SPIRITT FAMILY SERVICES
Plan context: SPIRITT FAMILY SERVICES 403(B) PLAN
EIN 95-2852683 • Whittier, CA • 28 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
70
2023 Assets
$2,278,040
2023 Contributions
$362,809
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 | 70 | $2,278,040 | $362,809 | $5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,787 at 4% or $43,192 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 70 | $2,278,040 | $362,809 | $5,183iApproximate average salary by contribution assumption: employee only about $129,575 at 4% or $86,383 at 6%; with 50% employer match about $86,383 at 4% or $57,589 at 6%; with 100% employer match about $64,787 at 4% or $43,192 at 6%. |
| 2022 | 2 | 80 | $1,978,341 | $302,398 | $3,780iApproximate average salary by contribution assumption: employee only about $94,499 at 4% or $63,000 at 6%; with 50% employer match about $63,000 at 4% or $42,000 at 6%; with 100% employer match about $47,250 at 4% or $31,500 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 73 | $1,978,341 | $302,398 | $4,142iApproximate average salary by contribution assumption: employee only about $103,561 at 4% or $69,041 at 6%; with 50% employer match about $69,041 at 4% or $46,027 at 6%; with 100% employer match about $51,780 at 4% or $34,520 at 6%. |
| SPIRITT FAMILY SERVICES WELFARE BENEFITS PLAN | - | 80 | - | - | - |
| 2021 | 2 | 102 | $1,762,705 | $310,135 | $3,041iApproximate average salary by contribution assumption: employee only about $76,013 at 4% or $50,676 at 6%; with 50% employer match about $50,676 at 4% or $33,784 at 6%; with 100% employer match about $38,007 at 4% or $25,338 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 88 | $1,762,705 | $310,135 | $3,524iApproximate average salary by contribution assumption: employee only about $88,107 at 4% or $58,738 at 6%; with 50% employer match about $58,738 at 4% or $39,158 at 6%; with 100% employer match about $44,053 at 4% or $29,369 at 6%. |
| SPIRITT FAMILY SERVICES WELFARE BENEFITS PLAN | - | 102 | - | - | - |
| 2020 | 2 | 127 | $1,928,390 | $336,734 | $2,651iApproximate average salary by contribution assumption: employee only about $66,286 at 4% or $44,191 at 6%; with 50% employer match about $44,191 at 4% or $29,461 at 6%; with 100% employer match about $33,143 at 4% or $22,095 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 124 | $1,928,390 | $336,734 | $2,716iApproximate average salary by contribution assumption: employee only about $67,890 at 4% or $45,260 at 6%; with 50% employer match about $45,260 at 4% or $30,173 at 6%; with 100% employer match about $33,945 at 4% or $22,630 at 6%. |
| SPIRITT FAMILY SERVICES WELFARE BENEFITS PLAN | - | 127 | - | - | - |
| 2019 | 2 | 129 | $1,315,341 | $327,648 | $2,540iApproximate average salary by contribution assumption: employee only about $63,498 at 4% or $42,332 at 6%; with 50% employer match about $42,332 at 4% or $28,221 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 129 | $1,315,341 | $327,648 | $2,540iApproximate average salary by contribution assumption: employee only about $63,498 at 4% or $42,332 at 6%; with 50% employer match about $42,332 at 4% or $28,221 at 6%; with 100% employer match about $31,749 at 4% or $21,166 at 6%. |
| SPIRITT FAMILY SERVICES WELFARE BENEFITS PLAN | - | 125 | - | - | - |
| 2018 | 1 | 87 | $1,224,227 | $91,556 | $1,052iApproximate average salary by contribution assumption: employee only about $26,309 at 4% or $17,539 at 6%; with 50% employer match about $17,539 at 4% or $11,693 at 6%; with 100% employer match about $13,155 at 4% or $8,770 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 87 | $1,224,227 | $91,556 | $1,052iApproximate average salary by contribution assumption: employee only about $26,309 at 4% or $17,539 at 6%; with 50% employer match about $17,539 at 4% or $11,693 at 6%; with 100% employer match about $13,155 at 4% or $8,770 at 6%. |
| 2017 | 1 | 38 | $1,084,579 | $66,319 | $1,745iApproximate average salary by contribution assumption: employee only about $43,631 at 4% or $29,087 at 6%; with 50% employer match about $29,087 at 4% or $19,392 at 6%; with 100% employer match about $21,815 at 4% or $14,544 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 38 | $1,084,579 | $66,319 | $1,745iApproximate average salary by contribution assumption: employee only about $43,631 at 4% or $29,087 at 6%; with 50% employer match about $29,087 at 4% or $19,392 at 6%; with 100% employer match about $21,815 at 4% or $14,544 at 6%. |
| 2016 | 1 | 39 | $1,115,826 | $55,797 | $1,431iApproximate average salary by contribution assumption: employee only about $35,767 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,922 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 39 | $1,115,826 | $55,797 | $1,431iApproximate average salary by contribution assumption: employee only about $35,767 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,922 at 6%. |
| 2015 | 1 | 45 | $1,326,825 | $48,803 | $1,085iApproximate average salary by contribution assumption: employee only about $27,113 at 4% or $18,075 at 6%; with 50% employer match about $18,075 at 4% or $12,050 at 6%; with 100% employer match about $13,556 at 4% or $9,038 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 45 | $1,326,825 | $48,803 | $1,085iApproximate average salary by contribution assumption: employee only about $27,113 at 4% or $18,075 at 6%; with 50% employer match about $18,075 at 4% or $12,050 at 6%; with 100% employer match about $13,556 at 4% or $9,038 at 6%. |
| 2014 | 1 | 58 | $1,375,723 | $76,024 | $1,311iApproximate average salary by contribution assumption: employee only about $32,769 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,384 at 4% or $10,923 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 58 | $1,375,723 | $76,024 | $1,311iApproximate average salary by contribution assumption: employee only about $32,769 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,384 at 4% or $10,923 at 6%. |
| 2013 | 1 | 54 | $1,297,845 | $85,250 | $1,579iApproximate average salary by contribution assumption: employee only about $39,468 at 4% or $26,312 at 6%; with 50% employer match about $26,312 at 4% or $17,541 at 6%; with 100% employer match about $19,734 at 4% or $13,156 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 54 | $1,297,845 | $85,250 | $1,579iApproximate average salary by contribution assumption: employee only about $39,468 at 4% or $26,312 at 6%; with 50% employer match about $26,312 at 4% or $17,541 at 6%; with 100% employer match about $19,734 at 4% or $13,156 at 6%. |
| 2012 | 1 | 50 | $1,220,217 | $149,168 | $2,983iApproximate average salary by contribution assumption: employee only about $74,584 at 4% or $49,723 at 6%; with 50% employer match about $49,723 at 4% or $33,148 at 6%; with 100% employer match about $37,292 at 4% or $24,861 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 50 | $1,220,217 | $149,168 | $2,983iApproximate average salary by contribution assumption: employee only about $74,584 at 4% or $49,723 at 6%; with 50% employer match about $49,723 at 4% or $33,148 at 6%; with 100% employer match about $37,292 at 4% or $24,861 at 6%. |
| 2011 | 1 | 54 | $1,079,264 | $113,100 | $2,094iApproximate average salary by contribution assumption: employee only about $52,361 at 4% or $34,907 at 6%; with 50% employer match about $34,907 at 4% or $23,272 at 6%; with 100% employer match about $26,181 at 4% or $17,454 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 54 | $1,079,264 | $113,100 | $2,094iApproximate average salary by contribution assumption: employee only about $52,361 at 4% or $34,907 at 6%; with 50% employer match about $34,907 at 4% or $23,272 at 6%; with 100% employer match about $26,181 at 4% or $17,454 at 6%. |
| 2010 | 1 | 73 | $1,645,921 | $89,225 | $1,222iApproximate average salary by contribution assumption: employee only about $30,557 at 4% or $20,371 at 6%; with 50% employer match about $20,371 at 4% or $13,581 at 6%; with 100% employer match about $15,278 at 4% or $10,186 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 73 | $1,645,921 | $89,225 | $1,222iApproximate average salary by contribution assumption: employee only about $30,557 at 4% or $20,371 at 6%; with 50% employer match about $20,371 at 4% or $13,581 at 6%; with 100% employer match about $15,278 at 4% or $10,186 at 6%. |
| 2009 | 1 | 76 | $1,319,189 | $221,131 | $2,910iApproximate average salary by contribution assumption: employee only about $72,740 at 4% or $48,494 at 6%; with 50% employer match about $48,494 at 4% or $32,329 at 6%; with 100% employer match about $36,370 at 4% or $24,247 at 6%. |
| SPIRITT FAMILY SERVICES 403(B) PLAN | - | 76 | $1,319,189 | $221,131 | $2,910iApproximate average salary by contribution assumption: employee only about $72,740 at 4% or $48,494 at 6%; with 50% employer match about $48,494 at 4% or $32,329 at 6%; with 100% employer match about $36,370 at 4% or $24,247 at 6%. |
| 2008 | 1 | 50 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 50 | - | - | - |
| 2007 | 1 | 58 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 58 | - | - | - |
| 2006 | 1 | 51 | $835,897 | $111,478 | $2,186iApproximate average salary by contribution assumption: employee only about $54,646 at 4% or $36,431 at 6%; with 50% employer match about $36,431 at 4% or $24,287 at 6%; with 100% employer match about $27,323 at 4% or $18,215 at 6%. |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 51 | $835,897 | $111,478 | $2,186iApproximate average salary by contribution assumption: employee only about $54,646 at 4% or $36,431 at 6%; with 50% employer match about $36,431 at 4% or $24,287 at 6%; with 100% employer match about $27,323 at 4% or $18,215 at 6%. |
| 2005 | 1 | 58 | $674,242 | $109,607 | $1,890iApproximate average salary by contribution assumption: employee only about $47,244 at 4% or $31,496 at 6%; with 50% employer match about $31,496 at 4% or $20,998 at 6%; with 100% employer match about $23,622 at 4% or $15,748 at 6%. |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 58 | $674,242 | $109,607 | $1,890iApproximate average salary by contribution assumption: employee only about $47,244 at 4% or $31,496 at 6%; with 50% employer match about $31,496 at 4% or $20,998 at 6%; with 100% employer match about $23,622 at 4% or $15,748 at 6%. |
| 2004 | 1 | 49 | $616,539 | $96,251 | $1,964iApproximate average salary by contribution assumption: employee only about $49,108 at 4% or $32,738 at 6%; with 50% employer match about $32,738 at 4% or $21,826 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%. |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 49 | $616,539 | $96,251 | $1,964iApproximate average salary by contribution assumption: employee only about $49,108 at 4% or $32,738 at 6%; with 50% employer match about $32,738 at 4% or $21,826 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%. |
| 2003 | 1 | 47 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 47 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 0 | - | - | - |
| 2001 | 1 | 49 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 49 | - | - | - |
| 2000 | 1 | 37 | $0 | $0 | - |
| VANGUARD PROTOTYPE DEFERRED CONTRIBUTION PLAN, M-P | - | 37 | - | - | - |