Civic Intelligence

Monterey Peninsula Foundation

Plan context: Monterey Peninsula Foundation 403B Retirement Plan

EIN 94-2541783 • Monterey, CA • 25 filings • 3 plans

5 Mandeville CT Ste 101Monterey, CA 93940-5843
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$2,567,391

2024 Contributions

$299,890

Historical Graphs

Total Assets Over Time

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

$2,952,004$1,476,002$0200220152024YearValue
$2,567,391Latest year 2024

Participants Over Time

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

23120200020132024YearValue
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$2,567,391$299,890$17,641iApproximate average salary by contribution assumption: employee only about $441,015 at 4% or $294,010 at 6%; with 50% employer match about $294,010 at 4% or $196,007 at 6%; with 100% employer match about $220,507 at 4% or $147,005 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-17$2,567,391$299,890$17,641iApproximate average salary by contribution assumption: employee only about $441,015 at 4% or $294,010 at 6%; with 50% employer match about $294,010 at 4% or $196,007 at 6%; with 100% employer match about $220,507 at 4% or $147,005 at 6%.
2023117$2,022,239$284,769$16,751iApproximate average salary by contribution assumption: employee only about $418,778 at 4% or $279,185 at 6%; with 50% employer match about $279,185 at 4% or $186,124 at 6%; with 100% employer match about $209,389 at 4% or $139,593 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-17$2,022,239$284,769$16,751iApproximate average salary by contribution assumption: employee only about $418,778 at 4% or $279,185 at 6%; with 50% employer match about $279,185 at 4% or $186,124 at 6%; with 100% employer match about $209,389 at 4% or $139,593 at 6%.
2022117$1,841,304$231,565$13,621iApproximate average salary by contribution assumption: employee only about $340,537 at 4% or $227,025 at 6%; with 50% employer match about $227,025 at 4% or $151,350 at 6%; with 100% employer match about $170,268 at 4% or $113,512 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-17$1,841,304$231,565$13,621iApproximate average salary by contribution assumption: employee only about $340,537 at 4% or $227,025 at 6%; with 50% employer match about $227,025 at 4% or $151,350 at 6%; with 100% employer match about $170,268 at 4% or $113,512 at 6%.
2021113$2,308,975$247,065$19,005iApproximate average salary by contribution assumption: employee only about $475,125 at 4% or $316,750 at 6%; with 50% employer match about $316,750 at 4% or $211,167 at 6%; with 100% employer match about $237,563 at 4% or $158,375 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-13$2,308,975$247,065$19,005iApproximate average salary by contribution assumption: employee only about $475,125 at 4% or $316,750 at 6%; with 50% employer match about $316,750 at 4% or $211,167 at 6%; with 100% employer match about $237,563 at 4% or $158,375 at 6%.
2020119$2,952,004$258,146$13,587iApproximate average salary by contribution assumption: employee only about $339,666 at 4% or $226,444 at 6%; with 50% employer match about $226,444 at 4% or $150,963 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-19$2,952,004$258,146$13,587iApproximate average salary by contribution assumption: employee only about $339,666 at 4% or $226,444 at 6%; with 50% employer match about $226,444 at 4% or $150,963 at 6%; with 100% employer match about $169,833 at 4% or $113,222 at 6%.
2019121$2,765,672$258,391$12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-21$2,765,672$258,391$12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%.
2018122$2,038,809$263,639$11,984iApproximate average salary by contribution assumption: employee only about $299,590 at 4% or $199,727 at 6%; with 50% employer match about $199,727 at 4% or $133,151 at 6%; with 100% employer match about $149,795 at 4% or $99,863 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-22$2,038,809$263,639$11,984iApproximate average salary by contribution assumption: employee only about $299,590 at 4% or $199,727 at 6%; with 50% employer match about $199,727 at 4% or $133,151 at 6%; with 100% employer match about $149,795 at 4% or $99,863 at 6%.
2017119$1,941,862$203,104$10,690iApproximate average salary by contribution assumption: employee only about $267,242 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,081 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-19$1,941,862$203,104$10,690iApproximate average salary by contribution assumption: employee only about $267,242 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,081 at 6%.
2016119$2,204,729$499,527$26,291iApproximate average salary by contribution assumption: employee only about $657,272 at 4% or $438,182 at 6%; with 50% employer match about $438,182 at 4% or $292,121 at 6%; with 100% employer match about $328,636 at 4% or $219,091 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-19$2,204,729$499,527$26,291iApproximate average salary by contribution assumption: employee only about $657,272 at 4% or $438,182 at 6%; with 50% employer match about $438,182 at 4% or $292,121 at 6%; with 100% employer match about $328,636 at 4% or $219,091 at 6%.
2015118$1,994,914$156,644$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,041 at 6%; with 50% employer match about $145,041 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,520 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-18$1,994,914$156,644$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,041 at 6%; with 50% employer match about $145,041 at 4% or $96,694 at 6%; with 100% employer match about $108,781 at 4% or $72,520 at 6%.
2014118$2,722,078$220,822$12,268iApproximate average salary by contribution assumption: employee only about $306,697 at 4% or $204,465 at 6%; with 50% employer match about $204,465 at 4% or $136,310 at 6%; with 100% employer match about $153,349 at 4% or $102,232 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-18$2,722,078$220,822$12,268iApproximate average salary by contribution assumption: employee only about $306,697 at 4% or $204,465 at 6%; with 50% employer match about $204,465 at 4% or $136,310 at 6%; with 100% employer match about $153,349 at 4% or $102,232 at 6%.
2013117$2,295,447$197,417$11,613iApproximate average salary by contribution assumption: employee only about $290,319 at 4% or $193,546 at 6%; with 50% employer match about $193,546 at 4% or $129,031 at 6%; with 100% employer match about $145,160 at 4% or $96,773 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-17$2,295,447$197,417$11,613iApproximate average salary by contribution assumption: employee only about $290,319 at 4% or $193,546 at 6%; with 50% employer match about $193,546 at 4% or $129,031 at 6%; with 100% employer match about $145,160 at 4% or $96,773 at 6%.
2012115$2,771,395$244,470$16,298iApproximate average salary by contribution assumption: employee only about $407,450 at 4% or $271,633 at 6%; with 50% employer match about $271,633 at 4% or $181,089 at 6%; with 100% employer match about $203,725 at 4% or $135,817 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-15$2,771,395$244,470$16,298iApproximate average salary by contribution assumption: employee only about $407,450 at 4% or $271,633 at 6%; with 50% employer match about $271,633 at 4% or $181,089 at 6%; with 100% employer match about $203,725 at 4% or $135,817 at 6%.
2011115$2,216,410$188,967$12,598iApproximate average salary by contribution assumption: employee only about $314,945 at 4% or $209,963 at 6%; with 50% employer match about $209,963 at 4% or $139,976 at 6%; with 100% employer match about $157,473 at 4% or $104,982 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-15$2,216,410$188,967$12,598iApproximate average salary by contribution assumption: employee only about $314,945 at 4% or $209,963 at 6%; with 50% employer match about $209,963 at 4% or $139,976 at 6%; with 100% employer match about $157,473 at 4% or $104,982 at 6%.
2010123$2,074,639$203,978$8,869iApproximate average salary by contribution assumption: employee only about $221,715 at 4% or $147,810 at 6%; with 50% employer match about $147,810 at 4% or $98,540 at 6%; with 100% employer match about $110,858 at 4% or $73,905 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-23$2,074,639$203,978$8,869iApproximate average salary by contribution assumption: employee only about $221,715 at 4% or $147,810 at 6%; with 50% employer match about $147,810 at 4% or $98,540 at 6%; with 100% employer match about $110,858 at 4% or $73,905 at 6%.
2009111$0$0-
Monterey Peninsula Foundation 403B Retirement Plan-11---
200810$0$0-
Monterey Peninsula Foundation 403B Retirement Plan-0---
2007112$0$0-
Monterey Peninsula Foundation 403B Retirement Plan-12---
200610$1,027,530$136,566-
Monterey Peninsula Foundation 403B Retirement Plan-0$1,027,530$136,566-
2005111$849,996$137,115$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-11$849,996$137,115$12,465iApproximate average salary by contribution assumption: employee only about $311,625 at 4% or $207,750 at 6%; with 50% employer match about $207,750 at 4% or $138,500 at 6%; with 100% employer match about $155,813 at 4% or $103,875 at 6%.
2004110$909,718$111,302$11,130iApproximate average salary by contribution assumption: employee only about $278,255 at 4% or $185,503 at 6%; with 50% employer match about $185,503 at 4% or $123,669 at 6%; with 100% employer match about $139,128 at 4% or $92,752 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-10$909,718$111,302$11,130iApproximate average salary by contribution assumption: employee only about $278,255 at 4% or $185,503 at 6%; with 50% employer match about $185,503 at 4% or $123,669 at 6%; with 100% employer match about $139,128 at 4% or $92,752 at 6%.
2003110$714,575$95,294$9,529iApproximate average salary by contribution assumption: employee only about $238,235 at 4% or $158,823 at 6%; with 50% employer match about $158,823 at 4% or $105,882 at 6%; with 100% employer match about $119,118 at 4% or $79,412 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-10$714,575$95,294$9,529iApproximate average salary by contribution assumption: employee only about $238,235 at 4% or $158,823 at 6%; with 50% employer match about $158,823 at 4% or $105,882 at 6%; with 100% employer match about $119,118 at 4% or $79,412 at 6%.
200219$480,308$60,652$6,739iApproximate average salary by contribution assumption: employee only about $168,478 at 4% or $112,319 at 6%; with 50% employer match about $112,319 at 4% or $74,879 at 6%; with 100% employer match about $84,239 at 4% or $56,159 at 6%.
Monterey Peninsula Foundation 403B Retirement Plan-9$480,308$60,652$6,739iApproximate average salary by contribution assumption: employee only about $168,478 at 4% or $112,319 at 6%; with 50% employer match about $112,319 at 4% or $74,879 at 6%; with 100% employer match about $84,239 at 4% or $56,159 at 6%.
200116$0$0-
Monterey Peninsula Foundation 403B Retirement Plan-6---
200016$0$0-
Monterey Peninsula Foundation 403B Retirement Plan-6---