Santa Rosa Symphony Association
Plan context: Santa Rosa Symphony 401(K) Plan
EIN 94-6134075 • Santa Rosa, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,430,848
2024 Contributions
$95,750
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 | 17 | $2,430,848 | $95,750 | $5,632iApproximate average salary by contribution assumption: employee only about $140,809 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 17 | $2,430,848 | $95,750 | $5,632iApproximate average salary by contribution assumption: employee only about $140,809 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%. |
| 2023 | 1 | 16 | $2,126,018 | $71,490 | $4,468iApproximate average salary by contribution assumption: employee only about $111,703 at 4% or $74,469 at 6%; with 50% employer match about $74,469 at 4% or $49,646 at 6%; with 100% employer match about $55,852 at 4% or $37,234 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 16 | $2,126,018 | $71,490 | $4,468iApproximate average salary by contribution assumption: employee only about $111,703 at 4% or $74,469 at 6%; with 50% employer match about $74,469 at 4% or $49,646 at 6%; with 100% employer match about $55,852 at 4% or $37,234 at 6%. |
| 2022 | 1 | 16 | $1,754,870 | $108,643 | $6,790iApproximate average salary by contribution assumption: employee only about $169,755 at 4% or $113,170 at 6%; with 50% employer match about $113,170 at 4% or $75,447 at 6%; with 100% employer match about $84,877 at 4% or $56,585 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 16 | $1,754,870 | $108,643 | $6,790iApproximate average salary by contribution assumption: employee only about $169,755 at 4% or $113,170 at 6%; with 50% employer match about $113,170 at 4% or $75,447 at 6%; with 100% employer match about $84,877 at 4% or $56,585 at 6%. |
| 2021 | 1 | 15 | $1,484,874 | $113,042 | $7,536iApproximate average salary by contribution assumption: employee only about $188,403 at 4% or $125,602 at 6%; with 50% employer match about $125,602 at 4% or $83,735 at 6%; with 100% employer match about $94,202 at 4% or $62,801 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 15 | $1,484,874 | $113,042 | $7,536iApproximate average salary by contribution assumption: employee only about $188,403 at 4% or $125,602 at 6%; with 50% employer match about $125,602 at 4% or $83,735 at 6%; with 100% employer match about $94,202 at 4% or $62,801 at 6%. |
| 2020 | 1 | 14 | $1,685,223 | $93,788 | $6,699iApproximate average salary by contribution assumption: employee only about $167,479 at 4% or $111,652 at 6%; with 50% employer match about $111,652 at 4% or $74,435 at 6%; with 100% employer match about $83,739 at 4% or $55,826 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 14 | $1,685,223 | $93,788 | $6,699iApproximate average salary by contribution assumption: employee only about $167,479 at 4% or $111,652 at 6%; with 50% employer match about $111,652 at 4% or $74,435 at 6%; with 100% employer match about $83,739 at 4% or $55,826 at 6%. |
| 2019 | 1 | 15 | $1,208,190 | $109,584 | $7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 15 | $1,208,190 | $109,584 | $7,306iApproximate average salary by contribution assumption: employee only about $182,640 at 4% or $121,760 at 6%; with 50% employer match about $121,760 at 4% or $81,173 at 6%; with 100% employer match about $91,320 at 4% or $60,880 at 6%. |
| 2018 | 1 | 17 | $1,103,634 | $96,020 | $5,648iApproximate average salary by contribution assumption: employee only about $141,206 at 4% or $94,137 at 6%; with 50% employer match about $94,137 at 4% or $62,758 at 6%; with 100% employer match about $70,603 at 4% or $47,069 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 17 | $1,103,634 | $96,020 | $5,648iApproximate average salary by contribution assumption: employee only about $141,206 at 4% or $94,137 at 6%; with 50% employer match about $94,137 at 4% or $62,758 at 6%; with 100% employer match about $70,603 at 4% or $47,069 at 6%. |
| 2017 | 1 | 17 | $954,801 | $87,772 | $5,163iApproximate average salary by contribution assumption: employee only about $129,076 at 4% or $86,051 at 6%; with 50% employer match about $86,051 at 4% or $57,367 at 6%; with 100% employer match about $64,538 at 4% or $43,025 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 17 | $954,801 | $87,772 | $5,163iApproximate average salary by contribution assumption: employee only about $129,076 at 4% or $86,051 at 6%; with 50% employer match about $86,051 at 4% or $57,367 at 6%; with 100% employer match about $64,538 at 4% or $43,025 at 6%. |
| 2016 | 1 | 15 | $773,643 | $69,555 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 15 | $773,643 | $69,555 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| 2015 | 1 | 13 | $678,660 | $58,091 | $4,469iApproximate average salary by contribution assumption: employee only about $111,713 at 4% or $74,476 at 6%; with 50% employer match about $74,476 at 4% or $49,650 at 6%; with 100% employer match about $55,857 at 4% or $37,238 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 13 | $678,660 | $58,091 | $4,469iApproximate average salary by contribution assumption: employee only about $111,713 at 4% or $74,476 at 6%; with 50% employer match about $74,476 at 4% or $49,650 at 6%; with 100% employer match about $55,857 at 4% or $37,238 at 6%. |
| 2014 | 1 | 12 | $695,715 | $41,579 | $3,465iApproximate average salary by contribution assumption: employee only about $86,623 at 4% or $57,749 at 6%; with 50% employer match about $57,749 at 4% or $38,499 at 6%; with 100% employer match about $43,311 at 4% or $28,874 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 12 | $695,715 | $41,579 | $3,465iApproximate average salary by contribution assumption: employee only about $86,623 at 4% or $57,749 at 6%; with 50% employer match about $57,749 at 4% or $38,499 at 6%; with 100% employer match about $43,311 at 4% or $28,874 at 6%. |
| 2013 | 1 | 12 | $630,013 | $37,019 | $3,085iApproximate average salary by contribution assumption: employee only about $77,123 at 4% or $51,415 at 6%; with 50% employer match about $51,415 at 4% or $34,277 at 6%; with 100% employer match about $38,561 at 4% or $25,708 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 12 | $630,013 | $37,019 | $3,085iApproximate average salary by contribution assumption: employee only about $77,123 at 4% or $51,415 at 6%; with 50% employer match about $51,415 at 4% or $34,277 at 6%; with 100% employer match about $38,561 at 4% or $25,708 at 6%. |
| 2012 | 1 | 11 | $484,954 | $29,337 | $2,667iApproximate average salary by contribution assumption: employee only about $66,675 at 4% or $44,450 at 6%; with 50% employer match about $44,450 at 4% or $29,633 at 6%; with 100% employer match about $33,338 at 4% or $22,225 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 11 | $484,954 | $29,337 | $2,667iApproximate average salary by contribution assumption: employee only about $66,675 at 4% or $44,450 at 6%; with 50% employer match about $44,450 at 4% or $29,633 at 6%; with 100% employer match about $33,338 at 4% or $22,225 at 6%. |
| 2011 | 1 | 11 | $449,585 | $30,683 | $2,789iApproximate average salary by contribution assumption: employee only about $69,734 at 4% or $46,489 at 6%; with 50% employer match about $46,489 at 4% or $30,993 at 6%; with 100% employer match about $34,867 at 4% or $23,245 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 11 | $449,585 | $30,683 | $2,789iApproximate average salary by contribution assumption: employee only about $69,734 at 4% or $46,489 at 6%; with 50% employer match about $46,489 at 4% or $30,993 at 6%; with 100% employer match about $34,867 at 4% or $23,245 at 6%. |
| 2010 | 1 | 11 | $423,921 | $25,875 | $2,352iApproximate average salary by contribution assumption: employee only about $58,807 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,136 at 6%; with 100% employer match about $29,403 at 4% or $19,602 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 11 | $423,921 | $25,875 | $2,352iApproximate average salary by contribution assumption: employee only about $58,807 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,136 at 6%; with 100% employer match about $29,403 at 4% or $19,602 at 6%. |
| 2009 | 1 | 10 | $321,140 | $40,532 | $4,053iApproximate average salary by contribution assumption: employee only about $101,330 at 4% or $67,553 at 6%; with 50% employer match about $67,553 at 4% or $45,036 at 6%; with 100% employer match about $50,665 at 4% or $33,777 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 10 | $321,140 | $40,532 | $4,053iApproximate average salary by contribution assumption: employee only about $101,330 at 4% or $67,553 at 6%; with 50% employer match about $67,553 at 4% or $45,036 at 6%; with 100% employer match about $50,665 at 4% or $33,777 at 6%. |
| 2008 | 1 | 10 | $0 | $0 | - |
| Santa Rosa Symphony 401(K) Plan | - | 10 | - | - | - |
| 2007 | 1 | 11 | $0 | $0 | - |
| Santa Rosa Symphony 401(K) Plan | - | 11 | - | - | - |
| 2006 | 1 | 11 | $297,798 | $55,130 | $5,012iApproximate average salary by contribution assumption: employee only about $125,295 at 4% or $83,530 at 6%; with 50% employer match about $83,530 at 4% or $55,687 at 6%; with 100% employer match about $62,648 at 4% or $41,765 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 11 | $297,798 | $55,130 | $5,012iApproximate average salary by contribution assumption: employee only about $125,295 at 4% or $83,530 at 6%; with 50% employer match about $83,530 at 4% or $55,687 at 6%; with 100% employer match about $62,648 at 4% or $41,765 at 6%. |
| 2005 | 1 | 12 | $191,267 | $64,934 | $5,411iApproximate average salary by contribution assumption: employee only about $135,279 at 4% or $90,186 at 6%; with 50% employer match about $90,186 at 4% or $60,124 at 6%; with 100% employer match about $67,640 at 4% or $45,093 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 12 | $191,267 | $64,934 | $5,411iApproximate average salary by contribution assumption: employee only about $135,279 at 4% or $90,186 at 6%; with 50% employer match about $90,186 at 4% or $60,124 at 6%; with 100% employer match about $67,640 at 4% or $45,093 at 6%. |
| 2004 | 1 | 8 | $107,007 | $102,070 | $12,759iApproximate average salary by contribution assumption: employee only about $318,969 at 4% or $212,646 at 6%; with 50% employer match about $212,646 at 4% or $141,764 at 6%; with 100% employer match about $159,484 at 4% or $106,323 at 6%. |
| Santa Rosa Symphony 401(K) Plan | - | 8 | $107,007 | $102,070 | $12,759iApproximate average salary by contribution assumption: employee only about $318,969 at 4% or $212,646 at 6%; with 50% employer match about $212,646 at 4% or $141,764 at 6%; with 100% employer match about $159,484 at 4% or $106,323 at 6%. |