Helpline House
Plan context: 403B Tax Sheltered Salary Deferral Plan
EIN 91-0902503 • Bainbridge Island, WA • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$719,233
2024 Contributions
$65,225
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 | 14 | $719,233 | $65,225 | $4,659iApproximate average salary by contribution assumption: employee only about $116,473 at 4% or $77,649 at 6%; with 50% employer match about $77,649 at 4% or $51,766 at 6%; with 100% employer match about $58,237 at 4% or $38,824 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 14 | $719,233 | $65,225 | $4,659iApproximate average salary by contribution assumption: employee only about $116,473 at 4% or $77,649 at 6%; with 50% employer match about $77,649 at 4% or $51,766 at 6%; with 100% employer match about $58,237 at 4% or $38,824 at 6%. |
| 2023 | 1 | 16 | $726,776 | $99,169 | $6,198iApproximate average salary by contribution assumption: employee only about $154,952 at 4% or $103,301 at 6%; with 50% employer match about $103,301 at 4% or $68,867 at 6%; with 100% employer match about $77,476 at 4% or $51,651 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 16 | $726,776 | $99,169 | $6,198iApproximate average salary by contribution assumption: employee only about $154,952 at 4% or $103,301 at 6%; with 50% employer match about $103,301 at 4% or $68,867 at 6%; with 100% employer match about $77,476 at 4% or $51,651 at 6%. |
| 2022 | 1 | 16 | $545,061 | $94,657 | $5,916iApproximate average salary by contribution assumption: employee only about $147,902 at 4% or $98,601 at 6%; with 50% employer match about $98,601 at 4% or $65,734 at 6%; with 100% employer match about $73,951 at 4% or $49,301 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 16 | $545,061 | $94,657 | $5,916iApproximate average salary by contribution assumption: employee only about $147,902 at 4% or $98,601 at 6%; with 50% employer match about $98,601 at 4% or $65,734 at 6%; with 100% employer match about $73,951 at 4% or $49,301 at 6%. |
| 2021 | 1 | 13 | $524,225 | $76,380 | $5,875iApproximate average salary by contribution assumption: employee only about $146,885 at 4% or $97,923 at 6%; with 50% employer match about $97,923 at 4% or $65,282 at 6%; with 100% employer match about $73,442 at 4% or $48,962 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 13 | $524,225 | $76,380 | $5,875iApproximate average salary by contribution assumption: employee only about $146,885 at 4% or $97,923 at 6%; with 50% employer match about $97,923 at 4% or $65,282 at 6%; with 100% employer match about $73,442 at 4% or $48,962 at 6%. |
| 2020 | 1 | 10 | $391,326 | $70,630 | $7,063iApproximate average salary by contribution assumption: employee only about $176,575 at 4% or $117,717 at 6%; with 50% employer match about $117,717 at 4% or $78,478 at 6%; with 100% employer match about $88,288 at 4% or $58,858 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 10 | $391,326 | $70,630 | $7,063iApproximate average salary by contribution assumption: employee only about $176,575 at 4% or $117,717 at 6%; with 50% employer match about $117,717 at 4% or $78,478 at 6%; with 100% employer match about $88,288 at 4% or $58,858 at 6%. |
| 2019 | 1 | 8 | $285,519 | $58,724 | $7,341iApproximate average salary by contribution assumption: employee only about $183,513 at 4% or $122,342 at 6%; with 50% employer match about $122,342 at 4% or $81,561 at 6%; with 100% employer match about $91,756 at 4% or $61,171 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 8 | $285,519 | $58,724 | $7,341iApproximate average salary by contribution assumption: employee only about $183,513 at 4% or $122,342 at 6%; with 50% employer match about $122,342 at 4% or $81,561 at 6%; with 100% employer match about $91,756 at 4% or $61,171 at 6%. |
| 2018 | 1 | 7 | $226,591 | $40,029 | $5,718iApproximate average salary by contribution assumption: employee only about $142,961 at 4% or $95,307 at 6%; with 50% employer match about $95,307 at 4% or $63,538 at 6%; with 100% employer match about $71,480 at 4% or $47,654 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 7 | $226,591 | $40,029 | $5,718iApproximate average salary by contribution assumption: employee only about $142,961 at 4% or $95,307 at 6%; with 50% employer match about $95,307 at 4% or $63,538 at 6%; with 100% employer match about $71,480 at 4% or $47,654 at 6%. |
| 2017 | 1 | 10 | $198,513 | $49,354 | $4,935iApproximate average salary by contribution assumption: employee only about $123,385 at 4% or $82,257 at 6%; with 50% employer match about $82,257 at 4% or $54,838 at 6%; with 100% employer match about $61,692 at 4% or $41,128 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 10 | $198,513 | $49,354 | $4,935iApproximate average salary by contribution assumption: employee only about $123,385 at 4% or $82,257 at 6%; with 50% employer match about $82,257 at 4% or $54,838 at 6%; with 100% employer match about $61,692 at 4% or $41,128 at 6%. |
| 2016 | 1 | 14 | $318,092 | $53,228 | $3,802iApproximate average salary by contribution assumption: employee only about $95,050 at 4% or $63,367 at 6%; with 50% employer match about $63,367 at 4% or $42,244 at 6%; with 100% employer match about $47,525 at 4% or $31,683 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 14 | $318,092 | $53,228 | $3,802iApproximate average salary by contribution assumption: employee only about $95,050 at 4% or $63,367 at 6%; with 50% employer match about $63,367 at 4% or $42,244 at 6%; with 100% employer match about $47,525 at 4% or $31,683 at 6%. |
| 2015 | 1 | 16 | $270,324 | $31,375 | $1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,512 at 4% or $16,341 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 16 | $270,324 | $31,375 | $1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,512 at 4% or $16,341 at 6%. |
| 2014 | 1 | 8 | $284,740 | $24,018 | $3,002iApproximate average salary by contribution assumption: employee only about $75,056 at 4% or $50,038 at 6%; with 50% employer match about $50,038 at 4% or $33,358 at 6%; with 100% employer match about $37,528 at 4% or $25,019 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 8 | $284,740 | $24,018 | $3,002iApproximate average salary by contribution assumption: employee only about $75,056 at 4% or $50,038 at 6%; with 50% employer match about $50,038 at 4% or $33,358 at 6%; with 100% employer match about $37,528 at 4% or $25,019 at 6%. |
| 2013 | 1 | 8 | $244,546 | $33,810 | $4,226iApproximate average salary by contribution assumption: employee only about $105,656 at 4% or $70,438 at 6%; with 50% employer match about $70,438 at 4% or $46,958 at 6%; with 100% employer match about $52,828 at 4% or $35,219 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 8 | $244,546 | $33,810 | $4,226iApproximate average salary by contribution assumption: employee only about $105,656 at 4% or $70,438 at 6%; with 50% employer match about $70,438 at 4% or $46,958 at 6%; with 100% employer match about $52,828 at 4% or $35,219 at 6%. |
| 2012 | 1 | 12 | $316,724 | $19,555 | $1,630iApproximate average salary by contribution assumption: employee only about $40,740 at 4% or $27,160 at 6%; with 50% employer match about $27,160 at 4% or $18,106 at 6%; with 100% employer match about $20,370 at 4% or $13,580 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 12 | $316,724 | $19,555 | $1,630iApproximate average salary by contribution assumption: employee only about $40,740 at 4% or $27,160 at 6%; with 50% employer match about $27,160 at 4% or $18,106 at 6%; with 100% employer match about $20,370 at 4% or $13,580 at 6%. |
| 2011 | 1 | 11 | $268,570 | $35,652 | $3,241iApproximate average salary by contribution assumption: employee only about $81,027 at 4% or $54,018 at 6%; with 50% employer match about $54,018 at 4% or $36,012 at 6%; with 100% employer match about $40,514 at 4% or $27,009 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 11 | $268,570 | $35,652 | $3,241iApproximate average salary by contribution assumption: employee only about $81,027 at 4% or $54,018 at 6%; with 50% employer match about $54,018 at 4% or $36,012 at 6%; with 100% employer match about $40,514 at 4% or $27,009 at 6%. |
| 2010 | 1 | 11 | $245,355 | $24,924 | $2,266iApproximate average salary by contribution assumption: employee only about $56,645 at 4% or $37,764 at 6%; with 50% employer match about $37,764 at 4% or $25,176 at 6%; with 100% employer match about $28,323 at 4% or $18,882 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 11 | $245,355 | $24,924 | $2,266iApproximate average salary by contribution assumption: employee only about $56,645 at 4% or $37,764 at 6%; with 50% employer match about $37,764 at 4% or $25,176 at 6%; with 100% employer match about $28,323 at 4% or $18,882 at 6%. |
| 2009 | 1 | 11 | $195,335 | $26,109 | $2,374iApproximate average salary by contribution assumption: employee only about $59,339 at 4% or $39,559 at 6%; with 50% employer match about $39,559 at 4% or $26,373 at 6%; with 100% employer match about $29,669 at 4% or $19,780 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 11 | $195,335 | $26,109 | $2,374iApproximate average salary by contribution assumption: employee only about $59,339 at 4% or $39,559 at 6%; with 50% employer match about $39,559 at 4% or $26,373 at 6%; with 100% employer match about $29,669 at 4% or $19,780 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2004 | 2 | 8 | $0 | $30,584 | $3,823iApproximate average salary by contribution assumption: employee only about $95,575 at 4% or $63,717 at 6%; with 50% employer match about $63,717 at 4% or $42,478 at 6%; with 100% employer match about $47,788 at 4% or $31,858 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| Flexible Benefits 125 Program | - | 8 | - | $30,584 | $3,823iApproximate average salary by contribution assumption: employee only about $95,575 at 4% or $63,717 at 6%; with 50% employer match about $63,717 at 4% or $42,478 at 6%; with 100% employer match about $47,788 at 4% or $31,858 at 6%. |
| 2003 | 2 | 10 | $364 | $30,564 | $3,056iApproximate average salary by contribution assumption: employee only about $76,410 at 4% or $50,940 at 6%; with 50% employer match about $50,940 at 4% or $33,960 at 6%; with 100% employer match about $38,205 at 4% or $25,470 at 6%. |
| Flexible Benefits 125 Program | - | 10 | $364 | $30,564 | $3,056iApproximate average salary by contribution assumption: employee only about $76,410 at 4% or $50,940 at 6%; with 50% employer match about $50,940 at 4% or $33,960 at 6%; with 100% employer match about $38,205 at 4% or $25,470 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2002 | 2 | 10 | $126,326 | $2,525,338 | $252,534iApproximate average salary by contribution assumption: employee only about $6,313,345 at 4% or $4,208,897 at 6%; with 50% employer match about $4,208,897 at 4% or $2,805,931 at 6%; with 100% employer match about $3,156,673 at 4% or $2,104,448 at 6%. |
| Flexible Benefits 125 Program | - | 10 | $126,326 | $2,525,338 | $252,534iApproximate average salary by contribution assumption: employee only about $6,313,345 at 4% or $4,208,897 at 6%; with 50% employer match about $4,208,897 at 4% or $2,805,931 at 6%; with 100% employer match about $3,156,673 at 4% or $2,104,448 at 6%. |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| Flexible Benefits 125 Program | - | 8 | - | - | - |
| 2000 | 2 | 8 | $0 | $0 | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |
| Flexible Benefits 125 Program | - | 8 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| Flexible Benefits 125 Program | - | 0 | - | - | - |
| 403B Tax Sheltered Salary Deferral Plan | - | 0 | - | - | - |