Civic Intelligence

BERNARD OSHER FOUNDATION

Plan context: BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN

EIN 94-2506257 • San Francisco, CA • 19 filings • 3 plans

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1 Market Plaza Steuart TowerSuite 1000San Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,254,550

2024 Contributions

$137,618

Historical Graphs

Total Assets Over Time

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

$4,771,935$2,385,968$0200620152024YearValue
$3,254,550Latest year 2024

Participants Over Time

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

840200620152024YearValue
6Latest 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
202416$3,254,550$137,618$22,936iApproximate average salary by contribution assumption: employee only about $573,408 at 4% or $382,272 at 6%; with 50% employer match about $382,272 at 4% or $254,848 at 6%; with 100% employer match about $286,704 at 4% or $191,136 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-6$3,254,550$137,618$22,936iApproximate average salary by contribution assumption: employee only about $573,408 at 4% or $382,272 at 6%; with 50% employer match about $382,272 at 4% or $254,848 at 6%; with 100% employer match about $286,704 at 4% or $191,136 at 6%.
202316$2,792,538$127,556$21,259iApproximate average salary by contribution assumption: employee only about $531,483 at 4% or $354,322 at 6%; with 50% employer match about $354,322 at 4% or $236,215 at 6%; with 100% employer match about $265,742 at 4% or $177,161 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-6$2,792,538$127,556$21,259iApproximate average salary by contribution assumption: employee only about $531,483 at 4% or $354,322 at 6%; with 50% employer match about $354,322 at 4% or $236,215 at 6%; with 100% employer match about $265,742 at 4% or $177,161 at 6%.
202217$3,785,490$154,277$22,040iApproximate average salary by contribution assumption: employee only about $550,989 at 4% or $367,326 at 6%; with 50% employer match about $367,326 at 4% or $244,884 at 6%; with 100% employer match about $275,495 at 4% or $183,663 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$3,785,490$154,277$22,040iApproximate average salary by contribution assumption: employee only about $550,989 at 4% or $367,326 at 6%; with 50% employer match about $367,326 at 4% or $244,884 at 6%; with 100% employer match about $275,495 at 4% or $183,663 at 6%.
202117$4,491,111$168,623$24,089iApproximate average salary by contribution assumption: employee only about $602,225 at 4% or $401,483 at 6%; with 50% employer match about $401,483 at 4% or $267,656 at 6%; with 100% employer match about $301,113 at 4% or $200,742 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$4,491,111$168,623$24,089iApproximate average salary by contribution assumption: employee only about $602,225 at 4% or $401,483 at 6%; with 50% employer match about $401,483 at 4% or $267,656 at 6%; with 100% employer match about $301,113 at 4% or $200,742 at 6%.
202018$4,771,935$175,066$21,883iApproximate average salary by contribution assumption: employee only about $547,081 at 4% or $364,721 at 6%; with 50% employer match about $364,721 at 4% or $243,147 at 6%; with 100% employer match about $273,541 at 4% or $182,360 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-8$4,771,935$175,066$21,883iApproximate average salary by contribution assumption: employee only about $547,081 at 4% or $364,721 at 6%; with 50% employer match about $364,721 at 4% or $243,147 at 6%; with 100% employer match about $273,541 at 4% or $182,360 at 6%.
201917$3,815,003$186,773$26,682iApproximate average salary by contribution assumption: employee only about $667,046 at 4% or $444,698 at 6%; with 50% employer match about $444,698 at 4% or $296,465 at 6%; with 100% employer match about $333,523 at 4% or $222,349 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$3,815,003$186,773$26,682iApproximate average salary by contribution assumption: employee only about $667,046 at 4% or $444,698 at 6%; with 50% employer match about $444,698 at 4% or $296,465 at 6%; with 100% employer match about $333,523 at 4% or $222,349 at 6%.
201817$2,957,457$180,863$25,838iApproximate average salary by contribution assumption: employee only about $645,939 at 4% or $430,626 at 6%; with 50% employer match about $430,626 at 4% or $287,084 at 6%; with 100% employer match about $322,970 at 4% or $215,313 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$2,957,457$180,863$25,838iApproximate average salary by contribution assumption: employee only about $645,939 at 4% or $430,626 at 6%; with 50% employer match about $430,626 at 4% or $287,084 at 6%; with 100% employer match about $322,970 at 4% or $215,313 at 6%.
201717$2,956,489$170,963$24,423iApproximate average salary by contribution assumption: employee only about $610,582 at 4% or $407,055 at 6%; with 50% employer match about $407,055 at 4% or $271,370 at 6%; with 100% employer match about $305,291 at 4% or $203,527 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$2,956,489$170,963$24,423iApproximate average salary by contribution assumption: employee only about $610,582 at 4% or $407,055 at 6%; with 50% employer match about $407,055 at 4% or $271,370 at 6%; with 100% employer match about $305,291 at 4% or $203,527 at 6%.
201617$2,323,061$167,663$23,952iApproximate average salary by contribution assumption: employee only about $598,796 at 4% or $399,198 at 6%; with 50% employer match about $399,198 at 4% or $266,132 at 6%; with 100% employer match about $299,398 at 4% or $199,599 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-7$2,323,061$167,663$23,952iApproximate average salary by contribution assumption: employee only about $598,796 at 4% or $399,198 at 6%; with 50% employer match about $399,198 at 4% or $266,132 at 6%; with 100% employer match about $299,398 at 4% or $199,599 at 6%.
201516$1,983,515$179,213$29,869iApproximate average salary by contribution assumption: employee only about $746,721 at 4% or $497,814 at 6%; with 50% employer match about $497,814 at 4% or $331,876 at 6%; with 100% employer match about $373,360 at 4% or $248,907 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN-6$1,983,515$179,213$29,869iApproximate average salary by contribution assumption: employee only about $746,721 at 4% or $497,814 at 6%; with 50% employer match about $497,814 at 4% or $331,876 at 6%; with 100% employer match about $373,360 at 4% or $248,907 at 6%.
201416$1,813,846$156,426$26,071iApproximate average salary by contribution assumption: employee only about $651,775 at 4% or $434,517 at 6%; with 50% employer match about $434,517 at 4% or $289,678 at 6%; with 100% employer match about $325,888 at 4% or $217,258 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST-6$1,813,846$156,426$26,071iApproximate average salary by contribution assumption: employee only about $651,775 at 4% or $434,517 at 6%; with 50% employer match about $434,517 at 4% or $289,678 at 6%; with 100% employer match about $325,888 at 4% or $217,258 at 6%.
201316$1,570,444$157,610$26,268iApproximate average salary by contribution assumption: employee only about $656,708 at 4% or $437,806 at 6%; with 50% employer match about $437,806 at 4% or $291,870 at 6%; with 100% employer match about $328,354 at 4% or $218,903 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST-6$1,570,444$157,610$26,268iApproximate average salary by contribution assumption: employee only about $656,708 at 4% or $437,806 at 6%; with 50% employer match about $437,806 at 4% or $291,870 at 6%; with 100% employer match about $328,354 at 4% or $218,903 at 6%.
201216$1,168,650$144,567$24,095iApproximate average salary by contribution assumption: employee only about $602,363 at 4% or $401,575 at 6%; with 50% employer match about $401,575 at 4% or $267,717 at 6%; with 100% employer match about $301,181 at 4% or $200,788 at 6%.
BERNARD OSHER FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST-6$1,168,650$144,567$24,095iApproximate average salary by contribution assumption: employee only about $602,363 at 4% or $401,575 at 6%; with 50% employer match about $401,575 at 4% or $267,717 at 6%; with 100% employer match about $301,181 at 4% or $200,788 at 6%.
201116$871,434$147,276$24,546iApproximate average salary by contribution assumption: employee only about $613,650 at 4% or $409,100 at 6%; with 50% employer match about $409,100 at 4% or $272,733 at 6%; with 100% employer match about $306,825 at 4% or $204,550 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-6$871,434$147,276$24,546iApproximate average salary by contribution assumption: employee only about $613,650 at 4% or $409,100 at 6%; with 50% employer match about $409,100 at 4% or $272,733 at 6%; with 100% employer match about $306,825 at 4% or $204,550 at 6%.
201016$762,874$144,455$24,076iApproximate average salary by contribution assumption: employee only about $601,896 at 4% or $401,264 at 6%; with 50% employer match about $401,264 at 4% or $267,509 at 6%; with 100% employer match about $300,948 at 4% or $200,632 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-6$762,874$144,455$24,076iApproximate average salary by contribution assumption: employee only about $601,896 at 4% or $401,264 at 6%; with 50% employer match about $401,264 at 4% or $267,509 at 6%; with 100% employer match about $300,948 at 4% or $200,632 at 6%.
200916$535,420$143,956$23,993iApproximate average salary by contribution assumption: employee only about $599,817 at 4% or $399,878 at 6%; with 50% employer match about $399,878 at 4% or $266,585 at 6%; with 100% employer match about $299,908 at 4% or $199,939 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-6$535,420$143,956$23,993iApproximate average salary by contribution assumption: employee only about $599,817 at 4% or $399,878 at 6%; with 50% employer match about $399,878 at 4% or $266,585 at 6%; with 100% employer match about $299,908 at 4% or $199,939 at 6%.
200815$274,639$134,966$26,993iApproximate average salary by contribution assumption: employee only about $674,830 at 4% or $449,887 at 6%; with 50% employer match about $449,887 at 4% or $299,924 at 6%; with 100% employer match about $337,415 at 4% or $224,943 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-5$274,639$134,966$26,993iApproximate average salary by contribution assumption: employee only about $674,830 at 4% or $449,887 at 6%; with 50% employer match about $449,887 at 4% or $299,924 at 6%; with 100% employer match about $337,415 at 4% or $224,943 at 6%.
200716$270,157$226,950$37,825iApproximate average salary by contribution assumption: employee only about $945,625 at 4% or $630,417 at 6%; with 50% employer match about $630,417 at 4% or $420,278 at 6%; with 100% employer match about $472,813 at 4% or $315,208 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-6$270,157$226,950$37,825iApproximate average salary by contribution assumption: employee only about $945,625 at 4% or $630,417 at 6%; with 50% employer match about $630,417 at 4% or $420,278 at 6%; with 100% employer match about $472,813 at 4% or $315,208 at 6%.
200615$36,426$36,469$7,294iApproximate average salary by contribution assumption: employee only about $182,345 at 4% or $121,563 at 6%; with 50% employer match about $121,563 at 4% or $81,042 at 6%; with 100% employer match about $91,173 at 4% or $60,782 at 6%.
BERNARD OSHER FOUNDATION 401K PROFIT SHARING PLAN & TRUST-5$36,426$36,469$7,294iApproximate average salary by contribution assumption: employee only about $182,345 at 4% or $121,563 at 6%; with 50% employer match about $121,563 at 4% or $81,042 at 6%; with 100% employer match about $91,173 at 4% or $60,782 at 6%.