Civic Intelligence

Gates Family Foundation

Plan context: Gates Family Foundation 403(B) Plan

EIN 84-0474837 • Denver, CO • 26 filings • 3 plans

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1390 Lawrence Street, Suite 400Denver, CO 80204
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$5,150,287

2024 Contributions

$505,014

Historical Graphs

Total Assets Over Time

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

$5,150,287$2,575,144$0200920172024YearValue
$5,150,287Latest year 2024

Participants Over Time

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

1890200920172024YearValue
18Latest 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
2024118$5,150,287$505,014$28,056iApproximate average salary by contribution assumption: employee only about $701,408 at 4% or $467,606 at 6%; with 50% employer match about $467,606 at 4% or $311,737 at 6%; with 100% employer match about $350,704 at 4% or $233,803 at 6%.
Gates Family Foundation 403(B) Plan-18$5,150,287$505,014$28,056iApproximate average salary by contribution assumption: employee only about $701,408 at 4% or $467,606 at 6%; with 50% employer match about $467,606 at 4% or $311,737 at 6%; with 100% employer match about $350,704 at 4% or $233,803 at 6%.
2023117$4,721,634$342,243$20,132iApproximate average salary by contribution assumption: employee only about $503,299 at 4% or $335,532 at 6%; with 50% employer match about $335,532 at 4% or $223,688 at 6%; with 100% employer match about $251,649 at 4% or $167,766 at 6%.
Gates Family Foundation 403(B) Plan-17$4,721,634$342,243$20,132iApproximate average salary by contribution assumption: employee only about $503,299 at 4% or $335,532 at 6%; with 50% employer match about $335,532 at 4% or $223,688 at 6%; with 100% employer match about $251,649 at 4% or $167,766 at 6%.
2022117$3,844,249$303,497$17,853iApproximate average salary by contribution assumption: employee only about $446,319 at 4% or $297,546 at 6%; with 50% employer match about $297,546 at 4% or $198,364 at 6%; with 100% employer match about $223,160 at 4% or $148,773 at 6%.
Gates Family Foundation 403(B) Plan-17$3,844,249$303,497$17,853iApproximate average salary by contribution assumption: employee only about $446,319 at 4% or $297,546 at 6%; with 50% employer match about $297,546 at 4% or $198,364 at 6%; with 100% employer match about $223,160 at 4% or $148,773 at 6%.
2021117$4,280,222$364,943$21,467iApproximate average salary by contribution assumption: employee only about $536,681 at 4% or $357,787 at 6%; with 50% employer match about $357,787 at 4% or $238,525 at 6%; with 100% employer match about $268,340 at 4% or $178,894 at 6%.
Gates Family Foundation 403(B) Plan-17$4,280,222$364,943$21,467iApproximate average salary by contribution assumption: employee only about $536,681 at 4% or $357,787 at 6%; with 50% employer match about $357,787 at 4% or $238,525 at 6%; with 100% employer match about $268,340 at 4% or $178,894 at 6%.
2020117$3,509,797$316,995$18,647iApproximate average salary by contribution assumption: employee only about $466,169 at 4% or $310,779 at 6%; with 50% employer match about $310,779 at 4% or $207,186 at 6%; with 100% employer match about $233,085 at 4% or $155,390 at 6%.
Gates Family Foundation 403(B) Plan-17$3,509,797$316,995$18,647iApproximate average salary by contribution assumption: employee only about $466,169 at 4% or $310,779 at 6%; with 50% employer match about $310,779 at 4% or $207,186 at 6%; with 100% employer match about $233,085 at 4% or $155,390 at 6%.
2019117$2,778,136$298,742$17,573iApproximate average salary by contribution assumption: employee only about $439,326 at 4% or $292,884 at 6%; with 50% employer match about $292,884 at 4% or $195,256 at 6%; with 100% employer match about $219,663 at 4% or $146,442 at 6%.
Gates Family Foundation 403(B) Plan-17$2,778,136$298,742$17,573iApproximate average salary by contribution assumption: employee only about $439,326 at 4% or $292,884 at 6%; with 50% employer match about $292,884 at 4% or $195,256 at 6%; with 100% employer match about $219,663 at 4% or $146,442 at 6%.
2018116$2,090,891$294,085$18,380iApproximate average salary by contribution assumption: employee only about $459,508 at 4% or $306,339 at 6%; with 50% employer match about $306,339 at 4% or $204,226 at 6%; with 100% employer match about $229,754 at 4% or $153,169 at 6%.
Gates Family Foundation 403(B) Plan-16$2,090,891$294,085$18,380iApproximate average salary by contribution assumption: employee only about $459,508 at 4% or $306,339 at 6%; with 50% employer match about $306,339 at 4% or $204,226 at 6%; with 100% employer match about $229,754 at 4% or $153,169 at 6%.
2017117$1,974,638$274,559$16,151iApproximate average salary by contribution assumption: employee only about $403,763 at 4% or $269,175 at 6%; with 50% employer match about $269,175 at 4% or $179,450 at 6%; with 100% employer match about $201,882 at 4% or $134,588 at 6%.
Gates Family Foundation 403(B) Plan-17$1,974,638$274,559$16,151iApproximate average salary by contribution assumption: employee only about $403,763 at 4% or $269,175 at 6%; with 50% employer match about $269,175 at 4% or $179,450 at 6%; with 100% employer match about $201,882 at 4% or $134,588 at 6%.
2016113$1,496,533$233,332$17,949iApproximate average salary by contribution assumption: employee only about $448,715 at 4% or $299,144 at 6%; with 50% employer match about $299,144 at 4% or $199,429 at 6%; with 100% employer match about $224,358 at 4% or $149,572 at 6%.
Gates Family Foundation 403(B) Plan-13$1,496,533$233,332$17,949iApproximate average salary by contribution assumption: employee only about $448,715 at 4% or $299,144 at 6%; with 50% employer match about $299,144 at 4% or $199,429 at 6%; with 100% employer match about $224,358 at 4% or $149,572 at 6%.
2015112$1,234,980$194,080$16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%.
Gates Family Foundation 403(B) Plan-12$1,234,980$194,080$16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%.
2014110$1,078,300$177,217$17,722iApproximate average salary by contribution assumption: employee only about $443,043 at 4% or $295,362 at 6%; with 50% employer match about $295,362 at 4% or $196,908 at 6%; with 100% employer match about $221,521 at 4% or $147,681 at 6%.
Gates Family Foundation 403(B) Plan-10$1,078,300$177,217$17,722iApproximate average salary by contribution assumption: employee only about $443,043 at 4% or $295,362 at 6%; with 50% employer match about $295,362 at 4% or $196,908 at 6%; with 100% employer match about $221,521 at 4% or $147,681 at 6%.
201318$1,220,502$130,508$16,314iApproximate average salary by contribution assumption: employee only about $407,838 at 4% or $271,892 at 6%; with 50% employer match about $271,892 at 4% or $181,261 at 6%; with 100% employer match about $203,919 at 4% or $135,946 at 6%.
Gates Family Foundation 403(B) Plan-8$1,220,502$130,508$16,314iApproximate average salary by contribution assumption: employee only about $407,838 at 4% or $271,892 at 6%; with 50% employer match about $271,892 at 4% or $181,261 at 6%; with 100% employer match about $203,919 at 4% or $135,946 at 6%.
201218$1,048,034$106,961$13,370iApproximate average salary by contribution assumption: employee only about $334,253 at 4% or $222,835 at 6%; with 50% employer match about $222,835 at 4% or $148,557 at 6%; with 100% employer match about $167,127 at 4% or $111,418 at 6%.
Gates Family Foundation 403(B) Plan-8$1,048,034$106,961$13,370iApproximate average salary by contribution assumption: employee only about $334,253 at 4% or $222,835 at 6%; with 50% employer match about $222,835 at 4% or $148,557 at 6%; with 100% employer match about $167,127 at 4% or $111,418 at 6%.
201117$915,444$86,439$12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%.
Gates Family Foundation 403(B) Plan-7$915,444$86,439$12,348iApproximate average salary by contribution assumption: employee only about $308,711 at 4% or $205,807 at 6%; with 50% employer match about $205,807 at 4% or $137,205 at 6%; with 100% employer match about $154,355 at 4% or $102,904 at 6%.
201017$925,142$91,053$13,008iApproximate average salary by contribution assumption: employee only about $325,189 at 4% or $216,793 at 6%; with 50% employer match about $216,793 at 4% or $144,529 at 6%; with 100% employer match about $162,595 at 4% or $108,396 at 6%.
Gates Family Foundation 403(B) Plan-7$925,142$91,053$13,008iApproximate average salary by contribution assumption: employee only about $325,189 at 4% or $216,793 at 6%; with 50% employer match about $216,793 at 4% or $144,529 at 6%; with 100% employer match about $162,595 at 4% or $108,396 at 6%.
200917$758,097$85,920$12,274iApproximate average salary by contribution assumption: employee only about $306,857 at 4% or $204,571 at 6%; with 50% employer match about $204,571 at 4% or $136,381 at 6%; with 100% employer match about $153,429 at 4% or $102,286 at 6%.
Gates Family Foundation 403(B) Plan-7$758,097$85,920$12,274iApproximate average salary by contribution assumption: employee only about $306,857 at 4% or $204,571 at 6%; with 50% employer match about $204,571 at 4% or $136,381 at 6%; with 100% employer match about $153,429 at 4% or $102,286 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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