Civic Intelligence

Koret Foundation

Plan context: Koret Foundation 401K Plan

EIN 94-1624987 • San Francisco, CA • 30 filings • 3 plans

View Related Profile

611 Front StreetSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,257,825

2024 Contributions

$413,147

Historical Graphs

Total Assets Over Time

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

$5,257,825$2,628,913$0200020122024YearValue
$5,257,825Latest year 2024

Participants Over Time

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

26130200020122024YearValue
17Latest 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
2024117$5,257,825$413,147$24,303iApproximate average salary by contribution assumption: employee only about $607,569 at 4% or $405,046 at 6%; with 50% employer match about $405,046 at 4% or $270,031 at 6%; with 100% employer match about $303,785 at 4% or $202,523 at 6%.
Koret Foundation 401K Plan-17$5,257,825$413,147$24,303iApproximate average salary by contribution assumption: employee only about $607,569 at 4% or $405,046 at 6%; with 50% employer match about $405,046 at 4% or $270,031 at 6%; with 100% employer match about $303,785 at 4% or $202,523 at 6%.
2023116$4,261,164$383,431$23,964iApproximate average salary by contribution assumption: employee only about $599,111 at 4% or $399,407 at 6%; with 50% employer match about $399,407 at 4% or $266,272 at 6%; with 100% employer match about $299,555 at 4% or $199,704 at 6%.
Koret Foundation 401K Plan-16$4,261,164$383,431$23,964iApproximate average salary by contribution assumption: employee only about $599,111 at 4% or $399,407 at 6%; with 50% employer match about $399,407 at 4% or $266,272 at 6%; with 100% employer match about $299,555 at 4% or $199,704 at 6%.
2022115$3,319,293$354,557$23,637iApproximate average salary by contribution assumption: employee only about $590,928 at 4% or $393,952 at 6%; with 50% employer match about $393,952 at 4% or $262,635 at 6%; with 100% employer match about $295,464 at 4% or $196,976 at 6%.
Koret Foundation 401K Plan-15$3,319,293$354,557$23,637iApproximate average salary by contribution assumption: employee only about $590,928 at 4% or $393,952 at 6%; with 50% employer match about $393,952 at 4% or $262,635 at 6%; with 100% employer match about $295,464 at 4% or $196,976 at 6%.
2021115$3,821,945$316,119$21,075iApproximate average salary by contribution assumption: employee only about $526,865 at 4% or $351,243 at 6%; with 50% employer match about $351,243 at 4% or $234,162 at 6%; with 100% employer match about $263,433 at 4% or $175,622 at 6%.
Koret Foundation 401K Plan-15$3,821,945$316,119$21,075iApproximate average salary by contribution assumption: employee only about $526,865 at 4% or $351,243 at 6%; with 50% employer match about $351,243 at 4% or $234,162 at 6%; with 100% employer match about $263,433 at 4% or $175,622 at 6%.
2020116$3,141,908$178,161$11,135iApproximate average salary by contribution assumption: employee only about $278,377 at 4% or $185,584 at 6%; with 50% employer match about $185,584 at 4% or $123,723 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%.
Koret Foundation 401K Plan-16$3,141,908$178,161$11,135iApproximate average salary by contribution assumption: employee only about $278,377 at 4% or $185,584 at 6%; with 50% employer match about $185,584 at 4% or $123,723 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%.
2019121$2,716,730$285,309$13,586iApproximate average salary by contribution assumption: employee only about $339,654 at 4% or $226,436 at 6%; with 50% employer match about $226,436 at 4% or $150,957 at 6%; with 100% employer match about $169,827 at 4% or $113,218 at 6%.
Koret Foundation 401K Plan-21$2,716,730$285,309$13,586iApproximate average salary by contribution assumption: employee only about $339,654 at 4% or $226,436 at 6%; with 50% employer match about $226,436 at 4% or $150,957 at 6%; with 100% employer match about $169,827 at 4% or $113,218 at 6%.
2018124$3,286,867$286,701$11,946iApproximate average salary by contribution assumption: employee only about $298,647 at 4% or $199,098 at 6%; with 50% employer match about $199,098 at 4% or $132,732 at 6%; with 100% employer match about $149,323 at 4% or $99,549 at 6%.
Koret Foundation 401K Plan-24$3,286,867$286,701$11,946iApproximate average salary by contribution assumption: employee only about $298,647 at 4% or $199,098 at 6%; with 50% employer match about $199,098 at 4% or $132,732 at 6%; with 100% employer match about $149,323 at 4% or $99,549 at 6%.
2017124$3,284,809$315,262$13,136iApproximate average salary by contribution assumption: employee only about $328,398 at 4% or $218,932 at 6%; with 50% employer match about $218,932 at 4% or $145,955 at 6%; with 100% employer match about $164,199 at 4% or $109,466 at 6%.
Koret Foundation 401K Plan-24$3,284,809$315,262$13,136iApproximate average salary by contribution assumption: employee only about $328,398 at 4% or $218,932 at 6%; with 50% employer match about $218,932 at 4% or $145,955 at 6%; with 100% employer match about $164,199 at 4% or $109,466 at 6%.
2016126$2,756,436$375,837$14,455iApproximate average salary by contribution assumption: employee only about $361,382 at 4% or $240,921 at 6%; with 50% employer match about $240,921 at 4% or $160,614 at 6%; with 100% employer match about $180,691 at 4% or $120,461 at 6%.
Koret Foundation 401K Plan-26$2,756,436$375,837$14,455iApproximate average salary by contribution assumption: employee only about $361,382 at 4% or $240,921 at 6%; with 50% employer match about $240,921 at 4% or $160,614 at 6%; with 100% employer match about $180,691 at 4% or $120,461 at 6%.
2015124$2,292,606$401,332$16,722iApproximate average salary by contribution assumption: employee only about $418,054 at 4% or $278,703 at 6%; with 50% employer match about $278,703 at 4% or $185,802 at 6%; with 100% employer match about $209,027 at 4% or $139,351 at 6%.
Koret Foundation 401K Plan-24$2,292,606$401,332$16,722iApproximate average salary by contribution assumption: employee only about $418,054 at 4% or $278,703 at 6%; with 50% employer match about $278,703 at 4% or $185,802 at 6%; with 100% employer match about $209,027 at 4% or $139,351 at 6%.
2014123$3,629,131$376,115$16,353iApproximate average salary by contribution assumption: employee only about $408,821 at 4% or $272,547 at 6%; with 50% employer match about $272,547 at 4% or $181,698 at 6%; with 100% employer match about $204,410 at 4% or $136,274 at 6%.
Koret Foundation 401K Plan-23$3,629,131$376,115$16,353iApproximate average salary by contribution assumption: employee only about $408,821 at 4% or $272,547 at 6%; with 50% employer match about $272,547 at 4% or $181,698 at 6%; with 100% employer match about $204,410 at 4% or $136,274 at 6%.
2013121$3,078,142$335,087$15,957iApproximate average salary by contribution assumption: employee only about $398,913 at 4% or $265,942 at 6%; with 50% employer match about $265,942 at 4% or $177,295 at 6%; with 100% employer match about $199,457 at 4% or $132,971 at 6%.
Koret Foundation 401K Plan-21$3,078,142$335,087$15,957iApproximate average salary by contribution assumption: employee only about $398,913 at 4% or $265,942 at 6%; with 50% employer match about $265,942 at 4% or $177,295 at 6%; with 100% employer match about $199,457 at 4% or $132,971 at 6%.
2012120$2,519,945$313,089$15,654iApproximate average salary by contribution assumption: employee only about $391,361 at 4% or $260,908 at 6%; with 50% employer match about $260,908 at 4% or $173,938 at 6%; with 100% employer match about $195,681 at 4% or $130,454 at 6%.
Koret Foundation 401K Plan-20$2,519,945$313,089$15,654iApproximate average salary by contribution assumption: employee only about $391,361 at 4% or $260,908 at 6%; with 50% employer match about $260,908 at 4% or $173,938 at 6%; with 100% employer match about $195,681 at 4% or $130,454 at 6%.
2011121$2,069,127$305,845$14,564iApproximate average salary by contribution assumption: employee only about $364,101 at 4% or $242,734 at 6%; with 50% employer match about $242,734 at 4% or $161,823 at 6%; with 100% employer match about $182,051 at 4% or $121,367 at 6%.
Koret Foundation 401K Plan-21$2,069,127$305,845$14,564iApproximate average salary by contribution assumption: employee only about $364,101 at 4% or $242,734 at 6%; with 50% employer match about $242,734 at 4% or $161,823 at 6%; with 100% employer match about $182,051 at 4% or $121,367 at 6%.
2010119$2,008,511$295,890$15,573iApproximate average salary by contribution assumption: employee only about $389,329 at 4% or $259,553 at 6%; with 50% employer match about $259,553 at 4% or $173,035 at 6%; with 100% employer match about $194,664 at 4% or $129,776 at 6%.
Koret Foundation 401K Plan-19$2,008,511$295,890$15,573iApproximate average salary by contribution assumption: employee only about $389,329 at 4% or $259,553 at 6%; with 50% employer match about $259,553 at 4% or $173,035 at 6%; with 100% employer match about $194,664 at 4% or $129,776 at 6%.
2009123$1,739,779$333,441$14,497iApproximate average salary by contribution assumption: employee only about $362,436 at 4% or $241,624 at 6%; with 50% employer match about $241,624 at 4% or $161,083 at 6%; with 100% employer match about $181,218 at 4% or $120,812 at 6%.
Koret Foundation 401K Plan-23$1,739,779$333,441$14,497iApproximate average salary by contribution assumption: employee only about $362,436 at 4% or $241,624 at 6%; with 50% employer match about $241,624 at 4% or $161,083 at 6%; with 100% employer match about $181,218 at 4% or $120,812 at 6%.
2008112$1,214,246$268,905$22,409iApproximate average salary by contribution assumption: employee only about $560,219 at 4% or $373,479 at 6%; with 50% employer match about $373,479 at 4% or $248,986 at 6%; with 100% employer match about $280,109 at 4% or $186,740 at 6%.
Koret Foundation 401K Plan-12$1,214,246$268,905$22,409iApproximate average salary by contribution assumption: employee only about $560,219 at 4% or $373,479 at 6%; with 50% employer match about $373,479 at 4% or $248,986 at 6%; with 100% employer match about $280,109 at 4% or $186,740 at 6%.
2007113$1,217,393$261,951$20,150iApproximate average salary by contribution assumption: employee only about $503,752 at 4% or $335,835 at 6%; with 50% employer match about $335,835 at 4% or $223,890 at 6%; with 100% employer match about $251,876 at 4% or $167,917 at 6%.
Koret Foundation 401K Plan-13$1,217,393$261,951$20,150iApproximate average salary by contribution assumption: employee only about $503,752 at 4% or $335,835 at 6%; with 50% employer match about $335,835 at 4% or $223,890 at 6%; with 100% employer match about $251,876 at 4% or $167,917 at 6%.
2006112$1,722,905$266,136$22,178iApproximate average salary by contribution assumption: employee only about $554,450 at 4% or $369,633 at 6%; with 50% employer match about $369,633 at 4% or $246,422 at 6%; with 100% employer match about $277,225 at 4% or $184,817 at 6%.
Koret Foundation 401K Plan-12$1,722,905$266,136$22,178iApproximate average salary by contribution assumption: employee only about $554,450 at 4% or $369,633 at 6%; with 50% employer match about $369,633 at 4% or $246,422 at 6%; with 100% employer match about $277,225 at 4% or $184,817 at 6%.
2005113$1,303,301$257,810$19,832iApproximate average salary by contribution assumption: employee only about $495,788 at 4% or $330,526 at 6%; with 50% employer match about $330,526 at 4% or $220,350 at 6%; with 100% employer match about $247,894 at 4% or $165,263 at 6%.
Koret Foundation 401K Plan-13$1,303,301$257,810$19,832iApproximate average salary by contribution assumption: employee only about $495,788 at 4% or $330,526 at 6%; with 50% employer match about $330,526 at 4% or $220,350 at 6%; with 100% employer match about $247,894 at 4% or $165,263 at 6%.
2004111$1,036,709$213,716$19,429iApproximate average salary by contribution assumption: employee only about $485,718 at 4% or $323,812 at 6%; with 50% employer match about $323,812 at 4% or $215,875 at 6%; with 100% employer match about $242,859 at 4% or $161,906 at 6%.
Koret Foundation 401K Plan-11$1,036,709$213,716$19,429iApproximate average salary by contribution assumption: employee only about $485,718 at 4% or $323,812 at 6%; with 50% employer match about $323,812 at 4% or $215,875 at 6%; with 100% employer match about $242,859 at 4% or $161,906 at 6%.
2003211$889,742$188,987$17,181iApproximate average salary by contribution assumption: employee only about $429,516 at 4% or $286,344 at 6%; with 50% employer match about $286,344 at 4% or $190,896 at 6%; with 100% employer match about $214,758 at 4% or $143,172 at 6%.
Koret Foundation 401K Plan-11$889,742$113,360$10,305iApproximate average salary by contribution assumption: employee only about $257,636 at 4% or $171,758 at 6%; with 50% employer match about $171,758 at 4% or $114,505 at 6%; with 100% employer match about $128,818 at 4% or $85,879 at 6%.
Koret Foundation Money Purchase Pension Plan-0-$75,627-
2002212$619,834$167,529$13,961iApproximate average salary by contribution assumption: employee only about $349,019 at 4% or $232,679 at 6%; with 50% employer match about $232,679 at 4% or $155,119 at 6%; with 100% employer match about $174,509 at 4% or $116,340 at 6%.
Koret Foundation 401K Plan-12$366,457$96,606$8,051iApproximate average salary by contribution assumption: employee only about $201,263 at 4% or $134,175 at 6%; with 50% employer match about $134,175 at 4% or $89,450 at 6%; with 100% employer match about $100,631 at 4% or $67,088 at 6%.
Koret Foundation Money Purchase Pension Plan-12$253,377$70,923$5,910iApproximate average salary by contribution assumption: employee only about $147,756 at 4% or $98,504 at 6%; with 50% employer match about $98,504 at 4% or $65,669 at 6%; with 100% employer match about $73,878 at 4% or $49,252 at 6%.
2001212$573,090$155,196$12,933iApproximate average salary by contribution assumption: employee only about $323,325 at 4% or $215,550 at 6%; with 50% employer match about $215,550 at 4% or $143,700 at 6%; with 100% employer match about $161,663 at 4% or $107,775 at 6%.
Koret Foundation 401K Plan-12$343,936$90,118$7,510iApproximate average salary by contribution assumption: employee only about $187,746 at 4% or $125,164 at 6%; with 50% employer match about $125,164 at 4% or $83,443 at 6%; with 100% employer match about $93,873 at 4% or $62,582 at 6%.
Koret Foundation Money Purchase Pension Plan-12$229,154$65,078$5,423iApproximate average salary by contribution assumption: employee only about $135,579 at 4% or $90,386 at 6%; with 50% employer match about $90,386 at 4% or $60,257 at 6%; with 100% employer match about $67,790 at 4% or $45,193 at 6%.
2000213$772,143$168,464$12,959iApproximate average salary by contribution assumption: employee only about $323,969 at 4% or $215,979 at 6%; with 50% employer match about $215,979 at 4% or $143,986 at 6%; with 100% employer match about $161,985 at 4% or $107,990 at 6%.
Koret Foundation 401K Plan-13$442,906$104,704$8,054iApproximate average salary by contribution assumption: employee only about $201,354 at 4% or $134,236 at 6%; with 50% employer match about $134,236 at 4% or $89,491 at 6%; with 100% employer match about $100,677 at 4% or $67,118 at 6%.
Koret Foundation Money Purchase Pension Plan-13$329,237$63,760$4,905iApproximate average salary by contribution assumption: employee only about $122,615 at 4% or $81,744 at 6%; with 50% employer match about $81,744 at 4% or $54,496 at 6%; with 100% employer match about $61,308 at 4% or $40,872 at 6%.
199910$0$0-
Koret Foundation 401K Plan-0---