Civic Intelligence

Serving Seniors

Plan context: Serving Seniors 403(B) Plan

EIN 95-2850121 • San Diego, CA • 15 filings • 3 plans

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525 14th Street, Suite 200San Diego, CA 92101
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$4,509,419

2024 Contributions

$313,118

Historical Graphs

Total Assets Over Time

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

$4,509,419$2,254,710$0201020172024YearValue
$4,509,419Latest year 2024

Participants Over Time

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

102510201020172024YearValue
87Latest year 2024

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
2024187$4,509,419$313,118$3,599iApproximate average salary by contribution assumption: employee only about $89,976 at 4% or $59,984 at 6%; with 50% employer match about $59,984 at 4% or $39,990 at 6%; with 100% employer match about $44,988 at 4% or $29,992 at 6%.
Serving Seniors 403(B) Plan-87$4,509,419$313,118$3,599iApproximate average salary by contribution assumption: employee only about $89,976 at 4% or $59,984 at 6%; with 50% employer match about $59,984 at 4% or $39,990 at 6%; with 100% employer match about $44,988 at 4% or $29,992 at 6%.
2023196$3,839,224$294,258$3,065iApproximate average salary by contribution assumption: employee only about $76,630 at 4% or $51,086 at 6%; with 50% employer match about $51,086 at 4% or $34,058 at 6%; with 100% employer match about $38,315 at 4% or $25,543 at 6%.
Serving Seniors 403(B) Plan-96$3,839,224$294,258$3,065iApproximate average salary by contribution assumption: employee only about $76,630 at 4% or $51,086 at 6%; with 50% employer match about $51,086 at 4% or $34,058 at 6%; with 100% employer match about $38,315 at 4% or $25,543 at 6%.
2022189$3,066,559$277,406$3,117iApproximate average salary by contribution assumption: employee only about $77,923 at 4% or $51,949 at 6%; with 50% employer match about $51,949 at 4% or $34,632 at 6%; with 100% employer match about $38,962 at 4% or $25,974 at 6%.
Serving Seniors 403(B) Plan-89$3,066,559$277,406$3,117iApproximate average salary by contribution assumption: employee only about $77,923 at 4% or $51,949 at 6%; with 50% employer match about $51,949 at 4% or $34,632 at 6%; with 100% employer match about $38,962 at 4% or $25,974 at 6%.
20211102$3,428,478$269,555$2,643iApproximate average salary by contribution assumption: employee only about $66,067 at 4% or $44,045 at 6%; with 50% employer match about $44,045 at 4% or $29,363 at 6%; with 100% employer match about $33,034 at 4% or $22,022 at 6%.
Serving Seniors 403(B) Plan-102$3,428,478$269,555$2,643iApproximate average salary by contribution assumption: employee only about $66,067 at 4% or $44,045 at 6%; with 50% employer match about $44,045 at 4% or $29,363 at 6%; with 100% employer match about $33,034 at 4% or $22,022 at 6%.
2020188$3,135,270$252,603$2,870iApproximate average salary by contribution assumption: employee only about $71,762 at 4% or $47,841 at 6%; with 50% employer match about $47,841 at 4% or $31,894 at 6%; with 100% employer match about $35,881 at 4% or $23,921 at 6%.
Serving Seniors 403(B) Plan-88$3,135,270$252,603$2,870iApproximate average salary by contribution assumption: employee only about $71,762 at 4% or $47,841 at 6%; with 50% employer match about $47,841 at 4% or $31,894 at 6%; with 100% employer match about $35,881 at 4% or $23,921 at 6%.
2019184$2,544,214$245,433$2,922iApproximate average salary by contribution assumption: employee only about $73,046 at 4% or $48,697 at 6%; with 50% employer match about $48,697 at 4% or $32,465 at 6%; with 100% employer match about $36,523 at 4% or $24,349 at 6%.
Serving Seniors 403(B) Plan-84$2,544,214$245,433$2,922iApproximate average salary by contribution assumption: employee only about $73,046 at 4% or $48,697 at 6%; with 50% employer match about $48,697 at 4% or $32,465 at 6%; with 100% employer match about $36,523 at 4% or $24,349 at 6%.
2018168$1,959,565$215,523$3,169iApproximate average salary by contribution assumption: employee only about $79,236 at 4% or $52,824 at 6%; with 50% employer match about $52,824 at 4% or $35,216 at 6%; with 100% employer match about $39,618 at 4% or $26,412 at 6%.
Serving Seniors 403(B) Plan-68$1,959,565$215,523$3,169iApproximate average salary by contribution assumption: employee only about $79,236 at 4% or $52,824 at 6%; with 50% employer match about $52,824 at 4% or $35,216 at 6%; with 100% employer match about $39,618 at 4% or $26,412 at 6%.
2017166$2,489,850$194,833$2,952iApproximate average salary by contribution assumption: employee only about $73,800 at 4% or $49,200 at 6%; with 50% employer match about $49,200 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%.
Serving Seniors 403(B) Plan-66$2,489,850$194,833$2,952iApproximate average salary by contribution assumption: employee only about $73,800 at 4% or $49,200 at 6%; with 50% employer match about $49,200 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%.
2016168$2,160,658$198,625$2,921iApproximate average salary by contribution assumption: employee only about $73,024 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,455 at 6%; with 100% employer match about $36,512 at 4% or $24,341 at 6%.
Serving Seniors 403(B) Plan-68$2,160,658$198,625$2,921iApproximate average salary by contribution assumption: employee only about $73,024 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,455 at 6%; with 100% employer match about $36,512 at 4% or $24,341 at 6%.
2015167$1,866,189$155,179$2,316iApproximate average salary by contribution assumption: employee only about $57,903 at 4% or $38,602 at 6%; with 50% employer match about $38,602 at 4% or $25,734 at 6%; with 100% employer match about $28,951 at 4% or $19,301 at 6%.
Serving Seniors 403(B) Plan-67$1,866,189$155,179$2,316iApproximate average salary by contribution assumption: employee only about $57,903 at 4% or $38,602 at 6%; with 50% employer match about $38,602 at 4% or $25,734 at 6%; with 100% employer match about $28,951 at 4% or $19,301 at 6%.
2014165$1,847,366$177,589$2,732iApproximate average salary by contribution assumption: employee only about $68,303 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
Serving Seniors 403(B) Plan-65$1,847,366$177,589$2,732iApproximate average salary by contribution assumption: employee only about $68,303 at 4% or $45,536 at 6%; with 50% employer match about $45,536 at 4% or $30,357 at 6%; with 100% employer match about $34,152 at 4% or $22,768 at 6%.
2013164$1,571,924$143,251$2,238iApproximate average salary by contribution assumption: employee only about $55,957 at 4% or $37,305 at 6%; with 50% employer match about $37,305 at 4% or $24,870 at 6%; with 100% employer match about $27,979 at 4% or $18,652 at 6%.
Serving Seniors 403(B) Plan-64$1,571,924$143,251$2,238iApproximate average salary by contribution assumption: employee only about $55,957 at 4% or $37,305 at 6%; with 50% employer match about $37,305 at 4% or $24,870 at 6%; with 100% employer match about $27,979 at 4% or $18,652 at 6%.
2012157$1,233,614$98,497$1,728iApproximate average salary by contribution assumption: employee only about $43,200 at 4% or $28,800 at 6%; with 50% employer match about $28,800 at 4% or $19,200 at 6%; with 100% employer match about $21,600 at 4% or $14,400 at 6%.
Serving Seniors 403(B) Plan-57$1,233,614$98,497$1,728iApproximate average salary by contribution assumption: employee only about $43,200 at 4% or $28,800 at 6%; with 50% employer match about $28,800 at 4% or $19,200 at 6%; with 100% employer match about $21,600 at 4% or $14,400 at 6%.
2011158$1,059,162$82,937$1,430iApproximate average salary by contribution assumption: employee only about $35,749 at 4% or $23,832 at 6%; with 50% employer match about $23,832 at 4% or $15,888 at 6%; with 100% employer match about $17,874 at 4% or $11,916 at 6%.
Serving Seniors 403(B) Plan-58$1,059,162$82,937$1,430iApproximate average salary by contribution assumption: employee only about $35,749 at 4% or $23,832 at 6%; with 50% employer match about $23,832 at 4% or $15,888 at 6%; with 100% employer match about $17,874 at 4% or $11,916 at 6%.
2010171$1,221,352$125,187$1,763iApproximate average salary by contribution assumption: employee only about $44,080 at 4% or $29,387 at 6%; with 50% employer match about $29,387 at 4% or $19,591 at 6%; with 100% employer match about $22,040 at 4% or $14,693 at 6%.
Serving Seniors 403(B) Plan-71$1,221,352$125,187$1,763iApproximate average salary by contribution assumption: employee only about $44,080 at 4% or $29,387 at 6%; with 50% employer match about $29,387 at 4% or $19,591 at 6%; with 100% employer match about $22,040 at 4% or $14,693 at 6%.