Civic Intelligence

THE RAY CHARLES FOUNDATION

Plan context: THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 95-4047622 • Los Angeles, CA • 16 filings • 3 plans

2107 W Washington Blvd Ste 200Los Angeles, CA 90018-1536
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,204,836

2024 Contributions

$111,142

Historical Graphs

Total Assets Over Time

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

$1,204,836$602,418$0200920172024YearValue
$1,204,836Latest year 2024

Participants Over Time

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

840200920172024YearValue
7Latest 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
202417$1,204,836$111,142$15,877iApproximate average salary by contribution assumption: employee only about $396,936 at 4% or $264,624 at 6%; with 50% employer match about $264,624 at 4% or $176,416 at 6%; with 100% employer match about $198,468 at 4% or $132,312 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-7$1,204,836$111,142$15,877iApproximate average salary by contribution assumption: employee only about $396,936 at 4% or $264,624 at 6%; with 50% employer match about $264,624 at 4% or $176,416 at 6%; with 100% employer match about $198,468 at 4% or $132,312 at 6%.
202317$955,715$110,797$15,828iApproximate average salary by contribution assumption: employee only about $395,704 at 4% or $263,802 at 6%; with 50% employer match about $263,802 at 4% or $175,868 at 6%; with 100% employer match about $197,852 at 4% or $131,901 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-7$955,715$110,797$15,828iApproximate average salary by contribution assumption: employee only about $395,704 at 4% or $263,802 at 6%; with 50% employer match about $263,802 at 4% or $175,868 at 6%; with 100% employer match about $197,852 at 4% or $131,901 at 6%.
202217$745,009$91,227$13,032iApproximate average salary by contribution assumption: employee only about $325,811 at 4% or $217,207 at 6%; with 50% employer match about $217,207 at 4% or $144,805 at 6%; with 100% employer match about $162,905 at 4% or $108,604 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-7$745,009$91,227$13,032iApproximate average salary by contribution assumption: employee only about $325,811 at 4% or $217,207 at 6%; with 50% employer match about $217,207 at 4% or $144,805 at 6%; with 100% employer match about $162,905 at 4% or $108,604 at 6%.
202115$789,029$75,736$15,147iApproximate average salary by contribution assumption: employee only about $378,680 at 4% or $252,453 at 6%; with 50% employer match about $252,453 at 4% or $168,302 at 6%; with 100% employer match about $189,340 at 4% or $126,227 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-5$789,029$75,736$15,147iApproximate average salary by contribution assumption: employee only about $378,680 at 4% or $252,453 at 6%; with 50% employer match about $252,453 at 4% or $168,302 at 6%; with 100% employer match about $189,340 at 4% or $126,227 at 6%.
202015$635,034$79,658$15,932iApproximate average salary by contribution assumption: employee only about $398,290 at 4% or $265,527 at 6%; with 50% employer match about $265,527 at 4% or $177,018 at 6%; with 100% employer match about $199,145 at 4% or $132,763 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-5$635,034$79,658$15,932iApproximate average salary by contribution assumption: employee only about $398,290 at 4% or $265,527 at 6%; with 50% employer match about $265,527 at 4% or $177,018 at 6%; with 100% employer match about $199,145 at 4% or $132,763 at 6%.
201918$685,925$89,679$11,210iApproximate average salary by contribution assumption: employee only about $280,247 at 4% or $186,831 at 6%; with 50% employer match about $186,831 at 4% or $124,554 at 6%; with 100% employer match about $140,123 at 4% or $93,416 at 6%.
THE RAY CHARLES FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-8$685,925$89,679$11,210iApproximate average salary by contribution assumption: employee only about $280,247 at 4% or $186,831 at 6%; with 50% employer match about $186,831 at 4% or $124,554 at 6%; with 100% employer match about $140,123 at 4% or $93,416 at 6%.
201815$496,138$52,021$10,404iApproximate average salary by contribution assumption: employee only about $260,105 at 4% or $173,403 at 6%; with 50% employer match about $173,403 at 4% or $115,602 at 6%; with 100% employer match about $130,053 at 4% or $86,702 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-5$496,138$52,021$10,404iApproximate average salary by contribution assumption: employee only about $260,105 at 4% or $173,403 at 6%; with 50% employer match about $173,403 at 4% or $115,602 at 6%; with 100% employer match about $130,053 at 4% or $86,702 at 6%.
201715$478,612$81,616$16,323iApproximate average salary by contribution assumption: employee only about $408,080 at 4% or $272,053 at 6%; with 50% employer match about $272,053 at 4% or $181,369 at 6%; with 100% employer match about $204,040 at 4% or $136,027 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-5$478,612$81,616$16,323iApproximate average salary by contribution assumption: employee only about $408,080 at 4% or $272,053 at 6%; with 50% employer match about $272,053 at 4% or $181,369 at 6%; with 100% employer match about $204,040 at 4% or $136,027 at 6%.
201616$383,205$89,189$14,865iApproximate average salary by contribution assumption: employee only about $371,621 at 4% or $247,747 at 6%; with 50% employer match about $247,747 at 4% or $165,165 at 6%; with 100% employer match about $185,810 at 4% or $123,874 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-6$383,205$89,189$14,865iApproximate average salary by contribution assumption: employee only about $371,621 at 4% or $247,747 at 6%; with 50% employer match about $247,747 at 4% or $165,165 at 6%; with 100% employer match about $185,810 at 4% or $123,874 at 6%.
201516$270,984$77,637$12,940iApproximate average salary by contribution assumption: employee only about $323,488 at 4% or $215,658 at 6%; with 50% employer match about $215,658 at 4% or $143,772 at 6%; with 100% employer match about $161,744 at 4% or $107,829 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-6$270,984$77,637$12,940iApproximate average salary by contribution assumption: employee only about $323,488 at 4% or $215,658 at 6%; with 50% employer match about $215,658 at 4% or $143,772 at 6%; with 100% employer match about $161,744 at 4% or $107,829 at 6%.
201415$442,429$57,681$11,536iApproximate average salary by contribution assumption: employee only about $288,405 at 4% or $192,270 at 6%; with 50% employer match about $192,270 at 4% or $128,180 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-5$442,429$57,681$11,536iApproximate average salary by contribution assumption: employee only about $288,405 at 4% or $192,270 at 6%; with 50% employer match about $192,270 at 4% or $128,180 at 6%; with 100% employer match about $144,203 at 4% or $96,135 at 6%.
201315$362,268$58,080$11,616iApproximate average salary by contribution assumption: employee only about $290,400 at 4% or $193,600 at 6%; with 50% employer match about $193,600 at 4% or $129,067 at 6%; with 100% employer match about $145,200 at 4% or $96,800 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-5$362,268$58,080$11,616iApproximate average salary by contribution assumption: employee only about $290,400 at 4% or $193,600 at 6%; with 50% employer match about $193,600 at 4% or $129,067 at 6%; with 100% employer match about $145,200 at 4% or $96,800 at 6%.
201214$249,588$43,144$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$249,588$43,144$10,786iApproximate average salary by contribution assumption: employee only about $269,650 at 4% or $179,767 at 6%; with 50% employer match about $179,767 at 4% or $119,844 at 6%; with 100% employer match about $134,825 at 4% or $89,883 at 6%.
201114$187,274$38,017$9,504iApproximate average salary by contribution assumption: employee only about $237,606 at 4% or $158,404 at 6%; with 50% employer match about $158,404 at 4% or $105,603 at 6%; with 100% employer match about $118,803 at 4% or $79,202 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$187,274$38,017$9,504iApproximate average salary by contribution assumption: employee only about $237,606 at 4% or $158,404 at 6%; with 50% employer match about $158,404 at 4% or $105,603 at 6%; with 100% employer match about $118,803 at 4% or $79,202 at 6%.
201014$149,765$42,782$10,696iApproximate average salary by contribution assumption: employee only about $267,388 at 4% or $178,258 at 6%; with 50% employer match about $178,258 at 4% or $118,839 at 6%; with 100% employer match about $133,694 at 4% or $89,129 at 6%.
THE RAY CHARLES FOUNDATION 401 K PROFIT SHARING PLAN TRUST-4$149,765$42,782$10,696iApproximate average salary by contribution assumption: employee only about $267,388 at 4% or $178,258 at 6%; with 50% employer match about $178,258 at 4% or $118,839 at 6%; with 100% employer match about $133,694 at 4% or $89,129 at 6%.
200915$107,978$102,944$20,589iApproximate average salary by contribution assumption: employee only about $514,720 at 4% or $343,147 at 6%; with 50% employer match about $343,147 at 4% or $228,764 at 6%; with 100% employer match about $257,360 at 4% or $171,573 at 6%.
THE RAY CHARLES FOUNDATION-5$107,978$102,944$20,589iApproximate average salary by contribution assumption: employee only about $514,720 at 4% or $343,147 at 6%; with 50% employer match about $343,147 at 4% or $228,764 at 6%; with 100% employer match about $257,360 at 4% or $171,573 at 6%.