Civic Intelligence

The Orton Family Foundation

Plan context: The Orton Family Foundation Retirement Plan

EIN 03-0346513 • Shelburne, VT • 26 filings • 2 plans

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120 Graham Way, Suite 126Shelburne, VT 05482
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,252,858

2024 Contributions

$181,666

Historical Graphs

Total Assets Over Time

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

$2,252,858$1,126,429$0199920122024YearValue
$2,252,858Latest year 2024

Participants Over Time

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

22110199920122024YearValue
21Latest 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
2024121$2,252,858$181,666$8,651iApproximate average salary by contribution assumption: employee only about $216,269 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,120 at 6%; with 100% employer match about $108,135 at 4% or $72,090 at 6%.
The Orton Family Foundation Retirement Plan-21$2,252,858$181,666$8,651iApproximate average salary by contribution assumption: employee only about $216,269 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,120 at 6%; with 100% employer match about $108,135 at 4% or $72,090 at 6%.
2023122$1,995,023$147,561$6,707iApproximate average salary by contribution assumption: employee only about $167,683 at 4% or $111,789 at 6%; with 50% employer match about $111,789 at 4% or $74,526 at 6%; with 100% employer match about $83,841 at 4% or $55,894 at 6%.
The Orton Family Foundation Retirement Plan-22$1,995,023$147,561$6,707iApproximate average salary by contribution assumption: employee only about $167,683 at 4% or $111,789 at 6%; with 50% employer match about $111,789 at 4% or $74,526 at 6%; with 100% employer match about $83,841 at 4% or $55,894 at 6%.
2022120$1,594,908$181,191$9,060iApproximate average salary by contribution assumption: employee only about $226,489 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
The Orton Family Foundation Retirement Plan-20$1,594,908$181,191$9,060iApproximate average salary by contribution assumption: employee only about $226,489 at 4% or $150,993 at 6%; with 50% employer match about $150,993 at 4% or $100,662 at 6%; with 100% employer match about $113,244 at 4% or $75,496 at 6%.
2021120$1,698,029$149,837$7,492iApproximate average salary by contribution assumption: employee only about $187,296 at 4% or $124,864 at 6%; with 50% employer match about $124,864 at 4% or $83,243 at 6%; with 100% employer match about $93,648 at 4% or $62,432 at 6%.
The Orton Family Foundation Retirement Plan-20$1,698,029$149,837$7,492iApproximate average salary by contribution assumption: employee only about $187,296 at 4% or $124,864 at 6%; with 50% employer match about $124,864 at 4% or $83,243 at 6%; with 100% employer match about $93,648 at 4% or $62,432 at 6%.
2020120$1,376,228$144,257$7,213iApproximate average salary by contribution assumption: employee only about $180,321 at 4% or $120,214 at 6%; with 50% employer match about $120,214 at 4% or $80,143 at 6%; with 100% employer match about $90,161 at 4% or $60,107 at 6%.
The Orton Family Foundation Retirement Plan-20$1,376,228$144,257$7,213iApproximate average salary by contribution assumption: employee only about $180,321 at 4% or $120,214 at 6%; with 50% employer match about $120,214 at 4% or $80,143 at 6%; with 100% employer match about $90,161 at 4% or $60,107 at 6%.
2019120$1,038,241$127,623$6,381iApproximate average salary by contribution assumption: employee only about $159,529 at 4% or $106,353 at 6%; with 50% employer match about $106,353 at 4% or $70,902 at 6%; with 100% employer match about $79,764 at 4% or $53,176 at 6%.
The Orton Family Foundation Retirement Plan-20$1,038,241$127,623$6,381iApproximate average salary by contribution assumption: employee only about $159,529 at 4% or $106,353 at 6%; with 50% employer match about $106,353 at 4% or $70,902 at 6%; with 100% employer match about $79,764 at 4% or $53,176 at 6%.
2018120$816,755$285,944$14,297iApproximate average salary by contribution assumption: employee only about $357,430 at 4% or $238,287 at 6%; with 50% employer match about $238,287 at 4% or $158,858 at 6%; with 100% employer match about $178,715 at 4% or $119,143 at 6%.
The Orton Family Foundation Retirement Plan-20$816,755$285,944$14,297iApproximate average salary by contribution assumption: employee only about $357,430 at 4% or $238,287 at 6%; with 50% employer match about $238,287 at 4% or $158,858 at 6%; with 100% employer match about $178,715 at 4% or $119,143 at 6%.
2017116$575,823$96,958$6,060iApproximate average salary by contribution assumption: employee only about $151,497 at 4% or $100,998 at 6%; with 50% employer match about $100,998 at 4% or $67,332 at 6%; with 100% employer match about $75,748 at 4% or $50,499 at 6%.
The Orton Family Foundation Retirement Plan-16$575,823$96,958$6,060iApproximate average salary by contribution assumption: employee only about $151,497 at 4% or $100,998 at 6%; with 50% employer match about $100,998 at 4% or $67,332 at 6%; with 100% employer match about $75,748 at 4% or $50,499 at 6%.
2016115$414,777$57,900$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
The Orton Family Foundation Retirement Plan-15$414,777$57,900$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
2015114$527,773$74,206$5,300iApproximate average salary by contribution assumption: employee only about $132,511 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,894 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%.
The Orton Family Foundation Retirement Plan-14$527,773$74,206$5,300iApproximate average salary by contribution assumption: employee only about $132,511 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,894 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%.
2014111$599,519$67,864$6,169iApproximate average salary by contribution assumption: employee only about $154,236 at 4% or $102,824 at 6%; with 50% employer match about $102,824 at 4% or $68,549 at 6%; with 100% employer match about $77,118 at 4% or $51,412 at 6%.
The Orton Family Foundation Retirement Plan-11$599,519$67,864$6,169iApproximate average salary by contribution assumption: employee only about $154,236 at 4% or $102,824 at 6%; with 50% employer match about $102,824 at 4% or $68,549 at 6%; with 100% employer match about $77,118 at 4% or $51,412 at 6%.
2013112$891,256$64,318$5,360iApproximate average salary by contribution assumption: employee only about $133,996 at 4% or $89,331 at 6%; with 50% employer match about $89,331 at 4% or $59,554 at 6%; with 100% employer match about $66,998 at 4% or $44,665 at 6%.
The Orton Family Foundation Retirement Plan-12$891,256$64,318$5,360iApproximate average salary by contribution assumption: employee only about $133,996 at 4% or $89,331 at 6%; with 50% employer match about $89,331 at 4% or $59,554 at 6%; with 100% employer match about $66,998 at 4% or $44,665 at 6%.
2012115$750,405$90,795$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
The Orton Family Foundation Retirement Plan-15$750,405$90,795$6,053iApproximate average salary by contribution assumption: employee only about $151,325 at 4% or $100,883 at 6%; with 50% employer match about $100,883 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
2011114$584,086$80,992$5,785iApproximate average salary by contribution assumption: employee only about $144,629 at 4% or $96,419 at 6%; with 50% employer match about $96,419 at 4% or $64,279 at 6%; with 100% employer match about $72,314 at 4% or $48,210 at 6%.
The Orton Family Foundation Retirement Plan-14$584,086$80,992$5,785iApproximate average salary by contribution assumption: employee only about $144,629 at 4% or $96,419 at 6%; with 50% employer match about $96,419 at 4% or $64,279 at 6%; with 100% employer match about $72,314 at 4% or $48,210 at 6%.
2010115$538,362$81,222$5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,247 at 6%; with 50% employer match about $90,247 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%.
The Orton Family Foundation Retirement Plan-15$538,362$81,222$5,415iApproximate average salary by contribution assumption: employee only about $135,370 at 4% or $90,247 at 6%; with 50% employer match about $90,247 at 4% or $60,164 at 6%; with 100% employer match about $67,685 at 4% or $45,123 at 6%.
2009114$418,046$63,039$4,503iApproximate average salary by contribution assumption: employee only about $112,570 at 4% or $75,046 at 6%; with 50% employer match about $75,046 at 4% or $50,031 at 6%; with 100% employer match about $56,285 at 4% or $37,523 at 6%.
The Orton Family Foundation Retirement Plan-14$418,046$63,039$4,503iApproximate average salary by contribution assumption: employee only about $112,570 at 4% or $75,046 at 6%; with 50% employer match about $75,046 at 4% or $50,031 at 6%; with 100% employer match about $56,285 at 4% or $37,523 at 6%.
200814$285,933$65,219$16,305iApproximate average salary by contribution assumption: employee only about $407,619 at 4% or $271,746 at 6%; with 50% employer match about $271,746 at 4% or $181,164 at 6%; with 100% employer match about $203,809 at 4% or $135,873 at 6%.
The Orton Family Foundation Retirement Plan-4$285,933$65,219$16,305iApproximate average salary by contribution assumption: employee only about $407,619 at 4% or $271,746 at 6%; with 50% employer match about $271,746 at 4% or $181,164 at 6%; with 100% employer match about $203,809 at 4% or $135,873 at 6%.
200712$482,092$38,899$19,450iApproximate average salary by contribution assumption: employee only about $486,238 at 4% or $324,158 at 6%; with 50% employer match about $324,158 at 4% or $216,106 at 6%; with 100% employer match about $243,119 at 4% or $162,079 at 6%.
The Orton Family Foundation Retirement Plan-2$482,092$38,899$19,450iApproximate average salary by contribution assumption: employee only about $486,238 at 4% or $324,158 at 6%; with 50% employer match about $324,158 at 4% or $216,106 at 6%; with 100% employer match about $243,119 at 4% or $162,079 at 6%.
200618$418,046$87,488$10,936iApproximate average salary by contribution assumption: employee only about $273,400 at 4% or $182,267 at 6%; with 50% employer match about $182,267 at 4% or $121,511 at 6%; with 100% employer match about $136,700 at 4% or $91,133 at 6%.
The Orton Family Foundation Retirement Plan-8$418,046$87,488$10,936iApproximate average salary by contribution assumption: employee only about $273,400 at 4% or $182,267 at 6%; with 50% employer match about $182,267 at 4% or $121,511 at 6%; with 100% employer match about $136,700 at 4% or $91,133 at 6%.
200517$524,798$86,685$12,384iApproximate average salary by contribution assumption: employee only about $309,589 at 4% or $206,393 at 6%; with 50% employer match about $206,393 at 4% or $137,595 at 6%; with 100% employer match about $154,795 at 4% or $103,196 at 6%.
The Orton Family Foundation Retirement Plan-7$524,798$86,685$12,384iApproximate average salary by contribution assumption: employee only about $309,589 at 4% or $206,393 at 6%; with 50% employer match about $206,393 at 4% or $137,595 at 6%; with 100% employer match about $154,795 at 4% or $103,196 at 6%.
2004112$539,076$43,752$3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%.
The Orton Family Foundation Retirement Plan-12$539,076$43,752$3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%.
2003116$454,584$173,237$10,827iApproximate average salary by contribution assumption: employee only about $270,683 at 4% or $180,455 at 6%; with 50% employer match about $180,455 at 4% or $120,303 at 6%; with 100% employer match about $135,341 at 4% or $90,228 at 6%.
The Orton Family Foundation Retirement Plan-16$454,584$173,237$10,827iApproximate average salary by contribution assumption: employee only about $270,683 at 4% or $180,455 at 6%; with 50% employer match about $180,455 at 4% or $120,303 at 6%; with 100% employer match about $135,341 at 4% or $90,228 at 6%.
2002112$236,471$82,069$6,839iApproximate average salary by contribution assumption: employee only about $170,977 at 4% or $113,985 at 6%; with 50% employer match about $113,985 at 4% or $75,990 at 6%; with 100% employer match about $85,489 at 4% or $56,992 at 6%.
The Orton Family Foundation Retirement Plan-12$236,471$82,069$6,839iApproximate average salary by contribution assumption: employee only about $170,977 at 4% or $113,985 at 6%; with 50% employer match about $113,985 at 4% or $75,990 at 6%; with 100% employer match about $85,489 at 4% or $56,992 at 6%.
200117$0$0-
The Orton Family Foundation Retirement Plan-7---
200017$103,099$67,133$9,590iApproximate average salary by contribution assumption: employee only about $239,761 at 4% or $159,840 at 6%; with 50% employer match about $159,840 at 4% or $106,560 at 6%; with 100% employer match about $119,880 at 4% or $79,920 at 6%.
The Orton Family Foundation Retirement Plan-7$103,099$67,133$9,590iApproximate average salary by contribution assumption: employee only about $239,761 at 4% or $159,840 at 6%; with 50% employer match about $159,840 at 4% or $106,560 at 6%; with 100% employer match about $119,880 at 4% or $79,920 at 6%.
199914$40,028$40,028$10,007iApproximate average salary by contribution assumption: employee only about $250,175 at 4% or $166,783 at 6%; with 50% employer match about $166,783 at 4% or $111,189 at 6%; with 100% employer match about $125,088 at 4% or $83,392 at 6%.
The Orton Family Foundation Retirement Plan-4$40,028$40,028$10,007iApproximate average salary by contribution assumption: employee only about $250,175 at 4% or $166,783 at 6%; with 50% employer match about $166,783 at 4% or $111,189 at 6%; with 100% employer match about $125,088 at 4% or $83,392 at 6%.