Civic Intelligence

CARLSBAD EDUCATIONAL FOUNDATION

Plan context: CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN

EIN 95-3768448 • Carlsbad, CA • 18 filings • 3 plans

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5650 El Camino Real Suite 101Carlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$586,354

2024 Contributions

$118,591

Historical Graphs

Total Assets Over Time

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

$586,354$293,177$0200720162024YearValue
$586,354Latest year 2024

Participants Over Time

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

45230200720162024YearValue
30Latest 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
2024130$586,354$118,591$3,953iApproximate average salary by contribution assumption: employee only about $98,826 at 4% or $65,884 at 6%; with 50% employer match about $65,884 at 4% or $43,923 at 6%; with 100% employer match about $49,413 at 4% or $32,942 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-30$586,354$118,591$3,953iApproximate average salary by contribution assumption: employee only about $98,826 at 4% or $65,884 at 6%; with 50% employer match about $65,884 at 4% or $43,923 at 6%; with 100% employer match about $49,413 at 4% or $32,942 at 6%.
2023130$429,805$109,496$3,650iApproximate average salary by contribution assumption: employee only about $91,247 at 4% or $60,831 at 6%; with 50% employer match about $60,831 at 4% or $40,554 at 6%; with 100% employer match about $45,623 at 4% or $30,416 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-30$429,805$109,496$3,650iApproximate average salary by contribution assumption: employee only about $91,247 at 4% or $60,831 at 6%; with 50% employer match about $60,831 at 4% or $40,554 at 6%; with 100% employer match about $45,623 at 4% or $30,416 at 6%.
2022133$280,425$91,086$2,760iApproximate average salary by contribution assumption: employee only about $69,005 at 4% or $46,003 at 6%; with 50% employer match about $46,003 at 4% or $30,669 at 6%; with 100% employer match about $34,502 at 4% or $23,002 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-33$280,425$91,086$2,760iApproximate average salary by contribution assumption: employee only about $69,005 at 4% or $46,003 at 6%; with 50% employer match about $46,003 at 4% or $30,669 at 6%; with 100% employer match about $34,502 at 4% or $23,002 at 6%.
2021113$242,077$3,541$272iApproximate average salary by contribution assumption: employee only about $6,810 at 4% or $4,540 at 6%; with 50% employer match about $4,540 at 4% or $3,026 at 6%; with 100% employer match about $3,405 at 4% or $2,270 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-13$242,077$3,541$272iApproximate average salary by contribution assumption: employee only about $6,810 at 4% or $4,540 at 6%; with 50% employer match about $4,540 at 4% or $3,026 at 6%; with 100% employer match about $3,405 at 4% or $2,270 at 6%.
2020114$217,159$6,469$462iApproximate average salary by contribution assumption: employee only about $11,552 at 4% or $7,701 at 6%; with 50% employer match about $7,701 at 4% or $5,134 at 6%; with 100% employer match about $5,776 at 4% or $3,851 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-14$217,159$6,469$462iApproximate average salary by contribution assumption: employee only about $11,552 at 4% or $7,701 at 6%; with 50% employer match about $7,701 at 4% or $5,134 at 6%; with 100% employer match about $5,776 at 4% or $3,851 at 6%.
2019115$187,113$27,483$1,832iApproximate average salary by contribution assumption: employee only about $45,805 at 4% or $30,537 at 6%; with 50% employer match about $30,537 at 4% or $20,358 at 6%; with 100% employer match about $22,903 at 4% or $15,268 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-15$187,113$27,483$1,832iApproximate average salary by contribution assumption: employee only about $45,805 at 4% or $30,537 at 6%; with 50% employer match about $30,537 at 4% or $20,358 at 6%; with 100% employer match about $22,903 at 4% or $15,268 at 6%.
2018116$155,350$30,875$1,930iApproximate average salary by contribution assumption: employee only about $48,242 at 4% or $32,161 at 6%; with 50% employer match about $32,161 at 4% or $21,441 at 6%; with 100% employer match about $24,121 at 4% or $16,081 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-16$155,350$30,875$1,930iApproximate average salary by contribution assumption: employee only about $48,242 at 4% or $32,161 at 6%; with 50% employer match about $32,161 at 4% or $21,441 at 6%; with 100% employer match about $24,121 at 4% or $16,081 at 6%.
2017111$138,678$12,386$1,126iApproximate average salary by contribution assumption: employee only about $28,150 at 4% or $18,767 at 6%; with 50% employer match about $18,767 at 4% or $12,511 at 6%; with 100% employer match about $14,075 at 4% or $9,383 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-11$138,678$12,386$1,126iApproximate average salary by contribution assumption: employee only about $28,150 at 4% or $18,767 at 6%; with 50% employer match about $18,767 at 4% or $12,511 at 6%; with 100% employer match about $14,075 at 4% or $9,383 at 6%.
2016113$303,129$17,900$1,377iApproximate average salary by contribution assumption: employee only about $34,423 at 4% or $22,949 at 6%; with 50% employer match about $22,949 at 4% or $15,299 at 6%; with 100% employer match about $17,212 at 4% or $11,474 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-13$303,129$17,900$1,377iApproximate average salary by contribution assumption: employee only about $34,423 at 4% or $22,949 at 6%; with 50% employer match about $22,949 at 4% or $15,299 at 6%; with 100% employer match about $17,212 at 4% or $11,474 at 6%.
2015113$274,371$21,482$1,652iApproximate average salary by contribution assumption: employee only about $41,312 at 4% or $27,541 at 6%; with 50% employer match about $27,541 at 4% or $18,361 at 6%; with 100% employer match about $20,656 at 4% or $13,771 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-13$274,371$21,482$1,652iApproximate average salary by contribution assumption: employee only about $41,312 at 4% or $27,541 at 6%; with 50% employer match about $27,541 at 4% or $18,361 at 6%; with 100% employer match about $20,656 at 4% or $13,771 at 6%.
2014113$264,546$19,735$1,518iApproximate average salary by contribution assumption: employee only about $37,952 at 4% or $25,301 at 6%; with 50% employer match about $25,301 at 4% or $16,868 at 6%; with 100% employer match about $18,976 at 4% or $12,651 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-13$264,546$19,735$1,518iApproximate average salary by contribution assumption: employee only about $37,952 at 4% or $25,301 at 6%; with 50% employer match about $25,301 at 4% or $16,868 at 6%; with 100% employer match about $18,976 at 4% or $12,651 at 6%.
2013111$236,186$13,741$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-11$236,186$13,741$1,249iApproximate average salary by contribution assumption: employee only about $31,230 at 4% or $20,820 at 6%; with 50% employer match about $20,820 at 4% or $13,880 at 6%; with 100% employer match about $15,615 at 4% or $10,410 at 6%.
2012111$178,020$15,003$1,364iApproximate average salary by contribution assumption: employee only about $34,098 at 4% or $22,732 at 6%; with 50% employer match about $22,732 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-11$178,020$15,003$1,364iApproximate average salary by contribution assumption: employee only about $34,098 at 4% or $22,732 at 6%; with 50% employer match about $22,732 at 4% or $15,155 at 6%; with 100% employer match about $17,049 at 4% or $11,366 at 6%.
2011110$137,456$16,259$1,626iApproximate average salary by contribution assumption: employee only about $40,648 at 4% or $27,098 at 6%; with 50% employer match about $27,098 at 4% or $18,066 at 6%; with 100% employer match about $20,324 at 4% or $13,549 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-10$137,456$16,259$1,626iApproximate average salary by contribution assumption: employee only about $40,648 at 4% or $27,098 at 6%; with 50% employer match about $27,098 at 4% or $18,066 at 6%; with 100% employer match about $20,324 at 4% or $13,549 at 6%.
2010110$133,860$16,760$1,676iApproximate average salary by contribution assumption: employee only about $41,900 at 4% or $27,933 at 6%; with 50% employer match about $27,933 at 4% or $18,622 at 6%; with 100% employer match about $20,950 at 4% or $13,967 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-10$133,860$16,760$1,676iApproximate average salary by contribution assumption: employee only about $41,900 at 4% or $27,933 at 6%; with 50% employer match about $27,933 at 4% or $18,622 at 6%; with 100% employer match about $20,950 at 4% or $13,967 at 6%.
2009110$103,869$66,761$6,676iApproximate average salary by contribution assumption: employee only about $166,903 at 4% or $111,268 at 6%; with 50% employer match about $111,268 at 4% or $74,179 at 6%; with 100% employer match about $83,451 at 4% or $55,634 at 6%.
CARLSBAD EDUCATIONAL FOUNDATION 401(K) PLAN-10$103,869$66,761$6,676iApproximate average salary by contribution assumption: employee only about $166,903 at 4% or $111,268 at 6%; with 50% employer match about $111,268 at 4% or $74,179 at 6%; with 100% employer match about $83,451 at 4% or $55,634 at 6%.
2008145$8,728$1,500$33iApproximate average salary by contribution assumption: employee only about $833 at 4% or $556 at 6%; with 50% employer match about $556 at 4% or $370 at 6%; with 100% employer match about $417 at 4% or $278 at 6%.
CARLSBAD EDUCATIONAL FOUNDATIO 401K PROFIT SHARING PLAN & TRUST-45$8,728$1,500$33iApproximate average salary by contribution assumption: employee only about $833 at 4% or $556 at 6%; with 50% employer match about $556 at 4% or $370 at 6%; with 100% employer match about $417 at 4% or $278 at 6%.
2007138$9,743$4,602$121iApproximate average salary by contribution assumption: employee only about $3,028 at 4% or $2,018 at 6%; with 50% employer match about $2,018 at 4% or $1,346 at 6%; with 100% employer match about $1,514 at 4% or $1,009 at 6%.
CARLSBAD EDUCATIONAL 401K PROFIT SHARING PLAN & TRUST-38$9,743$4,602$121iApproximate average salary by contribution assumption: employee only about $3,028 at 4% or $2,018 at 6%; with 50% employer match about $2,018 at 4% or $1,346 at 6%; with 100% employer match about $1,514 at 4% or $1,009 at 6%.