The Carmel Foundation
Plan context: The Carmel Foundation Employees 403B Plan
EIN 94-1225368 • Carmel, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,321,397
2024 Contributions
$58,311
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 | 17 | $1,321,397 | $58,311 | $3,430iApproximate average salary by contribution assumption: employee only about $85,751 at 4% or $57,168 at 6%; with 50% employer match about $57,168 at 4% or $38,112 at 6%; with 100% employer match about $42,876 at 4% or $28,584 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $1,321,397 | $58,311 | $3,430iApproximate average salary by contribution assumption: employee only about $85,751 at 4% or $57,168 at 6%; with 50% employer match about $57,168 at 4% or $38,112 at 6%; with 100% employer match about $42,876 at 4% or $28,584 at 6%. |
| 2023 | 1 | 15 | $1,381,728 | $99,747 | $6,650iApproximate average salary by contribution assumption: employee only about $166,245 at 4% or $110,830 at 6%; with 50% employer match about $110,830 at 4% or $73,887 at 6%; with 100% employer match about $83,123 at 4% or $55,415 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 15 | $1,381,728 | $99,747 | $6,650iApproximate average salary by contribution assumption: employee only about $166,245 at 4% or $110,830 at 6%; with 50% employer match about $110,830 at 4% or $73,887 at 6%; with 100% employer match about $83,123 at 4% or $55,415 at 6%. |
| 2022 | 1 | 16 | $1,171,258 | $104,450 | $6,528iApproximate average salary by contribution assumption: employee only about $163,203 at 4% or $108,802 at 6%; with 50% employer match about $108,802 at 4% or $72,535 at 6%; with 100% employer match about $81,602 at 4% or $54,401 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 16 | $1,171,258 | $104,450 | $6,528iApproximate average salary by contribution assumption: employee only about $163,203 at 4% or $108,802 at 6%; with 50% employer match about $108,802 at 4% or $72,535 at 6%; with 100% employer match about $81,602 at 4% or $54,401 at 6%. |
| 2021 | 1 | 15 | $998,934 | $79,460 | $5,297iApproximate average salary by contribution assumption: employee only about $132,433 at 4% or $88,289 at 6%; with 50% employer match about $88,289 at 4% or $58,859 at 6%; with 100% employer match about $66,217 at 4% or $44,144 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 15 | $998,934 | $79,460 | $5,297iApproximate average salary by contribution assumption: employee only about $132,433 at 4% or $88,289 at 6%; with 50% employer match about $88,289 at 4% or $58,859 at 6%; with 100% employer match about $66,217 at 4% or $44,144 at 6%. |
| 2020 | 1 | 18 | $1,450,004 | $96,775 | $5,376iApproximate average salary by contribution assumption: employee only about $134,410 at 4% or $89,606 at 6%; with 50% employer match about $89,606 at 4% or $59,738 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 18 | $1,450,004 | $96,775 | $5,376iApproximate average salary by contribution assumption: employee only about $134,410 at 4% or $89,606 at 6%; with 50% employer match about $89,606 at 4% or $59,738 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| 2019 | 1 | 17 | $1,062,436 | $110,260 | $6,486iApproximate average salary by contribution assumption: employee only about $162,147 at 4% or $108,098 at 6%; with 50% employer match about $108,098 at 4% or $72,065 at 6%; with 100% employer match about $81,074 at 4% or $54,049 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $1,062,436 | $110,260 | $6,486iApproximate average salary by contribution assumption: employee only about $162,147 at 4% or $108,098 at 6%; with 50% employer match about $108,098 at 4% or $72,065 at 6%; with 100% employer match about $81,074 at 4% or $54,049 at 6%. |
| 2018 | 1 | 19 | $968,676 | $113,500 | $5,974iApproximate average salary by contribution assumption: employee only about $149,342 at 4% or $99,561 at 6%; with 50% employer match about $99,561 at 4% or $66,374 at 6%; with 100% employer match about $74,671 at 4% or $49,781 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 19 | $968,676 | $113,500 | $5,974iApproximate average salary by contribution assumption: employee only about $149,342 at 4% or $99,561 at 6%; with 50% employer match about $99,561 at 4% or $66,374 at 6%; with 100% employer match about $74,671 at 4% or $49,781 at 6%. |
| 2017 | 1 | 17 | $834,181 | $88,285 | $5,193iApproximate average salary by contribution assumption: employee only about $129,831 at 4% or $86,554 at 6%; with 50% employer match about $86,554 at 4% or $57,703 at 6%; with 100% employer match about $64,915 at 4% or $43,277 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $834,181 | $88,285 | $5,193iApproximate average salary by contribution assumption: employee only about $129,831 at 4% or $86,554 at 6%; with 50% employer match about $86,554 at 4% or $57,703 at 6%; with 100% employer match about $64,915 at 4% or $43,277 at 6%. |
| 2016 | 1 | 17 | $1,130,551 | $88,389 | $5,199iApproximate average salary by contribution assumption: employee only about $129,984 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,771 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $1,130,551 | $88,389 | $5,199iApproximate average salary by contribution assumption: employee only about $129,984 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,771 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%. |
| 2015 | 1 | 17 | $931,148 | $102,986 | $6,058iApproximate average salary by contribution assumption: employee only about $151,450 at 4% or $100,967 at 6%; with 50% employer match about $100,967 at 4% or $67,311 at 6%; with 100% employer match about $75,725 at 4% or $50,483 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $931,148 | $102,986 | $6,058iApproximate average salary by contribution assumption: employee only about $151,450 at 4% or $100,967 at 6%; with 50% employer match about $100,967 at 4% or $67,311 at 6%; with 100% employer match about $75,725 at 4% or $50,483 at 6%. |
| 2014 | 1 | 17 | $826,603 | $126,662 | $7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 17 | $826,603 | $126,662 | $7,451iApproximate average salary by contribution assumption: employee only about $186,268 at 4% or $124,178 at 6%; with 50% employer match about $124,178 at 4% or $82,786 at 6%; with 100% employer match about $93,134 at 4% or $62,089 at 6%. |
| 2013 | 1 | 15 | $681,452 | $99,365 | $6,624iApproximate average salary by contribution assumption: employee only about $165,608 at 4% or $110,406 at 6%; with 50% employer match about $110,406 at 4% or $73,604 at 6%; with 100% employer match about $82,804 at 4% or $55,203 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 15 | $681,452 | $99,365 | $6,624iApproximate average salary by contribution assumption: employee only about $165,608 at 4% or $110,406 at 6%; with 50% employer match about $110,406 at 4% or $73,604 at 6%; with 100% employer match about $82,804 at 4% or $55,203 at 6%. |
| 2012 | 1 | 19 | $608,918 | $84,599 | $4,453iApproximate average salary by contribution assumption: employee only about $111,314 at 4% or $74,210 at 6%; with 50% employer match about $74,210 at 4% or $49,473 at 6%; with 100% employer match about $55,657 at 4% or $37,105 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 19 | $608,918 | $84,599 | $4,453iApproximate average salary by contribution assumption: employee only about $111,314 at 4% or $74,210 at 6%; with 50% employer match about $74,210 at 4% or $49,473 at 6%; with 100% employer match about $55,657 at 4% or $37,105 at 6%. |
| 2011 | 1 | 20 | $582,865 | $60,664 | $3,033iApproximate average salary by contribution assumption: employee only about $75,830 at 4% or $50,553 at 6%; with 50% employer match about $50,553 at 4% or $33,702 at 6%; with 100% employer match about $37,915 at 4% or $25,277 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 20 | $582,865 | $60,664 | $3,033iApproximate average salary by contribution assumption: employee only about $75,830 at 4% or $50,553 at 6%; with 50% employer match about $50,553 at 4% or $33,702 at 6%; with 100% employer match about $37,915 at 4% or $25,277 at 6%. |
| 2010 | 1 | 15 | $574,674 | $68,877 | $4,592iApproximate average salary by contribution assumption: employee only about $114,795 at 4% or $76,530 at 6%; with 50% employer match about $76,530 at 4% or $51,020 at 6%; with 100% employer match about $57,398 at 4% or $38,265 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 15 | $574,674 | $68,877 | $4,592iApproximate average salary by contribution assumption: employee only about $114,795 at 4% or $76,530 at 6%; with 50% employer match about $76,530 at 4% or $51,020 at 6%; with 100% employer match about $57,398 at 4% or $38,265 at 6%. |
| 2009 | 1 | 16 | $431,898 | $77,770 | $4,861iApproximate average salary by contribution assumption: employee only about $121,516 at 4% or $81,010 at 6%; with 50% employer match about $81,010 at 4% or $54,007 at 6%; with 100% employer match about $60,758 at 4% or $40,505 at 6%. |
| The Carmel Foundation Employees 403B Plan | - | 16 | $431,898 | $77,770 | $4,861iApproximate average salary by contribution assumption: employee only about $121,516 at 4% or $81,010 at 6%; with 50% employer match about $81,010 at 4% or $54,007 at 6%; with 100% employer match about $60,758 at 4% or $40,505 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Carmel Foundation Employees 403B Plan | - | 0 | - | - | - |