Arrowhead United Way
Plan context: Arrowhead United Way Profit Sharing Plan and Trust
EIN 95-1934586 • San Bernardino, CA • 41 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$63,315
2023 Contributions
$11,996
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 7 | $63,315 | $11,996 | $1,714iApproximate average salary by contribution assumption: employee only about $42,843 at 4% or $28,562 at 6%; with 50% employer match about $28,562 at 4% or $19,041 at 6%; with 100% employer match about $21,421 at 4% or $14,281 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $63,315 | $11,996 | $1,714iApproximate average salary by contribution assumption: employee only about $42,843 at 4% or $28,562 at 6%; with 50% employer match about $28,562 at 4% or $19,041 at 6%; with 100% employer match about $21,421 at 4% or $14,281 at 6%. |
| 2022 | 1 | 7 | $71,537 | $14,286 | $2,041iApproximate average salary by contribution assumption: employee only about $51,021 at 4% or $34,014 at 6%; with 50% employer match about $34,014 at 4% or $22,676 at 6%; with 100% employer match about $25,511 at 4% or $17,007 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $71,537 | $14,286 | $2,041iApproximate average salary by contribution assumption: employee only about $51,021 at 4% or $34,014 at 6%; with 50% employer match about $34,014 at 4% or $22,676 at 6%; with 100% employer match about $25,511 at 4% or $17,007 at 6%. |
| 2021 | 1 | 7 | $113,183 | $14,081 | $2,012iApproximate average salary by contribution assumption: employee only about $50,289 at 4% or $33,526 at 6%; with 50% employer match about $33,526 at 4% or $22,351 at 6%; with 100% employer match about $25,145 at 4% or $16,763 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $113,183 | $14,081 | $2,012iApproximate average salary by contribution assumption: employee only about $50,289 at 4% or $33,526 at 6%; with 50% employer match about $33,526 at 4% or $22,351 at 6%; with 100% employer match about $25,145 at 4% or $16,763 at 6%. |
| 2020 | 1 | 4 | $159,465 | $4,674 | $1,169iApproximate average salary by contribution assumption: employee only about $29,213 at 4% or $19,475 at 6%; with 50% employer match about $19,475 at 4% or $12,983 at 6%; with 100% employer match about $14,606 at 4% or $9,738 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 4 | $159,465 | $4,674 | $1,169iApproximate average salary by contribution assumption: employee only about $29,213 at 4% or $19,475 at 6%; with 50% employer match about $19,475 at 4% or $12,983 at 6%; with 100% employer match about $14,606 at 4% or $9,738 at 6%. |
| 2019 | 1 | 3 | $153,576 | $1,250 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 3 | $153,576 | $1,250 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,944 at 6%; with 50% employer match about $6,944 at 4% or $4,630 at 6%; with 100% employer match about $5,208 at 4% or $3,472 at 6%. |
| 2018 | 1 | 7 | $513,000 | $19,873 | $2,839iApproximate average salary by contribution assumption: employee only about $70,975 at 4% or $47,317 at 6%; with 50% employer match about $47,317 at 4% or $31,544 at 6%; with 100% employer match about $35,488 at 4% or $23,658 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $513,000 | $19,873 | $2,839iApproximate average salary by contribution assumption: employee only about $70,975 at 4% or $47,317 at 6%; with 50% employer match about $47,317 at 4% or $31,544 at 6%; with 100% employer match about $35,488 at 4% or $23,658 at 6%. |
| 2017 | 1 | 7 | $482,443 | $24,462 | $3,495iApproximate average salary by contribution assumption: employee only about $87,364 at 4% or $58,243 at 6%; with 50% employer match about $58,243 at 4% or $38,829 at 6%; with 100% employer match about $43,682 at 4% or $29,121 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $482,443 | $24,462 | $3,495iApproximate average salary by contribution assumption: employee only about $87,364 at 4% or $58,243 at 6%; with 50% employer match about $58,243 at 4% or $38,829 at 6%; with 100% employer match about $43,682 at 4% or $29,121 at 6%. |
| 2016 | 1 | 8 | $422,587 | $29,169 | $3,646iApproximate average salary by contribution assumption: employee only about $91,153 at 4% or $60,769 at 6%; with 50% employer match about $60,769 at 4% or $40,513 at 6%; with 100% employer match about $45,577 at 4% or $30,384 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 8 | $422,587 | $29,169 | $3,646iApproximate average salary by contribution assumption: employee only about $91,153 at 4% or $60,769 at 6%; with 50% employer match about $60,769 at 4% or $40,513 at 6%; with 100% employer match about $45,577 at 4% or $30,384 at 6%. |
| 2015 | 1 | 8 | $352,834 | $14,122 | $1,765iApproximate average salary by contribution assumption: employee only about $44,131 at 4% or $29,421 at 6%; with 50% employer match about $29,421 at 4% or $19,614 at 6%; with 100% employer match about $22,066 at 4% or $14,710 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 8 | $352,834 | $14,122 | $1,765iApproximate average salary by contribution assumption: employee only about $44,131 at 4% or $29,421 at 6%; with 50% employer match about $29,421 at 4% or $19,614 at 6%; with 100% employer match about $22,066 at 4% or $14,710 at 6%. |
| 2014 | 2 | 8 | $338,412 | $37,454 | $4,682iApproximate average salary by contribution assumption: employee only about $117,044 at 4% or $78,029 at 6%; with 50% employer match about $78,029 at 4% or $52,019 at 6%; with 100% employer match about $58,522 at 4% or $39,015 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 8 | $338,412 | $16,092 | $2,012iApproximate average salary by contribution assumption: employee only about $50,288 at 4% or $33,525 at 6%; with 50% employer match about $33,525 at 4% or $22,350 at 6%; with 100% employer match about $25,144 at 4% or $16,763 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | $0 | $21,362 | - |
| 2013 | 2 | 7 | $678,514 | $44,516 | $6,359iApproximate average salary by contribution assumption: employee only about $158,986 at 4% or $105,990 at 6%; with 50% employer match about $105,990 at 4% or $70,660 at 6%; with 100% employer match about $79,493 at 4% or $52,995 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 6 | $343,114 | $24,465 | $4,078iApproximate average salary by contribution assumption: employee only about $101,938 at 4% or $67,958 at 6%; with 50% employer match about $67,958 at 4% or $45,306 at 6%; with 100% employer match about $50,969 at 4% or $33,979 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $335,400 | $20,051 | $2,864iApproximate average salary by contribution assumption: employee only about $71,611 at 4% or $47,740 at 6%; with 50% employer match about $47,740 at 4% or $31,827 at 6%; with 100% employer match about $35,805 at 4% or $23,870 at 6%. |
| 2012 | 2 | 9 | $707,732 | $54,563 | $6,063iApproximate average salary by contribution assumption: employee only about $151,564 at 4% or $101,043 at 6%; with 50% employer match about $101,043 at 4% or $67,362 at 6%; with 100% employer match about $75,782 at 4% or $50,521 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 9 | $410,202 | $21,532 | $2,392iApproximate average salary by contribution assumption: employee only about $59,811 at 4% or $39,874 at 6%; with 50% employer match about $39,874 at 4% or $26,583 at 6%; with 100% employer match about $29,906 at 4% or $19,937 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 7 | $297,530 | $33,031 | $4,719iApproximate average salary by contribution assumption: employee only about $117,968 at 4% or $78,645 at 6%; with 50% employer match about $78,645 at 4% or $52,430 at 6%; with 100% employer match about $58,984 at 4% or $39,323 at 6%. |
| 2011 | 2 | 9 | $611,855 | $69,689 | $7,743iApproximate average salary by contribution assumption: employee only about $193,581 at 4% or $129,054 at 6%; with 50% employer match about $129,054 at 4% or $86,036 at 6%; with 100% employer match about $96,790 at 4% or $64,527 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 9 | $368,591 | $33,464 | $3,718iApproximate average salary by contribution assumption: employee only about $92,956 at 4% or $61,970 at 6%; with 50% employer match about $61,970 at 4% or $41,314 at 6%; with 100% employer match about $46,478 at 4% or $30,985 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 7 | $243,264 | $36,225 | $5,175iApproximate average salary by contribution assumption: employee only about $129,375 at 4% or $86,250 at 6%; with 50% employer match about $86,250 at 4% or $57,500 at 6%; with 100% employer match about $64,688 at 4% or $43,125 at 6%. |
| 2010 | 2 | 7 | $537,439 | $62,684 | $8,955iApproximate average salary by contribution assumption: employee only about $223,871 at 4% or $149,248 at 6%; with 50% employer match about $149,248 at 4% or $99,498 at 6%; with 100% employer match about $111,936 at 4% or $74,624 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $327,395 | $34,134 | $4,876iApproximate average salary by contribution assumption: employee only about $121,907 at 4% or $81,271 at 6%; with 50% employer match about $81,271 at 4% or $54,181 at 6%; with 100% employer match about $60,954 at 4% or $40,636 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 7 | $210,044 | $28,550 | $4,079iApproximate average salary by contribution assumption: employee only about $101,964 at 4% or $67,976 at 6%; with 50% employer match about $67,976 at 4% or $45,317 at 6%; with 100% employer match about $50,982 at 4% or $33,988 at 6%. |
| 2009 | 2 | 7 | $437,380 | $59,361 | $8,480iApproximate average salary by contribution assumption: employee only about $212,004 at 4% or $141,336 at 6%; with 50% employer match about $141,336 at 4% or $94,224 at 6%; with 100% employer match about $106,002 at 4% or $70,668 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $276,367 | $33,591 | $4,799iApproximate average salary by contribution assumption: employee only about $119,968 at 4% or $79,979 at 6%; with 50% employer match about $79,979 at 4% or $53,319 at 6%; with 100% employer match about $59,984 at 4% or $39,989 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 6 | $161,013 | $25,770 | $4,295iApproximate average salary by contribution assumption: employee only about $107,375 at 4% or $71,583 at 6%; with 50% employer match about $71,583 at 4% or $47,722 at 6%; with 100% employer match about $53,688 at 4% or $35,792 at 6%. |
| 2008 | 2 | 5 | $220,808 | $25,448 | $5,090iApproximate average salary by contribution assumption: employee only about $127,240 at 4% or $84,827 at 6%; with 50% employer match about $84,827 at 4% or $56,551 at 6%; with 100% employer match about $63,620 at 4% or $42,413 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 5 | $220,808 | $25,448 | $5,090iApproximate average salary by contribution assumption: employee only about $127,240 at 4% or $84,827 at 6%; with 50% employer match about $84,827 at 4% or $56,551 at 6%; with 100% employer match about $63,620 at 4% or $42,413 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2006 | 2 | 5 | $179,858 | $24,424 | $4,885iApproximate average salary by contribution assumption: employee only about $122,120 at 4% or $81,413 at 6%; with 50% employer match about $81,413 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 5 | $179,858 | $24,424 | $4,885iApproximate average salary by contribution assumption: employee only about $122,120 at 4% or $81,413 at 6%; with 50% employer match about $81,413 at 4% or $54,276 at 6%; with 100% employer match about $61,060 at 4% or $40,707 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 2005 | 2 | 6 | $168,812 | $21,886 | $3,648iApproximate average salary by contribution assumption: employee only about $91,192 at 4% or $60,794 at 6%; with 50% employer match about $60,794 at 4% or $40,530 at 6%; with 100% employer match about $45,596 at 4% or $30,397 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 6 | $168,812 | $21,886 | $3,648iApproximate average salary by contribution assumption: employee only about $91,192 at 4% or $60,794 at 6%; with 50% employer match about $60,794 at 4% or $40,530 at 6%; with 100% employer match about $45,596 at 4% or $30,397 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 2004 | 2 | 7 | $161,704 | $29,343 | $4,192iApproximate average salary by contribution assumption: employee only about $104,796 at 4% or $69,864 at 6%; with 50% employer match about $69,864 at 4% or $46,576 at 6%; with 100% employer match about $52,398 at 4% or $34,932 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $161,704 | $29,343 | $4,192iApproximate average salary by contribution assumption: employee only about $104,796 at 4% or $69,864 at 6%; with 50% employer match about $69,864 at 4% or $46,576 at 6%; with 100% employer match about $52,398 at 4% or $34,932 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 2003 | 2 | 7 | $128,200 | $28,072 | $4,010iApproximate average salary by contribution assumption: employee only about $100,257 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,559 at 6%; with 100% employer match about $50,129 at 4% or $33,419 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | $128,200 | $28,072 | $4,010iApproximate average salary by contribution assumption: employee only about $100,257 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,559 at 6%; with 100% employer match about $50,129 at 4% or $33,419 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 2002 | 2 | 7 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 6 | - | - | - |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |
| 1999 | 2 | 5 | $87,872 | $10,495 | $2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,983 at 6%; with 50% employer match about $34,983 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%. |
| Arrowhead United Way Profit Sharing Plan and Trust | - | 5 | $87,872 | $10,495 | $2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,983 at 6%; with 50% employer match about $34,983 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%. |
| Tax Deferred Annuity Plan of Arrowhead United Way | - | 0 | - | - | - |