WASHINGTON INSTITUTE FOR FINANCIAL SECURITY
Plan context: THE PROSPERITY AGENDA 403(B) PLAN
EIN 80-0919097 • Spokane, WA • 7 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$92,913
2024 Contributions
$73,959
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 | 6 | $92,913 | $73,959 | $12,327iApproximate average salary by contribution assumption: employee only about $308,163 at 4% or $205,442 at 6%; with 50% employer match about $205,442 at 4% or $136,961 at 6%; with 100% employer match about $154,081 at 4% or $102,721 at 6%. |
| THE PROSPERITY AGENDA 403(B) PLAN | - | 6 | $92,913 | $73,959 | $12,327iApproximate average salary by contribution assumption: employee only about $308,163 at 4% or $205,442 at 6%; with 50% employer match about $205,442 at 4% or $136,961 at 6%; with 100% employer match about $154,081 at 4% or $102,721 at 6%. |
| 2023 | 1 | 6 | $40,042 | $26,763 | $4,461iApproximate average salary by contribution assumption: employee only about $111,513 at 4% or $74,342 at 6%; with 50% employer match about $74,342 at 4% or $49,561 at 6%; with 100% employer match about $55,756 at 4% or $37,171 at 6%. |
| THE PROSPERITY AGENDA 403(B) PLAN | - | 6 | $40,042 | $26,763 | $4,461iApproximate average salary by contribution assumption: employee only about $111,513 at 4% or $74,342 at 6%; with 50% employer match about $74,342 at 4% or $49,561 at 6%; with 100% employer match about $55,756 at 4% or $37,171 at 6%. |
| 2022 | 1 | 5 | $16,164 | $17,219 | $3,444iApproximate average salary by contribution assumption: employee only about $86,095 at 4% or $57,397 at 6%; with 50% employer match about $57,397 at 4% or $38,264 at 6%; with 100% employer match about $43,048 at 4% or $28,698 at 6%. |
| THE PROSPERITY AGENDA 403(B) PLAN | - | 5 | $16,164 | $17,219 | $3,444iApproximate average salary by contribution assumption: employee only about $86,095 at 4% or $57,397 at 6%; with 50% employer match about $57,397 at 4% or $38,264 at 6%; with 100% employer match about $43,048 at 4% or $28,698 at 6%. |
| 2016 | 1 | 1 | $1,983 | $0 | - |
| WASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $1,983 | $0 | - |
| 2015 | 1 | 2 | $4,401 | $1,040 | $520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%. |
| WASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $4,401 | $1,040 | $520iApproximate average salary by contribution assumption: employee only about $13,000 at 4% or $8,667 at 6%; with 50% employer match about $8,667 at 4% or $5,778 at 6%; with 100% employer match about $6,500 at 4% or $4,333 at 6%. |
| 2014 | 2 | 2 | $4,299 | $4,267 | $2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,558 at 6%; with 50% employer match about $35,558 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%. |
| WASHINGTON INSTITUTE FOR FINAN 401 K PROFIT SHARING PLAN TRUST | - | 2 | $4,299 | $4,267 | $2,134iApproximate average salary by contribution assumption: employee only about $53,338 at 4% or $35,558 at 6%; with 50% employer match about $35,558 at 4% or $23,706 at 6%; with 100% employer match about $26,669 at 4% or $17,779 at 6%. |
| THE WA INSTITUTE FOR FINANCIAL | - | 1 | - | - | - |