Civic Intelligence

Annual Reviews

Plan context: Annual Reviews 403(B) DC Plan

EIN 94-1156476 • San Mateo, CA • 26 filings • 4 plans

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1875 S. Grant St., Suite 700San Mateo, CA 94402
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$53,377,250

2024 Contributions

$1,946,597

Historical Graphs

Total Assets Over Time

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

$53,377,250$26,688,625$0200920172024YearValue
$53,377,250Latest year 2024

Participants Over Time

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

123620200920172024YearValue
92Latest 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
2024192$53,377,250$1,946,597$21,159iApproximate average salary by contribution assumption: employee only about $528,967 at 4% or $352,644 at 6%; with 50% employer match about $352,644 at 4% or $235,096 at 6%; with 100% employer match about $264,483 at 4% or $176,322 at 6%.
Annual Reviews 403(B) DC Plan-92$53,377,250$1,946,597$21,159iApproximate average salary by contribution assumption: employee only about $528,967 at 4% or $352,644 at 6%; with 50% employer match about $352,644 at 4% or $235,096 at 6%; with 100% employer match about $264,483 at 4% or $176,322 at 6%.
2023294$47,067,678$2,076,854$22,094iApproximate average salary by contribution assumption: employee only about $552,355 at 4% or $368,237 at 6%; with 50% employer match about $368,237 at 4% or $245,491 at 6%; with 100% employer match about $276,177 at 4% or $184,118 at 6%.
Annual Reviews 403(B) DC Plan-94$47,067,678$2,076,854$22,094iApproximate average salary by contribution assumption: employee only about $552,355 at 4% or $368,237 at 6%; with 50% employer match about $368,237 at 4% or $245,491 at 6%; with 100% employer match about $276,177 at 4% or $184,118 at 6%.
CHARLESTON INFORMATION GROUP, LLC 401(K)PLAN-0$0--
2022192$38,108,918$2,140,289$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,734 at 6%; with 50% employer match about $387,734 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
Annual Reviews 403(B) DC Plan-92$38,108,918$2,140,289$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,734 at 6%; with 50% employer match about $387,734 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
2021193$44,086,362$1,918,754$20,632iApproximate average salary by contribution assumption: employee only about $515,794 at 4% or $343,863 at 6%; with 50% employer match about $343,863 at 4% or $229,242 at 6%; with 100% employer match about $257,897 at 4% or $171,931 at 6%.
Annual Reviews 403(B) DC Plan-93$44,086,362$1,918,754$20,632iApproximate average salary by contribution assumption: employee only about $515,794 at 4% or $343,863 at 6%; with 50% employer match about $343,863 at 4% or $229,242 at 6%; with 100% employer match about $257,897 at 4% or $171,931 at 6%.
2020197$36,752,427$1,732,915$17,865iApproximate average salary by contribution assumption: employee only about $446,628 at 4% or $297,752 at 6%; with 50% employer match about $297,752 at 4% or $198,501 at 6%; with 100% employer match about $223,314 at 4% or $148,876 at 6%.
Annual Reviews 403(B) DC Plan-97$36,752,427$1,732,915$17,865iApproximate average salary by contribution assumption: employee only about $446,628 at 4% or $297,752 at 6%; with 50% employer match about $297,752 at 4% or $198,501 at 6%; with 100% employer match about $223,314 at 4% or $148,876 at 6%.
2019189$30,900,969$1,628,976$18,303iApproximate average salary by contribution assumption: employee only about $457,578 at 4% or $305,052 at 6%; with 50% employer match about $305,052 at 4% or $203,368 at 6%; with 100% employer match about $228,789 at 4% or $152,526 at 6%.
Annual Reviews 403(B) DC Plan-89$30,900,969$1,628,976$18,303iApproximate average salary by contribution assumption: employee only about $457,578 at 4% or $305,052 at 6%; with 50% employer match about $305,052 at 4% or $203,368 at 6%; with 100% employer match about $228,789 at 4% or $152,526 at 6%.
2018185$24,420,612$1,587,200$18,673iApproximate average salary by contribution assumption: employee only about $466,824 at 4% or $311,216 at 6%; with 50% employer match about $311,216 at 4% or $207,477 at 6%; with 100% employer match about $233,412 at 4% or $155,608 at 6%.
Annual Reviews 403(B) DC Plan-85$24,420,612$1,587,200$18,673iApproximate average salary by contribution assumption: employee only about $466,824 at 4% or $311,216 at 6%; with 50% employer match about $311,216 at 4% or $207,477 at 6%; with 100% employer match about $233,412 at 4% or $155,608 at 6%.
2017185$24,408,381$1,399,066$16,460iApproximate average salary by contribution assumption: employee only about $411,490 at 4% or $274,327 at 6%; with 50% employer match about $274,327 at 4% or $182,884 at 6%; with 100% employer match about $205,745 at 4% or $137,163 at 6%.
Annual Reviews 403(B) DC Plan-85$24,408,381$1,399,066$16,460iApproximate average salary by contribution assumption: employee only about $411,490 at 4% or $274,327 at 6%; with 50% employer match about $274,327 at 4% or $182,884 at 6%; with 100% employer match about $205,745 at 4% or $137,163 at 6%.
20161123$19,905,820$1,263,817$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
Annual Reviews 403(B) DC Plan-123$19,905,820$1,263,817$10,275iApproximate average salary by contribution assumption: employee only about $256,873 at 4% or $171,249 at 6%; with 50% employer match about $171,249 at 4% or $114,166 at 6%; with 100% employer match about $128,437 at 4% or $85,624 at 6%.
20151115$19,069,832$1,271,469$11,056iApproximate average salary by contribution assumption: employee only about $276,406 at 4% or $184,271 at 6%; with 50% employer match about $184,271 at 4% or $122,847 at 6%; with 100% employer match about $138,203 at 4% or $92,135 at 6%.
Annual Reviews 403(B) DC Plan-115$19,069,832$1,271,469$11,056iApproximate average salary by contribution assumption: employee only about $276,406 at 4% or $184,271 at 6%; with 50% employer match about $184,271 at 4% or $122,847 at 6%; with 100% employer match about $138,203 at 4% or $92,135 at 6%.
20141115$18,414,882$1,367,591$11,892iApproximate average salary by contribution assumption: employee only about $297,302 at 4% or $198,202 at 6%; with 50% employer match about $198,202 at 4% or $132,134 at 6%; with 100% employer match about $148,651 at 4% or $99,101 at 6%.
Annual Reviews 403(B) DC Plan-115$18,414,882$1,367,591$11,892iApproximate average salary by contribution assumption: employee only about $297,302 at 4% or $198,202 at 6%; with 50% employer match about $198,202 at 4% or $132,134 at 6%; with 100% employer match about $148,651 at 4% or $99,101 at 6%.
20131106$15,817,588$1,008,281$9,512iApproximate average salary by contribution assumption: employee only about $237,802 at 4% or $158,535 at 6%; with 50% employer match about $158,535 at 4% or $105,690 at 6%; with 100% employer match about $118,901 at 4% or $79,267 at 6%.
Annual Reviews 403(B) DC Plan-106$15,817,588$1,008,281$9,512iApproximate average salary by contribution assumption: employee only about $237,802 at 4% or $158,535 at 6%; with 50% employer match about $158,535 at 4% or $105,690 at 6%; with 100% employer match about $118,901 at 4% or $79,267 at 6%.
20121107$12,788,503$2,789,413$26,069iApproximate average salary by contribution assumption: employee only about $651,732 at 4% or $434,488 at 6%; with 50% employer match about $434,488 at 4% or $289,659 at 6%; with 100% employer match about $325,866 at 4% or $217,244 at 6%.
Annual Reviews 403(B) DC Plan-107$12,788,503$2,789,413$26,069iApproximate average salary by contribution assumption: employee only about $651,732 at 4% or $434,488 at 6%; with 50% employer match about $434,488 at 4% or $289,659 at 6%; with 100% employer match about $325,866 at 4% or $217,244 at 6%.
20111113$8,994,701$779,540$6,899iApproximate average salary by contribution assumption: employee only about $172,465 at 4% or $114,976 at 6%; with 50% employer match about $114,976 at 4% or $76,651 at 6%; with 100% employer match about $86,232 at 4% or $57,488 at 6%.
Annual Reviews 403(B) DC Plan-113$8,994,701$779,540$6,899iApproximate average salary by contribution assumption: employee only about $172,465 at 4% or $114,976 at 6%; with 50% employer match about $114,976 at 4% or $76,651 at 6%; with 100% employer match about $86,232 at 4% or $57,488 at 6%.
20101107$8,333,919$767,714$7,175iApproximate average salary by contribution assumption: employee only about $179,372 at 4% or $119,582 at 6%; with 50% employer match about $119,582 at 4% or $79,721 at 6%; with 100% employer match about $89,686 at 4% or $59,791 at 6%.
Annual Reviews 403(B) DC Plan-107$8,333,919$767,714$7,175iApproximate average salary by contribution assumption: employee only about $179,372 at 4% or $119,582 at 6%; with 50% employer match about $119,582 at 4% or $79,721 at 6%; with 100% employer match about $89,686 at 4% or $59,791 at 6%.
20091100$7,238,193$718,313$7,183iApproximate average salary by contribution assumption: employee only about $179,578 at 4% or $119,719 at 6%; with 50% employer match about $119,719 at 4% or $79,813 at 6%; with 100% employer match about $89,789 at 4% or $59,859 at 6%.
Annual Reviews 403(B) DC Plan-100$7,238,193$718,313$7,183iApproximate average salary by contribution assumption: employee only about $179,578 at 4% or $119,719 at 6%; with 50% employer match about $119,719 at 4% or $79,813 at 6%; with 100% employer match about $89,789 at 4% or $59,859 at 6%.
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