California Coast University
Plan context: California Coast University Employee Stock Ownership Plan
EIN 95-2836948 • Santa Ana, CA • 34 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$64,525,720
2024 Contributions
$602,673
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 | 2 | 28 | $64,525,720 | $602,673 | $21,524iApproximate average salary by contribution assumption: employee only about $538,101 at 4% or $358,734 at 6%; with 50% employer match about $358,734 at 4% or $239,156 at 6%; with 100% employer match about $269,050 at 4% or $179,367 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 28 | $61,200,107 | $486,869 | $17,388iApproximate average salary by contribution assumption: employee only about $434,704 at 4% or $289,803 at 6%; with 50% employer match about $289,803 at 4% or $193,202 at 6%; with 100% employer match about $217,352 at 4% or $144,901 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 24 | $3,325,613 | $115,804 | $4,825iApproximate average salary by contribution assumption: employee only about $120,629 at 4% or $80,419 at 6%; with 50% employer match about $80,419 at 4% or $53,613 at 6%; with 100% employer match about $60,315 at 4% or $40,210 at 6%. |
| 2023 | 2 | 24 | $52,339,797 | $1,002,187 | $41,758iApproximate average salary by contribution assumption: employee only about $1,043,945 at 4% or $695,963 at 6%; with 50% employer match about $695,963 at 4% or $463,975 at 6%; with 100% employer match about $521,972 at 4% or $347,982 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 24 | $49,400,046 | $502,118 | $20,922iApproximate average salary by contribution assumption: employee only about $523,040 at 4% or $348,693 at 6%; with 50% employer match about $348,693 at 4% or $232,462 at 6%; with 100% employer match about $261,520 at 4% or $174,347 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 22 | $2,939,751 | $500,069 | $22,730iApproximate average salary by contribution assumption: employee only about $568,260 at 4% or $378,840 at 6%; with 50% employer match about $378,840 at 4% or $252,560 at 6%; with 100% employer match about $284,130 at 4% or $189,420 at 6%. |
| 2022 | 2 | 22 | $39,708,265 | $546,053 | $24,821iApproximate average salary by contribution assumption: employee only about $620,515 at 4% or $413,677 at 6%; with 50% employer match about $413,677 at 4% or $275,784 at 6%; with 100% employer match about $310,257 at 4% or $206,838 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 22 | $37,600,000 | $446,114 | $20,278iApproximate average salary by contribution assumption: employee only about $506,948 at 4% or $337,965 at 6%; with 50% employer match about $337,965 at 4% or $225,310 at 6%; with 100% employer match about $253,474 at 4% or $168,983 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 20 | $2,108,265 | $99,939 | $4,997iApproximate average salary by contribution assumption: employee only about $124,924 at 4% or $83,283 at 6%; with 50% employer match about $83,283 at 4% or $55,522 at 6%; with 100% employer match about $62,462 at 4% or $41,641 at 6%. |
| 2021 | 2 | 21 | $30,769,857 | $549,631 | $26,173iApproximate average salary by contribution assumption: employee only about $654,323 at 4% or $436,215 at 6%; with 50% employer match about $436,215 at 4% or $290,810 at 6%; with 100% employer match about $327,161 at 4% or $218,108 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 21 | $28,300,000 | $441,093 | $21,004iApproximate average salary by contribution assumption: employee only about $525,111 at 4% or $350,074 at 6%; with 50% employer match about $350,074 at 4% or $233,383 at 6%; with 100% employer match about $262,555 at 4% or $175,037 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $2,469,857 | $108,538 | $5,168iApproximate average salary by contribution assumption: employee only about $129,212 at 4% or $86,141 at 6%; with 50% employer match about $86,141 at 4% or $57,428 at 6%; with 100% employer match about $64,606 at 4% or $43,071 at 6%. |
| 2020 | 2 | 22 | $24,603,380 | $554,723 | $25,215iApproximate average salary by contribution assumption: employee only about $630,367 at 4% or $420,245 at 6%; with 50% employer match about $420,245 at 4% or $280,163 at 6%; with 100% employer match about $315,184 at 4% or $210,122 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 22 | $22,600,000 | $450,113 | $20,460iApproximate average salary by contribution assumption: employee only about $511,492 at 4% or $340,995 at 6%; with 50% employer match about $340,995 at 4% or $227,330 at 6%; with 100% employer match about $255,746 at 4% or $170,497 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $2,003,380 | $104,610 | $4,981iApproximate average salary by contribution assumption: employee only about $124,536 at 4% or $83,024 at 6%; with 50% employer match about $83,024 at 4% or $55,349 at 6%; with 100% employer match about $62,268 at 4% or $41,512 at 6%. |
| 2019 | 2 | 23 | $14,100,937 | $562,662 | $24,464iApproximate average salary by contribution assumption: employee only about $611,589 at 4% or $407,726 at 6%; with 50% employer match about $407,726 at 4% or $271,817 at 6%; with 100% employer match about $305,795 at 4% or $203,863 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 23 | $12,400,000 | $462,727 | $20,119iApproximate average salary by contribution assumption: employee only about $502,964 at 4% or $335,309 at 6%; with 50% employer match about $335,309 at 4% or $223,540 at 6%; with 100% employer match about $251,482 at 4% or $167,655 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 22 | $1,700,937 | $99,935 | $4,543iApproximate average salary by contribution assumption: employee only about $113,563 at 4% or $75,708 at 6%; with 50% employer match about $75,708 at 4% or $50,472 at 6%; with 100% employer match about $56,781 at 4% or $37,854 at 6%. |
| 2018 | 2 | 24 | $8,986,259 | $561,896 | $23,412iApproximate average salary by contribution assumption: employee only about $585,308 at 4% or $390,206 at 6%; with 50% employer match about $390,206 at 4% or $260,137 at 6%; with 100% employer match about $292,654 at 4% or $195,103 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 23 | $7,600,000 | $458,664 | $19,942iApproximate average salary by contribution assumption: employee only about $498,548 at 4% or $332,365 at 6%; with 50% employer match about $332,365 at 4% or $221,577 at 6%; with 100% employer match about $249,274 at 4% or $166,183 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 24 | $1,386,259 | $103,232 | $4,301iApproximate average salary by contribution assumption: employee only about $107,533 at 4% or $71,689 at 6%; with 50% employer match about $71,689 at 4% or $47,793 at 6%; with 100% employer match about $53,767 at 4% or $35,844 at 6%. |
| 2017 | 2 | 24 | $7,827,341 | $525,153 | $21,881iApproximate average salary by contribution assumption: employee only about $547,034 at 4% or $364,690 at 6%; with 50% employer match about $364,690 at 4% or $243,126 at 6%; with 100% employer match about $273,517 at 4% or $182,345 at 6%. |
| California Coast University Employee Stock Ownership Plan | - | 24 | $6,500,000 | $427,473 | $17,811iApproximate average salary by contribution assumption: employee only about $445,284 at 4% or $296,856 at 6%; with 50% employer match about $296,856 at 4% or $197,904 at 6%; with 100% employer match about $222,642 at 4% or $148,428 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 24 | $1,327,341 | $97,680 | $4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%. |
| 2016 | 1 | 24 | $1,100,455 | $112,006 | $4,667iApproximate average salary by contribution assumption: employee only about $116,673 at 4% or $77,782 at 6%; with 50% employer match about $77,782 at 4% or $51,855 at 6%; with 100% employer match about $58,336 at 4% or $38,891 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 24 | $1,100,455 | $112,006 | $4,667iApproximate average salary by contribution assumption: employee only about $116,673 at 4% or $77,782 at 6%; with 50% employer match about $77,782 at 4% or $51,855 at 6%; with 100% employer match about $58,336 at 4% or $38,891 at 6%. |
| 2015 | 1 | 21 | $920,035 | $85,350 | $4,064iApproximate average salary by contribution assumption: employee only about $101,607 at 4% or $67,738 at 6%; with 50% employer match about $67,738 at 4% or $45,159 at 6%; with 100% employer match about $50,804 at 4% or $33,869 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $920,035 | $85,350 | $4,064iApproximate average salary by contribution assumption: employee only about $101,607 at 4% or $67,738 at 6%; with 50% employer match about $67,738 at 4% or $45,159 at 6%; with 100% employer match about $50,804 at 4% or $33,869 at 6%. |
| 2014 | 1 | 22 | $931,827 | $59,328 | $2,697iApproximate average salary by contribution assumption: employee only about $67,418 at 4% or $44,945 at 6%; with 50% employer match about $44,945 at 4% or $29,964 at 6%; with 100% employer match about $33,709 at 4% or $22,473 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 22 | $931,827 | $59,328 | $2,697iApproximate average salary by contribution assumption: employee only about $67,418 at 4% or $44,945 at 6%; with 50% employer match about $44,945 at 4% or $29,964 at 6%; with 100% employer match about $33,709 at 4% or $22,473 at 6%. |
| 2013 | 1 | 22 | $819,229 | $65,755 | $2,989iApproximate average salary by contribution assumption: employee only about $74,722 at 4% or $49,814 at 6%; with 50% employer match about $49,814 at 4% or $33,210 at 6%; with 100% employer match about $37,361 at 4% or $24,907 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 22 | $819,229 | $65,755 | $2,989iApproximate average salary by contribution assumption: employee only about $74,722 at 4% or $49,814 at 6%; with 50% employer match about $49,814 at 4% or $33,210 at 6%; with 100% employer match about $37,361 at 4% or $24,907 at 6%. |
| 2012 | 1 | 21 | $677,632 | $107,851 | $5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $677,632 | $107,851 | $5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%. |
| 2011 | 1 | 18 | $581,834 | $111,732 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 18 | $581,834 | $111,732 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| 2010 | 1 | 21 | $691,445 | $97,851 | $4,660iApproximate average salary by contribution assumption: employee only about $116,489 at 4% or $77,660 at 6%; with 50% employer match about $77,660 at 4% or $51,773 at 6%; with 100% employer match about $58,245 at 4% or $38,830 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $691,445 | $97,851 | $4,660iApproximate average salary by contribution assumption: employee only about $116,489 at 4% or $77,660 at 6%; with 50% employer match about $77,660 at 4% or $51,773 at 6%; with 100% employer match about $58,245 at 4% or $38,830 at 6%. |
| 2009 | 1 | 22 | $646,143 | $77,683 | $3,531iApproximate average salary by contribution assumption: employee only about $88,276 at 4% or $58,851 at 6%; with 50% employer match about $58,851 at 4% or $39,234 at 6%; with 100% employer match about $44,138 at 4% or $29,425 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 22 | $646,143 | $77,683 | $3,531iApproximate average salary by contribution assumption: employee only about $88,276 at 4% or $58,851 at 6%; with 50% employer match about $58,851 at 4% or $39,234 at 6%; with 100% employer match about $44,138 at 4% or $29,425 at 6%. |
| 2008 | 1 | 21 | $559,207 | $59,954 | $2,855iApproximate average salary by contribution assumption: employee only about $71,374 at 4% or $47,583 at 6%; with 50% employer match about $47,583 at 4% or $31,722 at 6%; with 100% employer match about $35,687 at 4% or $23,791 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 21 | $559,207 | $59,954 | $2,855iApproximate average salary by contribution assumption: employee only about $71,374 at 4% or $47,583 at 6%; with 50% employer match about $47,583 at 4% or $31,722 at 6%; with 100% employer match about $35,687 at 4% or $23,791 at 6%. |
| 2007 | 1 | 12 | $704,370 | $73,950 | $6,163iApproximate average salary by contribution assumption: employee only about $154,063 at 4% or $102,708 at 6%; with 50% employer match about $102,708 at 4% or $68,472 at 6%; with 100% employer match about $77,031 at 4% or $51,354 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 12 | $704,370 | $73,950 | $6,163iApproximate average salary by contribution assumption: employee only about $154,063 at 4% or $102,708 at 6%; with 50% employer match about $102,708 at 4% or $68,472 at 6%; with 100% employer match about $77,031 at 4% or $51,354 at 6%. |
| 2006 | 1 | 10 | $559,951 | $62,653 | $6,265iApproximate average salary by contribution assumption: employee only about $156,633 at 4% or $104,422 at 6%; with 50% employer match about $104,422 at 4% or $69,614 at 6%; with 100% employer match about $78,316 at 4% or $52,211 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 10 | $559,951 | $62,653 | $6,265iApproximate average salary by contribution assumption: employee only about $156,633 at 4% or $104,422 at 6%; with 50% employer match about $104,422 at 4% or $69,614 at 6%; with 100% employer match about $78,316 at 4% or $52,211 at 6%. |
| 2005 | 1 | 11 | $529,453 | $67,185 | $6,108iApproximate average salary by contribution assumption: employee only about $152,693 at 4% or $101,795 at 6%; with 50% employer match about $101,795 at 4% or $67,864 at 6%; with 100% employer match about $76,347 at 4% or $50,898 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 11 | $529,453 | $67,185 | $6,108iApproximate average salary by contribution assumption: employee only about $152,693 at 4% or $101,795 at 6%; with 50% employer match about $101,795 at 4% or $67,864 at 6%; with 100% employer match about $76,347 at 4% or $50,898 at 6%. |
| 2004 | 1 | 13 | $436,170 | $65,212 | $5,016iApproximate average salary by contribution assumption: employee only about $125,408 at 4% or $83,605 at 6%; with 50% employer match about $83,605 at 4% or $55,737 at 6%; with 100% employer match about $62,704 at 4% or $41,803 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 13 | $436,170 | $65,212 | $5,016iApproximate average salary by contribution assumption: employee only about $125,408 at 4% or $83,605 at 6%; with 50% employer match about $83,605 at 4% or $55,737 at 6%; with 100% employer match about $62,704 at 4% or $41,803 at 6%. |
| 2003 | 1 | 12 | $395,484 | $62,326 | $5,194iApproximate average salary by contribution assumption: employee only about $129,846 at 4% or $86,564 at 6%; with 50% employer match about $86,564 at 4% or $57,709 at 6%; with 100% employer match about $64,923 at 4% or $43,282 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 12 | $395,484 | $62,326 | $5,194iApproximate average salary by contribution assumption: employee only about $129,846 at 4% or $86,564 at 6%; with 50% employer match about $86,564 at 4% or $57,709 at 6%; with 100% employer match about $64,923 at 4% or $43,282 at 6%. |
| 2002 | 1 | 10 | $266,018 | $58,475 | $5,848iApproximate average salary by contribution assumption: employee only about $146,188 at 4% or $97,458 at 6%; with 50% employer match about $97,458 at 4% or $64,972 at 6%; with 100% employer match about $73,094 at 4% or $48,729 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 10 | $266,018 | $58,475 | $5,848iApproximate average salary by contribution assumption: employee only about $146,188 at 4% or $97,458 at 6%; with 50% employer match about $97,458 at 4% or $64,972 at 6%; with 100% employer match about $73,094 at 4% or $48,729 at 6%. |
| 2001 | 1 | 7 | $259,801 | $43,491 | $6,213iApproximate average salary by contribution assumption: employee only about $155,325 at 4% or $103,550 at 6%; with 50% employer match about $103,550 at 4% or $69,033 at 6%; with 100% employer match about $77,663 at 4% or $51,775 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 7 | $259,801 | $43,491 | $6,213iApproximate average salary by contribution assumption: employee only about $155,325 at 4% or $103,550 at 6%; with 50% employer match about $103,550 at 4% or $69,033 at 6%; with 100% employer match about $77,663 at 4% or $51,775 at 6%. |
| 2000 | 1 | 10 | $261,142 | $49,702 | $4,970iApproximate average salary by contribution assumption: employee only about $124,255 at 4% or $82,837 at 6%; with 50% employer match about $82,837 at 4% or $55,224 at 6%; with 100% employer match about $62,128 at 4% or $41,418 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 10 | $261,142 | $49,702 | $4,970iApproximate average salary by contribution assumption: employee only about $124,255 at 4% or $82,837 at 6%; with 50% employer match about $82,837 at 4% or $55,224 at 6%; with 100% employer match about $62,128 at 4% or $41,418 at 6%. |
| 1999 | 1 | 8 | $290,856 | $49,324 | $6,166iApproximate average salary by contribution assumption: employee only about $154,138 at 4% or $102,758 at 6%; with 50% employer match about $102,758 at 4% or $68,506 at 6%; with 100% employer match about $77,069 at 4% or $51,379 at 6%. |
| California Coast University 401K Retirement Savings Plan | - | 8 | $290,856 | $49,324 | $6,166iApproximate average salary by contribution assumption: employee only about $154,138 at 4% or $102,758 at 6%; with 50% employer match about $102,758 at 4% or $68,506 at 6%; with 100% employer match about $77,069 at 4% or $51,379 at 6%. |