CALIFORNIA SCOTTISH RITE FOUNDATION
Plan context: CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
EIN 94-6078728 • Anaheim, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$533,681
2024 Contributions
$94,433
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 | 18 | $533,681 | $94,433 | $5,246iApproximate average salary by contribution assumption: employee only about $131,157 at 4% or $87,438 at 6%; with 50% employer match about $87,438 at 4% or $58,292 at 6%; with 100% employer match about $65,578 at 4% or $43,719 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 18 | $533,681 | $94,433 | $5,246iApproximate average salary by contribution assumption: employee only about $131,157 at 4% or $87,438 at 6%; with 50% employer match about $87,438 at 4% or $58,292 at 6%; with 100% employer match about $65,578 at 4% or $43,719 at 6%. |
| 2023 | 1 | 16 | $387,076 | $77,337 | $4,834iApproximate average salary by contribution assumption: employee only about $120,839 at 4% or $80,559 at 6%; with 50% employer match about $80,559 at 4% or $53,706 at 6%; with 100% employer match about $60,420 at 4% or $40,280 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 16 | $387,076 | $77,337 | $4,834iApproximate average salary by contribution assumption: employee only about $120,839 at 4% or $80,559 at 6%; with 50% employer match about $80,559 at 4% or $53,706 at 6%; with 100% employer match about $60,420 at 4% or $40,280 at 6%. |
| 2022 | 1 | 18 | $272,838 | $94,184 | $5,232iApproximate average salary by contribution assumption: employee only about $130,811 at 4% or $87,207 at 6%; with 50% employer match about $87,207 at 4% or $58,138 at 6%; with 100% employer match about $65,406 at 4% or $43,604 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 18 | $272,838 | $94,184 | $5,232iApproximate average salary by contribution assumption: employee only about $130,811 at 4% or $87,207 at 6%; with 50% employer match about $87,207 at 4% or $58,138 at 6%; with 100% employer match about $65,406 at 4% or $43,604 at 6%. |
| 2021 | 1 | 22 | $435,682 | $137,106 | $6,232iApproximate average salary by contribution assumption: employee only about $155,802 at 4% or $103,868 at 6%; with 50% employer match about $103,868 at 4% or $69,245 at 6%; with 100% employer match about $77,901 at 4% or $51,934 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | - | 22 | $435,682 | $137,106 | $6,232iApproximate average salary by contribution assumption: employee only about $155,802 at 4% or $103,868 at 6%; with 50% employer match about $103,868 at 4% or $69,245 at 6%; with 100% employer match about $77,901 at 4% or $51,934 at 6%. |
| 2020 | 1 | 23 | $273,030 | $154,907 | $6,735iApproximate average salary by contribution assumption: employee only about $168,377 at 4% or $112,251 at 6%; with 50% employer match about $112,251 at 4% or $74,834 at 6%; with 100% employer match about $84,189 at 4% or $56,126 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUND 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $273,030 | $154,907 | $6,735iApproximate average salary by contribution assumption: employee only about $168,377 at 4% or $112,251 at 6%; with 50% employer match about $112,251 at 4% or $74,834 at 6%; with 100% employer match about $84,189 at 4% or $56,126 at 6%. |
| 2019 | 1 | 21 | $117,759 | $116,162 | $5,532iApproximate average salary by contribution assumption: employee only about $138,288 at 4% or $92,192 at 6%; with 50% employer match about $92,192 at 4% or $61,461 at 6%; with 100% employer match about $69,144 at 4% or $46,096 at 6%. |
| CALIFORNIA SCOTTISH RITE FOUND 401(K) PROFIT SHARING PLAN & TRUST | - | 21 | $117,759 | $116,162 | $5,532iApproximate average salary by contribution assumption: employee only about $138,288 at 4% or $92,192 at 6%; with 50% employer match about $92,192 at 4% or $61,461 at 6%; with 100% employer match about $69,144 at 4% or $46,096 at 6%. |