Civic Intelligence

South Coast Repertory Incorporated

Plan context: Tax Sheltered Annuity

EIN 95-6122708 • Costa Mesa, CA • 25 filings • 4 plans

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655 Town Center DriveCosta Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$3,863,370

2024 Contributions

$337,597

Historical Graphs

Total Assets Over Time

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

$7,601,321$3,800,661$0200920172024YearValue
$3,863,370Latest year 2024

Participants Over Time

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

122610200920172024YearValue
74Latest 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
2024174$3,863,370$337,597$4,562iApproximate average salary by contribution assumption: employee only about $114,053 at 4% or $76,035 at 6%; with 50% employer match about $76,035 at 4% or $50,690 at 6%; with 100% employer match about $57,027 at 4% or $38,018 at 6%.
Tax Sheltered Annuity-74$3,863,370$337,597$4,562iApproximate average salary by contribution assumption: employee only about $114,053 at 4% or $76,035 at 6%; with 50% employer match about $76,035 at 4% or $50,690 at 6%; with 100% employer match about $57,027 at 4% or $38,018 at 6%.
2023171$4,615,284$352,874$4,970iApproximate average salary by contribution assumption: employee only about $124,251 at 4% or $82,834 at 6%; with 50% employer match about $82,834 at 4% or $55,223 at 6%; with 100% employer match about $62,126 at 4% or $41,417 at 6%.
Tax Sheltered Annuity-71$4,615,284$352,874$4,970iApproximate average salary by contribution assumption: employee only about $124,251 at 4% or $82,834 at 6%; with 50% employer match about $82,834 at 4% or $55,223 at 6%; with 100% employer match about $62,126 at 4% or $41,417 at 6%.
2022171$6,829,758$291,487$4,105iApproximate average salary by contribution assumption: employee only about $102,636 at 4% or $68,424 at 6%; with 50% employer match about $68,424 at 4% or $45,616 at 6%; with 100% employer match about $51,318 at 4% or $34,212 at 6%.
Tax Sheltered Annuity-71$6,829,758$291,487$4,105iApproximate average salary by contribution assumption: employee only about $102,636 at 4% or $68,424 at 6%; with 50% employer match about $68,424 at 4% or $45,616 at 6%; with 100% employer match about $51,318 at 4% or $34,212 at 6%.
20211122$7,601,321$457,585$3,751iApproximate average salary by contribution assumption: employee only about $93,767 at 4% or $62,512 at 6%; with 50% employer match about $62,512 at 4% or $41,674 at 6%; with 100% employer match about $46,884 at 4% or $31,256 at 6%.
Tax Sheltered Annuity-122$7,601,321$457,585$3,751iApproximate average salary by contribution assumption: employee only about $93,767 at 4% or $62,512 at 6%; with 50% employer match about $62,512 at 4% or $41,674 at 6%; with 100% employer match about $46,884 at 4% or $31,256 at 6%.
20201117$6,952,524$426,199$3,643iApproximate average salary by contribution assumption: employee only about $91,068 at 4% or $60,712 at 6%; with 50% employer match about $60,712 at 4% or $40,475 at 6%; with 100% employer match about $45,534 at 4% or $30,356 at 6%.
Tax Sheltered Annuity-117$6,952,524$426,199$3,643iApproximate average salary by contribution assumption: employee only about $91,068 at 4% or $60,712 at 6%; with 50% employer match about $60,712 at 4% or $40,475 at 6%; with 100% employer match about $45,534 at 4% or $30,356 at 6%.
20191113$6,423,833$254,207$2,250iApproximate average salary by contribution assumption: employee only about $56,240 at 4% or $37,494 at 6%; with 50% employer match about $37,494 at 4% or $24,996 at 6%; with 100% employer match about $28,120 at 4% or $18,747 at 6%.
Tax Sheltered Annuity-113$6,423,833$254,207$2,250iApproximate average salary by contribution assumption: employee only about $56,240 at 4% or $37,494 at 6%; with 50% employer match about $37,494 at 4% or $24,996 at 6%; with 100% employer match about $28,120 at 4% or $18,747 at 6%.
20181114$5,358,379$253,698$2,225iApproximate average salary by contribution assumption: employee only about $55,636 at 4% or $37,090 at 6%; with 50% employer match about $37,090 at 4% or $24,727 at 6%; with 100% employer match about $27,818 at 4% or $18,545 at 6%.
Tax Sheltered Annuity-114$5,358,379$253,698$2,225iApproximate average salary by contribution assumption: employee only about $55,636 at 4% or $37,090 at 6%; with 50% employer match about $37,090 at 4% or $24,727 at 6%; with 100% employer match about $27,818 at 4% or $18,545 at 6%.
20171116$6,103,525$280,047$2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,237 at 6%; with 50% employer match about $40,237 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%.
Tax Sheltered Annuity-116$6,103,525$280,047$2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,237 at 6%; with 50% employer match about $40,237 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%.
20161113$5,407,343$260,906$2,309iApproximate average salary by contribution assumption: employee only about $57,723 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,654 at 6%; with 100% employer match about $28,861 at 4% or $19,241 at 6%.
Tax Sheltered Annuity-113$5,407,343$260,906$2,309iApproximate average salary by contribution assumption: employee only about $57,723 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,654 at 6%; with 100% employer match about $28,861 at 4% or $19,241 at 6%.
20151101$5,043,897$224,234$2,220iApproximate average salary by contribution assumption: employee only about $55,503 at 4% or $37,002 at 6%; with 50% employer match about $37,002 at 4% or $24,668 at 6%; with 100% employer match about $27,752 at 4% or $18,501 at 6%.
Tax Sheltered Annuity-101$5,043,897$224,234$2,220iApproximate average salary by contribution assumption: employee only about $55,503 at 4% or $37,002 at 6%; with 50% employer match about $37,002 at 4% or $24,668 at 6%; with 100% employer match about $27,752 at 4% or $18,501 at 6%.
2014199$4,887,097$224,426$2,267iApproximate average salary by contribution assumption: employee only about $56,673 at 4% or $37,782 at 6%; with 50% employer match about $37,782 at 4% or $25,188 at 6%; with 100% employer match about $28,337 at 4% or $18,891 at 6%.
Tax Sheltered Annuity-99$4,887,097$224,426$2,267iApproximate average salary by contribution assumption: employee only about $56,673 at 4% or $37,782 at 6%; with 50% employer match about $37,782 at 4% or $25,188 at 6%; with 100% employer match about $28,337 at 4% or $18,891 at 6%.
2013197$4,511,058$193,183$1,992iApproximate average salary by contribution assumption: employee only about $49,789 at 4% or $33,193 at 6%; with 50% employer match about $33,193 at 4% or $22,129 at 6%; with 100% employer match about $24,895 at 4% or $16,596 at 6%.
Tax Sheltered Annuity-97$4,511,058$193,183$1,992iApproximate average salary by contribution assumption: employee only about $49,789 at 4% or $33,193 at 6%; with 50% employer match about $33,193 at 4% or $22,129 at 6%; with 100% employer match about $24,895 at 4% or $16,596 at 6%.
2012190$3,831,940$195,857$2,176iApproximate average salary by contribution assumption: employee only about $54,405 at 4% or $36,270 at 6%; with 50% employer match about $36,270 at 4% or $24,180 at 6%; with 100% employer match about $27,202 at 4% or $18,135 at 6%.
Tax Sheltered Annuity-90$3,831,940$195,857$2,176iApproximate average salary by contribution assumption: employee only about $54,405 at 4% or $36,270 at 6%; with 50% employer match about $36,270 at 4% or $24,180 at 6%; with 100% employer match about $27,202 at 4% or $18,135 at 6%.
2011191$3,534,662$182,033$2,000iApproximate average salary by contribution assumption: employee only about $50,009 at 4% or $33,339 at 6%; with 50% employer match about $33,339 at 4% or $22,226 at 6%; with 100% employer match about $25,005 at 4% or $16,670 at 6%.
Tax Sheltered Annuity-91$3,534,662$182,033$2,000iApproximate average salary by contribution assumption: employee only about $50,009 at 4% or $33,339 at 6%; with 50% employer match about $33,339 at 4% or $22,226 at 6%; with 100% employer match about $25,005 at 4% or $16,670 at 6%.
2010170$3,481,935$196,070$2,801iApproximate average salary by contribution assumption: employee only about $70,025 at 4% or $46,683 at 6%; with 50% employer match about $46,683 at 4% or $31,122 at 6%; with 100% employer match about $35,013 at 4% or $23,342 at 6%.
Tax Sheltered Annuity-70$3,481,935$196,070$2,801iApproximate average salary by contribution assumption: employee only about $70,025 at 4% or $46,683 at 6%; with 50% employer match about $46,683 at 4% or $31,122 at 6%; with 100% employer match about $35,013 at 4% or $23,342 at 6%.
2009153$3,064,887$161,500$3,047iApproximate average salary by contribution assumption: employee only about $76,179 at 4% or $50,786 at 6%; with 50% employer match about $50,786 at 4% or $33,857 at 6%; with 100% employer match about $38,090 at 4% or $25,393 at 6%.
Tax Sheltered Annuity-53$3,064,887$161,500$3,047iApproximate average salary by contribution assumption: employee only about $76,179 at 4% or $50,786 at 6%; with 50% employer match about $50,786 at 4% or $33,857 at 6%; with 100% employer match about $38,090 at 4% or $25,393 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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199910$0$0-
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