South County Senior Services Inc
Plan context: South County Senior Services Inc. Tax Sheltered Annuity Plan
EIN 93-1163563 • Lake Forest, CA • 35 filings • 13 plans
Current Snapshot
Latest Year
2023
2023 Participants
40
2023 Assets
$969,044
2023 Contributions
$134,349
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 40 | $969,044 | $134,349 | $3,359iApproximate average salary by contribution assumption: employee only about $83,968 at 4% or $55,979 at 6%; with 50% employer match about $55,979 at 4% or $37,319 at 6%; with 100% employer match about $41,984 at 4% or $27,989 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 40 | $969,044 | $134,349 | $3,359iApproximate average salary by contribution assumption: employee only about $83,968 at 4% or $55,979 at 6%; with 50% employer match about $55,979 at 4% or $37,319 at 6%; with 100% employer match about $41,984 at 4% or $27,989 at 6%. |
| 2022 | 1 | 41 | $747,056 | $96,660 | $2,358iApproximate average salary by contribution assumption: employee only about $58,939 at 4% or $39,293 at 6%; with 50% employer match about $39,293 at 4% or $26,195 at 6%; with 100% employer match about $29,470 at 4% or $19,646 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 41 | $747,056 | $96,660 | $2,358iApproximate average salary by contribution assumption: employee only about $58,939 at 4% or $39,293 at 6%; with 50% employer match about $39,293 at 4% or $26,195 at 6%; with 100% employer match about $29,470 at 4% or $19,646 at 6%. |
| 2021 | 1 | 36 | $655,772 | $65,872 | $1,830iApproximate average salary by contribution assumption: employee only about $45,744 at 4% or $30,496 at 6%; with 50% employer match about $30,496 at 4% or $20,331 at 6%; with 100% employer match about $22,872 at 4% or $15,248 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 36 | $655,772 | $65,872 | $1,830iApproximate average salary by contribution assumption: employee only about $45,744 at 4% or $30,496 at 6%; with 50% employer match about $30,496 at 4% or $20,331 at 6%; with 100% employer match about $22,872 at 4% or $15,248 at 6%. |
| 2020 | 1 | 35 | $771,273 | $30,006 | $857iApproximate average salary by contribution assumption: employee only about $21,433 at 4% or $14,289 at 6%; with 50% employer match about $14,289 at 4% or $9,526 at 6%; with 100% employer match about $10,716 at 4% or $7,144 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 35 | $771,273 | $30,006 | $857iApproximate average salary by contribution assumption: employee only about $21,433 at 4% or $14,289 at 6%; with 50% employer match about $14,289 at 4% or $9,526 at 6%; with 100% employer match about $10,716 at 4% or $7,144 at 6%. |
| 2019 | 1 | 39 | $595,191 | $48,132 | $1,234iApproximate average salary by contribution assumption: employee only about $30,854 at 4% or $20,569 at 6%; with 50% employer match about $20,569 at 4% or $13,713 at 6%; with 100% employer match about $15,427 at 4% or $10,285 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 39 | $595,191 | $48,132 | $1,234iApproximate average salary by contribution assumption: employee only about $30,854 at 4% or $20,569 at 6%; with 50% employer match about $20,569 at 4% or $13,713 at 6%; with 100% employer match about $15,427 at 4% or $10,285 at 6%. |
| 2018 | 1 | 43 | $1,086,697 | $234,671 | $5,457iApproximate average salary by contribution assumption: employee only about $136,437 at 4% or $90,958 at 6%; with 50% employer match about $90,958 at 4% or $60,639 at 6%; with 100% employer match about $68,218 at 4% or $45,479 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 43 | $1,086,697 | $234,671 | $5,457iApproximate average salary by contribution assumption: employee only about $136,437 at 4% or $90,958 at 6%; with 50% employer match about $90,958 at 4% or $60,639 at 6%; with 100% employer match about $68,218 at 4% or $45,479 at 6%. |
| 2017 | 3 | 42 | $925,128 | $166,050 | $3,954iApproximate average salary by contribution assumption: employee only about $98,839 at 4% or $65,893 at 6%; with 50% employer match about $65,893 at 4% or $43,929 at 6%; with 100% employer match about $49,420 at 4% or $32,946 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 42 | $924,554 | $166,050 | $3,954iApproximate average salary by contribution assumption: employee only about $98,839 at 4% or $65,893 at 6%; with 50% employer match about $65,893 at 4% or $43,929 at 6%; with 100% employer match about $49,420 at 4% or $32,946 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF AGE WELL SENIOR SERVICES INC | - | 1 | $574 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF AGE WELL SENIOR SERVICES INC. | - | 0 | $0 | $0 | - |
| 2016 | 2 | 44 | $1,270,676 | $149,533 | $3,398iApproximate average salary by contribution assumption: employee only about $84,962 at 4% or $56,641 at 6%; with 50% employer match about $56,641 at 4% or $37,761 at 6%; with 100% employer match about $42,481 at 4% or $28,321 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 44 | $1,247,402 | $134,764 | $3,063iApproximate average salary by contribution assumption: employee only about $76,570 at 4% or $51,047 at 6%; with 50% employer match about $51,047 at 4% or $34,031 at 6%; with 100% employer match about $38,285 at 4% or $25,523 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF AGE WELL SENIOR SERVICES, INC. | - | 2 | $23,274 | $14,769 | $7,385iApproximate average salary by contribution assumption: employee only about $184,613 at 4% or $123,075 at 6%; with 50% employer match about $123,075 at 4% or $82,050 at 6%; with 100% employer match about $92,306 at 4% or $61,538 at 6%. |
| 2015 | 2 | 33 | $1,007,935 | $100,886 | $3,057iApproximate average salary by contribution assumption: employee only about $76,429 at 4% or $50,953 at 6%; with 50% employer match about $50,953 at 4% or $33,968 at 6%; with 100% employer match about $38,214 at 4% or $25,476 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 33 | $1,001,024 | $89,924 | $2,725iApproximate average salary by contribution assumption: employee only about $68,124 at 4% or $45,416 at 6%; with 50% employer match about $45,416 at 4% or $30,277 at 6%; with 100% employer match about $34,062 at 4% or $22,708 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF SOUTH COUNTY SENIOR SERVICES | - | 2 | $6,911 | $10,962 | $5,481iApproximate average salary by contribution assumption: employee only about $137,025 at 4% or $91,350 at 6%; with 50% employer match about $91,350 at 4% or $60,900 at 6%; with 100% employer match about $68,513 at 4% or $45,675 at 6%. |
| 2014 | 2 | 31 | $1,044,559 | $101,459 | $3,273iApproximate average salary by contribution assumption: employee only about $81,822 at 4% or $54,548 at 6%; with 50% employer match about $54,548 at 4% or $36,365 at 6%; with 100% employer match about $40,911 at 4% or $27,274 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 31 | $945,606 | $94,959 | $3,063iApproximate average salary by contribution assumption: employee only about $76,580 at 4% or $51,053 at 6%; with 50% employer match about $51,053 at 4% or $34,035 at 6%; with 100% employer match about $38,290 at 4% or $25,527 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF SOUTH COUNTY SENIOR SERVICES | - | 1 | $98,953 | $6,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2013 | 2 | 32 | $916,517 | $122,843 | $3,839iApproximate average salary by contribution assumption: employee only about $95,971 at 4% or $63,981 at 6%; with 50% employer match about $63,981 at 4% or $42,654 at 6%; with 100% employer match about $47,986 at 4% or $31,990 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 32 | $829,039 | $115,093 | $3,597iApproximate average salary by contribution assumption: employee only about $89,916 at 4% or $59,944 at 6%; with 50% employer match about $59,944 at 4% or $39,963 at 6%; with 100% employer match about $44,958 at 4% or $29,972 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF SOUTH COUNTY SENIOR SERVICES | - | 1 | $87,478 | $7,750 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2012 | 2 | 23 | $750,678 | $110,705 | $4,813iApproximate average salary by contribution assumption: employee only about $120,332 at 4% or $80,221 at 6%; with 50% employer match about $80,221 at 4% or $53,481 at 6%; with 100% employer match about $60,166 at 4% or $40,111 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 23 | $679,326 | $105,455 | $4,585iApproximate average salary by contribution assumption: employee only about $114,625 at 4% or $76,417 at 6%; with 50% employer match about $76,417 at 4% or $50,944 at 6%; with 100% employer match about $57,313 at 4% or $38,208 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF SOUTH COUNTY SENIOR SERVICES | - | 1 | $71,352 | $5,250 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 2011 | 2 | 21 | $598,371 | $86,125 | $4,101iApproximate average salary by contribution assumption: employee only about $102,530 at 4% or $68,353 at 6%; with 50% employer match about $68,353 at 4% or $45,569 at 6%; with 100% employer match about $51,265 at 4% or $34,177 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 21 | $538,628 | $79,375 | $3,780iApproximate average salary by contribution assumption: employee only about $94,494 at 4% or $62,996 at 6%; with 50% employer match about $62,996 at 4% or $41,997 at 6%; with 100% employer match about $47,247 at 4% or $31,498 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF SOUTH COUNTY SENIOR SERVICES | - | 1 | $59,743 | $6,750 | $6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%. |
| 2010 | 2 | 22 | $661,903 | $102,286 | $4,649iApproximate average salary by contribution assumption: employee only about $116,234 at 4% or $77,489 at 6%; with 50% employer match about $77,489 at 4% or $51,660 at 6%; with 100% employer match about $58,117 at 4% or $38,745 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 22 | $602,332 | $95,786 | $4,354iApproximate average salary by contribution assumption: employee only about $108,848 at 4% or $72,565 at 6%; with 50% employer match about $72,565 at 4% or $48,377 at 6%; with 100% employer match about $54,424 at 4% or $36,283 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 1 | $59,571 | $6,500 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2009 | 2 | 21 | $549,254 | $89,192 | $4,247iApproximate average salary by contribution assumption: employee only about $106,181 at 4% or $70,787 at 6%; with 50% employer match about $70,787 at 4% or $47,192 at 6%; with 100% employer match about $53,090 at 4% or $35,394 at 6%. |
| SOUTH COUNTY SENIOR SERVICES PROTOTYPE 401K PROFIT-SHARING PLAN | - | 21 | $502,843 | $80,092 | $3,814iApproximate average salary by contribution assumption: employee only about $95,348 at 4% or $63,565 at 6%; with 50% employer match about $63,565 at 4% or $42,377 at 6%; with 100% employer match about $47,674 at 4% or $31,783 at 6%. |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 1 | $46,411 | $9,100 | $9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 15 | - | - | - |
| 2007 | 1 | 16 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 16 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2005 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2004 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |
| 2000 | 1 | 32 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 32 | - | - | - |
| 1999 | 1 | 6 | $0 | $0 | - |
| South County Senior Services Inc. Tax Sheltered Annuity Plan | - | 6 | - | - | - |