ROMERO INSTITUTE
Plan context: ROMERO INSTITUTE 403(B) PLAN
EIN 95-3527131 • Santa Cruz, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$278,268
2024 Contributions
$90,612
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 | 9 | $278,268 | $90,612 | $10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%. |
| ROMERO INSTITUTE 403(B) PLAN | - | 9 | $278,268 | $90,612 | $10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%. |
| 2023 | 1 | 9 | $165,797 | $137,102 | $15,234iApproximate average salary by contribution assumption: employee only about $380,839 at 4% or $253,893 at 6%; with 50% employer match about $253,893 at 4% or $169,262 at 6%; with 100% employer match about $190,419 at 4% or $126,946 at 6%. |
| ROMERO INSTITUTE 403(B) PLAN | - | 9 | $165,797 | $137,102 | $15,234iApproximate average salary by contribution assumption: employee only about $380,839 at 4% or $253,893 at 6%; with 50% employer match about $253,893 at 4% or $169,262 at 6%; with 100% employer match about $190,419 at 4% or $126,946 at 6%. |
| 2022 | 1 | 6 | $48,902 | $49,125 | $8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| ROMERO INSTITUTE 403(B) PLAN | - | 6 | $48,902 | $49,125 | $8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| 2017 | 1 | 0 | $0 | $1,500 | - |
| ROMERO INSTITUTE 401 K PROFIT SHARING PLAN TRUST | - | 0 | $0 | $1,500 | - |