Civic Intelligence

Becoming Independent

Plan context: Becoming Independent 403(B) Retirement Plan

EIN 94-2641147 • Santa Rosa, CA • 34 filings • 3 plans

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1455 Corporate Center ParkwaySanta Rosa, CA 95407
Current Snapshot

Latest Year

2024

2024 Participants

77

2024 Assets

$2,552,460

2024 Contributions

$327,617

Historical Graphs

Total Assets Over Time

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

$2,552,460$1,276,230$0201520202024YearValue
$2,552,460Latest year 2024

Participants Over Time

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

3121560199920122024YearValue
77Latest 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
2024277$2,552,460$327,617$4,255iApproximate average salary by contribution assumption: employee only about $106,369 at 4% or $70,913 at 6%; with 50% employer match about $70,913 at 4% or $47,275 at 6%; with 100% employer match about $53,185 at 4% or $35,456 at 6%.
Becoming Independent 403(B) Retirement Plan-77$2,552,460$327,617$4,255iApproximate average salary by contribution assumption: employee only about $106,369 at 4% or $70,913 at 6%; with 50% employer match about $70,913 at 4% or $47,275 at 6%; with 100% employer match about $53,185 at 4% or $35,456 at 6%.
Becoming Independent Health & Welfare Plan-73---
2023165$2,054,940$302,289$4,651iApproximate average salary by contribution assumption: employee only about $116,265 at 4% or $77,510 at 6%; with 50% employer match about $77,510 at 4% or $51,673 at 6%; with 100% employer match about $58,133 at 4% or $38,755 at 6%.
Becoming Independent 403(B) Retirement Plan-65$2,054,940$302,289$4,651iApproximate average salary by contribution assumption: employee only about $116,265 at 4% or $77,510 at 6%; with 50% employer match about $77,510 at 4% or $51,673 at 6%; with 100% employer match about $58,133 at 4% or $38,755 at 6%.
20222155$2,080,328$328,097$2,117iApproximate average salary by contribution assumption: employee only about $52,919 at 4% or $35,279 at 6%; with 50% employer match about $35,279 at 4% or $23,519 at 6%; with 100% employer match about $26,459 at 4% or $17,640 at 6%.
Becoming Independent 403(B) Retirement Plan-155$2,080,328$328,097$2,117iApproximate average salary by contribution assumption: employee only about $52,919 at 4% or $35,279 at 6%; with 50% employer match about $35,279 at 4% or $23,519 at 6%; with 100% employer match about $26,459 at 4% or $17,640 at 6%.
Becoming Independent Health & Welfare Plan-61---
20212168$1,751,756$650,865$3,874iApproximate average salary by contribution assumption: employee only about $96,855 at 4% or $64,570 at 6%; with 50% employer match about $64,570 at 4% or $43,047 at 6%; with 100% employer match about $48,427 at 4% or $32,285 at 6%.
Becoming Independent 403(B) Retirement Plan-131$1,751,756$650,865$4,968iApproximate average salary by contribution assumption: employee only about $124,211 at 4% or $82,807 at 6%; with 50% employer match about $82,807 at 4% or $55,205 at 6%; with 100% employer match about $62,105 at 4% or $41,404 at 6%.
Becoming Independent Health & Welfare Plan-168---
20202194$1,686,235$346,456$1,786iApproximate average salary by contribution assumption: employee only about $44,646 at 4% or $29,764 at 6%; with 50% employer match about $29,764 at 4% or $19,843 at 6%; with 100% employer match about $22,323 at 4% or $14,882 at 6%.
Becoming Independent 403(B) Retirement Plan-143$1,686,235$346,456$2,423iApproximate average salary by contribution assumption: employee only about $60,569 at 4% or $40,379 at 6%; with 50% employer match about $40,379 at 4% or $26,920 at 6%; with 100% employer match about $30,285 at 4% or $20,190 at 6%.
Becoming Independent Health & Welfare Plan-194---
20192194$1,118,540$312,961$1,613iApproximate average salary by contribution assumption: employee only about $40,330 at 4% or $26,887 at 6%; with 50% employer match about $26,887 at 4% or $17,924 at 6%; with 100% employer match about $20,165 at 4% or $13,443 at 6%.
Becoming Independent 403(B) Retirement Plan-194$1,118,540$312,961$1,613iApproximate average salary by contribution assumption: employee only about $40,330 at 4% or $26,887 at 6%; with 50% employer match about $26,887 at 4% or $17,924 at 6%; with 100% employer match about $20,165 at 4% or $13,443 at 6%.
Becoming Independent Health & Welfare Plan-184---
20182216$951,348$305,586$1,415iApproximate average salary by contribution assumption: employee only about $35,369 at 4% or $23,579 at 6%; with 50% employer match about $23,579 at 4% or $15,719 at 6%; with 100% employer match about $17,684 at 4% or $11,790 at 6%.
Becoming Independent 403(B) Retirement Plan-212$951,348$305,586$1,441iApproximate average salary by contribution assumption: employee only about $36,036 at 4% or $24,024 at 6%; with 50% employer match about $24,024 at 4% or $16,016 at 6%; with 100% employer match about $18,018 at 4% or $12,012 at 6%.
Becoming Independent Health & Welfare Plan-216---
20172209$653,907$298,120$1,426iApproximate average salary by contribution assumption: employee only about $35,660 at 4% or $23,774 at 6%; with 50% employer match about $23,774 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,887 at 6%.
Becoming Independent 403(B) Retirement Plan-209$653,907$298,120$1,426iApproximate average salary by contribution assumption: employee only about $35,660 at 4% or $23,774 at 6%; with 50% employer match about $23,774 at 4% or $15,849 at 6%; with 100% employer match about $17,830 at 4% or $11,887 at 6%.
Becoming Independent Health & Welfare Plan-179---
20162229$358,595$231,363$1,010iApproximate average salary by contribution assumption: employee only about $25,258 at 4% or $16,839 at 6%; with 50% employer match about $16,839 at 4% or $11,226 at 6%; with 100% employer match about $12,629 at 4% or $8,419 at 6%.
Becoming Independent 403(B) Retirement Plan-229$358,595$231,363$1,010iApproximate average salary by contribution assumption: employee only about $25,258 at 4% or $16,839 at 6%; with 50% employer match about $16,839 at 4% or $11,226 at 6%; with 100% employer match about $12,629 at 4% or $8,419 at 6%.
Becoming Independent Health & Welfare Plan-169---
20152219$112,287$112,627$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,428 at 4% or $4,286 at 6%.
Becoming Independent 403(B) Retirement Plan-219$112,287$112,627$514iApproximate average salary by contribution assumption: employee only about $12,857 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,428 at 4% or $4,286 at 6%.
Becoming Independent Health & Welfare Plan-198---
20141250$0$0-
Becoming Independent Health & Welfare Plan-250---
20131225$0$0-
Becoming Independent Health & Welfare Plan-225---
20121227$0$0-
Becoming Independent Health & Welfare Plan-227---
20111242$0$0-
Becoming Independent Health & Welfare Plan-242---
20101199$0$0-
Becoming Independent Health & Welfare Plan-199---
20091220$0$0-
Becoming Independent Health & Welfare Plan-220---
20081262$0$0-
Becoming Independent Health & Welfare Plan-262---
20061312$0$0-
Becoming Independent Health & Welfare Plan-312---
20051196$0$0-
Becoming Independent Health & Welfare Plan-196---
20041280$0$0-
Becoming Independent Health & Welfare Plan-280---
20031269$0$0-
Becoming Independent Health & Welfare Plan-269---
20021224$0$0-
Becoming Independent Health & Welfare Plan-224---
20011224$0$0-
Becoming Independent Health & Welfare Plan-224---
20001222$0$0-
Becoming Independent Health & Welfare Plan-222---
19991204$0$0-
Becoming Independent Health & Welfare Plan-204---