Civic Intelligence

Community Foundation of Santa Cruz County

Plan context: Community Foundation 401K Plan

EIN 94-2808039 • Aptos, CA • 27 filings • 2 plans

View Related Profile

7807 Soquel DriveAptos, CA 95003
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$3,920,885

2025 Contributions

$960,991

Historical Graphs

Total Assets Over Time

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

$3,920,885$1,960,443$0200220142025YearValue
$3,920,885Latest year 2025

Participants Over Time

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

33170199920132025YearValue
33Latest year 2025

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
2025133$3,920,885$960,991$29,121iApproximate average salary by contribution assumption: employee only about $728,023 at 4% or $485,349 at 6%; with 50% employer match about $485,349 at 4% or $323,566 at 6%; with 100% employer match about $364,012 at 4% or $242,674 at 6%.
Community Foundation 401K Plan-33$3,920,885$960,991$29,121iApproximate average salary by contribution assumption: employee only about $728,023 at 4% or $485,349 at 6%; with 50% employer match about $485,349 at 4% or $323,566 at 6%; with 100% employer match about $364,012 at 4% or $242,674 at 6%.
2024131$2,610,793$330,860$10,673iApproximate average salary by contribution assumption: employee only about $266,823 at 4% or $177,882 at 6%; with 50% employer match about $177,882 at 4% or $118,588 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
Community Foundation 401K Plan-31$2,610,793$330,860$10,673iApproximate average salary by contribution assumption: employee only about $266,823 at 4% or $177,882 at 6%; with 50% employer match about $177,882 at 4% or $118,588 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
2023129$2,169,180$370,819$12,787iApproximate average salary by contribution assumption: employee only about $319,672 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,836 at 4% or $106,557 at 6%.
Community Foundation 401K Plan-29$2,169,180$370,819$12,787iApproximate average salary by contribution assumption: employee only about $319,672 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,836 at 4% or $106,557 at 6%.
2022125$1,523,584$274,241$10,970iApproximate average salary by contribution assumption: employee only about $274,241 at 4% or $182,827 at 6%; with 50% employer match about $182,827 at 4% or $121,885 at 6%; with 100% employer match about $137,121 at 4% or $91,414 at 6%.
Community Foundation 401K Plan-25$1,523,584$274,241$10,970iApproximate average salary by contribution assumption: employee only about $274,241 at 4% or $182,827 at 6%; with 50% employer match about $182,827 at 4% or $121,885 at 6%; with 100% employer match about $137,121 at 4% or $91,414 at 6%.
2021125$2,589,475$198,733$7,949iApproximate average salary by contribution assumption: employee only about $198,733 at 4% or $132,489 at 6%; with 50% employer match about $132,489 at 4% or $88,326 at 6%; with 100% employer match about $99,367 at 4% or $66,244 at 6%.
Community Foundation 401K Plan-25$2,589,475$198,733$7,949iApproximate average salary by contribution assumption: employee only about $198,733 at 4% or $132,489 at 6%; with 50% employer match about $132,489 at 4% or $88,326 at 6%; with 100% employer match about $99,367 at 4% or $66,244 at 6%.
2020125$2,880,076$213,735$8,549iApproximate average salary by contribution assumption: employee only about $213,735 at 4% or $142,490 at 6%; with 50% employer match about $142,490 at 4% or $94,993 at 6%; with 100% employer match about $106,868 at 4% or $71,245 at 6%.
Community Foundation 401K Plan-25$2,880,076$213,735$8,549iApproximate average salary by contribution assumption: employee only about $213,735 at 4% or $142,490 at 6%; with 50% employer match about $142,490 at 4% or $94,993 at 6%; with 100% employer match about $106,868 at 4% or $71,245 at 6%.
2019121$2,309,427$212,940$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
Community Foundation 401K Plan-21$2,309,427$212,940$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
2018122$2,213,834$221,003$10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%.
Community Foundation 401K Plan-22$2,213,834$221,003$10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%.
2017120$2,757,950$224,121$11,206iApproximate average salary by contribution assumption: employee only about $280,151 at 4% or $186,768 at 6%; with 50% employer match about $186,768 at 4% or $124,512 at 6%; with 100% employer match about $140,076 at 4% or $93,384 at 6%.
Community Foundation 401K Plan-20$2,757,950$224,121$11,206iApproximate average salary by contribution assumption: employee only about $280,151 at 4% or $186,768 at 6%; with 50% employer match about $186,768 at 4% or $124,512 at 6%; with 100% employer match about $140,076 at 4% or $93,384 at 6%.
2016119$2,368,925$171,413$9,022iApproximate average salary by contribution assumption: employee only about $225,543 at 4% or $150,362 at 6%; with 50% employer match about $150,362 at 4% or $100,242 at 6%; with 100% employer match about $112,772 at 4% or $75,181 at 6%.
Community Foundation 401K Plan-19$2,368,925$171,413$9,022iApproximate average salary by contribution assumption: employee only about $225,543 at 4% or $150,362 at 6%; with 50% employer match about $150,362 at 4% or $100,242 at 6%; with 100% employer match about $112,772 at 4% or $75,181 at 6%.
2015116$2,066,215$188,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Community Foundation 401K Plan-16$2,066,215$188,000$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
2014117$1,907,431$154,052$9,062iApproximate average salary by contribution assumption: employee only about $226,547 at 4% or $151,031 at 6%; with 50% employer match about $151,031 at 4% or $100,688 at 6%; with 100% employer match about $113,274 at 4% or $75,516 at 6%.
Community Foundation 401K Plan-17$1,907,431$154,052$9,062iApproximate average salary by contribution assumption: employee only about $226,547 at 4% or $151,031 at 6%; with 50% employer match about $151,031 at 4% or $100,688 at 6%; with 100% employer match about $113,274 at 4% or $75,516 at 6%.
2013121$1,648,473$140,843$6,707iApproximate average salary by contribution assumption: employee only about $167,670 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
Community Foundation 401K Plan-21$1,648,473$140,843$6,707iApproximate average salary by contribution assumption: employee only about $167,670 at 4% or $111,780 at 6%; with 50% employer match about $111,780 at 4% or $74,520 at 6%; with 100% employer match about $83,835 at 4% or $55,890 at 6%.
2012119$1,308,827$185,027$9,738iApproximate average salary by contribution assumption: employee only about $243,457 at 4% or $162,304 at 6%; with 50% employer match about $162,304 at 4% or $108,203 at 6%; with 100% employer match about $121,728 at 4% or $81,152 at 6%.
Community Foundation 401K Plan-19$1,308,827$185,027$9,738iApproximate average salary by contribution assumption: employee only about $243,457 at 4% or $162,304 at 6%; with 50% employer match about $162,304 at 4% or $108,203 at 6%; with 100% employer match about $121,728 at 4% or $81,152 at 6%.
2011110$1,037,433$105,926$10,593iApproximate average salary by contribution assumption: employee only about $264,815 at 4% or $176,543 at 6%; with 50% employer match about $176,543 at 4% or $117,696 at 6%; with 100% employer match about $132,408 at 4% or $88,272 at 6%.
Community Foundation 401K Plan-10$1,037,433$105,926$10,593iApproximate average salary by contribution assumption: employee only about $264,815 at 4% or $176,543 at 6%; with 50% employer match about $176,543 at 4% or $117,696 at 6%; with 100% employer match about $132,408 at 4% or $88,272 at 6%.
2010111$1,008,534$111,118$10,102iApproximate average salary by contribution assumption: employee only about $252,541 at 4% or $168,361 at 6%; with 50% employer match about $168,361 at 4% or $112,240 at 6%; with 100% employer match about $126,270 at 4% or $84,180 at 6%.
Community Foundation 401K Plan-11$1,008,534$111,118$10,102iApproximate average salary by contribution assumption: employee only about $252,541 at 4% or $168,361 at 6%; with 50% employer match about $168,361 at 4% or $112,240 at 6%; with 100% employer match about $126,270 at 4% or $84,180 at 6%.
2009112$812,730$134,845$11,237iApproximate average salary by contribution assumption: employee only about $280,927 at 4% or $187,285 at 6%; with 50% employer match about $187,285 at 4% or $124,856 at 6%; with 100% employer match about $140,464 at 4% or $93,642 at 6%.
Community Foundation 401K Plan-12$812,730$134,845$11,237iApproximate average salary by contribution assumption: employee only about $280,927 at 4% or $187,285 at 6%; with 50% employer match about $187,285 at 4% or $124,856 at 6%; with 100% employer match about $140,464 at 4% or $93,642 at 6%.
2008112$547,921$99,690$8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%.
Community Foundation 401K Plan-12$547,921$99,690$8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%.
2007110$636,543$96,050$9,605iApproximate average salary by contribution assumption: employee only about $240,125 at 4% or $160,083 at 6%; with 50% employer match about $160,083 at 4% or $106,722 at 6%; with 100% employer match about $120,063 at 4% or $80,042 at 6%.
Community Foundation 401K Plan-10$636,543$96,050$9,605iApproximate average salary by contribution assumption: employee only about $240,125 at 4% or $160,083 at 6%; with 50% employer match about $160,083 at 4% or $106,722 at 6%; with 100% employer match about $120,063 at 4% or $80,042 at 6%.
200619$513,288$90,618$10,069iApproximate average salary by contribution assumption: employee only about $251,717 at 4% or $167,811 at 6%; with 50% employer match about $167,811 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,906 at 6%.
Community Foundation 401K Plan-9$513,288$90,618$10,069iApproximate average salary by contribution assumption: employee only about $251,717 at 4% or $167,811 at 6%; with 50% employer match about $167,811 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,906 at 6%.
2005110$378,861$72,268$7,227iApproximate average salary by contribution assumption: employee only about $180,670 at 4% or $120,447 at 6%; with 50% employer match about $120,447 at 4% or $80,298 at 6%; with 100% employer match about $90,335 at 4% or $60,223 at 6%.
Community Foundation 401K Plan-10$378,861$72,268$7,227iApproximate average salary by contribution assumption: employee only about $180,670 at 4% or $120,447 at 6%; with 50% employer match about $120,447 at 4% or $80,298 at 6%; with 100% employer match about $90,335 at 4% or $60,223 at 6%.
200418$300,601$64,436$8,055iApproximate average salary by contribution assumption: employee only about $201,363 at 4% or $134,242 at 6%; with 50% employer match about $134,242 at 4% or $89,494 at 6%; with 100% employer match about $100,681 at 4% or $67,121 at 6%.
Community Foundation 401K Plan-8$300,601$64,436$8,055iApproximate average salary by contribution assumption: employee only about $201,363 at 4% or $134,242 at 6%; with 50% employer match about $134,242 at 4% or $89,494 at 6%; with 100% employer match about $100,681 at 4% or $67,121 at 6%.
200319$219,339$68,819$7,647iApproximate average salary by contribution assumption: employee only about $191,164 at 4% or $127,443 at 6%; with 50% employer match about $127,443 at 4% or $84,962 at 6%; with 100% employer match about $95,582 at 4% or $63,721 at 6%.
Community Foundation 401K Plan-9$219,339$68,819$7,647iApproximate average salary by contribution assumption: employee only about $191,164 at 4% or $127,443 at 6%; with 50% employer match about $127,443 at 4% or $84,962 at 6%; with 100% employer match about $95,582 at 4% or $63,721 at 6%.
2002115$141,200$61,145$4,076iApproximate average salary by contribution assumption: employee only about $101,908 at 4% or $67,939 at 6%; with 50% employer match about $67,939 at 4% or $45,293 at 6%; with 100% employer match about $50,954 at 4% or $33,969 at 6%.
Community Foundation 401K Plan-15$141,200$61,145$4,076iApproximate average salary by contribution assumption: employee only about $101,908 at 4% or $67,939 at 6%; with 50% employer match about $67,939 at 4% or $45,293 at 6%; with 100% employer match about $50,954 at 4% or $33,969 at 6%.
200110$0$0-
Community Foundation 401K Plan-0---
200018$0$0-
Community Foundation 401K Plan-8---
199919$0$23,224$2,580iApproximate average salary by contribution assumption: employee only about $64,511 at 4% or $43,007 at 6%; with 50% employer match about $43,007 at 4% or $28,672 at 6%; with 100% employer match about $32,256 at 4% or $21,504 at 6%.
Community Foundation 401K Plan-9-$23,224$2,580iApproximate average salary by contribution assumption: employee only about $64,511 at 4% or $43,007 at 6%; with 50% employer match about $43,007 at 4% or $28,672 at 6%; with 100% employer match about $32,256 at 4% or $21,504 at 6%.