Council on Aging Orange County
Plan context: Council on Aging Orange County 403(B) Plan
EIN 95-2874089 • Irvine, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$1,121,302
2024 Contributions
$133,239
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 | 16 | $1,121,302 | $133,239 | $8,327iApproximate average salary by contribution assumption: employee only about $208,186 at 4% or $138,791 at 6%; with 50% employer match about $138,791 at 4% or $92,527 at 6%; with 100% employer match about $104,093 at 4% or $69,395 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 16 | $1,121,302 | $133,239 | $8,327iApproximate average salary by contribution assumption: employee only about $208,186 at 4% or $138,791 at 6%; with 50% employer match about $138,791 at 4% or $92,527 at 6%; with 100% employer match about $104,093 at 4% or $69,395 at 6%. |
| 2023 | 1 | 15 | $1,043,311 | $91,162 | $6,077iApproximate average salary by contribution assumption: employee only about $151,937 at 4% or $101,291 at 6%; with 50% employer match about $101,291 at 4% or $67,527 at 6%; with 100% employer match about $75,968 at 4% or $50,646 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 15 | $1,043,311 | $91,162 | $6,077iApproximate average salary by contribution assumption: employee only about $151,937 at 4% or $101,291 at 6%; with 50% employer match about $101,291 at 4% or $67,527 at 6%; with 100% employer match about $75,968 at 4% or $50,646 at 6%. |
| 2022 | 1 | 14 | $809,515 | $91,759 | $6,554iApproximate average salary by contribution assumption: employee only about $163,855 at 4% or $109,237 at 6%; with 50% employer match about $109,237 at 4% or $72,825 at 6%; with 100% employer match about $81,928 at 4% or $54,618 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 14 | $809,515 | $91,759 | $6,554iApproximate average salary by contribution assumption: employee only about $163,855 at 4% or $109,237 at 6%; with 50% employer match about $109,237 at 4% or $72,825 at 6%; with 100% employer match about $81,928 at 4% or $54,618 at 6%. |
| 2021 | 1 | 15 | $910,275 | $227,249 | $15,150iApproximate average salary by contribution assumption: employee only about $378,748 at 4% or $252,499 at 6%; with 50% employer match about $252,499 at 4% or $168,333 at 6%; with 100% employer match about $189,374 at 4% or $126,249 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 15 | $910,275 | $227,249 | $15,150iApproximate average salary by contribution assumption: employee only about $378,748 at 4% or $252,499 at 6%; with 50% employer match about $252,499 at 4% or $168,333 at 6%; with 100% employer match about $189,374 at 4% or $126,249 at 6%. |
| 2020 | 1 | 14 | $601,507 | $72,093 | $5,150iApproximate average salary by contribution assumption: employee only about $128,738 at 4% or $85,825 at 6%; with 50% employer match about $85,825 at 4% or $57,217 at 6%; with 100% employer match about $64,369 at 4% or $42,913 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 14 | $601,507 | $72,093 | $5,150iApproximate average salary by contribution assumption: employee only about $128,738 at 4% or $85,825 at 6%; with 50% employer match about $85,825 at 4% or $57,217 at 6%; with 100% employer match about $64,369 at 4% or $42,913 at 6%. |
| 2019 | 1 | 16 | $495,309 | $79,656 | $4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 16 | $495,309 | $79,656 | $4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%. |
| 2018 | 1 | 14 | $344,049 | $67,863 | $4,847iApproximate average salary by contribution assumption: employee only about $121,184 at 4% or $80,789 at 6%; with 50% employer match about $80,789 at 4% or $53,860 at 6%; with 100% employer match about $60,592 at 4% or $40,395 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 14 | $344,049 | $67,863 | $4,847iApproximate average salary by contribution assumption: employee only about $121,184 at 4% or $80,789 at 6%; with 50% employer match about $80,789 at 4% or $53,860 at 6%; with 100% employer match about $60,592 at 4% or $40,395 at 6%. |
| 2017 | 1 | 11 | $309,183 | $47,199 | $4,291iApproximate average salary by contribution assumption: employee only about $107,270 at 4% or $71,514 at 6%; with 50% employer match about $71,514 at 4% or $47,676 at 6%; with 100% employer match about $53,635 at 4% or $35,757 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 11 | $309,183 | $47,199 | $4,291iApproximate average salary by contribution assumption: employee only about $107,270 at 4% or $71,514 at 6%; with 50% employer match about $71,514 at 4% or $47,676 at 6%; with 100% employer match about $53,635 at 4% or $35,757 at 6%. |
| 2016 | 1 | 13 | $340,087 | $45,694 | $3,515iApproximate average salary by contribution assumption: employee only about $87,873 at 4% or $58,582 at 6%; with 50% employer match about $58,582 at 4% or $39,055 at 6%; with 100% employer match about $43,937 at 4% or $29,291 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 13 | $340,087 | $45,694 | $3,515iApproximate average salary by contribution assumption: employee only about $87,873 at 4% or $58,582 at 6%; with 50% employer match about $58,582 at 4% or $39,055 at 6%; with 100% employer match about $43,937 at 4% or $29,291 at 6%. |
| 2015 | 1 | 14 | $268,338 | $48,161 | $3,440iApproximate average salary by contribution assumption: employee only about $86,002 at 4% or $57,335 at 6%; with 50% employer match about $57,335 at 4% or $38,223 at 6%; with 100% employer match about $43,001 at 4% or $28,667 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 14 | $268,338 | $48,161 | $3,440iApproximate average salary by contribution assumption: employee only about $86,002 at 4% or $57,335 at 6%; with 50% employer match about $57,335 at 4% or $38,223 at 6%; with 100% employer match about $43,001 at 4% or $28,667 at 6%. |
| 2014 | 1 | 17 | $282,614 | $49,304 | $2,900iApproximate average salary by contribution assumption: employee only about $72,506 at 4% or $48,337 at 6%; with 50% employer match about $48,337 at 4% or $32,225 at 6%; with 100% employer match about $36,253 at 4% or $24,169 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 17 | $282,614 | $49,304 | $2,900iApproximate average salary by contribution assumption: employee only about $72,506 at 4% or $48,337 at 6%; with 50% employer match about $48,337 at 4% or $32,225 at 6%; with 100% employer match about $36,253 at 4% or $24,169 at 6%. |
| 2013 | 1 | 12 | $245,272 | $33,117 | $2,760iApproximate average salary by contribution assumption: employee only about $68,994 at 4% or $45,996 at 6%; with 50% employer match about $45,996 at 4% or $30,664 at 6%; with 100% employer match about $34,497 at 4% or $22,998 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 12 | $245,272 | $33,117 | $2,760iApproximate average salary by contribution assumption: employee only about $68,994 at 4% or $45,996 at 6%; with 50% employer match about $45,996 at 4% or $30,664 at 6%; with 100% employer match about $34,497 at 4% or $22,998 at 6%. |
| 2012 | 1 | 11 | $263,810 | $29,107 | $2,646iApproximate average salary by contribution assumption: employee only about $66,152 at 4% or $44,102 at 6%; with 50% employer match about $44,102 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 11 | $263,810 | $29,107 | $2,646iApproximate average salary by contribution assumption: employee only about $66,152 at 4% or $44,102 at 6%; with 50% employer match about $44,102 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| 2011 | 1 | 12 | $210,729 | $56,454 | $4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 12 | $210,729 | $56,454 | $4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%. |
| 2010 | 1 | 10 | $162,277 | $65,269 | $6,527iApproximate average salary by contribution assumption: employee only about $163,173 at 4% or $108,782 at 6%; with 50% employer match about $108,782 at 4% or $72,521 at 6%; with 100% employer match about $81,586 at 4% or $54,391 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 10 | $162,277 | $65,269 | $6,527iApproximate average salary by contribution assumption: employee only about $163,173 at 4% or $108,782 at 6%; with 50% employer match about $108,782 at 4% or $72,521 at 6%; with 100% employer match about $81,586 at 4% or $54,391 at 6%. |
| 2009 | 1 | 10 | $78,498 | $67,818 | $6,782iApproximate average salary by contribution assumption: employee only about $169,545 at 4% or $113,030 at 6%; with 50% employer match about $113,030 at 4% or $75,353 at 6%; with 100% employer match about $84,773 at 4% or $56,515 at 6%. |
| Council on Aging Orange County 403(B) Plan | - | 10 | $78,498 | $67,818 | $6,782iApproximate average salary by contribution assumption: employee only about $169,545 at 4% or $113,030 at 6%; with 50% employer match about $113,030 at 4% or $75,353 at 6%; with 100% employer match about $84,773 at 4% or $56,515 at 6%. |