Council on Aging of Santa Clara County
Plan context: Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan
EIN 94-2256503 • Santa Clara, CA • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
85
2024 Assets
$6,426,403
2024 Contributions
$520,209
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 | 2 | 85 | $6,426,403 | $520,209 | $6,120iApproximate average salary by contribution assumption: employee only about $153,003 at 4% or $102,002 at 6%; with 50% employer match about $102,002 at 4% or $68,001 at 6%; with 100% employer match about $76,501 at 4% or $51,001 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 85 | $3,621,034 | $261,196 | $3,073iApproximate average salary by contribution assumption: employee only about $76,822 at 4% or $51,215 at 6%; with 50% employer match about $51,215 at 4% or $34,143 at 6%; with 100% employer match about $38,411 at 4% or $25,607 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 51 | $2,805,369 | $259,013 | $5,079iApproximate average salary by contribution assumption: employee only about $126,967 at 4% or $84,645 at 6%; with 50% employer match about $84,645 at 4% or $56,430 at 6%; with 100% employer match about $63,484 at 4% or $42,322 at 6%. |
| 2023 | 2 | 74 | $5,778,239 | $508,390 | $6,870iApproximate average salary by contribution assumption: employee only about $171,753 at 4% or $114,502 at 6%; with 50% employer match about $114,502 at 4% or $76,335 at 6%; with 100% employer match about $85,877 at 4% or $57,251 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 74 | $3,066,258 | $252,116 | $3,407iApproximate average salary by contribution assumption: employee only about $85,174 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,855 at 6%; with 100% employer match about $42,587 at 4% or $28,391 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 38 | $2,711,981 | $256,274 | $6,744iApproximate average salary by contribution assumption: employee only about $168,601 at 4% or $112,401 at 6%; with 50% employer match about $112,401 at 4% or $74,934 at 6%; with 100% employer match about $84,301 at 4% or $56,200 at 6%. |
| 2022 | 2 | 65 | $4,844,706 | $453,347 | $6,975iApproximate average salary by contribution assumption: employee only about $174,364 at 4% or $116,243 at 6%; with 50% employer match about $116,243 at 4% or $77,495 at 6%; with 100% employer match about $87,182 at 4% or $58,121 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 65 | $2,508,833 | $209,544 | $3,224iApproximate average salary by contribution assumption: employee only about $80,594 at 4% or $53,729 at 6%; with 50% employer match about $53,729 at 4% or $35,819 at 6%; with 100% employer match about $40,297 at 4% or $26,865 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 47 | $2,335,873 | $243,803 | $5,187iApproximate average salary by contribution assumption: employee only about $129,682 at 4% or $86,455 at 6%; with 50% employer match about $86,455 at 4% or $57,637 at 6%; with 100% employer match about $64,841 at 4% or $43,227 at 6%. |
| 2021 | 2 | 52 | $5,569,723 | $440,283 | $8,467iApproximate average salary by contribution assumption: employee only about $211,675 at 4% or $141,116 at 6%; with 50% employer match about $141,116 at 4% or $94,078 at 6%; with 100% employer match about $105,837 at 4% or $70,558 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 52 | $2,966,327 | $204,325 | $3,929iApproximate average salary by contribution assumption: employee only about $98,233 at 4% or $65,489 at 6%; with 50% employer match about $65,489 at 4% or $43,659 at 6%; with 100% employer match about $49,117 at 4% or $32,744 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 37 | $2,603,396 | $235,958 | $6,377iApproximate average salary by contribution assumption: employee only about $159,431 at 4% or $106,287 at 6%; with 50% employer match about $106,287 at 4% or $70,858 at 6%; with 100% employer match about $79,716 at 4% or $53,144 at 6%. |
| 2020 | 2 | 80 | $4,501,233 | $444,246 | $5,553iApproximate average salary by contribution assumption: employee only about $138,827 at 4% or $92,551 at 6%; with 50% employer match about $92,551 at 4% or $61,701 at 6%; with 100% employer match about $69,413 at 4% or $46,276 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 80 | $2,425,483 | $207,385 | $2,592iApproximate average salary by contribution assumption: employee only about $64,808 at 4% or $43,205 at 6%; with 50% employer match about $43,205 at 4% or $28,803 at 6%; with 100% employer match about $32,404 at 4% or $21,603 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 36 | $2,075,750 | $236,861 | $6,579iApproximate average salary by contribution assumption: employee only about $164,487 at 4% or $109,658 at 6%; with 50% employer match about $109,658 at 4% or $73,105 at 6%; with 100% employer match about $82,243 at 4% or $54,829 at 6%. |
| 2019 | 2 | 39 | $5,381,848 | $525,386 | $13,471iApproximate average salary by contribution assumption: employee only about $336,786 at 4% or $224,524 at 6%; with 50% employer match about $224,524 at 4% or $149,683 at 6%; with 100% employer match about $168,393 at 4% or $112,262 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | - | $3,134,805 | $213,431 | - |
| SOURCEWISE 403(B) PLAN | - | 39 | $2,247,043 | $311,955 | $7,999iApproximate average salary by contribution assumption: employee only about $199,971 at 4% or $133,314 at 6%; with 50% employer match about $133,314 at 4% or $88,876 at 6%; with 100% employer match about $99,986 at 4% or $66,657 at 6%. |
| 2018 | 2 | 73 | $4,569,244 | $536,779 | $7,353iApproximate average salary by contribution assumption: employee only about $183,828 at 4% or $122,552 at 6%; with 50% employer match about $122,552 at 4% or $81,702 at 6%; with 100% employer match about $91,914 at 4% or $61,276 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 73 | $2,666,542 | $223,913 | $3,067iApproximate average salary by contribution assumption: employee only about $76,683 at 4% or $51,122 at 6%; with 50% employer match about $51,122 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 36 | $1,902,702 | $312,866 | $8,691iApproximate average salary by contribution assumption: employee only about $217,268 at 4% or $144,845 at 6%; with 50% employer match about $144,845 at 4% or $96,564 at 6%; with 100% employer match about $108,634 at 4% or $72,423 at 6%. |
| 2017 | 2 | 43 | $4,757,752 | $389,259 | $9,053iApproximate average salary by contribution assumption: employee only about $226,313 at 4% or $150,876 at 6%; with 50% employer match about $150,876 at 4% or $100,584 at 6%; with 100% employer match about $113,157 at 4% or $75,438 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 43 | $2,677,426 | $116,563 | $2,711iApproximate average salary by contribution assumption: employee only about $67,769 at 4% or $45,179 at 6%; with 50% employer match about $45,179 at 4% or $30,120 at 6%; with 100% employer match about $33,885 at 4% or $22,590 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 37 | $2,080,326 | $272,696 | $7,370iApproximate average salary by contribution assumption: employee only about $184,254 at 4% or $122,836 at 6%; with 50% employer match about $122,836 at 4% or $81,891 at 6%; with 100% employer match about $92,127 at 4% or $61,418 at 6%. |
| 2016 | 2 | 41 | $3,967,396 | $499,133 | $12,174iApproximate average salary by contribution assumption: employee only about $304,349 at 4% or $202,900 at 6%; with 50% employer match about $202,900 at 4% or $135,266 at 6%; with 100% employer match about $152,175 at 4% or $101,450 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 28 | $2,394,608 | $214,179 | $7,649iApproximate average salary by contribution assumption: employee only about $191,231 at 4% or $127,488 at 6%; with 50% employer match about $127,488 at 4% or $84,992 at 6%; with 100% employer match about $95,616 at 4% or $63,744 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 41 | $1,572,788 | $284,954 | $6,950iApproximate average salary by contribution assumption: employee only about $173,752 at 4% or $115,835 at 6%; with 50% employer match about $115,835 at 4% or $77,223 at 6%; with 100% employer match about $86,876 at 4% or $57,917 at 6%. |
| 2015 | 2 | 94 | $3,348,498 | $379,115 | $4,033iApproximate average salary by contribution assumption: employee only about $100,828 at 4% or $67,219 at 6%; with 50% employer match about $67,219 at 4% or $44,813 at 6%; with 100% employer match about $50,414 at 4% or $33,609 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 94 | $2,093,644 | $196,340 | $2,089iApproximate average salary by contribution assumption: employee only about $52,218 at 4% or $34,812 at 6%; with 50% employer match about $34,812 at 4% or $23,208 at 6%; with 100% employer match about $26,109 at 4% or $17,406 at 6%. |
| SOURCEWISE 403(B) PLAN | - | 56 | $1,254,854 | $182,775 | $3,264iApproximate average salary by contribution assumption: employee only about $81,596 at 4% or $54,397 at 6%; with 50% employer match about $54,397 at 4% or $36,265 at 6%; with 100% employer match about $40,798 at 4% or $27,199 at 6%. |
| 2014 | 1 | 69 | $1,969,631 | $175,326 | $2,541iApproximate average salary by contribution assumption: employee only about $63,524 at 4% or $42,349 at 6%; with 50% employer match about $42,349 at 4% or $28,233 at 6%; with 100% employer match about $31,762 at 4% or $21,175 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 69 | $1,969,631 | $175,326 | $2,541iApproximate average salary by contribution assumption: employee only about $63,524 at 4% or $42,349 at 6%; with 50% employer match about $42,349 at 4% or $28,233 at 6%; with 100% employer match about $31,762 at 4% or $21,175 at 6%. |
| 2013 | 1 | 62 | $1,772,258 | $142,895 | $2,305iApproximate average salary by contribution assumption: employee only about $57,619 at 4% or $38,413 at 6%; with 50% employer match about $38,413 at 4% or $25,608 at 6%; with 100% employer match about $28,809 at 4% or $19,206 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 62 | $1,772,258 | $142,895 | $2,305iApproximate average salary by contribution assumption: employee only about $57,619 at 4% or $38,413 at 6%; with 50% employer match about $38,413 at 4% or $25,608 at 6%; with 100% employer match about $28,809 at 4% or $19,206 at 6%. |
| 2012 | 1 | 50 | $1,447,159 | $173,218 | $3,464iApproximate average salary by contribution assumption: employee only about $86,609 at 4% or $57,739 at 6%; with 50% employer match about $57,739 at 4% or $38,493 at 6%; with 100% employer match about $43,305 at 4% or $28,870 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 50 | $1,447,159 | $173,218 | $3,464iApproximate average salary by contribution assumption: employee only about $86,609 at 4% or $57,739 at 6%; with 50% employer match about $57,739 at 4% or $38,493 at 6%; with 100% employer match about $43,305 at 4% or $28,870 at 6%. |
| 2011 | 1 | 57 | $1,228,083 | $155,701 | $2,732iApproximate average salary by contribution assumption: employee only about $68,290 at 4% or $45,527 at 6%; with 50% employer match about $45,527 at 4% or $30,351 at 6%; with 100% employer match about $34,145 at 4% or $22,763 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 57 | $1,228,083 | $155,701 | $2,732iApproximate average salary by contribution assumption: employee only about $68,290 at 4% or $45,527 at 6%; with 50% employer match about $45,527 at 4% or $30,351 at 6%; with 100% employer match about $34,145 at 4% or $22,763 at 6%. |
| 2010 | 1 | 58 | $1,220,204 | $168,615 | $2,907iApproximate average salary by contribution assumption: employee only about $72,679 at 4% or $48,453 at 6%; with 50% employer match about $48,453 at 4% or $32,302 at 6%; with 100% employer match about $36,339 at 4% or $24,226 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 58 | $1,220,204 | $168,615 | $2,907iApproximate average salary by contribution assumption: employee only about $72,679 at 4% or $48,453 at 6%; with 50% employer match about $48,453 at 4% or $32,302 at 6%; with 100% employer match about $36,339 at 4% or $24,226 at 6%. |
| 2009 | 1 | 66 | $1,078,540 | $171,941 | $2,605iApproximate average salary by contribution assumption: employee only about $65,129 at 4% or $43,419 at 6%; with 50% employer match about $43,419 at 4% or $28,946 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 66 | $1,078,540 | $171,941 | $2,605iApproximate average salary by contribution assumption: employee only about $65,129 at 4% or $43,419 at 6%; with 50% employer match about $43,419 at 4% or $28,946 at 6%; with 100% employer match about $32,565 at 4% or $21,710 at 6%. |
| 2008 | 1 | 62 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 62 | - | - | - |
| 2007 | 1 | 60 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 60 | - | - | - |
| 2006 | 1 | 58 | $994,089 | $130,051 | $2,242iApproximate average salary by contribution assumption: employee only about $56,056 at 4% or $37,371 at 6%; with 50% employer match about $37,371 at 4% or $24,914 at 6%; with 100% employer match about $28,028 at 4% or $18,685 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 58 | $994,089 | $130,051 | $2,242iApproximate average salary by contribution assumption: employee only about $56,056 at 4% or $37,371 at 6%; with 50% employer match about $37,371 at 4% or $24,914 at 6%; with 100% employer match about $28,028 at 4% or $18,685 at 6%. |
| 2005 | 1 | 64 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 64 | - | - | - |
| 2004 | 1 | 71 | $748,667 | $125,737 | $1,771iApproximate average salary by contribution assumption: employee only about $44,274 at 4% or $29,516 at 6%; with 50% employer match about $29,516 at 4% or $19,677 at 6%; with 100% employer match about $22,137 at 4% or $14,758 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 71 | $748,667 | $125,737 | $1,771iApproximate average salary by contribution assumption: employee only about $44,274 at 4% or $29,516 at 6%; with 50% employer match about $29,516 at 4% or $19,677 at 6%; with 100% employer match about $22,137 at 4% or $14,758 at 6%. |
| 2003 | 1 | 68 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 68 | - | - | - |
| 2002 | 1 | 64 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 64 | - | - | - |
| 2001 | 1 | 68 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 68 | - | - | - |
| 2000 | 1 | 53 | $0 | $0 | - |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 53 | - | - | - |
| 1999 | 1 | 54 | $479,079 | $71,650 | $1,327iApproximate average salary by contribution assumption: employee only about $33,171 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |
| Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan | - | 54 | $479,079 | $71,650 | $1,327iApproximate average salary by contribution assumption: employee only about $33,171 at 4% or $22,114 at 6%; with 50% employer match about $22,114 at 4% or $14,743 at 6%; with 100% employer match about $16,586 at 4% or $11,057 at 6%. |