match about $119,259 at 4% or $79,506 at 6%; with 100% employer match about $89,445 at 4% or $59,630 at 6%.
The Achievekids Employee Benefit Plan-141---
20172117$5,105,457$433,518$3,705iApproximate average salary by contribution assumption: employee only about $92,632 at 4% or $61,755 at 6%; with 50% employer match about $61,755 at 4% or $41,170 at 6%; with 100% employer match about $46,316 at 4% or $30,877 at 6%.
403(B) Thrift Plan of Achievekids-117$5,105,457$433,518$3,705iApproximate average salary by contribution assumption: employee only about $92,632 at 4% or $61,755 at 6%; with 50% employer match about $61,755 at 4% or $41,170 at 6%; with 100% employer match about $46,316 at 4% or $30,877 at 6%.
The Achievekids Employee Benefit Plan-103---
20162135$4,578,727$424,923$3,148iApproximate average salary by contribution assumption: employee only about $78,689 at 4% or $52,460 at 6%; with 50% employer match about $52,460 at 4% or $34,973 at 6%; with 100% employer match about $39,345 at 4% or $26,230 at 6%.
403(B) Thrift Plan of Achievekids-135$4,578,727$424,923$3,148iApproximate average salary by contribution assumption: employee only about $78,689 at 4% or $52,460 at 6%; with 50% employer match about $52,460 at 4% or $34,973 at 6%; with 100% employer match about $39,345 at 4% or $26,230 at 6%.
The Achievekids Employee Benefit Plan-115---
20151171$4,190,340$407,882$2,385iApproximate average salary by contribution assumption: employee only about $59,632 at 4% or $39,755 at 6%; with 50% employer match about $39,755 at 4% or $26,503 at 6%; with 100% employer match about $29,816 at 4% or $19,877 at 6%.
403(B) Thrift Plan of Achievekids-171$4,190,340$407,882$2,385iApproximate average salary by contribution assumption: employee only about $59,632 at 4% or $39,755 at 6%; with 50% employer match about $39,755 at 4% or $26,503 at 6%; with 100% employer match about $29,816 at 4% or $19,877 at 6%.
20142122$3,846,758$405,727$3,326iApproximate average salary by contribution assumption: employee only about $83,141 at 4% or $55,427 at 6%; with 50% employer match about $55,427 at 4% or $36,951 at 6%; with 100% employer match about $41,570 at 4% or $27,714 at 6%.
403(B) Thrift Plan of Achievekids-122$3,846,758$405,727$3,326iApproximate average salary by contribution assumption: employee only about $83,141 at 4% or $55,427 at 6%; with 50% employer match about $55,427 at 4% or $36,951 at 6%; with 100% employer match about $41,570 at 4% or $27,714 at 6%.
The Achievekids Employee Benefit Plan-89---
20132120$4,035,734$377,622$3,147iApproximate average salary by contribution assumption: employee only about $78,671 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,965 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%.
403(B) Thrift Plan of Achievekids-120$4,035,734$377,622$3,147iApproximate average salary by contribution assumption: employee only about $78,671 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,965 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%.
The Achievekids Employee Benefit Plan-103---
20122112$3,231,667$351,432$3,138iApproximate average salary by contribution assumption: employee only about $78,445 at 4% or $52,296 at 6%; with 50% employer match about $52,296 at 4% or $34,864 at 6%; with 100% employer match about $39,222 at 4% or $26,148 at 6%.
403(B) Thrift Plan of Achievekids-110$3,231,667$351,432$3,195iApproximate average salary by contribution assumption: employee only about $79,871 at 4% or $53,247 at 6%; with 50% employer match about $53,247 at 4% or $35,498 at 6%; with 100% employer match about $39,935 at 4% or $26,624 at 6%.
The Achievekids Employee Benefit Plan-112---
20112122$2,738,782$351,531$2,881iApproximate average salary by contribution assumption: employee only about $72,035 at 4% or $48,023 at 6%; with 50% employer match about $48,023 at 4% or $32,016 at 6%; with 100% employer match about $36,018 at 4% or $24,012 at 6%.
403(B) Thrift Plan of Achievekids-122$2,738,782$351,531$2,881iApproximate average salary by contribution assumption: employee only about $72,035 at 4% or $48,023 at 6%; with 50% employer match about $48,023 at 4% or $32,016 at 6%; with 100% employer match about $36,018 at 4% or $24,012 at 6%.
The Achievekids Employee Benefit Plan-116---
20103122$2,428,327$399,439$3,274iApproximate average salary by contribution assumption: employee only about $81,852 at 4% or $54,568 at 6%; with 50% employer match about $54,568 at 4% or $36,379 at 6%; with 100% employer match about $40,926 at 4% or $27,284 at 6%.
403(B) Thrift Plan of Achievekids-122$2,428,327$399,439$3,274iApproximate average salary by contribution assumption: employee only about $81,852 at 4% or $54,568 at 6%; with 50% employer match about $54,568 at 4% or $36,379 at 6%; with 100% employer match about $40,926 at 4% or $27,284 at 6%.
403(B) Thrift Plan of Achievekids-----
The Achievekids Employee Benefit Plan-120---
20092118$2,302,796$244,664$2,073iApproximate average salary by contribution assumption: employee only about $51,836 at 4% or $34,557 at 6%; with 50% employer match about $34,557 at 4% or $23,038 at 6%; with 100% employer match about $25,918 at 4% or $17,279 at 6%.
403(B) Thrift Plan of Achievekids-118$2,302,796$244,664$2,073iApproximate average salary by contribution assumption: employee only about $51,836 at 4% or $34,557 at 6%; with 50% employer match about $34,557 at 4% or $23,038 at 6%; with 100% employer match about $25,918 at 4% or $17,279 at 6%.
The Achievekids Employee Benefit Plan-118---
200020$0$0-
Tiaa-Cref Tax Deferred Annuity Plan-0---
Tiaa-Cref Tax Deferred Annuity Plan-0---
199910$0$0-
Tiaa-Cref Tax Deferred Annuity Plan-0---
Achieve | EIN 77-0412221 | 2023 Form 5500 Company Profile