Mosher Foundation
Plan context: Mosher Foundation Retirement Trust
EIN 95-6037266 • Santa Barbarba, CA • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$460,499
2024 Contributions
$89,422
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 | 2 | $460,499 | $89,422 | $44,711iApproximate average salary by contribution assumption: employee only about $1,117,775 at 4% or $745,183 at 6%; with 50% employer match about $745,183 at 4% or $496,789 at 6%; with 100% employer match about $558,888 at 4% or $372,592 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $460,499 | $89,422 | $44,711iApproximate average salary by contribution assumption: employee only about $1,117,775 at 4% or $745,183 at 6%; with 50% employer match about $745,183 at 4% or $496,789 at 6%; with 100% employer match about $558,888 at 4% or $372,592 at 6%. |
| 2023 | 1 | 2 | $330,341 | $82,208 | $41,104iApproximate average salary by contribution assumption: employee only about $1,027,600 at 4% or $685,067 at 6%; with 50% employer match about $685,067 at 4% or $456,711 at 6%; with 100% employer match about $513,800 at 4% or $342,533 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $330,341 | $82,208 | $41,104iApproximate average salary by contribution assumption: employee only about $1,027,600 at 4% or $685,067 at 6%; with 50% employer match about $685,067 at 4% or $456,711 at 6%; with 100% employer match about $513,800 at 4% or $342,533 at 6%. |
| 2022 | 1 | 2 | $211,492 | $71,482 | $35,741iApproximate average salary by contribution assumption: employee only about $893,525 at 4% or $595,683 at 6%; with 50% employer match about $595,683 at 4% or $397,122 at 6%; with 100% employer match about $446,763 at 4% or $297,842 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $211,492 | $71,482 | $35,741iApproximate average salary by contribution assumption: employee only about $893,525 at 4% or $595,683 at 6%; with 50% employer match about $595,683 at 4% or $397,122 at 6%; with 100% employer match about $446,763 at 4% or $297,842 at 6%. |
| 2021 | 1 | 2 | $166,359 | $62,014 | $31,007iApproximate average salary by contribution assumption: employee only about $775,175 at 4% or $516,783 at 6%; with 50% employer match about $516,783 at 4% or $344,522 at 6%; with 100% employer match about $387,588 at 4% or $258,392 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $166,359 | $62,014 | $31,007iApproximate average salary by contribution assumption: employee only about $775,175 at 4% or $516,783 at 6%; with 50% employer match about $516,783 at 4% or $344,522 at 6%; with 100% employer match about $387,588 at 4% or $258,392 at 6%. |
| 2020 | 1 | 2 | $91,879 | $62,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $91,879 | $62,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2019 | 1 | 2 | $21,099 | $21,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| Mosher Foundation Retirement Trust | - | 2 | $21,099 | $21,000 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |