THE JAY DEFEO FOUNDATION
Plan context: THE JAY DEFEO FOUNDATION 403(B) RETIREMENT PLAN
EIN 94-6642644 • Berkeley, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$216,942
2024 Contributions
$44,446
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 | 3 | $216,942 | $44,446 | $14,815iApproximate average salary by contribution assumption: employee only about $370,383 at 4% or $246,922 at 6%; with 50% employer match about $246,922 at 4% or $164,615 at 6%; with 100% employer match about $185,192 at 4% or $123,461 at 6%. |
| THE JAY DEFEO FOUNDATION 403(B) RETIREMENT PLAN | - | 3 | $216,942 | $44,446 | $14,815iApproximate average salary by contribution assumption: employee only about $370,383 at 4% or $246,922 at 6%; with 50% employer match about $246,922 at 4% or $164,615 at 6%; with 100% employer match about $185,192 at 4% or $123,461 at 6%. |
| 2023 | 1 | 3 | $159,704 | $28,667 | $9,556iApproximate average salary by contribution assumption: employee only about $238,892 at 4% or $159,261 at 6%; with 50% employer match about $159,261 at 4% or $106,174 at 6%; with 100% employer match about $119,446 at 4% or $79,631 at 6%. |
| THE JAY DEFEO FOUNDATION 403(B) RETIREMENT PLAN | - | 3 | $159,704 | $28,667 | $9,556iApproximate average salary by contribution assumption: employee only about $238,892 at 4% or $159,261 at 6%; with 50% employer match about $159,261 at 4% or $106,174 at 6%; with 100% employer match about $119,446 at 4% or $79,631 at 6%. |
| 2022 | 1 | 3 | $120,135 | $32,966 | $10,989iApproximate average salary by contribution assumption: employee only about $274,717 at 4% or $183,144 at 6%; with 50% employer match about $183,144 at 4% or $122,096 at 6%; with 100% employer match about $137,358 at 4% or $91,572 at 6%. |
| THE JAY DEFEO FOUNDATION 403(B) RETIREMENT PLAN | - | 3 | $120,135 | $32,966 | $10,989iApproximate average salary by contribution assumption: employee only about $274,717 at 4% or $183,144 at 6%; with 50% employer match about $183,144 at 4% or $122,096 at 6%; with 100% employer match about $137,358 at 4% or $91,572 at 6%. |
| 2021 | 1 | 3 | $97,609 | $95,441 | $31,814iApproximate average salary by contribution assumption: employee only about $795,342 at 4% or $530,228 at 6%; with 50% employer match about $530,228 at 4% or $353,485 at 6%; with 100% employer match about $397,671 at 4% or $265,114 at 6%. |
| THE JAY DEFEO FOUNDATION 403(B) RETIREMENT PLAN | - | 3 | $97,609 | $95,441 | $31,814iApproximate average salary by contribution assumption: employee only about $795,342 at 4% or $530,228 at 6%; with 50% employer match about $530,228 at 4% or $353,485 at 6%; with 100% employer match about $397,671 at 4% or $265,114 at 6%. |
| 2020 | 1 | 0 | $0 | $18,950 | - |
| THE JAY DEFEO FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $18,950 | - |
| 2019 | 1 | 1 | $26,076 | $24,988 | $24,988iApproximate average salary by contribution assumption: employee only about $624,700 at 4% or $416,467 at 6%; with 50% employer match about $416,467 at 4% or $277,644 at 6%; with 100% employer match about $312,350 at 4% or $208,233 at 6%. |
| THE JAY DEFEO FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $26,076 | $24,988 | $24,988iApproximate average salary by contribution assumption: employee only about $624,700 at 4% or $416,467 at 6%; with 50% employer match about $416,467 at 4% or $277,644 at 6%; with 100% employer match about $312,350 at 4% or $208,233 at 6%. |