Civic Intelligence

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

P.O. Box 190758San Francisco, CA 94119
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

$1,227,199$613,600$0200920172024YearValue
$1,002,415Latest year 2024

Participants Over Time

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

740200920172024YearValue
4Latest 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
202414$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%.
202314$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%.
202214$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%.
202114$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%.
202016$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%.
201916$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%.
201816$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%.
201715$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%.
201616$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%.
201516$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%.
201416$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%.
201316$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%.
201217$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%.
201117$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%.
201017$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%.
200916$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%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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