Clarence E. Heller Charitable Foundation
Plan context: Clarence E. Heller Charitable Foundation 403(B) Plan
EIN 94-2814266 • San Francisco, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,002,415
2024 Contributions
$72,964
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 | 4 | $1,002,415 | $72,964 | $18,241iApproximate average salary by contribution assumption: employee only about $456,025 at 4% or $304,017 at 6%; with 50% employer match about $304,017 at 4% or $202,678 at 6%; with 100% employer match about $228,013 at 4% or $152,008 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 4 | $1,002,415 | $72,964 | $18,241iApproximate average salary by contribution assumption: employee only about $456,025 at 4% or $304,017 at 6%; with 50% employer match about $304,017 at 4% or $202,678 at 6%; with 100% employer match about $228,013 at 4% or $152,008 at 6%. |
| 2023 | 1 | 4 | $853,708 | $91,703 | $22,926iApproximate average salary by contribution assumption: employee only about $573,144 at 4% or $382,096 at 6%; with 50% employer match about $382,096 at 4% or $254,731 at 6%; with 100% employer match about $286,572 at 4% or $191,048 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 4 | $853,708 | $91,703 | $22,926iApproximate average salary by contribution assumption: employee only about $573,144 at 4% or $382,096 at 6%; with 50% employer match about $382,096 at 4% or $254,731 at 6%; with 100% employer match about $286,572 at 4% or $191,048 at 6%. |
| 2022 | 1 | 4 | $672,774 | $83,373 | $20,843iApproximate average salary by contribution assumption: employee only about $521,081 at 4% or $347,388 at 6%; with 50% employer match about $347,388 at 4% or $231,592 at 6%; with 100% employer match about $260,541 at 4% or $173,694 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 4 | $672,774 | $83,373 | $20,843iApproximate average salary by contribution assumption: employee only about $521,081 at 4% or $347,388 at 6%; with 50% employer match about $347,388 at 4% or $231,592 at 6%; with 100% employer match about $260,541 at 4% or $173,694 at 6%. |
| 2021 | 1 | 4 | $687,424 | $77,960 | $19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 4 | $687,424 | $77,960 | $19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%. |
| 2020 | 1 | 6 | $551,651 | $60,496 | $10,083iApproximate average salary by contribution assumption: employee only about $252,067 at 4% or $168,044 at 6%; with 50% employer match about $168,044 at 4% or $112,030 at 6%; with 100% employer match about $126,033 at 4% or $84,022 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $551,651 | $60,496 | $10,083iApproximate average salary by contribution assumption: employee only about $252,067 at 4% or $168,044 at 6%; with 50% employer match about $168,044 at 4% or $112,030 at 6%; with 100% employer match about $126,033 at 4% or $84,022 at 6%. |
| 2019 | 1 | 6 | $746,028 | $82,060 | $13,677iApproximate average salary by contribution assumption: employee only about $341,917 at 4% or $227,944 at 6%; with 50% employer match about $227,944 at 4% or $151,963 at 6%; with 100% employer match about $170,958 at 4% or $113,972 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $746,028 | $82,060 | $13,677iApproximate average salary by contribution assumption: employee only about $341,917 at 4% or $227,944 at 6%; with 50% employer match about $227,944 at 4% or $151,963 at 6%; with 100% employer match about $170,958 at 4% or $113,972 at 6%. |
| 2018 | 1 | 6 | $1,224,351 | $76,866 | $12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $1,224,351 | $76,866 | $12,811iApproximate average salary by contribution assumption: employee only about $320,275 at 4% or $213,517 at 6%; with 50% employer match about $213,517 at 4% or $142,344 at 6%; with 100% employer match about $160,138 at 4% or $106,758 at 6%. |
| 2017 | 1 | 5 | $1,227,199 | $76,663 | $15,333iApproximate average salary by contribution assumption: employee only about $383,315 at 4% or $255,543 at 6%; with 50% employer match about $255,543 at 4% or $170,362 at 6%; with 100% employer match about $191,658 at 4% or $127,772 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 5 | $1,227,199 | $76,663 | $15,333iApproximate average salary by contribution assumption: employee only about $383,315 at 4% or $255,543 at 6%; with 50% employer match about $255,543 at 4% or $170,362 at 6%; with 100% employer match about $191,658 at 4% or $127,772 at 6%. |
| 2016 | 1 | 6 | $1,070,054 | $73,589 | $12,265iApproximate average salary by contribution assumption: employee only about $306,621 at 4% or $204,414 at 6%; with 50% employer match about $204,414 at 4% or $136,276 at 6%; with 100% employer match about $153,310 at 4% or $102,207 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $1,070,054 | $73,589 | $12,265iApproximate average salary by contribution assumption: employee only about $306,621 at 4% or $204,414 at 6%; with 50% employer match about $204,414 at 4% or $136,276 at 6%; with 100% employer match about $153,310 at 4% or $102,207 at 6%. |
| 2015 | 1 | 6 | $915,040 | $72,293 | $12,049iApproximate average salary by contribution assumption: employee only about $301,221 at 4% or $200,814 at 6%; with 50% employer match about $200,814 at 4% or $133,876 at 6%; with 100% employer match about $150,610 at 4% or $100,407 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $915,040 | $72,293 | $12,049iApproximate average salary by contribution assumption: employee only about $301,221 at 4% or $200,814 at 6%; with 50% employer match about $200,814 at 4% or $133,876 at 6%; with 100% employer match about $150,610 at 4% or $100,407 at 6%. |
| 2014 | 1 | 6 | $885,731 | $68,481 | $11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $885,731 | $68,481 | $11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%. |
| 2013 | 1 | 6 | $791,494 | $48,700 | $8,117iApproximate average salary by contribution assumption: employee only about $202,917 at 4% or $135,278 at 6%; with 50% employer match about $135,278 at 4% or $90,185 at 6%; with 100% employer match about $101,458 at 4% or $67,639 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $791,494 | $48,700 | $8,117iApproximate average salary by contribution assumption: employee only about $202,917 at 4% or $135,278 at 6%; with 50% employer match about $135,278 at 4% or $90,185 at 6%; with 100% employer match about $101,458 at 4% or $67,639 at 6%. |
| 2012 | 1 | 7 | $666,090 | $59,981 | $8,569iApproximate average salary by contribution assumption: employee only about $214,218 at 4% or $142,812 at 6%; with 50% employer match about $142,812 at 4% or $95,208 at 6%; with 100% employer match about $107,109 at 4% or $71,406 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 7 | $666,090 | $59,981 | $8,569iApproximate average salary by contribution assumption: employee only about $214,218 at 4% or $142,812 at 6%; with 50% employer match about $142,812 at 4% or $95,208 at 6%; with 100% employer match about $107,109 at 4% or $71,406 at 6%. |
| 2011 | 1 | 7 | $683,348 | $48,575 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 7 | $683,348 | $48,575 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| 2010 | 1 | 7 | $646,513 | $47,139 | $6,734iApproximate average salary by contribution assumption: employee only about $168,354 at 4% or $112,236 at 6%; with 50% employer match about $112,236 at 4% or $74,824 at 6%; with 100% employer match about $84,177 at 4% or $56,118 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 7 | $646,513 | $47,139 | $6,734iApproximate average salary by contribution assumption: employee only about $168,354 at 4% or $112,236 at 6%; with 50% employer match about $112,236 at 4% or $74,824 at 6%; with 100% employer match about $84,177 at 4% or $56,118 at 6%. |
| 2009 | 1 | 6 | $476,315 | $39,683 | $6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%. |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 6 | $476,315 | $39,683 | $6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Clarence E. Heller Charitable Foundation 403(B) Plan | - | 0 | - | - | - |