WISE PLACE
Plan context: WISE PLACE 403(B) RETIREMENT PLAN
EIN 95-1684796 • Santa Ana, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$330,045
2024 Contributions
$20,500
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 | 12 | $330,045 | $20,500 | $1,708iApproximate average salary by contribution assumption: employee only about $42,708 at 4% or $28,472 at 6%; with 50% employer match about $28,472 at 4% or $18,981 at 6%; with 100% employer match about $21,354 at 4% or $14,236 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 12 | $330,045 | $20,500 | $1,708iApproximate average salary by contribution assumption: employee only about $42,708 at 4% or $28,472 at 6%; with 50% employer match about $28,472 at 4% or $18,981 at 6%; with 100% employer match about $21,354 at 4% or $14,236 at 6%. |
| 2023 | 1 | 11 | $314,575 | $14,448 | $1,313iApproximate average salary by contribution assumption: employee only about $32,836 at 4% or $21,891 at 6%; with 50% employer match about $21,891 at 4% or $14,594 at 6%; with 100% employer match about $16,418 at 4% or $10,945 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 11 | $314,575 | $14,448 | $1,313iApproximate average salary by contribution assumption: employee only about $32,836 at 4% or $21,891 at 6%; with 50% employer match about $21,891 at 4% or $14,594 at 6%; with 100% employer match about $16,418 at 4% or $10,945 at 6%. |
| 2022 | 1 | 11 | $292,840 | $23,126 | $2,102iApproximate average salary by contribution assumption: employee only about $52,559 at 4% or $35,039 at 6%; with 50% employer match about $35,039 at 4% or $23,360 at 6%; with 100% employer match about $26,280 at 4% or $17,520 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 11 | $292,840 | $23,126 | $2,102iApproximate average salary by contribution assumption: employee only about $52,559 at 4% or $35,039 at 6%; with 50% employer match about $35,039 at 4% or $23,360 at 6%; with 100% employer match about $26,280 at 4% or $17,520 at 6%. |
| 2021 | 1 | 10 | $439,089 | $14,007 | $1,401iApproximate average salary by contribution assumption: employee only about $35,018 at 4% or $23,345 at 6%; with 50% employer match about $23,345 at 4% or $15,563 at 6%; with 100% employer match about $17,509 at 4% or $11,673 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 10 | $439,089 | $14,007 | $1,401iApproximate average salary by contribution assumption: employee only about $35,018 at 4% or $23,345 at 6%; with 50% employer match about $23,345 at 4% or $15,563 at 6%; with 100% employer match about $17,509 at 4% or $11,673 at 6%. |
| 2020 | 1 | 12 | $490,146 | $23,984 | $1,999iApproximate average salary by contribution assumption: employee only about $49,967 at 4% or $33,311 at 6%; with 50% employer match about $33,311 at 4% or $22,207 at 6%; with 100% employer match about $24,983 at 4% or $16,656 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 12 | $490,146 | $23,984 | $1,999iApproximate average salary by contribution assumption: employee only about $49,967 at 4% or $33,311 at 6%; with 50% employer match about $33,311 at 4% or $22,207 at 6%; with 100% employer match about $24,983 at 4% or $16,656 at 6%. |
| 2019 | 1 | 11 | $447,448 | $14,746 | $1,341iApproximate average salary by contribution assumption: employee only about $33,514 at 4% or $22,342 at 6%; with 50% employer match about $22,342 at 4% or $14,895 at 6%; with 100% employer match about $16,757 at 4% or $11,171 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 11 | $447,448 | $14,746 | $1,341iApproximate average salary by contribution assumption: employee only about $33,514 at 4% or $22,342 at 6%; with 50% employer match about $22,342 at 4% or $14,895 at 6%; with 100% employer match about $16,757 at 4% or $11,171 at 6%. |
| 2018 | 1 | 9 | $421,093 | $20,752 | $2,306iApproximate average salary by contribution assumption: employee only about $57,644 at 4% or $38,430 at 6%; with 50% employer match about $38,430 at 4% or $25,620 at 6%; with 100% employer match about $28,822 at 4% or $19,215 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 9 | $421,093 | $20,752 | $2,306iApproximate average salary by contribution assumption: employee only about $57,644 at 4% or $38,430 at 6%; with 50% employer match about $38,430 at 4% or $25,620 at 6%; with 100% employer match about $28,822 at 4% or $19,215 at 6%. |
| 2017 | 1 | 9 | $431,894 | $25,760 | $2,862iApproximate average salary by contribution assumption: employee only about $71,556 at 4% or $47,704 at 6%; with 50% employer match about $47,704 at 4% or $31,802 at 6%; with 100% employer match about $35,778 at 4% or $23,852 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 9 | $431,894 | $25,760 | $2,862iApproximate average salary by contribution assumption: employee only about $71,556 at 4% or $47,704 at 6%; with 50% employer match about $47,704 at 4% or $31,802 at 6%; with 100% employer match about $35,778 at 4% or $23,852 at 6%. |
| 2016 | 1 | 10 | $376,514 | $22,845 | $2,285iApproximate average salary by contribution assumption: employee only about $57,113 at 4% or $38,075 at 6%; with 50% employer match about $38,075 at 4% or $25,383 at 6%; with 100% employer match about $28,556 at 4% or $19,038 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 10 | $376,514 | $22,845 | $2,285iApproximate average salary by contribution assumption: employee only about $57,113 at 4% or $38,075 at 6%; with 50% employer match about $38,075 at 4% or $25,383 at 6%; with 100% employer match about $28,556 at 4% or $19,038 at 6%. |
| 2015 | 1 | 9 | $333,421 | $19,615 | $2,179iApproximate average salary by contribution assumption: employee only about $54,486 at 4% or $36,324 at 6%; with 50% employer match about $36,324 at 4% or $24,216 at 6%; with 100% employer match about $27,243 at 4% or $18,162 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 9 | $333,421 | $19,615 | $2,179iApproximate average salary by contribution assumption: employee only about $54,486 at 4% or $36,324 at 6%; with 50% employer match about $36,324 at 4% or $24,216 at 6%; with 100% employer match about $27,243 at 4% or $18,162 at 6%. |
| 2014 | 1 | 9 | $316,760 | $16,861 | $1,873iApproximate average salary by contribution assumption: employee only about $46,836 at 4% or $31,224 at 6%; with 50% employer match about $31,224 at 4% or $20,816 at 6%; with 100% employer match about $23,418 at 4% or $15,612 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 9 | $316,760 | $16,861 | $1,873iApproximate average salary by contribution assumption: employee only about $46,836 at 4% or $31,224 at 6%; with 50% employer match about $31,224 at 4% or $20,816 at 6%; with 100% employer match about $23,418 at 4% or $15,612 at 6%. |
| 2013 | 1 | 8 | $299,254 | $16,081 | $2,010iApproximate average salary by contribution assumption: employee only about $50,253 at 4% or $33,502 at 6%; with 50% employer match about $33,502 at 4% or $22,335 at 6%; with 100% employer match about $25,127 at 4% or $16,751 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 8 | $299,254 | $16,081 | $2,010iApproximate average salary by contribution assumption: employee only about $50,253 at 4% or $33,502 at 6%; with 50% employer match about $33,502 at 4% or $22,335 at 6%; with 100% employer match about $25,127 at 4% or $16,751 at 6%. |
| 2012 | 1 | 7 | $242,060 | $40,975 | $5,854iApproximate average salary by contribution assumption: employee only about $146,339 at 4% or $97,560 at 6%; with 50% employer match about $97,560 at 4% or $65,040 at 6%; with 100% employer match about $73,170 at 4% or $48,780 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 7 | $242,060 | $40,975 | $5,854iApproximate average salary by contribution assumption: employee only about $146,339 at 4% or $97,560 at 6%; with 50% employer match about $97,560 at 4% or $65,040 at 6%; with 100% employer match about $73,170 at 4% or $48,780 at 6%. |
| 2011 | 1 | 8 | $206,262 | $23,808 | $2,976iApproximate average salary by contribution assumption: employee only about $74,400 at 4% or $49,600 at 6%; with 50% employer match about $49,600 at 4% or $33,067 at 6%; with 100% employer match about $37,200 at 4% or $24,800 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 8 | $206,262 | $23,808 | $2,976iApproximate average salary by contribution assumption: employee only about $74,400 at 4% or $49,600 at 6%; with 50% employer match about $49,600 at 4% or $33,067 at 6%; with 100% employer match about $37,200 at 4% or $24,800 at 6%. |
| 2010 | 1 | 9 | $194,766 | $18,449 | $2,050iApproximate average salary by contribution assumption: employee only about $51,247 at 4% or $34,165 at 6%; with 50% employer match about $34,165 at 4% or $22,777 at 6%; with 100% employer match about $25,624 at 4% or $17,082 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 9 | $194,766 | $18,449 | $2,050iApproximate average salary by contribution assumption: employee only about $51,247 at 4% or $34,165 at 6%; with 50% employer match about $34,165 at 4% or $22,777 at 6%; with 100% employer match about $25,624 at 4% or $17,082 at 6%. |
| 2009 | 1 | 7 | $158,886 | $26,717 | $3,817iApproximate average salary by contribution assumption: employee only about $95,418 at 4% or $63,612 at 6%; with 50% employer match about $63,612 at 4% or $42,408 at 6%; with 100% employer match about $47,709 at 4% or $31,806 at 6%. |
| WISE PLACE 403(B) RETIREMENT PLAN | - | 7 | $158,886 | $26,717 | $3,817iApproximate average salary by contribution assumption: employee only about $95,418 at 4% or $63,612 at 6%; with 50% employer match about $63,612 at 4% or $42,408 at 6%; with 100% employer match about $47,709 at 4% or $31,806 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| WISE PLACE 403B RETIREMENT PLAN | - | 0 | - | - | - |