Civic Intelligence

U.A. Local 38 Convalescent Trust

Plan context: Konocti Harbor Resort and Spa 401(K) Plan

EIN 94-6247191 • San Francisco, CA • 28 filings • 8 plans

1621 Market StreetSan Francisco, CA 94103
Current Snapshot

Latest Year

2021

2021 Participants

54

2021 Assets

$903,664

2021 Contributions

$25,115

Historical Graphs

Total Assets Over Time

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

$38,310,818$19,155,409$0200020102020YearValue
$903,664Latest year 2020

Participants Over Time

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

9954980200020102020YearValue
54Latest year 2020

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
202110$0$0-
Konocti Harbor Resort and Spa 401(K) Plan-0$0$0-
2020154$903,664$25,115$465iApproximate average salary by contribution assumption: employee only about $11,627 at 4% or $7,752 at 6%; with 50% employer match about $7,752 at 4% or $5,168 at 6%; with 100% employer match about $5,814 at 4% or $3,876 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-54$903,664$25,115$465iApproximate average salary by contribution assumption: employee only about $11,627 at 4% or $7,752 at 6%; with 50% employer match about $7,752 at 4% or $5,168 at 6%; with 100% employer match about $5,814 at 4% or $3,876 at 6%.
201919$895,909$21,429$2,381iApproximate average salary by contribution assumption: employee only about $59,525 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,456 at 6%; with 100% employer match about $29,763 at 4% or $19,842 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-9$895,909$21,429$2,381iApproximate average salary by contribution assumption: employee only about $59,525 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,456 at 6%; with 100% employer match about $29,763 at 4% or $19,842 at 6%.
2018195$790,967$67,729$713iApproximate average salary by contribution assumption: employee only about $17,823 at 4% or $11,882 at 6%; with 50% employer match about $11,882 at 4% or $7,922 at 6%; with 100% employer match about $8,912 at 4% or $5,941 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-95$790,967$67,729$713iApproximate average salary by contribution assumption: employee only about $17,823 at 4% or $11,882 at 6%; with 50% employer match about $11,882 at 4% or $7,922 at 6%; with 100% employer match about $8,912 at 4% or $5,941 at 6%.
2017199$791,637$73,574$743iApproximate average salary by contribution assumption: employee only about $18,579 at 4% or $12,386 at 6%; with 50% employer match about $12,386 at 4% or $8,257 at 6%; with 100% employer match about $9,290 at 4% or $6,193 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-99$791,637$73,574$743iApproximate average salary by contribution assumption: employee only about $18,579 at 4% or $12,386 at 6%; with 50% employer match about $12,386 at 4% or $8,257 at 6%; with 100% employer match about $9,290 at 4% or $6,193 at 6%.
2016120$632,092$55,736$2,787iApproximate average salary by contribution assumption: employee only about $69,670 at 4% or $46,447 at 6%; with 50% employer match about $46,447 at 4% or $30,964 at 6%; with 100% employer match about $34,835 at 4% or $23,223 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-20$632,092$55,736$2,787iApproximate average salary by contribution assumption: employee only about $69,670 at 4% or $46,447 at 6%; with 50% employer match about $46,447 at 4% or $30,964 at 6%; with 100% employer match about $34,835 at 4% or $23,223 at 6%.
201519$550,450$35,339$3,927iApproximate average salary by contribution assumption: employee only about $98,164 at 4% or $65,443 at 6%; with 50% employer match about $65,443 at 4% or $43,628 at 6%; with 100% employer match about $49,082 at 4% or $32,721 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-9$550,450$35,339$3,927iApproximate average salary by contribution assumption: employee only about $98,164 at 4% or $65,443 at 6%; with 50% employer match about $65,443 at 4% or $43,628 at 6%; with 100% employer match about $49,082 at 4% or $32,721 at 6%.
2014115$528,397$33,110$2,207iApproximate average salary by contribution assumption: employee only about $55,183 at 4% or $36,789 at 6%; with 50% employer match about $36,789 at 4% or $24,526 at 6%; with 100% employer match about $27,592 at 4% or $18,394 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-15$528,397$33,110$2,207iApproximate average salary by contribution assumption: employee only about $55,183 at 4% or $36,789 at 6%; with 50% employer match about $36,789 at 4% or $24,526 at 6%; with 100% employer match about $27,592 at 4% or $18,394 at 6%.
2013116$495,808$17,979$1,124iApproximate average salary by contribution assumption: employee only about $28,092 at 4% or $18,728 at 6%; with 50% employer match about $18,728 at 4% or $12,485 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-16$495,808$17,979$1,124iApproximate average salary by contribution assumption: employee only about $28,092 at 4% or $18,728 at 6%; with 50% employer match about $18,728 at 4% or $12,485 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%.
2012114$436,750$18,648$1,332iApproximate average salary by contribution assumption: employee only about $33,300 at 4% or $22,200 at 6%; with 50% employer match about $22,200 at 4% or $14,800 at 6%; with 100% employer match about $16,650 at 4% or $11,100 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-14$436,750$18,648$1,332iApproximate average salary by contribution assumption: employee only about $33,300 at 4% or $22,200 at 6%; with 50% employer match about $22,200 at 4% or $14,800 at 6%; with 100% employer match about $16,650 at 4% or $11,100 at 6%.
201114$486,861$16,091$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,284 at 4% or $33,523 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-4$486,861$16,091$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,284 at 4% or $33,523 at 6%.
201016$540,776$31,287$5,215iApproximate average salary by contribution assumption: employee only about $130,363 at 4% or $86,908 at 6%; with 50% employer match about $86,908 at 4% or $57,939 at 6%; with 100% employer match about $65,181 at 4% or $43,454 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-6$540,776$31,287$5,215iApproximate average salary by contribution assumption: employee only about $130,363 at 4% or $86,908 at 6%; with 50% employer match about $86,908 at 4% or $57,939 at 6%; with 100% employer match about $65,181 at 4% or $43,454 at 6%.
2009119$730,919$83,931$4,417iApproximate average salary by contribution assumption: employee only about $110,436 at 4% or $73,624 at 6%; with 50% employer match about $73,624 at 4% or $49,082 at 6%; with 100% employer match about $55,218 at 4% or $36,812 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-19$730,919$83,931$4,417iApproximate average salary by contribution assumption: employee only about $110,436 at 4% or $73,624 at 6%; with 50% employer match about $73,624 at 4% or $49,082 at 6%; with 100% employer match about $55,218 at 4% or $36,812 at 6%.
20081300$739,761$115,671$386iApproximate average salary by contribution assumption: employee only about $9,639 at 4% or $6,426 at 6%; with 50% employer match about $6,426 at 4% or $4,284 at 6%; with 100% employer match about $4,820 at 4% or $3,213 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-300$739,761$115,671$386iApproximate average salary by contribution assumption: employee only about $9,639 at 4% or $6,426 at 6%; with 50% employer match about $6,426 at 4% or $4,284 at 6%; with 100% employer match about $4,820 at 4% or $3,213 at 6%.
20072935$15,816,083$5,719,030$6,117iApproximate average salary by contribution assumption: employee only about $152,915 at 4% or $101,943 at 6%; with 50% employer match about $101,943 at 4% or $67,962 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-935$14,833,784$5,575,332$5,963iApproximate average salary by contribution assumption: employee only about $149,073 at 4% or $99,382 at 6%; with 50% employer match about $99,382 at 4% or $66,255 at 6%; with 100% employer match about $74,537 at 4% or $49,691 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-154$982,299$143,698$933iApproximate average salary by contribution assumption: employee only about $23,328 at 4% or $15,552 at 6%; with 50% employer match about $15,552 at 4% or $10,368 at 6%; with 100% employer match about $11,664 at 4% or $7,776 at 6%.
20062838$15,316,952$4,764,729$5,686iApproximate average salary by contribution assumption: employee only about $142,146 at 4% or $94,764 at 6%; with 50% employer match about $94,764 at 4% or $63,176 at 6%; with 100% employer match about $71,073 at 4% or $47,382 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-838$14,427,393$4,601,629$5,491iApproximate average salary by contribution assumption: employee only about $137,280 at 4% or $91,520 at 6%; with 50% employer match about $91,520 at 4% or $61,013 at 6%; with 100% employer match about $68,640 at 4% or $45,760 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-156$889,559$163,100$1,046iApproximate average salary by contribution assumption: employee only about $26,138 at 4% or $17,425 at 6%; with 50% employer match about $17,425 at 4% or $11,617 at 6%; with 100% employer match about $13,069 at 4% or $8,713 at 6%.
20052817$15,133,061$4,132,404$5,058iApproximate average salary by contribution assumption: employee only about $126,451 at 4% or $84,300 at 6%; with 50% employer match about $84,300 at 4% or $56,200 at 6%; with 100% employer match about $63,225 at 4% or $42,150 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-817$14,429,170$3,975,118$4,866iApproximate average salary by contribution assumption: employee only about $121,638 at 4% or $81,092 at 6%; with 50% employer match about $81,092 at 4% or $54,061 at 6%; with 100% employer match about $60,819 at 4% or $40,546 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-167$703,891$157,286$942iApproximate average salary by contribution assumption: employee only about $23,546 at 4% or $15,697 at 6%; with 50% employer match about $15,697 at 4% or $10,465 at 6%; with 100% employer match about $11,773 at 4% or $7,849 at 6%.
20042858$35,610,997$2,817,586$3,284iApproximate average salary by contribution assumption: employee only about $82,097 at 4% or $54,732 at 6%; with 50% employer match about $54,732 at 4% or $36,488 at 6%; with 100% employer match about $41,049 at 4% or $27,366 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-858$35,017,952$2,669,474$3,111iApproximate average salary by contribution assumption: employee only about $77,782 at 4% or $51,855 at 6%; with 50% employer match about $51,855 at 4% or $34,570 at 6%; with 100% employer match about $38,891 at 4% or $25,927 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-163$593,045$148,112$909iApproximate average salary by contribution assumption: employee only about $22,717 at 4% or $15,144 at 6%; with 50% employer match about $15,144 at 4% or $10,096 at 6%; with 100% employer match about $11,358 at 4% or $7,572 at 6%.
20032843$38,310,818$3,242,467$3,846iApproximate average salary by contribution assumption: employee only about $96,159 at 4% or $64,106 at 6%; with 50% employer match about $64,106 at 4% or $42,737 at 6%; with 100% employer match about $48,079 at 4% or $32,053 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-843$37,816,515$3,057,798$3,627iApproximate average salary by contribution assumption: employee only about $90,682 at 4% or $60,455 at 6%; with 50% employer match about $60,455 at 4% or $40,303 at 6%; with 100% employer match about $45,341 at 4% or $30,227 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-172$494,303$184,669$1,074iApproximate average salary by contribution assumption: employee only about $26,841 at 4% or $17,894 at 6%; with 50% employer match about $17,894 at 4% or $11,930 at 6%; with 100% employer match about $13,421 at 4% or $8,947 at 6%.
20022905$36,691,435$3,314,273$3,662iApproximate average salary by contribution assumption: employee only about $91,555 at 4% or $61,036 at 6%; with 50% employer match about $61,036 at 4% or $40,691 at 6%; with 100% employer match about $45,777 at 4% or $30,518 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-905$36,371,614$3,100,835$3,426iApproximate average salary by contribution assumption: employee only about $85,658 at 4% or $57,106 at 6%; with 50% employer match about $57,106 at 4% or $38,070 at 6%; with 100% employer match about $42,829 at 4% or $28,553 at 6%.
Konocti Harbor Resort and Spa 401(K) Plan-162$319,821$213,438$1,318iApproximate average salary by contribution assumption: employee only about $32,938 at 4% or $21,959 at 6%; with 50% employer match about $21,959 at 4% or $14,639 at 6%; with 100% employer match about $16,469 at 4% or $10,979 at 6%.
20011995$33,780,245$6,006,997$6,037iApproximate average salary by contribution assumption: employee only about $150,930 at 4% or $100,620 at 6%; with 50% employer match about $100,620 at 4% or $67,080 at 6%; with 100% employer match about $75,465 at 4% or $50,310 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FIND-995$33,780,245$6,006,997$6,037iApproximate average salary by contribution assumption: employee only about $150,930 at 4% or $100,620 at 6%; with 50% employer match about $100,620 at 4% or $67,080 at 6%; with 100% employer match about $75,465 at 4% or $50,310 at 6%.
20001956$29,632,469$7,125,582$7,454iApproximate average salary by contribution assumption: employee only about $186,338 at 4% or $124,226 at 6%; with 50% employer match about $124,226 at 4% or $82,817 at 6%; with 100% employer match about $93,169 at 4% or $62,113 at 6%.
U.A. LOCAL 38 CONVALESCENT TRUST FUND-956$29,632,469$7,125,582$7,454iApproximate average salary by contribution assumption: employee only about $186,338 at 4% or $124,226 at 6%; with 50% employer match about $124,226 at 4% or $82,817 at 6%; with 100% employer match about $93,169 at 4% or $62,113 at 6%.