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
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |