Civic Intelligence

THE BREAKTHROUGH INSTITUTE

Plan context: THE BREAKTHROUGH INSTITUTE 403(B) PLAN

EIN 81-4526660 • Berkeley, CA • 5 filings • 1 plans

2054 University AvenueSuite 500Berkeley, CA 94704
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$1,497,691

2024 Contributions

$343,014

Historical Graphs

Total Assets Over Time

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

$1,497,691$748,846$0202020222024YearValue
$1,497,691Latest year 2024

Participants Over Time

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

47240202020222024YearValue
36Latest 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
2024136$1,497,691$343,014$9,528iApproximate average salary by contribution assumption: employee only about $238,204 at 4% or $158,803 at 6%; with 50% employer match about $158,803 at 4% or $105,869 at 6%; with 100% employer match about $119,102 at 4% or $79,401 at 6%.
THE BREAKTHROUGH INSTITUTE 403(B) PLAN-36$1,497,691$343,014$9,528iApproximate average salary by contribution assumption: employee only about $238,204 at 4% or $158,803 at 6%; with 50% employer match about $158,803 at 4% or $105,869 at 6%; with 100% employer match about $119,102 at 4% or $79,401 at 6%.
2023147$1,170,898$369,735$7,867iApproximate average salary by contribution assumption: employee only about $196,668 at 4% or $131,112 at 6%; with 50% employer match about $131,112 at 4% or $87,408 at 6%; with 100% employer match about $98,334 at 4% or $65,556 at 6%.
THE BREAKTHROUGH INSTITUTE 403(B) PLAN-47$1,170,898$369,735$7,867iApproximate average salary by contribution assumption: employee only about $196,668 at 4% or $131,112 at 6%; with 50% employer match about $131,112 at 4% or $87,408 at 6%; with 100% employer match about $98,334 at 4% or $65,556 at 6%.
2022119$356,360$82,825$4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,654 at 6%; with 50% employer match about $72,654 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%.
THE BREAKTHROUGH INSTITUTE 403(B) PLAN-19$356,360$82,825$4,359iApproximate average salary by contribution assumption: employee only about $108,980 at 4% or $72,654 at 6%; with 50% employer match about $72,654 at 4% or $48,436 at 6%; with 100% employer match about $54,490 at 4% or $36,327 at 6%.
2021134$676,072$171,845$5,054iApproximate average salary by contribution assumption: employee only about $126,357 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,158 at 6%; with 100% employer match about $63,178 at 4% or $42,119 at 6%.
THE BREAKTHROUGH INSTITUTE 403(B) PLAN-34$676,072$171,845$5,054iApproximate average salary by contribution assumption: employee only about $126,357 at 4% or $84,238 at 6%; with 50% employer match about $84,238 at 4% or $56,158 at 6%; with 100% employer match about $63,178 at 4% or $42,119 at 6%.
2020128$543,329$112,864$4,031iApproximate average salary by contribution assumption: employee only about $100,771 at 4% or $67,181 at 6%; with 50% employer match about $67,181 at 4% or $44,787 at 6%; with 100% employer match about $50,386 at 4% or $33,590 at 6%.
THE BREAKTHROUGH INSTITUTE 403(B) PLAN-28$543,329$112,864$4,031iApproximate average salary by contribution assumption: employee only about $100,771 at 4% or $67,181 at 6%; with 50% employer match about $67,181 at 4% or $44,787 at 6%; with 100% employer match about $50,386 at 4% or $33,590 at 6%.