Monterey Peninsula Foundation
Plan context: Monterey Peninsula Foundation 403B Retirement Plan
EIN 94-2541783 • Monterey, CA • 25 filings • 3 plans
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
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 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 11 | $0 | $0 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 11 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 12 | $0 | $0 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 12 | - | - | - |
| 2006 | 1 | 0 | $1,027,530 | $136,566 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 0 | $1,027,530 | $136,566 | - |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Monterey Peninsula Foundation 403B Retirement Plan | - | 6 | - | - | - |