Civic Intelligence

Virginia B. Jontes Foundation

Plan context: Heidi'S Village 403(B) Plan

EIN 81-5189833 • Phoenix, AZ • 7 filings • 1 plans

600 North 40th StPhoenix, AZ 85008
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$128,454

2024 Contributions

$78,860

Historical Graphs

Total Assets Over Time

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

$684,407$342,204$0201820212024YearValue
$128,454Latest year 2024

Participants Over Time

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

950201820212024YearValue
9Latest 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
202419$128,454$78,860$8,762iApproximate average salary by contribution assumption: employee only about $219,056 at 4% or $146,037 at 6%; with 50% employer match about $146,037 at 4% or $97,358 at 6%; with 100% employer match about $109,528 at 4% or $73,019 at 6%.
Heidi'S Village 403(B) Plan-9$128,454$78,860$8,762iApproximate average salary by contribution assumption: employee only about $219,056 at 4% or $146,037 at 6%; with 50% employer match about $146,037 at 4% or $97,358 at 6%; with 100% employer match about $109,528 at 4% or $73,019 at 6%.
202314$48,963$16,839$4,210iApproximate average salary by contribution assumption: employee only about $105,244 at 4% or $70,163 at 6%; with 50% employer match about $70,163 at 4% or $46,775 at 6%; with 100% employer match about $52,622 at 4% or $35,081 at 6%.
Heidi'S Village 403(B) Plan-4$48,963$16,839$4,210iApproximate average salary by contribution assumption: employee only about $105,244 at 4% or $70,163 at 6%; with 50% employer match about $70,163 at 4% or $46,775 at 6%; with 100% employer match about $52,622 at 4% or $35,081 at 6%.
202215$32,512$39,049$7,810iApproximate average salary by contribution assumption: employee only about $195,245 at 4% or $130,163 at 6%; with 50% employer match about $130,163 at 4% or $86,776 at 6%; with 100% employer match about $97,623 at 4% or $65,082 at 6%.
Heidi'S Village 403(B) Plan-5$32,512$39,049$7,810iApproximate average salary by contribution assumption: employee only about $195,245 at 4% or $130,163 at 6%; with 50% employer match about $130,163 at 4% or $86,776 at 6%; with 100% employer match about $97,623 at 4% or $65,082 at 6%.
202114$4,363$27,448$6,862iApproximate average salary by contribution assumption: employee only about $171,550 at 4% or $114,367 at 6%; with 50% employer match about $114,367 at 4% or $76,244 at 6%; with 100% employer match about $85,775 at 4% or $57,183 at 6%.
Heidi'S Village 403(B) Plan-4$4,363$27,448$6,862iApproximate average salary by contribution assumption: employee only about $171,550 at 4% or $114,367 at 6%; with 50% employer match about $114,367 at 4% or $76,244 at 6%; with 100% employer match about $85,775 at 4% or $57,183 at 6%.
202011$684,407$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Heidi'S Village 403(B) Plan-1$684,407$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201911$570,989$10,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Heidi'S Village 403(B) Plan-1$570,989$10,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
201811$456,625$495,989$495,989iApproximate average salary by contribution assumption: employee only about $12,399,725 at 4% or $8,266,483 at 6%; with 50% employer match about $8,266,483 at 4% or $5,510,989 at 6%; with 100% employer match about $6,199,863 at 4% or $4,133,242 at 6%.
Heidi'S Village 403(B) Plan-1$456,625$495,989$495,989iApproximate average salary by contribution assumption: employee only about $12,399,725 at 4% or $8,266,483 at 6%; with 50% employer match about $8,266,483 at 4% or $5,510,989 at 6%; with 100% employer match about $6,199,863 at 4% or $4,133,242 at 6%.