Civic Intelligence

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

3100 DE LA Cruz Blvd.Ste 310Santa Clara, CA 95054
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

$6,426,403$3,213,202$0199920152024YearValue
$6,426,403Latest year 2024

Participants Over Time

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

94470199920122024YearValue
85Latest 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
2024285$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%.
2023274$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%.
2022265$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%.
2021252$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%.
2020280$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%.
2019239$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%.
2018273$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%.
2017243$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%.
2016241$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%.
2015294$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%.
2014169$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%.
2013162$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%.
2012150$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%.
2011157$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%.
2010158$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%.
2009166$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%.
2008162$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-62---
2007160$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-60---
2006158$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%.
2005164$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-64---
2004171$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%.
2003168$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-68---
2002164$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-64---
2001168$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-68---
2000153$0$0-
Council on Aging of Santa Clara County Inc. Money Purchase Pension Plan-53---
1999154$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%.