Civic Intelligence

The Offset House, Inc.

Plan context: The Offset House Inc. 401K Retirement Plan and Trust

EIN 03-0277709 • Essex, VT • 50 filings • 5 plans

P. O. Box 8329Essex, VT 05451
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$8,355,546

2024 Contributions

$264,868

Historical Graphs

Total Assets Over Time

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

$8,355,546$4,177,773$0199920122024YearValue
$8,355,546Latest year 2024

Participants Over Time

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

127640199920122024YearValue
59Latest 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
2024159$8,355,546$264,868$4,489iApproximate average salary by contribution assumption: employee only about $112,232 at 4% or $74,821 at 6%; with 50% employer match about $74,821 at 4% or $49,881 at 6%; with 100% employer match about $56,116 at 4% or $37,411 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-59$8,355,546$264,868$4,489iApproximate average salary by contribution assumption: employee only about $112,232 at 4% or $74,821 at 6%; with 50% employer match about $74,821 at 4% or $49,881 at 6%; with 100% employer match about $56,116 at 4% or $37,411 at 6%.
2023165$8,147,245$332,717$5,119iApproximate average salary by contribution assumption: employee only about $127,968 at 4% or $85,312 at 6%; with 50% employer match about $85,312 at 4% or $56,875 at 6%; with 100% employer match about $63,984 at 4% or $42,656 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-65$8,147,245$332,717$5,119iApproximate average salary by contribution assumption: employee only about $127,968 at 4% or $85,312 at 6%; with 50% employer match about $85,312 at 4% or $56,875 at 6%; with 100% employer match about $63,984 at 4% or $42,656 at 6%.
2022181$7,092,278$366,910$4,530iApproximate average salary by contribution assumption: employee only about $113,244 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-81$7,092,278$366,910$4,530iApproximate average salary by contribution assumption: employee only about $113,244 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%.
2021185$8,255,463$312,720$3,679iApproximate average salary by contribution assumption: employee only about $91,976 at 4% or $61,318 at 6%; with 50% employer match about $61,318 at 4% or $40,878 at 6%; with 100% employer match about $45,988 at 4% or $30,659 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-85$8,255,463$312,720$3,679iApproximate average salary by contribution assumption: employee only about $91,976 at 4% or $61,318 at 6%; with 50% employer match about $61,318 at 4% or $40,878 at 6%; with 100% employer match about $45,988 at 4% or $30,659 at 6%.
2020186$7,347,437$247,540$2,878iApproximate average salary by contribution assumption: employee only about $71,959 at 4% or $47,973 at 6%; with 50% employer match about $47,973 at 4% or $31,982 at 6%; with 100% employer match about $35,980 at 4% or $23,986 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-86$7,347,437$247,540$2,878iApproximate average salary by contribution assumption: employee only about $71,959 at 4% or $47,973 at 6%; with 50% employer match about $47,973 at 4% or $31,982 at 6%; with 100% employer match about $35,980 at 4% or $23,986 at 6%.
2019185$6,154,111$247,739$2,915iApproximate average salary by contribution assumption: employee only about $72,864 at 4% or $48,576 at 6%; with 50% employer match about $48,576 at 4% or $32,384 at 6%; with 100% employer match about $36,432 at 4% or $24,288 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-85$6,154,111$247,739$2,915iApproximate average salary by contribution assumption: employee only about $72,864 at 4% or $48,576 at 6%; with 50% employer match about $48,576 at 4% or $32,384 at 6%; with 100% employer match about $36,432 at 4% or $24,288 at 6%.
2018181$5,133,293$223,741$2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,037 at 6%; with 50% employer match about $46,037 at 4% or $30,691 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-81$5,133,293$223,741$2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,037 at 6%; with 50% employer match about $46,037 at 4% or $30,691 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%.
2017184$5,505,619$218,441$2,600iApproximate average salary by contribution assumption: employee only about $65,012 at 4% or $43,341 at 6%; with 50% employer match about $43,341 at 4% or $28,894 at 6%; with 100% employer match about $32,506 at 4% or $21,671 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-84$5,505,619$218,441$2,600iApproximate average salary by contribution assumption: employee only about $65,012 at 4% or $43,341 at 6%; with 50% employer match about $43,341 at 4% or $28,894 at 6%; with 100% employer match about $32,506 at 4% or $21,671 at 6%.
2016187$4,862,345$188,945$2,172iApproximate average salary by contribution assumption: employee only about $54,295 at 4% or $36,196 at 6%; with 50% employer match about $36,196 at 4% or $24,131 at 6%; with 100% employer match about $27,147 at 4% or $18,098 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-87$4,862,345$188,945$2,172iApproximate average salary by contribution assumption: employee only about $54,295 at 4% or $36,196 at 6%; with 50% employer match about $36,196 at 4% or $24,131 at 6%; with 100% employer match about $27,147 at 4% or $18,098 at 6%.
2015174$4,721,989$122,780$1,659iApproximate average salary by contribution assumption: employee only about $41,480 at 4% or $27,653 at 6%; with 50% employer match about $27,653 at 4% or $18,435 at 6%; with 100% employer match about $20,740 at 4% or $13,827 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-74$4,721,989$122,780$1,659iApproximate average salary by contribution assumption: employee only about $41,480 at 4% or $27,653 at 6%; with 50% employer match about $27,653 at 4% or $18,435 at 6%; with 100% employer match about $20,740 at 4% or $13,827 at 6%.
2014371$4,822,297$110,228$1,553iApproximate average salary by contribution assumption: employee only about $38,813 at 4% or $25,875 at 6%; with 50% employer match about $25,875 at 4% or $17,250 at 6%; with 100% employer match about $19,406 at 4% or $12,938 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-71$4,822,297$110,228$1,553iApproximate average salary by contribution assumption: employee only about $38,813 at 4% or $25,875 at 6%; with 50% employer match about $25,875 at 4% or $17,250 at 6%; with 100% employer match about $19,406 at 4% or $12,938 at 6%.
The Offset House Employee Benefit Plan-55---
The Offset House Employee Benefit Plan-68---
2013374$4,646,133$103,927$1,404iApproximate average salary by contribution assumption: employee only about $35,110 at 4% or $23,407 at 6%; with 50% employer match about $23,407 at 4% or $15,605 at 6%; with 100% employer match about $17,555 at 4% or $11,703 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-74$4,646,133$103,927$1,404iApproximate average salary by contribution assumption: employee only about $35,110 at 4% or $23,407 at 6%; with 50% employer match about $23,407 at 4% or $15,605 at 6%; with 100% employer match about $17,555 at 4% or $11,703 at 6%.
The Offset House Employee Benefit Plan-54---
The Offset House Employee Benefit Plan-71---
2012379$4,210,972$99,197$1,256iApproximate average salary by contribution assumption: employee only about $31,391 at 4% or $20,928 at 6%; with 50% employer match about $20,928 at 4% or $13,952 at 6%; with 100% employer match about $15,696 at 4% or $10,464 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-79$4,210,972$99,197$1,256iApproximate average salary by contribution assumption: employee only about $31,391 at 4% or $20,928 at 6%; with 50% employer match about $20,928 at 4% or $13,952 at 6%; with 100% employer match about $15,696 at 4% or $10,464 at 6%.
The Offset House Employee Benefit Plan-54---
The Offset House Employee Benefit Plan-73---
2011376$3,785,904$114,959$1,513iApproximate average salary by contribution assumption: employee only about $37,815 at 4% or $25,210 at 6%; with 50% employer match about $25,210 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,605 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-75$3,785,904$114,959$1,533iApproximate average salary by contribution assumption: employee only about $38,320 at 4% or $25,546 at 6%; with 50% employer match about $25,546 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,773 at 6%.
The Offset House Employee Benefit Plan-59---
The Offset House Employee Benefit Plan-76---
2010395$3,942,501$138,010$1,453iApproximate average salary by contribution assumption: employee only about $36,318 at 4% or $24,212 at 6%; with 50% employer match about $24,212 at 4% or $16,142 at 6%; with 100% employer match about $18,159 at 4% or $12,106 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-95$3,942,501$138,010$1,453iApproximate average salary by contribution assumption: employee only about $36,318 at 4% or $24,212 at 6%; with 50% employer match about $24,212 at 4% or $16,142 at 6%; with 100% employer match about $18,159 at 4% or $12,106 at 6%.
The Offset House Employee Benefit Plan-71---
The Offset House Employee Benefit Plan-94---
2009398$3,439,836$182,779$1,865iApproximate average salary by contribution assumption: employee only about $46,627 at 4% or $31,085 at 6%; with 50% employer match about $31,085 at 4% or $20,723 at 6%; with 100% employer match about $23,314 at 4% or $15,542 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-98$3,439,836$182,779$1,865iApproximate average salary by contribution assumption: employee only about $46,627 at 4% or $31,085 at 6%; with 50% employer match about $31,085 at 4% or $20,723 at 6%; with 100% employer match about $23,314 at 4% or $15,542 at 6%.
The Offset House Employee Benefit Plan-72---
The Offset House Employee Benefit Plan-72---
2008297$3,197,384$433,445$4,469iApproximate average salary by contribution assumption: employee only about $111,713 at 4% or $74,475 at 6%; with 50% employer match about $74,475 at 4% or $49,650 at 6%; with 100% employer match about $55,856 at 4% or $37,238 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-97$3,197,384$433,445$4,469iApproximate average salary by contribution assumption: employee only about $111,713 at 4% or $74,475 at 6%; with 50% employer match about $74,475 at 4% or $49,650 at 6%; with 100% employer match about $55,856 at 4% or $37,238 at 6%.
The Offset House Employee Benefit Plan-81---
20072104$4,253,137$468,342$4,503iApproximate average salary by contribution assumption: employee only about $112,582 at 4% or $75,055 at 6%; with 50% employer match about $75,055 at 4% or $50,037 at 6%; with 100% employer match about $56,291 at 4% or $37,527 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-104$4,253,137$468,342$4,503iApproximate average salary by contribution assumption: employee only about $112,582 at 4% or $75,055 at 6%; with 50% employer match about $75,055 at 4% or $50,037 at 6%; with 100% employer match about $56,291 at 4% or $37,527 at 6%.
The Offset House Employee Benefit Plan-0---
20063107$3,586,988$370,119$3,459iApproximate average salary by contribution assumption: employee only about $86,476 at 4% or $57,651 at 6%; with 50% employer match about $57,651 at 4% or $38,434 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-107$3,586,988$370,119$3,459iApproximate average salary by contribution assumption: employee only about $86,476 at 4% or $57,651 at 6%; with 50% employer match about $57,651 at 4% or $38,434 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%.
The Offset House Employee Benefit Plan-78---
The Offset House Employee Benefit Plan-102---
20052108$3,026,325$322,410$2,985iApproximate average salary by contribution assumption: employee only about $74,632 at 4% or $49,755 at 6%; with 50% employer match about $49,755 at 4% or $33,170 at 6%; with 100% employer match about $37,316 at 4% or $24,877 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-108$3,026,325$322,410$2,985iApproximate average salary by contribution assumption: employee only about $74,632 at 4% or $49,755 at 6%; with 50% employer match about $49,755 at 4% or $33,170 at 6%; with 100% employer match about $37,316 at 4% or $24,877 at 6%.
The Offset House Employee Benefit Plan-77---
20043108$2,607,780$309,967$2,870iApproximate average salary by contribution assumption: employee only about $71,752 at 4% or $47,834 at 6%; with 50% employer match about $47,834 at 4% or $31,890 at 6%; with 100% employer match about $35,876 at 4% or $23,917 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-108$2,607,780$309,967$2,870iApproximate average salary by contribution assumption: employee only about $71,752 at 4% or $47,834 at 6%; with 50% employer match about $47,834 at 4% or $31,890 at 6%; with 100% employer match about $35,876 at 4% or $23,917 at 6%.
The Offset House Employee Benefit Plan-83---
The Offset House Employee Benefit Plan-107---
20032105$2,215,721$242,487$2,309iApproximate average salary by contribution assumption: employee only about $57,735 at 4% or $38,490 at 6%; with 50% employer match about $38,490 at 4% or $25,660 at 6%; with 100% employer match about $28,868 at 4% or $19,245 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-105$2,215,721$242,487$2,309iApproximate average salary by contribution assumption: employee only about $57,735 at 4% or $38,490 at 6%; with 50% employer match about $38,490 at 4% or $25,660 at 6%; with 100% employer match about $28,868 at 4% or $19,245 at 6%.
The Offset House Employee Benefit Plan-79---
20022110$1,758,442$239,230$2,175iApproximate average salary by contribution assumption: employee only about $54,370 at 4% or $36,247 at 6%; with 50% employer match about $36,247 at 4% or $24,165 at 6%; with 100% employer match about $27,185 at 4% or $18,123 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-110$1,758,442$239,230$2,175iApproximate average salary by contribution assumption: employee only about $54,370 at 4% or $36,247 at 6%; with 50% employer match about $36,247 at 4% or $24,165 at 6%; with 100% employer match about $27,185 at 4% or $18,123 at 6%.
The Offset House Employee Benefit Plan-84---
20012116$1,931,925$217,291$1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-116$1,931,925$217,291$1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%.
The Offset House Employee Benefit Plan-84---
20002112$2,297,704$221,465$1,977iApproximate average salary by contribution assumption: employee only about $49,434 at 4% or $32,956 at 6%; with 50% employer match about $32,956 at 4% or $21,971 at 6%; with 100% employer match about $24,717 at 4% or $16,478 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-112$2,297,704$221,465$1,977iApproximate average salary by contribution assumption: employee only about $49,434 at 4% or $32,956 at 6%; with 50% employer match about $32,956 at 4% or $21,971 at 6%; with 100% employer match about $24,717 at 4% or $16,478 at 6%.
The Offset House Employee Benefit Plan-89---
19992127$2,494,249$242,220$1,907iApproximate average salary by contribution assumption: employee only about $47,681 at 4% or $31,787 at 6%; with 50% employer match about $31,787 at 4% or $21,192 at 6%; with 100% employer match about $23,841 at 4% or $15,894 at 6%.
The Offset House Inc. 401K Retirement Plan and Trust-127$2,494,249$242,220$1,907iApproximate average salary by contribution assumption: employee only about $47,681 at 4% or $31,787 at 6%; with 50% employer match about $31,787 at 4% or $21,192 at 6%; with 100% employer match about $23,841 at 4% or $15,894 at 6%.
The Offset House Employee Benefit Plan-115---