The San Francisco School
Plan context: The San Francisco School Tax Sheltered Annuity Plan
EIN 94-1629702 • San Francisco, CA • 25 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
110
2023 Assets
$18,137,554
2023 Contributions
$943,704
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 | 110 | $18,137,554 | $943,704 | $8,579iApproximate average salary by contribution assumption: employee only about $214,478 at 4% or $142,985 at 6%; with 50% employer match about $142,985 at 4% or $95,324 at 6%; with 100% employer match about $107,239 at 4% or $71,493 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 110 | $18,137,554 | $943,704 | $8,579iApproximate average salary by contribution assumption: employee only about $214,478 at 4% or $142,985 at 6%; with 50% employer match about $142,985 at 4% or $95,324 at 6%; with 100% employer match about $107,239 at 4% or $71,493 at 6%. |
| 2022 | 1 | 114 | $17,143,988 | $1,016,055 | $8,913iApproximate average salary by contribution assumption: employee only about $222,819 at 4% or $148,546 at 6%; with 50% employer match about $148,546 at 4% or $99,031 at 6%; with 100% employer match about $111,410 at 4% or $74,273 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 114 | $17,143,988 | $1,016,055 | $8,913iApproximate average salary by contribution assumption: employee only about $222,819 at 4% or $148,546 at 6%; with 50% employer match about $148,546 at 4% or $99,031 at 6%; with 100% employer match about $111,410 at 4% or $74,273 at 6%. |
| 2021 | 1 | 115 | $14,944,304 | $975,601 | $8,483iApproximate average salary by contribution assumption: employee only about $212,087 at 4% or $141,391 at 6%; with 50% employer match about $141,391 at 4% or $94,261 at 6%; with 100% employer match about $106,044 at 4% or $70,696 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 115 | $14,944,304 | $975,601 | $8,483iApproximate average salary by contribution assumption: employee only about $212,087 at 4% or $141,391 at 6%; with 50% employer match about $141,391 at 4% or $94,261 at 6%; with 100% employer match about $106,044 at 4% or $70,696 at 6%. |
| 2020 | 1 | 104 | $16,351,335 | $701,705 | $6,747iApproximate average salary by contribution assumption: employee only about $168,679 at 4% or $112,453 at 6%; with 50% employer match about $112,453 at 4% or $74,968 at 6%; with 100% employer match about $84,340 at 4% or $56,226 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 104 | $16,351,335 | $701,705 | $6,747iApproximate average salary by contribution assumption: employee only about $168,679 at 4% or $112,453 at 6%; with 50% employer match about $112,453 at 4% or $74,968 at 6%; with 100% employer match about $84,340 at 4% or $56,226 at 6%. |
| 2019 | 1 | 88 | $12,578,727 | $672,135 | $7,638iApproximate average salary by contribution assumption: employee only about $190,947 at 4% or $127,298 at 6%; with 50% employer match about $127,298 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 88 | $12,578,727 | $672,135 | $7,638iApproximate average salary by contribution assumption: employee only about $190,947 at 4% or $127,298 at 6%; with 50% employer match about $127,298 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| 2018 | 1 | 92 | $12,781,760 | $803,118 | $8,730iApproximate average salary by contribution assumption: employee only about $218,239 at 4% or $145,492 at 6%; with 50% employer match about $145,492 at 4% or $96,995 at 6%; with 100% employer match about $109,119 at 4% or $72,746 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 92 | $12,781,760 | $803,118 | $8,730iApproximate average salary by contribution assumption: employee only about $218,239 at 4% or $145,492 at 6%; with 50% employer match about $145,492 at 4% or $96,995 at 6%; with 100% employer match about $109,119 at 4% or $72,746 at 6%. |
| 2017 | 1 | 83 | $11,607,847 | $618,521 | $7,452iApproximate average salary by contribution assumption: employee only about $186,302 at 4% or $124,201 at 6%; with 50% employer match about $124,201 at 4% or $82,801 at 6%; with 100% employer match about $93,151 at 4% or $62,101 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 83 | $11,607,847 | $618,521 | $7,452iApproximate average salary by contribution assumption: employee only about $186,302 at 4% or $124,201 at 6%; with 50% employer match about $124,201 at 4% or $82,801 at 6%; with 100% employer match about $93,151 at 4% or $62,101 at 6%. |
| 2016 | 1 | 84 | $10,281,841 | $632,445 | $7,529iApproximate average salary by contribution assumption: employee only about $188,228 at 4% or $125,485 at 6%; with 50% employer match about $125,485 at 4% or $83,657 at 6%; with 100% employer match about $94,114 at 4% or $62,743 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 84 | $10,281,841 | $632,445 | $7,529iApproximate average salary by contribution assumption: employee only about $188,228 at 4% or $125,485 at 6%; with 50% employer match about $125,485 at 4% or $83,657 at 6%; with 100% employer match about $94,114 at 4% or $62,743 at 6%. |
| 2015 | 1 | 77 | $8,971,279 | $614,250 | $7,977iApproximate average salary by contribution assumption: employee only about $199,432 at 4% or $132,955 at 6%; with 50% employer match about $132,955 at 4% or $88,636 at 6%; with 100% employer match about $99,716 at 4% or $66,477 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 77 | $8,971,279 | $614,250 | $7,977iApproximate average salary by contribution assumption: employee only about $199,432 at 4% or $132,955 at 6%; with 50% employer match about $132,955 at 4% or $88,636 at 6%; with 100% employer match about $99,716 at 4% or $66,477 at 6%. |
| 2014 | 1 | 74 | $8,527,341 | $561,524 | $7,588iApproximate average salary by contribution assumption: employee only about $189,704 at 4% or $126,469 at 6%; with 50% employer match about $126,469 at 4% or $84,313 at 6%; with 100% employer match about $94,852 at 4% or $63,235 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 74 | $8,527,341 | $561,524 | $7,588iApproximate average salary by contribution assumption: employee only about $189,704 at 4% or $126,469 at 6%; with 50% employer match about $126,469 at 4% or $84,313 at 6%; with 100% employer match about $94,852 at 4% or $63,235 at 6%. |
| 2013 | 1 | 72 | $7,829,425 | $581,558 | $8,077iApproximate average salary by contribution assumption: employee only about $201,930 at 4% or $134,620 at 6%; with 50% employer match about $134,620 at 4% or $89,747 at 6%; with 100% employer match about $100,965 at 4% or $67,310 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 72 | $7,829,425 | $581,558 | $8,077iApproximate average salary by contribution assumption: employee only about $201,930 at 4% or $134,620 at 6%; with 50% employer match about $134,620 at 4% or $89,747 at 6%; with 100% employer match about $100,965 at 4% or $67,310 at 6%. |
| 2012 | 1 | 72 | $6,710,558 | $614,168 | $8,530iApproximate average salary by contribution assumption: employee only about $213,253 at 4% or $142,169 at 6%; with 50% employer match about $142,169 at 4% or $94,779 at 6%; with 100% employer match about $106,626 at 4% or $71,084 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 72 | $6,710,558 | $614,168 | $8,530iApproximate average salary by contribution assumption: employee only about $213,253 at 4% or $142,169 at 6%; with 50% employer match about $142,169 at 4% or $94,779 at 6%; with 100% employer match about $106,626 at 4% or $71,084 at 6%. |
| 2011 | 1 | 69 | $5,551,398 | $539,849 | $7,824iApproximate average salary by contribution assumption: employee only about $195,597 at 4% or $130,398 at 6%; with 50% employer match about $130,398 at 4% or $86,932 at 6%; with 100% employer match about $97,799 at 4% or $65,199 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 69 | $5,551,398 | $539,849 | $7,824iApproximate average salary by contribution assumption: employee only about $195,597 at 4% or $130,398 at 6%; with 50% employer match about $130,398 at 4% or $86,932 at 6%; with 100% employer match about $97,799 at 4% or $65,199 at 6%. |
| 2010 | 1 | 59 | $4,979,264 | $436,337 | $7,396iApproximate average salary by contribution assumption: employee only about $184,889 at 4% or $123,259 at 6%; with 50% employer match about $123,259 at 4% or $82,173 at 6%; with 100% employer match about $92,444 at 4% or $61,630 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 59 | $4,979,264 | $436,337 | $7,396iApproximate average salary by contribution assumption: employee only about $184,889 at 4% or $123,259 at 6%; with 50% employer match about $123,259 at 4% or $82,173 at 6%; with 100% employer match about $92,444 at 4% or $61,630 at 6%. |
| 2009 | 1 | 59 | $3,985,054 | $540,551 | $9,162iApproximate average salary by contribution assumption: employee only about $229,047 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,799 at 6%; with 100% employer match about $114,524 at 4% or $76,349 at 6%. |
| The San Francisco School Tax Sheltered Annuity Plan | - | 59 | $3,985,054 | $540,551 | $9,162iApproximate average salary by contribution assumption: employee only about $229,047 at 4% or $152,698 at 6%; with 50% employer match about $152,698 at 4% or $101,799 at 6%; with 100% employer match about $114,524 at 4% or $76,349 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The San Francisco School Tax Sheltered Annuity Plan | - | 0 | - | - | - |