Civic Intelligence

BILL & MELINDA GATES FOUNDATION TRUST

Plan context: BILL & MELINDA GATES FOUNDATION MONEY PURCHASE PLAN

EIN 91-1663695 • 23 filings • 8 plans

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Current Snapshot

Latest Year

2009

2009 Participants

125

2009 Assets

$29,867,750

2009 Contributions

$7,012,771

Historical Graphs

Total Assets Over Time

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

$29,867,750$14,933,875$0200020032006YearValue
$29,867,750Latest year 2006

Participants Over Time

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

7123560200020042009YearValue
125Latest year 2009

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
20091125$0$0-
BILL & MELINDA GATES FOUNDATION BENEFITS BUFFET WELFARE BENEFITS PLAN-125---
20072712$0$0-
BILL & MELINDA GATES FOUNDATION FLEXIBLE BENEFITS PLAN-134---
BILL & MELINDA GATES FOUNDATION WELFARE BENEFITS PLAN-712---
20063490$29,867,750$7,012,771$14,312iApproximate average salary by contribution assumption: employee only about $357,794 at 4% or $238,530 at 6%; with 50% employer match about $238,530 at 4% or $159,020 at 6%; with 100% employer match about $178,897 at 4% or $119,265 at 6%.
BILL & MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-310$17,355,903$4,184,191$13,497iApproximate average salary by contribution assumption: employee only about $337,435 at 4% or $224,957 at 6%; with 50% employer match about $224,957 at 4% or $149,971 at 6%; with 100% employer match about $168,717 at 4% or $112,478 at 6%.
BILL & MELINDA GATES FOUNDATION 401K PLAN-310$12,511,847$2,828,580$9,124iApproximate average salary by contribution assumption: employee only about $228,111 at 4% or $152,074 at 6%; with 50% employer match about $152,074 at 4% or $101,383 at 6%; with 100% employer match about $114,056 at 4% or $76,037 at 6%.
BILL & MELINDA GATES FOUNDATION-490---
20053394$21,345,383$4,958,863$12,586iApproximate average salary by contribution assumption: employee only about $314,649 at 4% or $209,766 at 6%; with 50% employer match about $209,766 at 4% or $139,844 at 6%; with 100% employer match about $157,324 at 4% or $104,883 at 6%.
BILL AND MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-232$12,351,953$3,167,751$13,654iApproximate average salary by contribution assumption: employee only about $341,352 at 4% or $227,568 at 6%; with 50% employer match about $227,568 at 4% or $151,712 at 6%; with 100% employer match about $170,676 at 4% or $113,784 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-232$8,993,430$1,791,112$7,720iApproximate average salary by contribution assumption: employee only about $193,008 at 4% or $128,672 at 6%; with 50% employer match about $128,672 at 4% or $85,781 at 6%; with 100% employer match about $96,504 at 4% or $64,336 at 6%.
BILL & MELINDA GATES FOUNDATION-394---
20043254$16,119,753$4,120,203$16,221iApproximate average salary by contribution assumption: employee only about $405,532 at 4% or $270,355 at 6%; with 50% employer match about $270,355 at 4% or $180,236 at 6%; with 100% employer match about $202,766 at 4% or $135,177 at 6%.
BILL AND MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-190$9,132,943$2,554,626$13,445iApproximate average salary by contribution assumption: employee only about $336,135 at 4% or $224,090 at 6%; with 50% employer match about $224,090 at 4% or $149,393 at 6%; with 100% employer match about $168,068 at 4% or $112,045 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-190$6,986,810$1,565,577$8,240iApproximate average salary by contribution assumption: employee only about $205,997 at 4% or $137,331 at 6%; with 50% employer match about $137,331 at 4% or $91,554 at 6%; with 100% employer match about $102,998 at 4% or $68,666 at 6%.
BILL & MELINDA GATES FOUNDATION-254---
20033228$11,897,015$3,932,248$17,247iApproximate average salary by contribution assumption: employee only about $431,168 at 4% or $287,445 at 6%; with 50% employer match about $287,445 at 4% or $191,630 at 6%; with 100% employer match about $215,584 at 4% or $143,723 at 6%.
BILL AND MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-183$6,503,310$2,564,396$14,013iApproximate average salary by contribution assumption: employee only about $350,327 at 4% or $233,552 at 6%; with 50% employer match about $233,552 at 4% or $155,701 at 6%; with 100% employer match about $175,164 at 4% or $116,776 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-183$5,393,705$1,367,852$7,475iApproximate average salary by contribution assumption: employee only about $186,865 at 4% or $124,577 at 6%; with 50% employer match about $124,577 at 4% or $83,051 at 6%; with 100% employer match about $93,433 at 4% or $62,288 at 6%.
BILL & MELINDA GATES FOUNDATION-228---
20023230$6,437,774$3,177,566$13,816iApproximate average salary by contribution assumption: employee only about $345,388 at 4% or $230,258 at 6%; with 50% employer match about $230,258 at 4% or $153,506 at 6%; with 100% employer match about $172,694 at 4% or $115,129 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-223$3,283,922$1,021,239$4,580iApproximate average salary by contribution assumption: employee only about $114,489 at 4% or $76,326 at 6%; with 50% employer match about $76,326 at 4% or $50,884 at 6%; with 100% employer match about $57,244 at 4% or $38,163 at 6%.
BILL AND MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-223$3,153,852$2,156,327$9,670iApproximate average salary by contribution assumption: employee only about $241,741 at 4% or $161,160 at 6%; with 50% employer match about $161,160 at 4% or $107,440 at 6%; with 100% employer match about $120,870 at 4% or $80,580 at 6%.
BILL & MELINDA GATES FOUNDATION-230---
20013234$4,242,980$2,768,336$11,830iApproximate average salary by contribution assumption: employee only about $295,762 at 4% or $197,175 at 6%; with 50% employer match about $197,175 at 4% or $131,450 at 6%; with 100% employer match about $147,881 at 4% or $98,587 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-234$2,910,434$1,435,790$6,136iApproximate average salary by contribution assumption: employee only about $153,396 at 4% or $102,264 at 6%; with 50% employer match about $102,264 at 4% or $68,176 at 6%; with 100% employer match about $76,698 at 4% or $51,132 at 6%.
BILL AND MELINDA GATES FOUNDATION MONEY PURCHASE PLAN-230$1,332,546$1,332,546$5,794iApproximate average salary by contribution assumption: employee only about $144,842 at 4% or $96,561 at 6%; with 50% employer match about $96,561 at 4% or $64,374 at 6%; with 100% employer match about $72,421 at 4% or $48,281 at 6%.
BILL & MELINDA GATES FOUNDATION-232---
20002223$1,998,316$1,506,780$6,757iApproximate average salary by contribution assumption: employee only about $168,922 at 4% or $112,614 at 6%; with 50% employer match about $112,614 at 4% or $75,076 at 6%; with 100% employer match about $84,461 at 4% or $56,307 at 6%.
BILL AND MELINDA GATES FOUNDATION 401K PLAN-184$1,998,316$1,506,780$8,189iApproximate average salary by contribution assumption: employee only about $204,726 at 4% or $136,484 at 6%; with 50% employer match about $136,484 at 4% or $90,989 at 6%; with 100% employer match about $102,363 at 4% or $68,242 at 6%.
BILL & MELINDA GATES FOUNDATION-223---