The Gary and Mary West Charitable Trust
Plan context: The Gary and Mary West Charitable Trust 403(B) Plan
EIN 87-3374164 • LA Jolla, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$3,120,356
2025 Contributions
$166,960
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $3,120,356 | $166,960 | $18,551iApproximate average salary by contribution assumption: employee only about $463,778 at 4% or $309,185 at 6%; with 50% employer match about $309,185 at 4% or $206,123 at 6%; with 100% employer match about $231,889 at 4% or $154,593 at 6%. |
| The Gary and Mary West Charitable Trust 403(B) Plan | - | 9 | $3,120,356 | $166,960 | $18,551iApproximate average salary by contribution assumption: employee only about $463,778 at 4% or $309,185 at 6%; with 50% employer match about $309,185 at 4% or $206,123 at 6%; with 100% employer match about $231,889 at 4% or $154,593 at 6%. |
| 2024 | 1 | 9 | $2,603,695 | $103,052 | $11,450iApproximate average salary by contribution assumption: employee only about $286,256 at 4% or $190,837 at 6%; with 50% employer match about $190,837 at 4% or $127,225 at 6%; with 100% employer match about $143,128 at 4% or $95,419 at 6%. |
| The Gary and Mary West Charitable Trust 403(B) Plan | - | 9 | $2,603,695 | $103,052 | $11,450iApproximate average salary by contribution assumption: employee only about $286,256 at 4% or $190,837 at 6%; with 50% employer match about $190,837 at 4% or $127,225 at 6%; with 100% employer match about $143,128 at 4% or $95,419 at 6%. |
| 2023 | 1 | 11 | $2,198,101 | $126,396 | $11,491iApproximate average salary by contribution assumption: employee only about $287,264 at 4% or $191,509 at 6%; with 50% employer match about $191,509 at 4% or $127,673 at 6%; with 100% employer match about $143,632 at 4% or $95,755 at 6%. |
| The Gary and Mary West Charitable Trust 403(B) Plan | - | 11 | $2,198,101 | $126,396 | $11,491iApproximate average salary by contribution assumption: employee only about $287,264 at 4% or $191,509 at 6%; with 50% employer match about $191,509 at 4% or $127,673 at 6%; with 100% employer match about $143,632 at 4% or $95,755 at 6%. |
| 2022 | 1 | 10 | $1,799,886 | $114,633 | $11,463iApproximate average salary by contribution assumption: employee only about $286,583 at 4% or $191,055 at 6%; with 50% employer match about $191,055 at 4% or $127,370 at 6%; with 100% employer match about $143,291 at 4% or $95,528 at 6%. |
| The Gary and Mary West Charitable Trust 403(B) Plan | - | 10 | $1,799,886 | $114,633 | $11,463iApproximate average salary by contribution assumption: employee only about $286,583 at 4% or $191,055 at 6%; with 50% employer match about $191,055 at 4% or $127,370 at 6%; with 100% employer match about $143,291 at 4% or $95,528 at 6%. |